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

Napa Wealth Management’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	-749	Closed	-$427K	–	192
2024 Q4	$427K	Buy	749 +22	+3%	+$12.9K	0.18%	134
2024 Q3	$414K	Sell	727 -3	-0.4%	-$1.65K	0.2%	112
2024 Q2	$391K	Sell	730 -20	-3%	-$10.8K	0.26%	79
2024 Q1	$417K	Sell	750 -5	-0.7%	-$2.59K	0.22%	39
2023 Q4	$383K	Buy	+755	New	+$351K	0.21%	76

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

Napa Wealth Management's MDY Position: Q1 2025 in Review

Napa Wealth Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2025, closing a stake of 749 shares — an estimated $427K sold.

Napa Wealth Management first reported a position in MDY in Q4 2023 and held it in 5 quarters. The position peaked at $427K in Q4 2024. 1,362 funds tracked by Wall St. Rank hold MDY as of Q1 2025.

Napa Wealth Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2025 after selling out during the quarter.
Napa Wealth Management sold 749 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2025, an estimated $427K.
Napa Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2023 and held it in 5 quarters.
Napa Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $427K in Q4 2024.
1,362 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2025.

Based on Napa Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.