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

Heritage Wealth Partners, LLC

  • $79.7 Billion
  • Q4 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 527 shares of MDY stock, worth $315,441. This represents 0.38% of its overall portfolio holdings.

Number of Shares
527
Previous 526 0.19%
Holding current value
$315,441
Previous $300 Million -0.0%
% of portfolio
0.38%
Previous 0.35%

Shares

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

Jan 13, 2025
BUY
$563.99 - $620.12 $563 - $620
1 Added 0.19%
527 $300 Million
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
1,434
Shares Held
26.9M
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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