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 Q3	$31.2K	Hold	47	–	–	﹤0.01%	415
2026 Q2	$33.3K	Buy	+47	New	+$31.5K	﹤0.01%	419
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Concord Wealth Partners's MDY Position: Q3 2026 in Review

Concord Wealth Partners held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q3 2026 at 47 shares worth $31.2K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

Concord Wealth Partners first reported a position in MDY in Q4 2021 and has held it in 18 quarters since. The position peaked at $33.3K in Q2 2026. 1,326 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

Concord Wealth Partners held 47 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $31.2K as of Q3 2026.
Concord Wealth Partners left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q3 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up ﹤0.01% of Concord Wealth Partners's portfolio in Q3 2026, its #415 holding.
Concord Wealth Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and has held it in 18 quarters since.
Concord Wealth Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $33.3K in Q2 2026.
1,326 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.