Concentrum Wealth Management
MDY icon

Concentrum Wealth Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Concentrum Wealth Management’s Portfolio MDY Stock Details MDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$311K Buy
+473
New +$325K 0.07% 97
2022
Q4 		– Sell
-575
Closed -$231K – 63
2022
Q3 		$231K Buy
+575
New +$254K 0.2% 50

Other funds holding MDY

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Concentrum Wealth Management's MDY Position: Q3 2026 in Review

Concentrum Wealth Management opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2026: 473 shares worth $311K. The stake represents 0.07% of the portfolio and ranks #97 among its holdings. This is a return to the name: Concentrum Wealth Management previously reported a position in MDY as recently as Q3 2022.

Concentrum Wealth Management first reported a position in MDY in Q3 2022 and has held it in 2 quarters since. 1,326 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

  • Concentrum Wealth Management held 473 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $311K as of Q3 2026.
  • State Street SPDR S&P MIDCAP 400 ETF Trust was a new Concentrum Wealth Management position in Q3 2026.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.07% of Concentrum Wealth Management's portfolio in Q3 2026, its #97 holding.
  • Concentrum Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2022 and has held it in 2 quarters since.
  • 1,326 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on Concentrum Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.