Heartwood Wealth Advisors LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Heartwood Wealth Advisors LLC

  • $910 Million
  • Q2 2025

A detailed history of Heartwood Wealth Advisors LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 689 shares of MDY stock, worth $400,963. This represents 0.04% of its overall portfolio holdings.

Number of Shares
689
Previous 689 -0.0%
Holding current value
$400,963
Previous $367,000 6.27%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jan 10, 2025
BUY
$563.99 - $620.12 $15,791 - $17,363
28 Added 4.24%
689 $392,000
Q4 2023

Jan 17, 2024
BUY
$425.08 - $512.6 $12,327 - $14,865
29 Added 4.59%
661 $335,000
Q4 2022

Jan 12, 2023
BUY
$409.49 - $470.66 $258,797 - $297,457
632 New
632 $0

Others Institutions Holding MDY

# of Institutions
1,522
Shares Held
34.2M
Call Options Held
774K
Put Options Held
602K
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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