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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-17- 0.25% |
$8.89K - $10.2K
|
6.67K
$3.69M
|
|
|
May 12, 2025
Q1 2025
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-17- 1.35% |
$8.89K - $10.2K
|
1.25K
$688K
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-17- 3.04% |
$8.89K - $10.2K
|
542
$300K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-18- 0.54% |
$9.41K - $10.8K
|
3.31K
$1.83M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-18- 2.6% |
$9.41K - $10.8K
|
673
$372K
|
|
|
May 09, 2025
Q1 2025
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-18- 0.55% |
$9.41K - $10.8K
|
3.27K
$1.81M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-19- 0.74% |
$9.94K - $11.4K
|
2.56K
$1.41M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-19- 0.3% |
$9.94K - $11.4K
|
6.37K
$3.52M
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
SELL
|
- |
-19- 15.7% |
$9.94K - $11.4K
|
102
$56.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-19- 0.76% |
$9.94K - $11.4K
|
2.48K
$1.37M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-19- 1.67% |
$9.94K - $11.4K
|
1.12K
$619K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-19- 2.1% |
$9.94K - $11.4K
|
887
$490K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-20- 0.61% |
$10.5K - $12K
|
3.26K
$1.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-20- 1.08% |
$10.5K - $12K
|
1.83K
$1.01M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-20- 15.5% |
$10.5K - $12K
|
109
$60.3K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-20- 0.79% |
$10.5K - $12K
|
2.5K
$1.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Northstar Asset Management LLC
|
SELL
|
- |
-20- 0.41% |
$10.5K - $12K
|
4.82K
$2.66M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-20- 3.27% |
$10.5K - $12K
|
591
$327K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-20- 0.21% |
$10.5K - $12K
|
9.35K
$5.17M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-21- 0.2% |
$11K - $12.6K
|
10.3K
$5.72M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-21- 1.83% |
$11K - $12.6K
|
1.13K
$622K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-22- 2.28% |
$11.5K - $13.2K
|
943
$521K
|
|
|
Apr 14, 2025
Q1 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-23- 0.55% |
$12K - $13.8K
|
4.13K
$2.28M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-23- 0.22% |
$12K - $13.8K
|
10.4K
$5.77M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-23- 1.12% |
$12K - $13.8K
|
2.04K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-25- 3.5% |
$13.1K - $15K
|
689
$381K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-25- 1.42% |
$13.1K - $15K
|
1.73K
$957K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-25- 11.63% |
$13.1K - $15K
|
190
$105K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-25- 13.81% |
$13.1K - $15K
|
156
$86.3K
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-26- 1.89% |
$13.6K - $15.6K
|
1.35K
$748K
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-26- 1.16% |
$13.6K - $15.6K
|
2.21K
$1.22M
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-27- 3.26% |
$14.1K - $16.2K
|
802
$443K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-27- 1.64% |
$14.1K - $16.2K
|
1.62K
$893K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-28- 2.19% |
$14.6K - $16.8K
|
1.25K
$690K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-29- 0.63% |
$15.2K - $17.4K
|
4.57K
$2.53M
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-30- 0.96% |
$15.7K - $18K
|
3.11K
$1.72M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-30- 6.58% |
$15.7K - $18K
|
426
$236K
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-30- 6.47% |
$15.7K - $18K
|
434
$240K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-30- 10.91% |
$15.7K - $18K
|
245
$135K
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-31- 1.75% |
$16.2K - $18.6K
|
1.74K
$964K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-31- 19.14% |
$16.2K - $18.6K
|
131
$72.4K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-32- 0.51% |
$16.7K - $19.2K
|
6.29K
$3.48M
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-33- 1.16% |
$17.3K - $19.8K
|
2.8K
$1.55M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-33- 2.99% |
$17.3K - $19.8K
|
1.07K
$592K
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-33- 3.08% |
$17.3K - $19.8K
|
1.04K
$574K
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-34- 6.76% |
$17.8K - $20.4K
|
469
$259K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-35- 0.87% |
$18.3K - $21K
|
3.97K
$2.2M
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-35- 11.44% |
$18.3K - $21K
|
271
$150K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-36- 18.46% |
$18.8K - $21.6K
|
159
$87.9K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-36- 5.69% |
$18.8K - $21.6K
|
597
$330K
|