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

Heritage Wealth Architects’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
Q3 		$706K Hold
1,054
– – 0.29% 36
2026
Q2 		$723K Hold
1,054
– – 0.29% 39
2026
Q1 		$700K Hold
1,054
– – 0.29% 39
2025
Q4 		$671K Buy
+1,054
New +$631K 0.31% 38

Other funds holding MDY

MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
HFAS
Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Heritage Wealth Architects's MDY Position: Q3 2026 in Review

Heritage Wealth Architects held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q3 2026 at 1,054 shares worth $706K. The position accounts for 0.29% of the portfolio, ranked #36.

Heritage Wealth Architects first reported a position in MDY in Q4 2025 and has held it in 4 quarters since. The position peaked at $723K in Q2 2026. 91 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

  • Heritage Wealth Architects held 1,054 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $706K as of Q3 2026.
  • Heritage Wealth Architects left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q3 2026.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.29% of Heritage Wealth Architects's portfolio in Q3 2026, its #36 holding.
  • Heritage Wealth Architects first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2025 and has held it in 4 quarters since.
  • Heritage Wealth Architects's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $723K in Q2 2026.
  • 91 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on Heritage Wealth Architects's 13F filing for Q3 2026, filed 6 Oct 2026.