BOK Financial Private Wealth’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

BOK Financial Private Wealth’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 Q1	–	Sell	-431	Closed	-$39.8K	–	491
2025 Q4	$39.8K	Hold	431	–	–	﹤0.01%	306
2025 Q3	$39.5K	Hold	431	–	–	﹤0.01%	265
2025 Q2	$37.4K	Hold	431	–	–	﹤0.01%	267
2025 Q1	$34.2K	Hold	431	–	–	﹤0.01%	288
2024 Q4	$37.4K	Hold	431	–	–	﹤0.01%	284
2024 Q3	$37.8K	Hold	431	–	–	﹤0.01%	288
2024 Q2	$36.2K	Hold	431	–	–	﹤0.01%	296
2024 Q1	$37.6K	Hold	431	–	–	﹤0.01%	280
2023 Q4	$32.6K	Hold	431	–	–	﹤0.01%	288
2023 Q3	$29.8K	Hold	431	–	–	﹤0.01%	272
2023 Q2	$30.9K	Hold	431	–	–	﹤0.01%	264
2023 Q1	$29.5K	Hold	431	–	–	﹤0.01%	285
2022 Q4	$28.2K	Hold	431	–	–	﹤0.01%	281
2022 Q3	$26K	Hold	431	–	–	﹤0.01%	287
2022 Q2	$26K	Buy	+431	New	+$29K	﹤0.01%	298

Other funds holding MDYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Convergence Financial Columbia, Missouri $943M AUM 17.04% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

BOK Financial Private Wealth's MDYG Position: Q1 2026 in Review

BOK Financial Private Wealth sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q1 2026, closing a stake of 431 shares — an estimated $39.8K sold.

BOK Financial Private Wealth first reported a position in MDYG in Q2 2022 and held it in 15 quarters. The position peaked at $39.8K in Q4 2025. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

BOK Financial Private Wealth reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
BOK Financial Private Wealth sold 431 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2026, an estimated $39.8K.
BOK Financial Private Wealth first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2022 and held it in 15 quarters.
BOK Financial Private Wealth's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $39.8K in Q4 2025.
395 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.