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

UMB Bank’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 Q2	$14.3K	Hold	128	–	–	﹤0.01%	1814
2026 Q1	$12.3K	Hold	128	–	–	﹤0.01%	1786
2025 Q4	$11.8K	Hold	128	–	–	﹤0.01%	1757
2025 Q3	$11.7K	Hold	128	–	–	﹤0.01%	1615
2025 Q2	$11.1K	Hold	128	–	–	﹤0.01%	1570
2025 Q1	$10.2K	Sell	128 -238	-65%	-$20.5K	﹤0.01%	1542
2024 Q4	$31.8K	Hold	366	–	–	﹤0.01%	1088
2024 Q3	$32.1K	Sell	366 -297	-45%	-$25.4K	﹤0.01%	1026
2024 Q2	$55.7K	Hold	663	–	–	﹤0.01%	805
2024 Q1	$57.9K	Hold	663	–	–	﹤0.01%	804
2023 Q4	$50.2K	Buy	663 +181	+38%	+$12.7K	﹤0.01%	828
2023 Q3	$33.3K	Hold	482	–	–	﹤0.01%	935
2023 Q2	$34.5K	Buy	482 +83	+21%	+$5.67K	﹤0.01%	937
2023 Q1	$27.3K	Buy	399 +102	+34%	+$6.97K	﹤0.01%	996
2022 Q4	$19K	Hold	297	–	–	﹤0.01%	1122
2022 Q3	$18K	Hold	297	–	–	﹤0.01%	1140
2022 Q2	$18K	Sell	297 -175	-37%	-$11.8K	﹤0.01%	1212
2022 Q1	$35K	Hold	472	–	–	﹤0.01%	1061
2021 Q4	$38K	Buy	+472	New	+$37.8K	﹤0.01%	1070

Other funds holding MDYG

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

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

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return

FNT

First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return

UMB Bank's MDYG Position: Q2 2026 in Review

UMB Bank held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q2 2026 at 128 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1814.

UMB Bank first reported a position in MDYG in Q4 2021 and has held it in 19 quarters since. The position peaked at $57.9K in Q1 2024. 420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

UMB Bank held 128 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $14.3K as of Q2 2026.
UMB Bank left its State Street SPDR S&P 400 Mid Cap Growth ETF share count unchanged in Q2 2026.
State Street SPDR S&P 400 Mid Cap Growth ETF made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1814 holding.
UMB Bank first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
UMB Bank's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $57.9K in Q1 2024.
420 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

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