SPDR S&P MIDCAP 400 ETF TR

Ticker: MDY CUSIP: 78467Y107 Class: Exchange Traded Fund

Naviter Wealth, LLC's Holding History (CIK: 0001855567)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 866 Value ($000) $524 Avg Close — Range —
Q3 2025
Shares 866 Value ($000) $518 Avg Close — Range —
Q2 2025
Shares 866 Value ($000) $492 Avg Close — Range —
Q1 2025
Shares 866 Value ($000) $462 Avg Close — Range —
Q4 2024
Shares 866 Value ($000) $495 Avg Close — Range —
Q3 2024
Shares 433 Value ($000) $247 Avg Close — Range —
Q2 2024
Shares 433 Value ($000) $233 Avg Close — Range —
Q1 2024
Shares 433 Value ($000) $241 Avg Close — Range —
Q4 2023
Shares 433 Value ($000) $221 Avg Close — Range —