AWA
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Arete Wealth Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Arete Wealth Advisors’s Portfolio SPMD Stock Details SPMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.15M Buy
105,895
+76,843
+265% +$4.94M 0.47% 58
2026
Q1 		$1.72M Buy
29,052
+16,099
+124% +$980K 0.13% 166
2025
Q4 		$750K Buy
12,953
+594
+5% +$34.1K 0.05% 267
2025
Q3 		$705K Buy
12,359
+3,272
+36% +$184K 0.04% 357
2025
Q2 		$494K Sell
9,087
-55
-0.6% -$2.83K 0.04% 411
2025
Q1 		$468K Sell
9,142
-1,352
-13% -$73.7K 0.04% 408
2024
Q4 		$574K Buy
10,494
+5,354
+104% +$301K 0.04% 374
2024
Q3 		$280K Buy
5,140
+320
+7% +$16.9K 0.02% 540
2024
Q2 		$247K Buy
+4,820
New +$249K 0.02% 586
2023
Q3 		– Sell
-5,549
Closed -$255K – 683
2023
Q2 		$255K Sell
5,549
-35,048
-86% -$1.53M 0.02% 535
2023
Q1 		$1.78M Sell
40,597
-2,531
-6% -$113K 0.15% 135
2022
Q4 		$1.83M Sell
43,128
-2,184
-5% -$92.7K 0.16% 119
2022
Q3 		$1.75M Buy
45,312
+970
+2% +$41.1K 0.17% 114
2022
Q2 		$1.76M Sell
44,342
-2,195
-5% -$95.2K 0.18% 104
2022
Q1 		$2.19M Sell
46,537
-773
-2% -$36.1K 0.18% 106
2021
Q4 		$2.36M Buy
47,310
+1,995
+4% +$97.5K 0.2% 96
2021
Q3 		$2.09M Sell
45,315
-355
-0.8% -$16.8K 0.23% 93
2021
Q2 		$2.15M Buy
45,670
+1,830
+4% +$86.8K 0.3% 70
2021
Q1 		$2.01M Buy
43,840
+5,049
+13% +$222K 0.26% 93
2020
Q4 		$1.57M Buy
38,791
+3,174
+9% +$118K 0.22% 103
2020
Q3 		$1.19M Buy
+35,617
New +$1.17M 0.18% 129
2020
Q1 		– Sell
-34,970
Closed -$1.27M – 403
2019
Q4 		$1.27M Buy
34,970
+2,293
+7% +$79.9K 0.22% 107
2019
Q3 		$1.11M Buy
32,677
+1,002
+3% +$33.8K 0.21% 118
2019
Q2 		$1.08M Sell
31,675
-2,200
-6% -$74.1K 0.21% 122
2019
Q1 		$1.13M Sell
33,875
-4,448
-12% -$145K 0.24% 110
2018
Q4 		$1.13M Buy
38,323
+7,820
+26% +$255K 0.27% 92
2018
Q3 		$1.1M Sell
30,503
-1,140
-4% -$41.2K 0.24% 100
2018
Q2 		$1.1M Buy
+31,643
New +$1.09M 0.26% 95

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Arete Wealth Advisors's SPMD Position: Q2 2026 in Review

Arete Wealth Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 265% in Q2 2026, buying an estimated $4.94M and bringing the position to 105,895 shares worth $7.15M. The position accounts for 0.47% of the portfolio, ranked #58.

Arete Wealth Advisors first reported a position in SPMD in Q2 2018 and has held it in 28 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Arete Wealth Advisors held 105,895 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $7.15M as of Q2 2026.
  • Arete Wealth Advisors bought 76,843 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $4.94M.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.47% of Arete Wealth Advisors's portfolio in Q2 2026, its #58 holding.
  • Arete Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2018 and has held it in 28 quarters since.
  • 844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.