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

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

Historical chart of Heritage Wealth Management 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 Management 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 Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $236k 414 570.15
2024-06-30 $230k 434 528.82

More positions owned by Heritage Wealth Management

Procter & Gamble Company (PG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Us Bancorp Del Com New (USB)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
Johnson & Johnson (JNJ)
Abbvie (ABBV)
Cincinnati Financial Corporation (CINF)
Chubb (CB)
Allstate Corporation (ALL)
Chevron Corporation (CVX)
Kroger (KR)
McDonald's Corporation (MCD)

View all positions for Heritage Wealth Management

Top funds holding SPDR S&P MidCap 400 ETF

Bank of America Corporation
International Assets Investment Management
Wells Fargo & Company
Morgan Stanley
Us Bancorp
Pathstone Holdings
Pnc Financial Services
Northwestern Mutual Wealth Management Company
Goldman Sachs Group
Susquehanna International
Raymond James & Associates
Jpmorgan Chase & Co
Royal Bank of Canada
Alliancebernstein
Bnp Paribas Arbitrage, Snc

View all funds holding SPDR S&P MidCap 400 ETF