Oxford Financial Group’s 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.22M | Sell |
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|
2025
Q2 | $1.81M | Hold |
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|
2025
Q1 | $1.7M | Hold |
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|
2024
Q4 | $1.82M | Hold |
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|
2024
Q3 | $1.82M | Hold |
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|
2024
Q2 | $1.71M | Sell |
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|
2024
Q1 | $1.85M | Hold |
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|
2023
Q4 | $1.68M | Hold |
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|
2023
Q3 | $1.52M | Sell |
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|
2023
Q2 | $1.8M | Buy |
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|
2023
Q1 | $1.55M | Hold |
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|
2022
Q4 | $1.5M | Hold |
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|
2022
Q3 | $1.36M | Hold |
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|
2022
Q2 | $1.4M | Hold |
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|
2022
Q1 | $1.66M | Sell |
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|
2021
Q4 | $1.8M | Hold |
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|
2021
Q3 | $1.67M | Sell |
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|
2021
Q2 | $1.77M | Buy |
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|
2021
Q1 | $1.38M | Hold |
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|
2020
Q4 | $1.22M | Hold |
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|
2020
Q3 | $985K | Sell |
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|
2020
Q2 | $967K | Hold |
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|
2020
Q1 | $783K | Sell |
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|
2019
Q4 | $1.13M | Buy |
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|
2019
Q3 | $1.05M | Buy |
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|
2019
Q2 | $917K | Hold |
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|
2019
Q1 | $894K | Hold |
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|
2018
Q4 | $783K | Hold |
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|
2018
Q3 | $951K | Hold |
|
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|
2018
Q2 | $918K | Hold |
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|
2018
Q1 | $884K | Hold |
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|
2017
Q4 | $894K | Hold |
|
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|
2017
Q3 | $844K | Hold |
|
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|
2017
Q2 | $822K | Hold |
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|
2017
Q1 | $808K | Hold |
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|
2016
Q4 | $781K | Buy |
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