Heritage Trust’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 | $324K | Hold |
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|
2025
Q2 | $308K | Hold |
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|
2025
Q1 | $290K | Hold |
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|
2024
Q4 | $310K | Buy |
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|
2024
Q2 | $291K | Buy |
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|
2024
Q1 | $280K | Hold |
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|
2023
Q4 | $256K | Buy |
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|
2023
Q3 | $209K | Hold |
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|
2023
Q2 | $219K | Hold |
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|
2023
Q1 | $209K | Hold |
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|
2022
Q4 | $202K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $205K | Hold |
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|
2022
Q1 | $243K | Hold |
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|
2021
Q4 | $257K | Hold |
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|
2021
Q3 | $239K | Hold |
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|
2021
Q2 | $244K | Hold |
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|
2021
Q1 | $236K | Hold |
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|
2020
Q4 | $208K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $101K | Hold |
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|
2018
Q3 | $123K | Hold |
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|
2018
Q2 | $119K | Hold |
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|
2018
Q1 | $114K | Hold |
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|
2017
Q4 | $116K | Hold |
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|
2017
Q3 | $109K | Hold |
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|
2017
Q2 | $106K | Buy |
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