SPDR S&P MidCap 400 ETF shares owned by Heritage Trust
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Heritage Trust
from 13F filings
Historical chart of Heritage Trust investment in SPDR S&P MidCap 400 ETF
Tip: Access up to 7 years of quarterly data
All positions including SPDR S&P MidCap 400 ETF held by Heritage Trust consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $280k | 504 | 556.40 |
2023-12-31 | $256k | 504 | 507.38 |
2023-09-30 | $209k | 457 | 456.64 |
2023-06-30 | $219k | 457 | 478.91 |
2023-03-31 | $210k | 457 | 458.41 |
2022-12-31 | $202k | 457 | 442.79 |
2022-06-30 | $205k | 496 | 413.31 |
2022-03-31 | $243k | 496 | 489.92 |
2021-12-31 | $257k | 496 | 518.15 |
2021-09-30 | $239k | 496 | 481.85 |
2021-06-30 | $244k | 496 | 491.94 |
2021-03-31 | $236k | 496 | 475.81 |
2020-12-31 | $208k | 496 | 419.35 |
2018-12-31 | $101k | 335 | 301.49 |
2018-09-30 | $123k | 335 | 367.16 |
2018-06-30 | $119k | 335 | 355.22 |
2018-03-31 | $114k | 335 | 340.30 |
2017-12-31 | $116k | 335 | 346.27 |
2017-09-30 | $109k | 335 | 325.37 |
2017-06-30 | $106k | 335 | 316.42 |