SPDR S&P MidCap 400 ETF shares owned by Heritage Investment Group
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Heritage Investment Group
from 13F filings
Historical chart of Heritage Investment Group investment in SPDR S&P MidCap 400 ETF
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All positions including SPDR S&P MidCap 400 ETF held by Heritage Investment Group 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 Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $343k | 575 | 596.03 |
| 2025-06-30 | $326k | 575 | 566.48 |
| 2025-03-31 | $307k | 575 | 533.48 |
| 2024-12-31 | $328k | 575 | 569.58 |
| 2024-09-30 | $328k | 575 | 569.66 |
| 2024-06-30 | $308k | 575 | 535.65 |
| 2024-03-31 | $320k | 575 | 556.52 |
| 2023-12-31 | $292k | 575 | 507.83 |
| 2023-09-30 | $263k | 575 | 457.39 |
| 2023-06-30 | $275k | 575 | 478.26 |
| 2023-03-31 | $264k | 575 | 459.13 |
| 2022-12-31 | $255k | 575 | 443.48 |
| 2022-09-30 | $231k | 575 | 401.74 |
| 2022-06-30 | $238k | 575 | 413.91 |
| 2022-03-31 | $282k | 575 | 490.43 |
| 2021-12-31 | $246k | 475 | 517.89 |