Heritage Investment Group’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | +$49K | 0.2% | 68 |
|
|
2021
Q4 | $246K | Buy |
+475
| New | +$246K | 0.19% | 68 |
|