HERITAGE INVESTORS MANAGEMENT CORP
Position in MDY — Spdr S&P Midcap 400 ETF Trust
CIK 937589
BETHESDA, MD
Position in MDY
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$32,110,284
+$1,795,297 QoQ
Shares Held
45,654
-7.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#76
of 1,510 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MDY Over Time
Shares Held
Position Value (USD)
All Filings in MDY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,110,284 | 45,654 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $30,314,987 | 49,152 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $30,116,340 | 49,921 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $30,105,475 | 50,510 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $28,837,797 | 50,907 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $27,457,682 | 51,469 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $29,599,363 | 51,967 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $29,800,623 | 52,313 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $28,871,311 | 53,957 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $30,377,214 | 54,596 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $28,261,573 | 55,701 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $25,480,512 | 55,800 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $27,178,142 | 56,750 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $26,232,512 | 57,225 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $25,450,683 | 57,478 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $23,141,239 | 57,614 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $24,268,968 | 58,693 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $29,207,278 | 59,552 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $31,116,709 | 60,108 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $29,551,037 | 61,452 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $31,699,114 | 64,559 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $33,108,325 | 69,548 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $30,155,714 | 71,813 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $25,309,245 | 74,696 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $25,272,579 | 77,884 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $22,437,070 | 85,351 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||