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

Concurrent Investment Advisors’s Portfolio MDYV Stock Details MDYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$542K	Sell	5,714 -80	-1%	-$7.28K	﹤0.01%	1362
2026 Q1	$493K	Sell	5,794 -17	-0.3%	-$1.5K	0.01%	1220
2025 Q4	$492K	Buy	5,811 +60	+1%	+$5.02K	0.01%	1150
2025 Q3	$480K	Buy	+5,751	New	+$474K	0.01%	934

Other funds holding MDYV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWM

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

FWP

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

PLFA

Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return

FNT

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

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

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

Concurrent Investment Advisors reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 1.4% in Q2 2026, selling an estimated $7.28K and leaving 5,714 shares worth $542K. The position accounts for ﹤0.01% of the portfolio, ranked #1362.

Concurrent Investment Advisors first reported a position in MDYV in Q3 2025 and has held it in 4 quarters since. 200 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Concurrent Investment Advisors held 5,714 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $542K as of Q2 2026.
Concurrent Investment Advisors sold 80 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $7.28K.
State Street SPDR S&P 400 Mid Cap Value ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1362 holding.
Concurrent Investment Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
200 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

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