SPDR S&P MIDCAP 400 ETF TR

Ticker: MDY CUSIP: 78467Y107 Class: Exchange Traded Fund

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 5,876 Value ($000) $3,545 Avg Close — Range —
Q3 2025
Shares 717 Value ($000) $427 Avg Close — Range —
Q2 2025
Shares 719 Value ($000) $407 Avg Close — Range —
Q1 2025
Shares 897 Value ($000) $478 Avg Close — Range —
Q4 2024
Shares 1,998 Value ($000) $1,138 Avg Close — Range —
Q3 2024
Shares 490 Value ($000) $279 Avg Close — Range —
Q2 2024
Shares 19,216 Value ($000) $10,282 Avg Close — Range —