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Concentrum Wealth Management

SEC CIK
0001765387
Latest filing
Aug 6, 2026

MDY holding history

SPDR S&P Midcap 400 ETF Trust in every 13F filed by Concentrum Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MDY overviewAll 13F holders of MDYFull Q2 2026 holdings

Shares (Q4 2022)
0
Sold out in Q4 2022
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q3 2022
Holdings of MDY by Concentrum Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20220$00.0%−575−100.0%Sold outHolders
Q3 2022575$231.0K0.2%+575NewHolders