Arete Wealth Advisors’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $529K | Buy |
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|
2025
Q1 | $252K | Buy |
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|
2024
Q4 | $256K | Buy |
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|
2024
Q3 | $241K | Sell |
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|
2024
Q2 | $267K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $244K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $244K | Sell |
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|
2023
Q1 | $253K | Sell |
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|
2022
Q4 | $274M | Buy |
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|
2022
Q3 | $220K | Sell |
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|
2022
Q2 | $256K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $266K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $224K | Buy |
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|
2018
Q2 | $216K | Sell |
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|
2018
Q1 | $221K | Buy |
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|
2017
Q4 | $222K | Sell |
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|
2017
Q3 | $241K | Sell |
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|
2017
Q2 | $238K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $893K | Buy |
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|
2015
Q1 | $896K | Buy |
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|
2014
Q4 | $846K | Buy |
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|
2014
Q3 | $799K | Buy |
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|
2014
Q2 | $835K | Hold |
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|
2014
Q1 | $803K | Buy |
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|
2013
Q4 | $782K | Buy |
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