Heritage Wealth Management, Inc. Spdr S&P Midcap 400 ETF Trust Transaction History

Heritage Wealth Management, Inc.

  • $301 Billion
  • Q4 2024

A detailed history of Heritage Wealth Management, Inc. transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 440 shares of MDY stock, worth $256,572. This represents 0.08% of its overall portfolio holdings.

Number of Shares
440
Previous 414 6.28%
Holding current value
$256,572
Previous $236 Million 6.09%
% of portfolio
0.08%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$563.99 - $620.12 $14,663 - $16,123
26 Added 6.28%
440 $250 Million
Q3 2024

Oct 31, 2024
SELL
$523.84 - $572.02 $10,476 - $11,440
-20 Reduced 4.61%
414 $236 Million
Q2 2024

Sep 09, 2024
BUY
$516.55 - $556.17 $224,182 - $241,377
434 New
434 $230 Million

Others Institutions Holding MDY

# of Institutions
1,485
Shares Held
28.1M
Call Options Held
427K
Put Options Held
267K
View Full List

About SPDR S&P MIDCAP 400 ETF TRUST

MDY Quotes by TradingView
  • Ticker MDY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about MDY
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