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 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-181- 1.86% |
$94.7K - $109K
|
9.57K
$5.29M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-182- 1.12% |
$95.2K - $109K
|
16.1K
$8.89M
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-183- 2.46% |
$95.7K - $110K
|
7.24K
$4.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-185- 32.57% |
$96.7K - $111K
|
383
$212K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-188- 9.2% |
$98.3K - $113K
|
1.86K
$1.03M
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-191- 53.65% |
$99.9K - $115K
|
165
$91.2K
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-193- 5.3% |
$101K - $116K
|
3.45K
$1.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-193- 0.78% |
$101K - $116K
|
24.4K
$13.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-195- 5.91% |
$102K - $117K
|
3.1K
$1.72M
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-199- 2.52% |
$104K - $120K
|
7.69K
$4.25M
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
SELL
|
- |
-201- 12.84% |
$105K - $121K
|
1.36K
$754K
|
|
|
Apr 11, 2025
Q1 2025
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-209- 6.2% |
$109K - $126K
|
3.16K
$1.75M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-211- 2.42% |
$110K - $127K
|
8.49K
$4.7M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-215- 3.2% |
$112K - $129K
|
6.51K
$3.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-219- 1.24% |
$115K - $132K
|
17.5K
$9.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-220- 3.41% |
$115K - $132K
|
6.23K
$3.44M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-220- 3.09% |
$115K - $132K
|
6.89K
$3.81M
|
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
SELL
|
- |
-225- 2.8% |
$118K - $135K
|
7.81K
$4.32M
|
|
|
May 13, 2025
Q1 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-230- 2.82% |
$120K - $138K
|
7.92K
$4.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-234- 0.78% |
$122K - $141K
|
29.8K
$16.5M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-234- 1.15% |
$122K - $141K
|
20K
$11.1M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-236- 2.03% |
$123K - $142K
|
11.4K
$6.29M
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
SELL
|
- |
-237- 10.26% |
$124K - $142K
|
2.07K
$1.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-239- 10.12% |
$125K - $144K
|
2.12K
$1.17M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-242- 13.7% |
$127K - $145K
|
1.53K
$843K
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-242- 2.5% |
$127K - $145K
|
9.43K
$5.21M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-244- 3.86% |
$128K - $147K
|
6.07K
$3.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-247- 5.01% |
$129K - $148K
|
4.68K
$2.59M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-249- 1.48% |
$130K - $150K
|
16.6K
$9.19M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-249- 27.39% |
$130K - $150K
|
660
$365K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-252- 0.4% |
$132K - $151K
|
62.6K
$34.6M
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-253- 1.9% |
$132K - $152K
|
13.1K
$7.23M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-255- 0.21% |
$133K - $153K
|
120K
$66.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-256- 12.26% |
$134K - $154K
|
1.83K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-258- 3.0% |
$135K - $155K
|
8.35K
$4.62M
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-259- 5.19% |
$135K - $156K
|
4.73K
$2.61M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-260- 1.29% |
$136K - $156K
|
20K
$11M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-261- 2.77% |
$136K - $157K
|
9.17K
$5.07M
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-262- 5.2% |
$137K - $158K
|
4.77K
$2.64M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-265Closed |
$139K - $159K
|
0
$0
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-267- 2.85% |
$140K - $161K
|
9.09K
$5.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-270- 5.77% |
$141K - $162K
|
4.41K
$2.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-270- 8.59% |
$141K - $162K
|
2.87K
$1.59M
|
|
|
May 12, 2025
Q1 2025
|
Long Road Investment Counsel, LLC
|
SELL
|
- |
-270- 16.98% |
$141K - $162K
|
1.32K
$730K
|
|
|
May 13, 2025
Q1 2025
|
Gator Capital Management, LLC
|
SELL
|
- |
-272- 16.88% |
$142K - $164K
|
1.34K
$740K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-280- 12.46% |
$146K - $168K
|
1.97K
$1.09M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-282- 29.78% |
$147K - $170K
|
665
$368K
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-291- 35.06% |
$152K - $175K
|
539
$298K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-295- 38.06% |
$154K - $177K
|
480
$265K
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
SELL
|
- |
-295- 2.05% |
$154K - $177K
|
14.1K
$7.77M
|