Back to MDY
Concurrent Investment Advisors, LLC → MDY
Concurrent Investment Advisors, LLC MDY Position History
State Street SPDR S&P MIDCAP 400 ETF Trust • Financial Services
Quarters held
36
Latest value
$7.2M
Q3 2026
Peak value
$9.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $9.2M |
| Q3 2025 | $324K |
| Q3 2025 | $302K |
| Q3 2025 | $427K |
| Q4 2025 | $9.3M |
| Q4 2025 | $1.7M |
| Q4 2025 | $350K |
| Q4 2025 | $622K |
| Q4 2025 | $10K |
| Q4 2025 | $3.5M |
| Q1 2026 | $38K |
| Q1 2026 | $8.7M |
| Q1 2026 | $8K |
| Q1 2026 | $1.8M |
| Q1 2026 | $488K |
| Q1 2026 | $43K |
| Q1 2026 | $566K |
| Q1 2026 | $6K |
| Q1 2026 | $3.8M |
| Q2 2026 | $36K |
| Q2 2026 | $8.8M |
| Q2 2026 | $2M |
| Q2 2026 | $80K |
| Q2 2026 | $694K |
| Q2 2026 | $978 |
| Q2 2026 | $653K |
| Q2 2026 | $4.7M |
| Q2 2026 | $7K |
| Q3 2026 | $9.2M |
| Q3 2026 | $243K |
| Q3 2026 | $2.7M |
| Q3 2026 | $3.4M |
| Q3 2026 | $903K |
| Q3 2026 | $592K |
| Q3 2026 | $1.2M |
| Q3 2026 | $7.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.2M | 11.0K | — | — |
| Q3 2026 | $1.2M | 20.2K | — | — |
| Q3 2026 | $592K | 8.5K | — | — |
| Q3 2026 | $903K | 3.9K | — | — |
| Q3 2026 | $3.4M | 25.7K | — | — |
| Q3 2026 | $2.7M | 60.0K | — | — |
| Q3 2026 | $243K | 3.4K | — | — |
| Q3 2026 | $9.2M | 228.2K | — | — |
| Q2 2026 | $7K | 10 | — | — |
| Q2 2026 | $4.7M | 6.7K | — | — |
| Q2 2026 | $653K | 8.7K | — | — |
| Q2 2026 | $978 | 13 | — | — |
| Q2 2026 | $694K | 2.4K | — | — |
| Q2 2026 | $80K | 1.8K | — | — |
| Q2 2026 | $2M | 46.2K | — | — |
| Q2 2026 | $8.8M | 214.0K | — | — |
| Q2 2026 | $36K | 867 | — | — |
| Q1 2026 | $3.8M | 6.1K | — | — |
| Q1 2026 | $6K | 10 | — | — |
| Q1 2026 | $566K | 8.7K | — | — |
| Q1 2026 | $43K | 664 | — | — |
| Q1 2026 | $488K | 1.9K | — | — |
| Q1 2026 | $1.8M | 41.8K | — | — |
| Q1 2026 | $8K | 185 | — | — |
| Q1 2026 | $8.7M | 221.6K | — | — |
| Q1 2026 | $38K | 952 | — | — |
| Q4 2025 | $3.5M | 5.9K | — | — |
| Q4 2025 | $10K | 16 | — | — |
| Q4 2025 | $622K | 9.6K | — | — |
| Q4 2025 | $350K | 1.4K | — | — |
| Q4 2025 | $1.7M | 41.6K | — | — |
| Q4 2025 | $9.3M | 236.3K | — | — |
| Q3 2025 | $427K | 717 | — | — |
| Q3 2025 | $302K | 4.8K | — | — |
| Q3 2025 | $324K | 1.4K | — | — |
| Q3 2025 | $9.2M | 236.6K | — | — |
Other funds holding MDY
$988.2M
$912.8M
$911.5M
$832.8M
$825.7M