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
Download as csv
Download as Excel
Quarterly reported holdings in SPDR S&P MidCap 400 ETF by Heritage Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $300k | 527 | 569.08 |
| 2024-09-30 | $300k | 526 | 570.15 |
| 2024-06-30 | $282k | 526 | 535.43 |
| 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 |