Oxford Financial Group LTD Spdr S&P Midcap 400 ETF Trust Transaction History

Oxford Financial Group LTD

$1.58 Billion
Q3 2024

A detailed history of Oxford Financial Group LTD transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Oxford Financial Group LTD holds 3,192 shares of MDY stock, worth $1.89 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

3,192

Previous 3,192 -0.0%

Holding current value

$1.89 Million

Previous $1.71 Million 6.5%

% of portfolio

0.12%

Previous 0.11%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$516.55 - $556.17 $65,601 - $70,633	-127 Reduced 3.83%	3,192 $1.71 Million
Q3 2023 Nov 13, 2023	SELL	$450.89 - $498.33 $196,137 - $216,773	-435 Reduced 11.59%	3,319 $1.52 Million
Q2 2023 Aug 10, 2023	BUY	$439.95 - $478.91 $165,421 - $180,070	376 Added 11.13%	3,754 $1.8 Million
Q1 2022 May 13, 2022	SELL	$459.24 - $521.7 $43,627 - $49,561	-95 Reduced 2.74%	3,378 $1.66 Million
Q3 2021 Nov 12, 2021	SELL	$468.36 - $506.04 $62,760 - $67,809	-134 Reduced 3.71%	3,473 $1.67 Million
Q2 2021 Aug 03, 2021	BUY	$475.11 - $504.81 $332,577 - $353,367	700 Added 24.08%	3,607 $1.77 Million
Q3 2020 Nov 12, 2020	SELL	$318.46 - $358.67 $22,929 - $25,824	-72 Reduced 2.42%	2,907 $985,000
Q1 2020 May 12, 2020	SELL	$220.85 - $384.02 $5,962 - $10,368	-27 Reduced 0.9%	2,979 $783,000
Q4 2019 Feb 10, 2020	BUY	$338.73 - $376.09 $9,145 - $10,154	27 Added 0.91%	3,006 $1.13 Million
Q3 2019 Nov 08, 2019	BUY	$334.13 - $362.01 $130,978 - $141,907	392 Added 15.15%	2,979 $1.05 Million
Q3 2017 Oct 27, 2017	BUY	$308.35 - $326.33 $797,701 - $844,215	2,587	2,587 $844,000

Others Institutions Holding MDY

# of Institutions

1,469

Shares Held

27.9M

Call Options Held

428K

Put Options Held

269K

View Full List

About SPDR S&P MIDCAP 400 ETF TRUST

Ticker MDY
Exchange NYSE
Sector ETFs
Industry ETFs

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Oxford Financial Group LTD Spdr S&P Midcap 400 ETF Trust Transaction History