Concurrent Investment Advisors, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Concurrent Investment Advisors, LLC

  • $4.12 Trillion
  • Q1 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 897 shares of MDY stock, worth $497,843. This represents 0.01% of its overall portfolio holdings.

Number of Shares
897
Previous 1,998 55.11%
Holding current value
$497,843
Previous $1.14 Billion 57.97%
% of portfolio
0.01%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
SELL
$522.96 - $601.18 $575,778 - $661,899
-1,101 Reduced 55.11%
897 $478 Million
Q4 2024

Feb 03, 2025
BUY
$563.99 - $620.12 $850,496 - $935,140
1,508 Added 307.76%
1,998 $1.14 Billion
Q3 2024

Oct 30, 2024
SELL
$523.84 - $572.02 $9.81 Million - $10.7 Million
-18,726 Reduced 97.45%
490 $279 Million
Q2 2024

Jul 30, 2024
BUY
$516.55 - $556.17 $9.93 Million - $10.7 Million
19,216 New
19,216 $10.3 Billion

Others Institutions Holding MDY

# of Institutions
1,514
Shares Held
31.8M
Call Options Held
821K
Put Options Held
433K
View Full List

About SPDR S&P MIDCAP 400 ETF TRUST

MDY Quotes by TradingView
  • Ticker MDY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about MDY
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