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
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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 |
|---|---|---|---|
| 2025-09-30 | $263k | 441 | 595.43 |
| 2025-06-30 | $249k | 440 | 566.80 |
| 2025-03-31 | $235k | 440 | 533.47 |
| 2024-12-31 | $250k | 440 | 569.12 |
| 2024-09-30 | $236k | 414 | 570.15 |
| 2024-06-30 | $230k | 434 | 528.82 |
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