Heritage Wealth Partners, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Heritage Wealth Partners, LLC

  • $85 Billion
  • Q3 2024

A detailed history of Heritage Wealth Partners, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 526 shares of MDY stock, worth $309,177. This represents 0.35% of its overall portfolio holdings.

Number of Shares
526
Previous 526 -0.0%
Holding current value
$309,177
Previous $282 Million 6.48%
% of portfolio
0.35%
Previous 0.41%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 11, 2023
BUY
$439.95 - $478.91 $13,198 - $14,367
30 Added 6.05%
526 $252 Million
Q1 2023

May 04, 2023
SELL
$433.1 - $497.12 $17,324 - $19,884
-40 Reduced 7.46%
496 $227 Million
Q4 2022

Feb 10, 2023
BUY
$409.49 - $470.66 $219,486 - $252,273
536 New
536 $246 Million

Others Institutions Holding MDY

# of Institutions
1,419
Shares Held
28.5M
Call Options Held
428K
Put Options Held
269K
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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