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 Q2	$549K	Buy	4,897 +977	+25%	+$104K	﹤0.01%	1352
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

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

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return

FNT

First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return

Concurrent Investment Advisors's MDYG Position: Q2 2026 in Review

Concurrent Investment Advisors increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 25% in Q2 2026, buying an estimated $104K and bringing the position to 4,897 shares worth $549K. The position accounts for ﹤0.01% of the portfolio, ranked #1352.

Concurrent Investment Advisors first reported a position in MDYG in Q3 2025 and has held it in 4 quarters since. 423 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Concurrent Investment Advisors held 4,897 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $549K as of Q2 2026.
Concurrent Investment Advisors bought 977 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $104K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1352 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 4 quarters since.
423 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.