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Spdr Series Trust fund shares owned by Oxford Financial

Quarter-by-quarter ownership of Spdr Series Trust fund (VLU) shares owned by Oxford Financial from 13F filings

Historical chart of Oxford Financial investment in Spdr Series Trust fund

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All positions including Spdr Series Trust fund held by Oxford Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Series Trust fund by Oxford Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $12k 57 210.00
2023-12-31 $8.8k 55 159.13

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View all positions for Oxford Financial

Top funds holding Spdr Series Trust fund

Boothbay Fund Management
LPL Financial
Raymond James Financial
Envestnet Asset Management
Ameriprise Financial
Cambridge Investment Research Advisors
Advisor Group Holdings
MAI Wealth Advisors
Stratos Wealth Advisors
Compass Financial Services
RFG - Bristol Wealth Advisors
Absolute Capital Management
Graney & King
Thrivent Financial for Lutherans
Jpmorgan Chase & Co

View all funds holding Spdr Series Trust fund