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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Concord Wealth Partners's MDY Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2026: 47 shares worth $33.3K. The stake represents ﹤0.01% of the portfolio and ranks #419 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in MDY as recently as Q4 2025.

Concord Wealth Partners first reported a position in MDY in Q4 2021 and has held it in 17 quarters since. 1,535 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Concord Wealth Partners held 47 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $33.3K as of Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust was a new Concord Wealth Partners position in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #419 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 17 quarters since.
1,535 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.