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Heritage Financial Services’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Heritage Financial Services’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
2022
Q3 		– Sell
-142
Closed -$58K – 305
2022
Q2 		$58K Buy
+142
New +$64.1K 0.03% 153

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Heritage Financial Services's MDY Position: Q3 2022 in Review

Heritage Financial Services sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2022, closing a stake of 142 shares — an estimated $58K sold.

Heritage Financial Services first reported a position in MDY in Q2 2022 and held it in 1 quarter. The position peaked at $58K in Q2 2022. 1,052 funds tracked by Wall St. Rank hold MDY as of Q3 2022.

  • Heritage Financial Services reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 142 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2022, an estimated $58K.
  • Heritage Financial Services first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $58K in Q2 2022.
  • 1,052 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.