Heartwood Wealth Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Heartwood Wealth Advisors’s Portfolio MDY Stock Details MDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$452K	Hold	688	–	–	0.04%	145
2026 Q2	$484K	Hold	688	–	–	0.04%	143
2026 Q1	$424K	Hold	688	–	–	0.04%	142
2025 Q4	$415K	Sell	688 -1	-0.1%	-$598	0.04%	129
2025 Q3	$411K	Hold	689	–	–	0.04%	125
2025 Q2	$390K	Hold	689	–	–	0.04%	121
2025 Q1	$368K	Hold	689	–	–	0.04%	119
2024 Q4	$392K	Buy	689 +28	+4%	+$16.4K	0.04%	106
2024 Q3	$377K	Hold	661	–	–	0.04%	117
2024 Q2	$354K	Hold	661	–	–	0.04%	119
2024 Q1	$368K	Hold	661	–	–	0.05%	106
2023 Q4	$335K	Buy	661 +29	+5%	+$13.5K	0.04%	104
2023 Q3	$289K	Hold	632	–	–	0.04%	106
2023 Q2	$303K	Hold	632	–	–	0.04%	111
2023 Q1	$290K	Hold	632	–	–	0.04%	103
2022 Q4	$280K	Buy	+632	New	+$279K	0.04%	108

Other funds holding MDY

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

CBT

Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return

HFAS

Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return

TWM

Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

MHWM

Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return

CTA

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

Heartwood Wealth Advisors's MDY Position: Q3 2026 in Review

Heartwood Wealth Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q3 2026 at 688 shares worth $452K. The position accounts for 0.04% of the portfolio, ranked #145.

Heartwood Wealth Advisors first reported a position in MDY in Q4 2022 and has held it in 16 quarters since. The position peaked at $484K in Q2 2026. 143 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

Heartwood Wealth Advisors held 688 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $452K as of Q3 2026.
Heartwood Wealth Advisors left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q3 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.04% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #145 holding.
Heartwood Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2022 and has held it in 16 quarters since.
Heartwood Wealth Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $484K in Q2 2026.
143 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.