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Oxford Financial Group’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Oxford Financial Group’s Portfolio MDYG Stock Details MDYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,500
Closed -$186K – 283
2022
Q1 		$186K Hold
2,500
– – 0.02% 186
2021
Q4 		$204K Buy
+2,500
New +$200K 0.02% 195

Other funds holding MDYG

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.93B AUM 22.18% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Oxford Financial Group's MDYG Position: Q2 2022 in Review

Oxford Financial Group sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2022, closing a stake of 2,500 shares — an estimated $186K sold.

Oxford Financial Group first reported a position in MDYG in Q4 2021 and held it in 2 quarters. The position peaked at $204K in Q4 2021. 264 funds tracked by Wall St. Rank hold MDYG as of Q2 2022.

  • Oxford Financial Group reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Oxford Financial Group sold 2,500 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2022, an estimated $186K.
  • Oxford Financial Group first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2021 and held it in 2 quarters.
  • Oxford Financial Group's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $204K in Q4 2021.
  • 264 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2022.

Based on Oxford Financial Group's 13F filing for Q2 2022, filed 11 Aug 2022.