Heritage Wealth Management, Inc. /Ca/ Spdr S&P 400 Mid Cap Growth Et Transaction History

Heritage Wealth Management, Inc. /Ca/

  • $149 Billion
  • Q3 2025

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Spdr S&P 400 Mid Cap Growth Et stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 26,113 shares of MDYG stock, worth $2.35 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares
26,113
Previous 25,541 2.24%
Holding current value
$2.35 Million
Previous $2.22 Billion 7.76%
% of portfolio
1.6%
Previous 1.48%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
BUY
$87.07 - $93.06 $49,804 - $53,230
572 Added 2.24%
26,113 $2.39 Billion
Q2 2025

Jul 28, 2025
BUY
$70.44 - $86.87 $109,604 - $135,169
1,556 Added 6.49%
25,541 $2.22 Billion
Q1 2025

Apr 30, 2025
BUY
$77.91 - $92.26 $104,087 - $123,259
1,336 Added 5.9%
23,985 $1.91 Billion
Q4 2024

Feb 11, 2025
BUY
$86.65 - $94.9 $633,671 - $694,003
7,313 Added 47.69%
22,649 $1.97 Billion
Q3 2024

Oct 18, 2024
SELL
$81.1 - $89.18 $26,600 - $29,251
-328 Reduced 2.09%
15,336 $1.35 Billion
Q2 2024

Jul 25, 2024
BUY
$81.04 - $87.08 $15,316 - $16,458
189 Added 1.22%
15,664 $1.32 Billion
Q1 2024

May 06, 2024
SELL
$73.37 - $87.29 $131,332 - $156,249
-1,790 Reduced 10.37%
15,475 $1.35 Billion
Q4 2023

Feb 14, 2024
BUY
$64.85 - $76.49 $1.12 Million - $1.32 Million
17,265 New
17,265 $1.31 Billion

Others Institutions Holding MDYG

# of Institutions
437
Shares Held
20.4M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR S&P 400 MID CAP GROWTH ET

MDYG Quotes by TradingView
  • Ticker MDYG
  • Sector ETFs
  • Industry ETFs
More about MDYG
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