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 $257,562. This represents 0.08% of its overall portfolio holdings.

Number of Shares
440
Previous 414 6.28%
Holding current value
$257,562
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
1,475
Shares Held
28.2M
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
Track This Portfolio

Track Heritage Wealth Management, Inc. Portfolio

Follow Heritage Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email