Oxford Financial Group’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.27M | Hold |
2,055
| – | – | 0.07% | 80 |
|
|
2025
Q4 | $1.24M | Hold |
2,055
| – | – | 0.07% | 77 |
|
|
2025
Q3 | $1.22M | Sell |
2,055
-1,137
| -36% | -$667K | 0.07% | 77 |
|
|
2025
Q2 | $1.81M | Hold |
3,192
| – | – | 0.11% | 58 |
|
|
2025
Q1 | $1.7M | Hold |
3,192
| – | – | 0.12% | 56 |
|
|
2024
Q4 | $1.82M | Hold |
3,192
| – | – | 0.12% | 59 |
|
|
2024
Q3 | $1.82M | Hold |
3,192
| – | – | 0.12% | 61 |
|
|
2024
Q2 | $1.71M | Sell |
3,192
-127
| -4% | -$68.3K | 0.11% | 65 |
|
|
2024
Q1 | $1.85M | Hold |
3,319
| – | – | 0.13% | 54 |
|
|
2023
Q4 | $1.68M | Hold |
3,319
| – | – | 0.12% | 59 |
|
|
2023
Q3 | $1.52M | Sell |
3,319
-435
| -12% | -$208K | 0.13% | 56 |
|
|
2023
Q2 | $1.8M | Buy |
3,754
+376
| +11% | +$171K | 0.17% | 47 |
|
|
2023
Q1 | $1.55M | Hold |
3,378
| – | – | 0.17% | 50 |
|
|
2022
Q4 | $1.5M | Hold |
3,378
| – | – | 0.17% | 49 |
|
|
2022
Q3 | $1.36M | Hold |
3,378
| – | – | 0.2% | 48 |
|
|
2022
Q2 | $1.4M | Hold |
3,378
| – | – | 0.21% | 51 |
|
|
2022
Q1 | $1.66M | Sell |
3,378
-95
| -3% | -$46.2K | 0.21% | 46 |
|
|
2021
Q4 | $1.8M | Hold |
3,473
| – | – | 0.2% | 48 |
|
|
2021
Q3 | $1.67M | Sell |
3,473
-134
| -4% | -$65.8K | 0.21% | 43 |
|
|
2021
Q2 | $1.77M | Buy |
3,607
+700
| +24% | +$345K | 0.24% | 42 |
|
|
2021
Q1 | $1.38M | Hold |
2,907
| – | – | 0.19% | 46 |
|
|
2020
Q4 | $1.22M | Hold |
2,907
| – | – | 0.18% | 49 |
|
|
2020
Q3 | $985K | Sell |
2,907
-72
| -2% | -$24.6K | 0.16% | 55 |
|
|
2020
Q2 | $967K | Hold |
2,979
| – | – | 0.16% | 55 |
|
|
2020
Q1 | $783K | Sell |
2,979
-27
| -0.9% | -$9.15K | 0.16% | 60 |
|
|
2019
Q4 | $1.13M | Buy |
3,006
+27
| +0.9% | +$9.76K | 0.31% | 33 |
|
|
2019
Q3 | $1.05M | Buy |
2,979
+392
| +15% | +$137K | 0.33% | 31 |
|
|
2019
Q2 | $917K | Hold |
2,587
| – | – | 0.3% | 29 |
|
|
2019
Q1 | $894K | Hold |
2,587
| – | – | 0.32% | 30 |
|
|
2018
Q4 | $783K | Hold |
2,587
| – | – | 0.26% | 27 |
|
|
2018
Q3 | $951K | Hold |
2,587
| – | – | 0.44% | 17 |
|
|
2018
Q2 | $918K | Hold |
2,587
| – | – | 0.47% | 17 |
|
|
2018
Q1 | $884K | Hold |
2,587
| – | – | 0.51% | 17 |
|
|
2017
Q4 | $894K | Hold |
2,587
| – | – | 0.61% | 16 |
|
|
2017
Q3 | $844K | Hold |
2,587
| – | – | 0.58% | 18 |
|
|
2017
Q2 | $822K | Hold |
2,587
| – | – | 0.63% | 16 |
|
|
2017
Q1 | $808K | Hold |
2,587
| – | – | 0.7% | 16 |
|
|
2016
Q4 | $781K | Buy |
+2,587
| New | +$748K | 0.72% | 14 |
|
Other funds holding MDY
Oxford Financial Group's MDY Position: Q1 2026 in Review
Oxford Financial Group held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 2,055 shares worth $1.27M. The position accounts for 0.07% of the portfolio, ranked #80.
Oxford Financial Group first reported a position in MDY in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.85M in Q1 2024. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.
- Oxford Financial Group held 2,055 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.27M as of Q1 2026.
- Oxford Financial Group left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q1 2026.
- State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.07% of Oxford Financial Group's portfolio in Q1 2026, its #80 holding.
- Oxford Financial Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2016 and has held it in 38 quarters since.
- Oxford Financial Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.85M in Q1 2024.
- 1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.
Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.