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

Heritage Investment Group’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 Q2	$404K	Hold	575	–	–	0.05%	91
2026 Q1	$355K	Hold	575	–	–	0.05%	91
2025 Q4	$347K	Hold	575	–	–	0.05%	94
2025 Q3	$343K	Hold	575	–	–	0.05%	88
2025 Q2	$326K	Hold	575	–	–	0.06%	90
2025 Q1	$307K	Hold	575	–	–	0.06%	87
2024 Q4	$328K	Hold	575	–	–	0.06%	85
2024 Q3	$328K	Hold	575	–	–	0.06%	81
2024 Q2	$308K	Hold	575	–	–	0.06%	75
2024 Q1	$320K	Hold	575	–	–	0.07%	79
2023 Q4	$292K	Hold	575	–	–	0.07%	78
2023 Q3	$263K	Hold	575	–	–	0.07%	74
2023 Q2	$275K	Hold	575	–	–	0.08%	70
2023 Q1	$264K	Hold	575	–	–	0.08%	65
2022 Q4	$255K	Hold	575	–	–	0.08%	62
2022 Q3	$231K	Hold	575	–	–	0.14%	67
2022 Q2	$238K	Hold	575	–	–	0.14%	68
2022 Q1	$282K	Buy	575 +100	+21%	+$48.7K	0.2%	68
2021 Q4	$246K	Buy	+475	New	+$242K	0.19%	68

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Heritage Investment Group's MDY Position: Q2 2026 in Review

Heritage Investment Group held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 575 shares worth $404K. The position accounts for 0.05% of the portfolio, ranked #91.

Heritage Investment Group first reported a position in MDY in Q4 2021 and has held it in 19 quarters since. 1,543 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Heritage Investment Group held 575 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $404K as of Q2 2026.
Heritage Investment Group left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.05% of Heritage Investment Group's portfolio in Q2 2026, its #91 holding.
Heritage Investment Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and has held it in 19 quarters since.
1,543 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Heritage Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.