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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
2026
Q1 		– Sell
-2,763
Closed -$255K – 566
2025
Q4 		$255K Buy
2,763
+75
+3% +$6.89K 0.02% 647
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 $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $943M AUM 17.04% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Arete Wealth Advisors's MDYG Position: Q1 2026 in Review

Arete Wealth Advisors sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q1 2026, closing a stake of 2,763 shares — an estimated $255K sold.

Arete Wealth Advisors first reported a position in MDYG in Q2 2024 and held it in 7 quarters. The position peaked at $309K in Q1 2025. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

  • Arete Wealth Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 2,763 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2026, an estimated $255K.
  • 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 7 quarters.
  • Arete Wealth Advisors's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $309K in Q1 2025.
  • 395 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.