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SPDR S&P MidCap 400 ETF shares owned by Heritage Wealth Partners

Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Heritage Wealth Partners from 13F filings

Historical chart of Heritage Wealth Partners investment in SPDR S&P MidCap 400 ETF

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P MidCap 400 ETF held by Heritage Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR S&P MidCap 400 ETF by Heritage Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $267k 526 507.54
2023-12-31 $267k 526 507.54
2023-09-30 $240k 526 456.69
2023-06-30 $252k 526 478.88
2023-03-31 $227k 496 458.12
2022-12-31 $246k 536 458.96

More positions owned by Heritage Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Gold Tr Gold Shs (GLD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Short Treas Bd (SHV)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Innovator Etfs Tr Us Eqt Ultra Bf (UAUG)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

View all positions for Heritage Wealth Partners

Top funds holding SPDR S&P MidCap 400 ETF

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
Northern Trust
Us Bancorp
Pathstone Holdings
Royal Bank of Canada
Pnc Financial Services
UBS Group
Northwestern Mutual Wealth Management Company
Goldman Sachs Group
Bank Of Montreal
Susquehanna International
Jpmorgan Chase & Co
Raymond James & Associates

View all funds holding SPDR S&P MidCap 400 ETF