Heritage Wealth Management (Ohio)’s State Street 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
2026 Q1	$297K	Buy	481 +40	+9%	+$25.3K	0.15%	130
2025 Q4	$266K	Hold	441	–	–	0.07%	219
2025 Q3	$263K	Buy	441 +1	+0.2%	+$587	0.08%	207
2025 Q2	$249K	Hold	440	–	–	0.08%	207
2025 Q1	$235K	Hold	440	–	–	0.08%	204
2024 Q4	$250K	Buy	440 +26	+6%	+$15.2K	0.08%	201
2024 Q3	$236K	Sell	414 -20	-5%	-$11K	0.08%	207
2024 Q2	$230K	Buy	+434	New	+$233K	0.08%	204

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s MDY Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 9.1% in Q1 2026, buying an estimated $25.3K and bringing the position to 481 shares worth $297K. The position accounts for 0.15% of the portfolio, ranked #130.

Heritage Wealth Management (Ohio) first reported a position in MDY in Q2 2024 and has held it in 8 quarters since. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Heritage Wealth Management (Ohio) held 481 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $297K as of Q1 2026.
Heritage Wealth Management (Ohio) bought 40 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $25.3K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.15% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #130 holding.
Heritage Wealth Management (Ohio) first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2024 and has held it in 8 quarters since.
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 Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.