SPDR S&P MidCap 400 ETF shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in SPDR S&P MidCap 400 ETF
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Quarterly reported holdings in SPDR S&P MidCap 400 ETF by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $411k | 689 | 595.97 |
| 2025-06-30 | $390k | 689 | 566.43 |
| 2025-03-31 | $368k | 689 | 533.43 |
| 2024-12-31 | $392k | 689 | 569.52 |
| 2024-09-30 | $377k | 661 | 569.60 |
| 2024-06-30 | $354k | 661 | 535.03 |
| 2024-03-31 | $368k | 661 | 556.34 |
| 2023-12-31 | $335k | 661 | 507.33 |
| 2023-09-30 | $289k | 632 | 456.64 |
| 2023-06-30 | $303k | 632 | 478.91 |
| 2023-03-31 | $290k | 632 | 458.41 |
| 2022-12-31 | $280k | 632 | 442.79 |