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

Heritage Wealth Partners’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 Q1	–	Sell	-527	Closed	-$300K	–	70
2024 Q4	$300K	Buy	527 +1	+0.2%	+$586	0.38%	49
2024 Q3	$300K	Hold	526	–	–	0.35%	50
2024 Q2	$282K	Hold	526	–	–	0.41%	45
2024 Q1	$267K	Hold	526	–	–	0.54%	30
2023 Q4	$267K	Hold	526	–	–	0.54%	30
2023 Q3	$240K	Hold	526	–	–	0.51%	33
2023 Q2	$252K	Buy	526 +30	+6%	+$13.7K	0.15%	60
2023 Q1	$227K	Sell	496 -40	-7%	-$18.6K	0.18%	30
2022 Q4	$246K	Buy	+536	New	+$237K	0.23%	40

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Heritage Wealth Partners's MDY Position: Q1 2025 in Review

Heritage Wealth Partners sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2025, closing a stake of 527 shares — an estimated $300K sold.

Heritage Wealth Partners first reported a position in MDY in Q4 2022 and held it in 9 quarters. The position peaked at $300K in Q4 2024. 1,361 funds tracked by Wall St. Rank hold MDY as of Q1 2025.

Heritage Wealth Partners reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2025 after selling out during the quarter.
Heritage Wealth Partners sold 527 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2025, an estimated $300K.
Heritage Wealth Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2022 and held it in 9 quarters.
Heritage Wealth Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $300K in Q4 2024.
1,361 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.