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

BOK Financial Private Wealth’s Portfolio SPMD Stock Details SPMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.22M	Sell	136,530 -6,008	-4%	-$387K	0.47%	25
2026 Q1	$8.44M	Buy	142,538 +514	+0.4%	+$31.3K	0.51%	23
2025 Q4	$8.22M	Sell	142,024 -6,119	-4%	-$351K	0.5%	24
2025 Q3	$8.47M	Buy	148,143 +46,726	+46%	+$2.63M	0.53%	21
2025 Q2	$5.52M	Buy	+101,417	New	+$5.22M	0.37%	27

Other funds holding SPMD

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

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

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

BOK Financial Private Wealth's SPMD Position: Q2 2026 in Review

BOK Financial Private Wealth reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 4.2% in Q2 2026, selling an estimated $387K and leaving 136,530 shares worth $9.22M. The position accounts for 0.47% of the portfolio, ranked #25.

BOK Financial Private Wealth first reported a position in SPMD in Q2 2025 and has held it in 5 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

BOK Financial Private Wealth held 136,530 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $9.22M as of Q2 2026.
BOK Financial Private Wealth sold 6,008 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $387K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.47% of BOK Financial Private Wealth's portfolio in Q2 2026, its #25 holding.
BOK Financial Private Wealth first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2025 and has held it in 5 quarters since.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.