CIA
Concurrent Investment Advisors’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $407K | Sell |
719
-178
| -20% | -$101K | 0.01% | 926 |
|
|
2025
Q1 | $478K | Sell |
897
-1,101
| -55% | -$587K | 0.01% | 757 |
|
|
2024
Q4 | $1.14M | Buy |
1,998
+1,508
| +308% | +$859K | 0.03% | 456 |
|
|
2024
Q3 | $279K | Sell |
490
-18,726
| -97% | -$10.7M | 0.01% | 801 |
|
|
2024
Q2 | $10.3M | Buy |
+19,216
| New | +$10.3M | 0.34% | 69 |
|