Concurrent Investment Advisors’s 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
2025 Q3	$427K	Sell
2025 Q2	$407K	Sell
2025 Q1	$478K	Sell
2024 Q4	$1.14M	Buy
2024 Q3	$279K	Sell
2024 Q2	$10.3M	Buy