Purchases and Sales Made in Q1 2025 in Spdr S&P Midcap 400 ETF Trust (MDY)
This table provides information about the institutional ownership of Spdr S&P Midcap 400 ETF Trust (MDY) during Q1 2025. The information is specifically focused on institutions that hold shares of SPDR S&P MIDCAP 400 ETF TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-3- 0.18% |
$1.57K - $1.8K
|
1.63K
$903K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-3- 0.06% |
$1.57K - $1.8K
|
4.78K
$2.64M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-3- 0.75% |
$1.57K - $1.8K
|
395
$218K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
SELL
|
- |
-3- 0.64% |
$1.57K - $1.8K
|
468
$259K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-4- 0.37% |
$2.09K - $2.4K
|
1.08K
$594K
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-4- 0.28% |
$2.09K - $2.4K
|
1.4K
$775K
|
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-4- 0.13% |
$2.09K - $2.4K
|
2.99K
$1.65M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-5- 0.35% |
$2.61K - $3.01K
|
1.44K
$797K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-5- 0.59% |
$2.61K - $3.01K
|
840
$464K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-5- 0.12% |
$2.61K - $3.01K
|
4.02K
$2.22M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-5- 0.32% |
$2.61K - $3.01K
|
1.57K
$866K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-5- 0.13% |
$2.61K - $3.01K
|
3.7K
$2.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-6- 0.08% |
$3.14K - $3.61K
|
7.39K
$4.08M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-6- 5.94% |
$3.14K - $3.61K
|
95
$52.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-6- 0.92% |
$3.14K - $3.61K
|
647
$358K
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-6- 0.65% |
$3.14K - $3.61K
|
919
$508K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-6- 0.41% |
$3.14K - $3.61K
|
1.45K
$800K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7- 1.47% |
$3.66K - $4.21K
|
468
$259K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-7- 0.21% |
$3.66K - $4.21K
|
3.29K
$1.82M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-7- 0.16% |
$3.66K - $4.21K
|
4.45K
$2.46M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-7- 0.11% |
$3.66K - $4.21K
|
6.56K
$3.63M
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-7- 0.59% |
$3.66K - $4.21K
|
1.18K
$654K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-7- 0.63% |
$3.66K - $4.21K
|
1.1K
$606K
|
|
|
May 01, 2025
Q1 2025
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-8- 1.08% |
$4.18K - $4.81K
|
735
$406K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-8- 12.5% |
$4.18K - $4.81K
|
56
$31K
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-9- 1.3% |
$4.71K - $5.41K
|
684
$378K
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-9- 0.46% |
$4.71K - $5.41K
|
1.93K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-9- 0.72% |
$4.71K - $5.41K
|
1.24K
$687K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-9- 0.69% |
$4.71K - $5.41K
|
1.3K
$716K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-9- 0.65% |
$4.71K - $5.41K
|
1.39K
$766K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-10- 0.14% |
$5.23K - $6.01K
|
7.07K
$3.91M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-10- 0.2% |
$5.23K - $6.01K
|
5.06K
$2.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-10- 28.57% |
$5.23K - $6.01K
|
25
$13.8K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-10- 3.27% |
$5.23K - $6.01K
|
296
$164K
|
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-10- 1.83% |
$5.23K - $6.01K
|
537
$297K
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-11- 1.56% |
$5.75K - $6.61K
|
694
$384K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-11- 0.02% |
$5.75K - $6.61K
|
51K
$28.2M
|
|
|
May 07, 2025
Q1 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-11- 0.22% |
$5.75K - $6.61K
|
5.04K
$2.78M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-11- 0.61% |
$5.75K - $6.61K
|
1.8K
$997K
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-12- 0.18% |
$6.28K - $7.21K
|
6.8K
$3.76M
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-12- 0.2% |
$6.28K - $7.21K
|
5.89K
$3.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-12- 1.67% |
$6.28K - $7.21K
|
705
$390K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-12- 0.33% |
$6.28K - $7.21K
|
3.65K
$2.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-13- 0.58% |
$6.8K - $7.82K
|
2.25K
$1.24M
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-15- 0.42% |
$7.84K - $9.02K
|
3.54K
$1.96M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-15- 1.42% |
$7.84K - $9.02K
|
1.04K
$574K
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-15- 1.16% |
$7.84K - $9.02K
|
1.28K
$706K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.61% |
$7.84K - $9.02K
|
2.44K
$1.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-16- 1.29% |
$8.37K - $9.62K
|
1.22K
$675K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-17- 0.57% |
$8.89K - $10.2K
|
2.97K
$1.64M
|