Arete Wealth Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Arete Wealth Advisors’s Portfolio MDY Stock Details MDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-856	Closed	-$510K	–	592
2025 Q3	$510K	Sell	856 -78	-8%	-$45.8K	0.03%	434
2025 Q2	$529K	Buy	934 +462	+98%	+$248K	0.04%	392
2025 Q1	$252K	Buy	472 +23	+5%	+$13.1K	0.02%	600
2024 Q4	$256K	Buy	449 +26	+6%	+$15.2K	0.02%	612
2024 Q3	$241K	Sell	423 -77	-15%	-$42.4K	0.02%	591
2024 Q2	$267K	Buy	+500	New	+$269K	0.02%	564
2024 Q1	–	Sell	-481	Closed	-$244K	–	586
2023 Q4	$244K	Buy	+481	New	+$223K	0.02%	605
2023 Q3	–	Sell	-509	Closed	-$244K	–	626
2023 Q2	$244K	Sell	509 -42	-8%	-$19.1K	0.02%	550
2023 Q1	$253K	Sell	551 -68	-11%	-$31.7K	0.02%	522
2022 Q4	$274K	Buy	619 +70	+13%	+$31K	0.02%	480
2022 Q3	$220K	Sell	549 -68	-11%	-$30K	0.02%	497
2022 Q2	$256K	Buy	+617	New	+$279K	0.03%	369
2021 Q4	–	Sell	-552	Closed	-$266K	–	522
2021 Q3	$266K	Buy	+552	New	+$271K	0.03%	347
2018 Q4	–	Sell	-611	Closed	-$224K	–	393
2018 Q3	$224K	Buy	611 +1	+0.2%	+$366	0.05%	321
2018 Q2	$216K	Sell	610 -36	-6%	-$12.7K	0.05%	332
2018 Q1	$221K	Buy	646 +2	+0.3%	+$696	0.07%	290
2017 Q4	$222K	Sell	644 -94	-13%	-$31.7K	0.07%	281
2017 Q3	$241K	Sell	738 -11	-1%	-$3.5K	0.1%	226
2017 Q2	$238K	Buy	+749	New	+$236K	0.11%	207
2015 Q3	–	Sell	-3,269	Closed	-$893K	–	150
2015 Q2	$893K	Buy	3,269 +37	+1%	+$10.3K	0.6%	39
2015 Q1	$896K	Buy	3,232 +26	+0.8%	+$7.01K	0.58%	39
2014 Q4	$846K	Buy	3,206 +1	+0%	+$256	0.6%	42
2014 Q3	$799K	Buy	3,205 +1	+0%	+$257	0.6%	37
2014 Q2	$835K	Hold	3,204	–	–	0.65%	38
2014 Q1	$803K	Buy	3,204 +1	+0%	+$245	0.75%	34
2013 Q4	$782K	Buy	+3,203	New	+$753K	0.77%	31

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Arete Wealth Advisors's MDY Position: Q4 2025 in Review

Arete Wealth Advisors sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2025, closing a stake of 856 shares — an estimated $510K sold.

Arete Wealth Advisors first reported a position in MDY in Q4 2013 and held it in 26 quarters. The position peaked at $896K in Q1 2015. 1,434 funds tracked by Wall St. Rank hold MDY as of Q4 2025.

Arete Wealth Advisors reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2025 after selling out during the quarter.
Arete Wealth Advisors sold 856 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2025, an estimated $510K.
Arete Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2013 and held it in 26 quarters.
Arete Wealth Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $896K in Q1 2015.
1,434 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.