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Arete Wealth Advisors’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Arete Wealth Advisors’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
2025
Q4 		– Sell
-2,688
Closed -$246K – 593
2025
Q3 		$246K Sell
2,688
-244
-8% -$21.9K 0.02% 666
2025
Q2 		$255K Sell
2,932
-952
-25% -$77.8K 0.02% 612
2025
Q1 		$309K Buy
3,884
+703
+22% +$60.5K 0.02% 514
2024
Q4 		$276K Buy
3,181
+669
+27% +$60.2K 0.02% 585
2024
Q3 		$220K Sell
2,512
-788
-24% -$67.3K 0.02% 623
2024
Q2 		$277K Buy
+3,300
New +$279K 0.02% 553

Other funds holding MDYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
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
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

Arete Wealth Advisors sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q4 2025, closing a stake of 2,688 shares — an estimated $246K sold.

Arete Wealth Advisors first reported a position in MDYG in Q2 2024 and held it in 6 quarters. The position peaked at $309K in Q1 2025. 386 funds tracked by Wall St. Rank hold MDYG as of Q4 2025.

  • Arete Wealth Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 2,688 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q4 2025, an estimated $246K.
  • Arete Wealth Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2024 and held it in 6 quarters.
  • Arete Wealth Advisors's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $309K in Q1 2025.
  • 386 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q4 2025.

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