Clarus Wealth Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Clarus Wealth Advisors’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 Q1	–	Sell	-546	Closed	-$312K	–	125
2024 Q4	$312K	Sell	546 -13	-2%	-$7.62K	0.16%	98
2024 Q3	$316K	Sell	559 -6	-1%	-$3.31K	0.16%	96
2024 Q2	$302K	Sell	565 -178	-24%	-$95.7K	0.16%	94
2024 Q1	$400K	Sell	743 -198	-21%	-$103K	0.23%	85
2023 Q4	$466K	Buy	+941	New	+$437K	0.28%	76
2023 Q2	$466K	Buy	981 +113	+13%	+$51.4K	0.28%	78
2023 Q1	$388K	Sell	868 -98	-10%	-$45.7K	0.24%	83
2022 Q4	$443K	Buy	966 +18	+2%	+$7.96K	0.29%	72
2022 Q3	$391K	Buy	948 +29	+3%	+$12.8K	0.28%	74
2022 Q2	$384K	Buy	919 +20	+2%	+$9.03K	0.27%	71
2022 Q1	$427K	Buy	899 +33	+4%	+$16.1K	0.27%	67
2021 Q4	$441K	Sell	866 -29	-3%	-$14.8K	0.25%	62
2021 Q3	$435K	Sell	895 -17	-2%	-$8.35K	0.27%	67
2021 Q2	$451K	Buy	912 +20	+2%	+$9.87K	0.28%	62
2021 Q1	$434K	Sell	892 -282	-24%	-$129K	0.27%	68
2020 Q4	$518K	Sell	1,174 -32	-3%	-$12.3K	0.34%	53
2020 Q3	$426K	Buy	1,206 +16	+1%	+$5.46K	0.33%	61
2020 Q2	$382K	Sell	1,190 -24	-2%	-$7.28K	0.32%	68
2020 Q1	$295K	Buy	1,214 +48	+4%	+$16.3K	0.29%	88
2019 Q4	$437K	Sell	1,166 -162	-12%	-$58.6K	0.29%	90
2019 Q3	$468K	Buy	1,328 +88	+7%	+$30.8K	0.34%	70
2019 Q2	$440K	Buy	1,240 +1,190	+2,380%	+$416K	0.32%	50
2019 Q1	$17K	Hold	50	–	–	0.01%	446
2018 Q4	$15K	Hold	50	–	–	0.02%	448
2018 Q3	$18K	Hold	50	–	–	0.01%	449
2018 Q2	$17K	Buy	+50	New	+$17.6K	0.01%	447

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Clarus Wealth Advisors's MDY Position: Q1 2025 in Review

Clarus Wealth Advisors sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2025, closing a stake of 546 shares — an estimated $312K sold.

Clarus Wealth Advisors first reported a position in MDY in Q2 2018 and held it in 26 quarters. The position peaked at $518K in Q4 2020. 1,361 funds tracked by Wall St. Rank hold MDY as of Q1 2025.

Clarus Wealth Advisors reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2025 after selling out during the quarter.
Clarus Wealth Advisors sold 546 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2025, an estimated $312K.
Clarus Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2018 and held it in 26 quarters.
Clarus Wealth Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $518K in Q4 2020.
1,361 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2025.

Based on Clarus Wealth Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.