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Livermore
Livermore
ZHEN

Heritage Trust Co

SEC CIK
0001706028
Latest filing
Aug 6, 2026

MDY holding history

SPDR S&P Midcap 400 ETF Trust in every 13F filed by Heritage Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MDY overviewAll 13F holders of MDYFull Q2 2026 holdings

Shares (Q2 2026)
535
Value
$376.3K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of MDY by Heritage Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026535$376.3K<0.1%−9−1.7%ReducedHolders
Q1 2026544$335.5K<0.1%00.0%UnchangedHolders
Q4 2025544$328.2K<0.1%00.0%UnchangedHolders
Q3 2025544$324.2K<0.1%00.0%UnchangedHolders
Q2 2025544$308.2K<0.1%00.0%UnchangedHolders
Q1 2025544$290.2K<0.1%00.0%UnchangedHolders
Q4 2024544$309.9K<0.1%–No prior filingHolders
Q3 2024––––Not filedHolders
Q2 2024544$291.1K<0.1%+40+7.9%AddedHolders
Q1 2024504$280.4K<0.1%00.0%UnchangedHolders
Q4 2023504$255.7K<0.1%+47+10.3%AddedHolders
Q3 2023457$208.7K<0.1%00.0%UnchangedHolders
Q2 2023457$218.9K<0.1%00.0%UnchangedHolders
Q1 2023457$209.5K<0.1%00.0%UnchangedHolders
Q4 2022457$202.4K<0.1%+457NewHolders
Q3 20220$00.0%−496−100.0%Sold outHolders
Q2 2022496$205.0K<0.1%00.0%UnchangedHolders
Q1 2022496$243.0K<0.1%00.0%UnchangedHolders
Q4 2021496$257.0K<0.1%00.0%UnchangedHolders
Q3 2021496$239.0K<0.1%00.0%UnchangedHolders
Q2 2021496$244.0K<0.1%00.0%UnchangedHolders
Q1 2021496$236.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.