Bank of Montreal’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Bank of Montreal’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
2026 Q2	$585K	Sell	5,218 -199	-4%	-$21.1K	﹤0.01%	2375
2026 Q1	$520K	Sell	5,417 -2,497	-32%	-$245K	﹤0.01%	2378
2025 Q4	$731K	Sell	7,914 -948	-11%	-$87.1K	﹤0.01%	2136
2025 Q3	$811K	Buy	8,862 +476	+6%	+$42.8K	﹤0.01%	2048
2025 Q2	$728K	Sell	8,386 -2,637	-24%	-$216K	﹤0.01%	2063
2025 Q1	$876K	Buy	11,023 +3,270	+42%	+$281K	﹤0.01%	1889
2024 Q4	$674K	Buy	7,753 +4,169	+116%	+$375K	﹤0.01%	2066
2024 Q3	$315K	Sell	3,584 -185	-5%	-$15.8K	﹤0.01%	2742
2024 Q2	$321K	Hold	3,769	–	–	﹤0.01%	2684
2024 Q1	$330K	Hold	3,769	–	–	﹤0.01%	2720
2023 Q4	$288K	Hold	3,769	–	–	﹤0.01%	2889
2023 Q3	$271K	Sell	3,769 -29	-0.8%	-$2.09K	﹤0.01%	2881
2023 Q2	$273K	Buy	+3,798	New	+$259K	﹤0.01%	3019
2019 Q3	–	Sell	-510	Closed	-$28K	–	4886
2019 Q2	$28K	Hold	510	–	–	﹤0.01%	3978
2019 Q1	$27K	Hold	510	–	–	﹤0.01%	3564
2018 Q4	$23K	Hold	510	–	–	﹤0.01%	3596
2018 Q3	$29K	Hold	510	–	–	﹤0.01%	3585
2018 Q2	$28K	Hold	510	–	–	﹤0.01%	3632
2018 Q1	$27K	Sell	510 -30	-6%	-$1.59K	﹤0.01%	3468
2017 Q4	$28K	Buy	540 +30	+6%	+$1.53K	﹤0.01%	3474
2017 Q3	$25K	Hold	510	–	–	﹤0.01%	3448
2017 Q2	$24K	Hold	510	–	–	﹤0.01%	3463
2017 Q1	$24K	Hold	510	–	–	﹤0.01%	3310
2016 Q4	$22K	Hold	510	–	–	﹤0.01%	3374
2016 Q3	$22K	Hold	510	–	–	﹤0.01%	3313
2016 Q2	$21K	Hold	510	–	–	﹤0.01%	3366
2016 Q1	$20K	Hold	510	–	–	﹤0.01%	3405
2015 Q4	$20K	Hold	510	–	–	﹤0.01%	3396
2015 Q3	$20K	Hold	510	–	–	﹤0.01%	3253
2015 Q2	$21K	Hold	510	–	–	﹤0.01%	3285
2015 Q1	$22K	Hold	510	–	–	﹤0.01%	3235
2014 Q4	$20K	Hold	510	–	–	﹤0.01%	3355
2014 Q3	$19K	Buy	+510	New	+$19.6K	﹤0.01%	3474

Other funds holding MDYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return

FNT

First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return

Bank of Montreal's MDYG Position: Q2 2026 in Review

Bank of Montreal reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 3.7% in Q2 2026, selling an estimated $21.1K and leaving 5,218 shares worth $585K. The position accounts for ﹤0.01% of the portfolio, ranked #2375.

Bank of Montreal first reported a position in MDYG in Q3 2014 and has held it in 33 quarters since. The position peaked at $876K in Q1 2025. 403 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Bank of Montreal held 5,218 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $585K as of Q2 2026.
Bank of Montreal sold 199 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $21.1K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2375 holding.
Bank of Montreal first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2014 and has held it in 33 quarters since.
Bank of Montreal's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $876K in Q1 2025.
403 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.