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

Naviter Wealth’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
2026 Q1	$535K	Hold	866	–	–	0.07%	200
2025 Q4	$524K	Hold	866	–	–	0.07%	195
2025 Q3	$518K	Hold	866	–	–	0.06%	197
2025 Q2	$492K	Hold	866	–	–	0.06%	192
2025 Q1	$462K	Hold	866	–	–	0.06%	206
2024 Q4	$495K	Buy	866 +433	+100%	+$254K	0.06%	207
2024 Q3	$247K	Hold	433	–	–	0.03%	215
2024 Q2	$233K	Hold	433	–	–	0.03%	209
2024 Q1	$241K	Hold	433	–	–	0.04%	206
2023 Q4	$221K	Buy	+433	New	+$201K	0.04%	201

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Naviter Wealth's MDY Position: Q1 2026 in Review

Naviter Wealth held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 866 shares worth $535K. The position accounts for 0.07% of the portfolio, ranked #200.

Naviter Wealth first reported a position in MDY in Q4 2023 and has held it in 10 quarters since. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Naviter Wealth held 866 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $535K as of Q1 2026.
Naviter Wealth left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.07% of Naviter Wealth's portfolio in Q1 2026, its #200 holding.
Naviter Wealth first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2023 and has held it in 10 quarters since.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.