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
|
Hb Wealth Management, LLC
|
SELL
|
- |
-299- 4.63% |
$156K - $180K
|
6.16K
$3.4M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-299- 0.85% |
$156K - $180K
|
35K
$19.4M
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-303- 12.18% |
$158K - $182K
|
2.18K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-309- 2.29% |
$162K - $186K
|
13.2K
$7.3M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-313- 3.82% |
$164K - $188K
|
7.88K
$4.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-314- 5.44% |
$164K - $189K
|
5.45K
$3.01M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-318- 13.43% |
$166K - $191K
|
2.05K
$1.13M
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-325- 36.11% |
$170K - $195K
|
575
$318K
|
|
|
Apr 17, 2025
Q1 2025
|
M. Kraus & CO
|
SELL
|
- |
-325- 19.12% |
$170K - $195K
|
1.38K
$760K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-327- 27.64% |
$171K - $197K
|
856
$473K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-329- 3.49% |
$172K - $198K
|
9.11K
$5.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-331- 1.69% |
$173K - $199K
|
19.3K
$10.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-333- 4.2% |
$174K - $200K
|
7.6K
$4.2M
|
|
|
May 14, 2025
Q1 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-335- 8.77% |
$175K - $201K
|
3.49K
$1.93M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-337- 6.31% |
$176K - $203K
|
5K
$2.76M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-338- 5.8% |
$177K - $203K
|
5.49K
$3.04M
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-343- 8.17% |
$179K - $206K
|
3.86K
$2.13M
|
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-364- 1.16% |
$190K - $219K
|
30.9K
$17.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-373- 30.25% |
$195K - $224K
|
860
$475K
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-375- 1.82% |
$196K - $225K
|
20.3K
$11.2M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-378- 22.37% |
$198K - $227K
|
1.31K
$725K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-400- 1.71% |
$209K - $240K
|
23K
$12.7M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-401- 1.5% |
$210K - $241K
|
26.3K
$14.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-401- 39.31% |
$210K - $241K
|
619
$342K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-405- 8.08% |
$212K - $243K
|
4.61K
$2.55M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-441- 2.66% |
$231K - $265K
|
16.1K
$8.92M
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
SELL
|
- |
-447- 4.62% |
$234K - $269K
|
9.23K
$5.1M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-450- 3.01% |
$235K - $271K
|
14.5K
$8.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-450- 6.1% |
$235K - $271K
|
6.93K
$3.83M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-450- 1.34% |
$235K - $271K
|
33.1K
$18.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-453- 9.28% |
$237K - $272K
|
4.43K
$2.45M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-465- 11.68% |
$243K - $280K
|
3.52K
$1.94M
|
|
|
Apr 10, 2025
Q1 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
SELL
|
- |
-475- 10.95% |
$248K - $286K
|
3.86K
$2.14M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-487- 24.41% |
$255K - $293K
|
1.51K
$834K
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-498- 0.96% |
$260K - $299K
|
51.5K
$28.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-500- 29.07% |
$261K - $301K
|
1.22K
$675K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-518- 22.04% |
$271K - $311K
|
1.83K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-540- 48.69% |
$282K - $325K
|
569
$315K
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-548- 4.05% |
$287K - $329K
|
13K
$7.17M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-556- 2.68% |
$291K - $334K
|
20.2K
$11.2M
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-568- 25.85% |
$297K - $341K
|
1.63K
$901K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-574- 3.82% |
$300K - $345K
|
14.5K
$7.99M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-599- 3.66% |
$313K - $360K
|
15.8K
$8.72M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-600- 22.74% |
$314K - $361K
|
2.04K
$1.13M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-603- 3.88% |
$315K - $363K
|
14.9K
$8.26M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-605- 1.26% |
$316K - $364K
|
47.3K
$26.2M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-632- 4.93% |
$331K - $380K
|
12.2K
$6.73M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-658- 13.53% |
$344K - $396K
|
4.21K
$2.32M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-669- 7.37% |
$350K - $402K
|
8.41K
$4.65M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-670- 1.23% |
$350K - $403K
|
53.7K
$29.7M
|