Heritage Investment Group’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $343K | Hold |
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|
2025
Q2 | $326K | Hold |
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|
2025
Q1 | $307K | Hold |
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|
2024
Q4 | $328K | Hold |
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|
2024
Q3 | $328K | Hold |
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|
2024
Q2 | $308K | Hold |
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|
2024
Q1 | $320K | Hold |
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|
2023
Q4 | $292K | Hold |
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|
2023
Q3 | $263K | Hold |
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|
2023
Q2 | $275K | Hold |
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|
2023
Q1 | $264K | Hold |
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|
2022
Q4 | $255K | Hold |
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|
2022
Q3 | $231K | Hold |
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|
2022
Q2 | $238K | Hold |
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|
2022
Q1 | $282K | Buy |
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|
2021
Q4 | $246K | Buy |
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