Concurrent Investment Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Concurrent Investment Advisors’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	$3.76M	Buy	6,093 +217	+4%	+$138K	0.04%	425
2025 Q4	$3.54M	Buy	5,876 +5,159	+720%	+$3.09M	0.04%	416
2025 Q3	$427K	Sell	717 -2	-0.3%	-$1.17K	0.01%	983
2025 Q2	$407K	Sell	719 -178	-20%	-$95.5K	0.01%	932
2025 Q1	$478K	Sell	897 -1,101	-55%	-$625K	0.01%	762
2024 Q4	$1.14M	Buy	1,998 +1,508	+308%	+$884K	0.03%	459
2024 Q3	$279K	Sell	490 -18,726	-97%	-$10.3M	0.01%	808
2024 Q2	$10.3M	Buy	+19,216	New	+$10.3M	0.34%	69

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

Concurrent Investment Advisors's MDY Position: Q1 2026 in Review

Concurrent Investment Advisors increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 3.7% in Q1 2026, buying an estimated $138K and bringing the position to 6,093 shares worth $3.76M. The position accounts for 0.04% of the portfolio, ranked #425.

Concurrent Investment Advisors first reported a position in MDY in Q2 2024 and has held it in 8 quarters since. The position peaked at $10.3M in Q2 2024. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Concurrent Investment Advisors held 6,093 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $3.76M as of Q1 2026.
Concurrent Investment Advisors bought 217 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $138K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.04% of Concurrent Investment Advisors's portfolio in Q1 2026, its #425 holding.
Concurrent Investment Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2024 and has held it in 8 quarters since.
Concurrent Investment Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $10.3M in Q2 2024.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.