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 Q1	$1.72M	Buy	29,052 +16,098	+124%	+$980K	0.13%	166
2025 Q4	$750K	Buy	12,954 +595	+5%	+$34.2K	0.05%	339
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	$1.83B	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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Arete Wealth Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 124% in Q1 2026, buying an estimated $980K and bringing the position to 29,052 shares worth $1.72M. The position accounts for 0.13% of the portfolio, ranked #166.

Arete Wealth Advisors first reported a position in SPMD in Q2 2018 and has held it in 27 quarters since. The position peaked at $1.83B in Q4 2022. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Arete Wealth Advisors held 29,052 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.72M as of Q1 2026.
Arete Wealth Advisors bought 16,098 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $980K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.13% of Arete Wealth Advisors's portfolio in Q1 2026, its #166 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 27 quarters since.
Arete Wealth Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.83B in Q4 2022.
808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

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