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Concurrent Investment Advisors’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Concurrent Investment Advisors’s Portfolio MDYG Stock Details MDYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$376K Buy
3,920
+26
+0.7% +$2.55K ﹤0.01% 1363
2025
Q4 		$360K Buy
3,894
+32
+0.8% +$2.94K ﹤0.01% 1294
2025
Q3 		$354K Buy
+3,862
New +$347K 0.01% 1070

Other funds holding MDYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $943M AUM 17.04% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

Concurrent Investment Advisors increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 0.67% in Q1 2026, buying an estimated $2.55K and bringing the position to 3,920 shares worth $376K. The position accounts for ﹤0.01% of the portfolio, ranked #1363.

Concurrent Investment Advisors first reported a position in MDYG in Q3 2025 and has held it in 3 quarters since. 395 funds tracked by Wall St. Rank hold MDYG as of Q1 2026.

  • Concurrent Investment Advisors held 3,920 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $376K as of Q1 2026.
  • Concurrent Investment Advisors bought 26 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2026, an estimated $2.55K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1363 holding.
  • Concurrent Investment Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 395 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2026.

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