HWA
MDY icon

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

Heritage Wealth Advisors’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
Q1 		$3.08K Sell
5
-2,555
-100% -$1.62M ﹤0.01% 596
2025
Q4 		$1.54M Buy
+2,560
New +$1.53M 0.06% 78

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Heritage Wealth Advisors's MDY Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 100% in Q1 2026, selling an estimated $1.62M and leaving 5 shares worth $3.08K. The position accounts for ﹤0.01% of the portfolio, ranked #596.

Heritage Wealth Advisors first reported a position in MDY in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.54M in Q4 2025. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • Heritage Wealth Advisors held 5 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $3.08K as of Q1 2026.
  • Heritage Wealth Advisors sold 2,555 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $1.62M.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #596 holding.
  • Heritage Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2025 and has held it in 2 quarters since.
  • Heritage Wealth Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.54M in Q4 2025.
  • 1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.