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Napatree Capital’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Napatree Capital’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 		$267K Buy
500
+28
+6% +$15.9K 0.15% 165
2024
Q4 		$269K Buy
472
+52
+12% +$30.5K 0.16% 150
2024
Q3 		$239K Hold
420
– – 0.17% 140
2024
Q2 		$225K Buy
+420
New +$226K 0.18% 130

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Napatree Capital's MDY Position: Q1 2025 in Review

Napatree Capital increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 5.9% in Q1 2025, buying an estimated $15.9K and bringing the position to 500 shares worth $267K. The position accounts for 0.15% of the portfolio, ranked #165.

Napatree Capital first reported a position in MDY in Q2 2024 and has held it in 4 quarters since. The position peaked at $269K in Q4 2024. 1,358 funds tracked by Wall St. Rank hold MDY as of Q1 2025.

  • Napatree Capital held 500 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $267K as of Q1 2025.
  • Napatree Capital bought 28 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2025, an estimated $15.9K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.15% of Napatree Capital's portfolio in Q1 2025, its #165 holding.
  • Napatree Capital first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2024 and has held it in 4 quarters since.
  • Napatree Capital's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $269K in Q4 2024.
  • 1,358 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2025.

Based on Napatree Capital's 13F filing for Q1 2025, filed 2 May 2025.