SEC 13F Intelligence

Arvest Investments, Inc. / MDY

Arvest Investments, Inc.’s State Str Spdr S&P Midcap 40 Position

Does Arvest Investments, Inc. own State Str Spdr S&P Midcap 40 (MDY)? Yes — 15.5K shares worth $10M (+1.30% of its 13F portfolio) as of Q1 2026, down from 16.1K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
15.5K
% of Portfolio
+1.30%
Quarters Held
10
currently held

Position History MDY

Reported value by quarter
Q4 ’23: $9MQ4 ’23Q1 ’24: $10MQ2 ’24: $9MQ2 ’24Q3 ’24: $10MQ4 ’24: $9MQ4 ’24Q1 ’25: $9MQ2 ’25: $9MQ2 ’25Q3 ’25: $9MQ4 ’25: $10MQ4 ’25Q1 ’26: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202615.5K$10M+1.30%
Q4 202516.1K$10M+1.37%
Q3 202515.9K$9M+1.36%
Q2 202516.2K$9M+1.38%
Q1 202516.1K$9M+1.35%
Q4 202416.3K$9M+1.48%
Q3 202417.8K$10M+1.54%
Q2 202417.7K$9M+1.52%
Q1 202417.9K$10M+1.58%
Q4 202318.3K$9M+1.51%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Arvest Investments, Inc.’s full portfolio or all institutional holders of MDY.