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HERITAGE INVESTORS MANAGEMENT CORP → MDY
HERITAGE INVESTORS MANAGEMENT CORP MDY Position History
State Street SPDR S&P MIDCAP 400 ETF Trust • Financial Services
Quarters held
5
Latest value
$29.2M
Q3 2026
Peak value
$32.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $30.1M |
| Q4 2025 | $30.1M |
| Q1 2026 | $30.3M |
| Q2 2026 | $32.1M |
| Q3 2026 | $29.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $29.2M | 44.5K | — | — |
| Q2 2026 | $32.1M | 45.7K | — | — |
| Q1 2026 | $30.3M | 49.2K | — | — |
| Q4 2025 | $30.1M | 49.9K | — | — |
| Q3 2025 | $30.1M | 50.5K | — | — |
Other funds holding MDY
$988.2M
$912.8M
$911.5M
$832.8M
$825.7M