MidFirst Bank’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

MidFirst Bank’s Portfolio SDY Stock Details SDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.05M	Sell	6,904 -74	-1%	-$11K	0.07%	166
2026 Q1	$1.02M	Sell	6,978 -2,357	-25%	-$351K	0.08%	160
2025 Q4	$1.3M	Buy	+9,335	New	+$1.3M	0.1%	148

Other funds holding SDY

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

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

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MidFirst Bank's SDY Position: Q2 2026 in Review

MidFirst Bank reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 1.1% in Q2 2026, selling an estimated $11K and leaving 6,904 shares worth $1.05M. The position accounts for 0.07% of the portfolio, ranked #166.

MidFirst Bank first reported a position in SDY in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.3M in Q4 2025. 1,103 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

MidFirst Bank held 6,904 shares of State Street SPDR S&P Dividend ETF worth $1.05M as of Q2 2026.
MidFirst Bank sold 74 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $11K.
State Street SPDR S&P Dividend ETF made up 0.07% of MidFirst Bank's portfolio in Q2 2026, its #166 holding.
MidFirst Bank first reported a position in State Street SPDR S&P Dividend ETF in Q4 2025 and has held it in 3 quarters since.
MidFirst Bank's State Street SPDR S&P Dividend ETF position peaked at $1.3M in Q4 2025.
1,103 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on MidFirst Bank's 13F filing for Q2 2026, filed 7 Aug 2026.