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Clarius Group LLC’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Clarius Group LLC’s Portfolio MDY Stock Details MDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$860K Hold
1,426
– – 0.05% 140
2025
Q3 		$850K Hold
1,426
– – 0.05% 146
2025
Q2 		$808K Hold
1,426
– – 0.05% 173
2025
Q1 		$761K Hold
1,426
– – 0.05% 180
2024
Q4 		$812K Hold
1,426
– – 0.06% 141
2024
Q3 		$812K Buy
1,426
+880
+161% +$485K 0.06% 141
2024
Q2 		$292K Buy
+546
New +$294K 0.02% 317

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Clarius Group LLC's MDY Position: Q4 2025 in Review

Clarius Group LLC held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q4 2025 at 1,426 shares worth $860K. The position accounts for 0.05% of the portfolio, ranked #140.

Clarius Group LLC first reported a position in MDY in Q2 2024 and has held it in 7 quarters since. 1,431 funds tracked by Wall St. Rank hold MDY as of Q4 2025.

  • Clarius Group LLC held 1,426 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $860K as of Q4 2025.
  • Clarius Group LLC left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q4 2025.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.05% of Clarius Group LLC's portfolio in Q4 2025, its #140 holding.
  • Clarius Group LLC first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2024 and has held it in 7 quarters since.
  • 1,431 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.