Naviter Wealth’s 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
2025 Q3	$518K	Hold
2025 Q2	$492K	Hold
2025 Q1	$462K	Hold
2024 Q4	$495K	Buy
2024 Q3	$247K	Hold
2024 Q2	$233K	Hold
2024 Q1	$241K	Hold
2023 Q4	$221K	Buy