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

BOK Financial’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
2022 Q2	–	Sell	-2,800	Closed	-$207K	–	942
2022 Q1	$207K	Buy	2,800 +180	+7%	+$13.3K	﹤0.01%	923
2021 Q4	$214K	Sell	2,620 -138	-5%	-$11.1K	﹤0.01%	919
2021 Q3	$209K	Buy	+2,758	New	+$215K	﹤0.01%	905
2021 Q1	$210K	Sell	2,800 -838	-23%	-$61.9K	﹤0.01%	868
2020 Q4	$253K	Buy	+3,638	New	+$233K	﹤0.01%	810
2020 Q3	–	Sell	-4,424	Closed	-$238K	–	881
2020 Q2	$238K	Buy	+4,424	New	+$220K	0.01%	775
2017 Q4	–	Sell	-1,512	Closed	-$74K	–	1042
2017 Q3	$74K	Buy	+1,512	New	+$72.4K	﹤0.01%	949

Other funds holding MDYG

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

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

FNT

First National Trust Hermitage, Pennsylvania $2.93B AUM 22.18% 1-Year Est. Return

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

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

FWP

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

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

AWM

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

BOK Financial's MDYG Position: Q2 2022 in Review

BOK Financial sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2022, closing a stake of 2,800 shares — an estimated $207K sold.

BOK Financial first reported a position in MDYG in Q3 2017 and held it in 7 quarters. The position peaked at $253K in Q4 2020. 264 funds tracked by Wall St. Rank hold MDYG as of Q2 2022.

BOK Financial reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
BOK Financial sold 2,800 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2022, an estimated $207K.
BOK Financial first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2017 and held it in 7 quarters.
BOK Financial's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $253K in Q4 2020.
264 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2022.

Based on BOK Financial's 13F filing for Q2 2022, filed 11 Aug 2022.