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

Concord Wealth Partners’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 Q1	–	Sell	-47	Closed	-$28.5K	–	559
2025 Q4	$28.5K	Hold	47	–	–	﹤0.01%	398
2025 Q3	$28.1K	Hold	47	–	–	﹤0.01%	411
2025 Q2	$26.6K	Hold	47	–	–	﹤0.01%	432
2025 Q1	$25K	Hold	47	–	–	﹤0.01%	410
2024 Q4	$26.6K	Hold	47	–	–	﹤0.01%	417
2024 Q3	$26.5K	Buy	47 +1	+2%	+$551	﹤0.01%	430
2024 Q2	$24.8K	Hold	46	–	–	﹤0.01%	398
2024 Q1	$25.7K	Hold	46	–	–	﹤0.01%	455
2023 Q4	$23.4K	Hold	46	–	–	﹤0.01%	459
2023 Q3	$21K	Hold	46	–	–	﹤0.01%	505
2023 Q2	$21.9K	Hold	46	–	–	﹤0.01%	493
2023 Q1	$20.9K	Hold	46	–	–	0.01%	488
2022 Q4	$20.2K	Buy	+46	New	+$20.3K	0.01%	527
2022 Q3	–	Sell	-45	Closed	-$19K	–	725
2022 Q2	$19K	Hold	45	–	–	0.01%	553
2022 Q1	$22K	Hold	45	–	–	0.01%	612
2021 Q4	$23K	Buy	+45	New	+$22.9K	0.01%	613

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Concord Wealth Partners's MDY Position: Q1 2026 in Review

Concord Wealth Partners sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2026, closing a stake of 47 shares — an estimated $28.5K sold.

Concord Wealth Partners first reported a position in MDY in Q4 2021 and held it in 16 quarters. The position peaked at $28.5K in Q4 2025. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Concord Wealth Partners reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2026 after selling out during the quarter.
Concord Wealth Partners sold 47 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $28.5K.
Concord Wealth Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and held it in 16 quarters.
Concord Wealth Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $28.5K in Q4 2025.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.