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MDYV icon

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

BOK Financial’s Portfolio MDYV Stock Details MDYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,270
Closed -$63K – 1043
2017
Q3 		$63K Buy
+1,270
New +$61K ﹤0.01% 964

Other funds holding MDYV

KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
AIA
Allegis Investment Advisors Idaho Falls, Idaho $326M AUM 10.36% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
HA
Harborview Advisors Portland, Maine $179M AUM 23.7% 1-Year Est. Return

BOK Financial's MDYV Position: Q4 2017 in Review

BOK Financial sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q4 2017, closing a stake of 1,270 shares — an estimated $63K sold.

BOK Financial first reported a position in MDYV in Q3 2017 and held it in 1 quarter. The position peaked at $63K in Q3 2017. 109 funds tracked by Wall St. Rank hold MDYV as of Q4 2017.

  • BOK Financial reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q4 2017 after selling out during the quarter.
  • BOK Financial sold 1,270 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q4 2017, an estimated $63K.
  • BOK Financial first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2017 and held it in 1 quarter.
  • BOK Financial's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $63K in Q3 2017.
  • 109 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q4 2017.

Based on BOK Financial's 13F filing for Q4 2017, filed 14 Feb 2018.