SPDR S&P MIDCAP 400 ETF TR

Ticker: MDY CUSIP: 78467Y107 Class: Exchange Traded Fund

OXFORD FINANCIAL GROUP LTD's Holding History (CIK: 0001245862)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 2,055 Value ($000) $1,240 Avg Close — Range —
Q3 2025
Shares 2,055 Value ($000) $1,225 Avg Close — Range —
Q2 2025
Shares 3,192 Value ($000) $1,808 Avg Close — Range —
Q1 2025
Shares 3,192 Value ($000) $1,703 Avg Close — Range —
Q4 2024
Shares 3,192 Value ($000) $1,818 Avg Close — Range —
Q3 2024
Shares 3,192 Value ($000) $1,818 Avg Close — Range —
Q2 2024
Shares 3,192 Value ($000) $1,708 Avg Close — Range —
Q1 2024
Shares 3,319 Value ($000) $1,847 Avg Close — Range —
Q4 2023
Shares 3,319 Value ($000) $1,684 Avg Close — Range —
Q3 2023
Shares 3,319 Value ($000) $1,516 Avg Close — Range —
Q2 2023
Shares 3,754 Value ($000) $1,798 Avg Close — Range —
Q1 2023
Shares 3,378 Value ($000) $1,549 Avg Close — Range —
Q4 2022
Shares 3,378 Value ($000) $1,496 Avg Close — Range —
Q3 2022
Shares 3,378 Value ($000) $1,357 Avg Close — Range —
Q2 2022
Shares 3,378 Value ($000) $1,397 Avg Close — Range —
Q1 2022
Shares 3,378 Value ($000) $1,657 Avg Close — Range —
Q4 2021
Shares 3,473 Value ($000) $1,798 Avg Close — Range —
Q3 2021
Shares 3,473 Value ($000) $1,670 Avg Close — Range —
Q2 2021
Shares 3,607 Value ($000) $1,771 Avg Close — Range —
Q1 2021
Shares 2,907 Value ($000) $1,384 Avg Close — Range —
Q4 2020
Shares 2,907 Value ($000) $1,221 Avg Close — Range —
Q3 2020
Shares 2,907 Value ($000) $985 Avg Close — Range —
Q2 2020
Shares 2,979 Value ($000) $967 Avg Close — Range —
Q1 2020
Shares 2,979 Value ($000) $783 Avg Close — Range —
Q4 2019
Shares 3,006 Value ($000) $1,128 Avg Close — Range —
Q3 2019
Shares 2,979 Value ($000) $1,050 Avg Close — Range —
Q2 2019
Shares 2,587 Value ($000) $917 Avg Close — Range —
Q1 2019
Shares 2,587 Value ($000) $894 Avg Close — Range —
Q4 2018
Shares 2,587 Value ($000) $783 Avg Close — Range —
Q3 2018
Shares 2,587 Value ($000) $951 Avg Close — Range —
Q2 2018
Shares 2,587 Value ($000) $918 Avg Close — Range —
Q1 2018
Shares 2,587 Value ($000) $884 Avg Close — Range —
Q4 2017
Shares 2,587 Value ($000) $894 Avg Close — Range —
Q3 2017
Shares 2,587 Value ($000) $844 Avg Close — Range —
Q2 2017
Shares 2,587 Value ($000) $822 Avg Close — Range —
Q1 2017
Shares 2,587 Value ($000) $808 Avg Close — Range —
Q4 2016
Shares 2,587 Value ($000) $781 Avg Close — Range —