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 Q2	$611K	Hold	866	–	–	0.06%	204
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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

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

Naviter Wealth's MDY Position: Q2 2026 in Review

Naviter Wealth held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 866 shares worth $611K. The position accounts for 0.06% of the portfolio, ranked #204.

Naviter Wealth first reported a position in MDY in Q4 2023 and has held it in 11 quarters since. 1,541 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Naviter Wealth held 866 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $611K as of Q2 2026.
Naviter Wealth left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.06% of Naviter Wealth's portfolio in Q2 2026, its #204 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 11 quarters since.
1,541 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.