Heritage Wealth Management (Ohio)’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History

Heritage Wealth Management (Ohio)’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
2025 Q3	$263K	Buy
2025 Q2	$249K	Hold
2025 Q1	$235K	Hold
2024 Q4	$250K	Buy
2024 Q3	$236K	Sell
2024 Q2	$230K	Buy