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 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.04K+ 52.04% |
$541K - $622K
|
3.02K
$1.67M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
1.03K+ 38.06% |
$539K - $619K
|
3.74K
$2.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Cypress Capital, LLC
|
BUY
|
- |
999New |
$522K - $601K
|
999
$552K
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
970+ 14.12% |
$507K - $583K
|
7.84K
$4.34M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
968+ 12.52% |
$506K - $582K
|
8.7K
$4.81M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
966New |
$505K - $581K
|
966
$534K
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
965New |
$505K - $580K
|
965
$534K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
963+ 98.47% |
$504K - $579K
|
1.94K
$1.07M
|
|
|
May 09, 2025
Q1 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
958+ 3.54% |
$501K - $576K
|
28K
$15.5M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
957+ 15.16% |
$500K - $575K
|
7.27K
$4.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
948+ 192.68% |
$496K - $570K
|
1.44K
$796K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
934+ 5.9% |
$488K - $562K
|
16.8K
$9.27M
|
|
|
Apr 09, 2025
Q1 2025
|
Woodstock Corp
|
BUY
|
- |
928+ 17.64% |
$485K - $558K
|
6.19K
$3.42M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
926+ 94.39% |
$484K - $557K
|
1.91K
$1.05M
|
|
|
May 09, 2025
Q1 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
926+ 2.16% |
$484K - $557K
|
43.8K
$24.2M
|
|
|
May 15, 2025
Q1 2025
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
924New |
$483K - $555K
|
924
$511K
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
912+ 1.32% |
$477K - $548K
|
70.1K
$38.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
909+ 12.26% |
$475K - $546K
|
8.33K
$4.6M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
907+ 0.9% |
$474K - $545K
|
102K
$56.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
870+ 12.12% |
$455K - $523K
|
8.05K
$4.45M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
808+ 14.93% |
$423K - $486K
|
6.22K
$3.44M
|
|
|
May 15, 2025
Q1 2025
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
806New |
$422K - $485K
|
806
$446K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
800+ 200.0% |
$418K - $481K
|
1.2K
$663K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
785+ 12.73% |
$411K - $472K
|
6.95K
$3.84M
|
|
|
May 14, 2025
Q1 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
785+ 2.76% |
$411K - $472K
|
29.3K
$16.2M
|
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
744+ 164.6% |
$389K - $447K
|
1.2K
$661K
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
BUY
|
- |
713New |
$373K - $429K
|
713
$394K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
713+ 51.04% |
$373K - $429K
|
2.11K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
711+ 15.13% |
$372K - $427K
|
5.41K
$2.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
703New |
$368K - $423K
|
703
$389K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
702New |
$367K - $422K
|
702
$388K
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
697New |
$365K - $419K
|
697
$385K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
692+ 16.65% |
$362K - $416K
|
4.85K
$2.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
671+ 53.09% |
$351K - $403K
|
1.94K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
662+ 1.48% |
$346K - $398K
|
45.5K
$25.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
660New |
$345K - $397K
|
660
$365K
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
620New |
$324K - $373K
|
620
$343K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
613New |
$321K - $369K
|
613
$339K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
610+ 11.64% |
$319K - $367K
|
5.85K
$3.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
608+ 4.86% |
$318K - $366K
|
13.1K
$7.25M
|
|
|
May 14, 2025
Q1 2025
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
600New |
$314K - $361K
|
600
$332K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
581+ 39.5% |
$304K - $349K
|
2.05K
$1.13M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
557+ 6.39% |
$291K - $335K
|
9.27K
$5.12M
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
550+ 5.79% |
$288K - $331K
|
10.1K
$5.56M
|
|
|
May 15, 2025
Q1 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
550New |
$288K - $331K
|
550
$304K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
537New |
$281K - $323K
|
537
$297K
|
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
519+ 8.46% |
$271K - $312K
|
6.66K
$3.68M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
513+ 1.67% |
$268K - $308K
|
31.3K
$17.3M
|
|
|
May 15, 2025
Q1 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
510+ 4.76% |
$267K - $307K
|
11.2K
$6.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
BUY
|
- |
508New |
$266K - $305K
|
508
$281K
|