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 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
505+ 3.05% |
$264K - $304K
|
17.1K
$9.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
501+ 55.67% |
$262K - $301K
|
1.4K
$775K
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
500New |
$261K - $301K
|
500
$276K
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
BUY
|
- |
497+ 40.18% |
$260K - $299K
|
1.73K
$959K
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
478+ 31.55% |
$250K - $287K
|
1.99K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
473New |
$247K - $284K
|
473
$262K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
469+ 48.45% |
$245K - $282K
|
1.44K
$795K
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
465New |
$243K - $280K
|
465
$257K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
463+ 5.16% |
$242K - $278K
|
9.44K
$5.22M
|
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
463New |
$242K - $278K
|
463
$256K
|
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
453+ 5.15% |
$237K - $272K
|
9.26K
$5.12M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
439New |
$230K - $264K
|
439
$243K
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
429+ 7.77% |
$224K - $258K
|
5.95K
$3.29M
|
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
425New |
$222K - $256K
|
425
$235K
|
|
|
May 08, 2025
Q1 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
413New |
$216K - $248K
|
413
$228K
|
|
|
Apr 24, 2025
Q1 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
410+ 3.7% |
$214K - $246K
|
11.5K
$6.35M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
404+ 2.83% |
$211K - $243K
|
14.7K
$8.11M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
387New |
$202K - $233K
|
387
$214K
|
|
|
Apr 23, 2025
Q1 2025
|
Ti Trust, Inc
|
BUY
|
- |
385+ 4.41% |
$201K - $231K
|
9.13K
$5.05M
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
383New |
$200K - $230K
|
383
$212K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
382+ 8.75% |
$200K - $230K
|
4.75K
$2.63M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
379+ 14.21% |
$198K - $228K
|
3.05K
$1.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
378+ 4.53% |
$198K - $227K
|
8.72K
$4.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
377New |
$197K - $227K
|
377
$208K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
370+ 3.96% |
$193K - $222K
|
9.72K
$5.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
367+ 2.32% |
$192K - $221K
|
16.2K
$8.96M
|
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
362+ 19.84% |
$189K - $218K
|
2.19K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
361+ 3.72% |
$189K - $217K
|
10.1K
$5.57M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
358+ 0.7% |
$187K - $215K
|
51.7K
$28.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
342+ 23.83% |
$179K - $206K
|
1.78K
$983K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
340+ 21.24% |
$178K - $204K
|
1.94K
$1.07M
|
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
333+ 0.65% |
$174K - $200K
|
51.9K
$28.7M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
319+ 4.32% |
$167K - $192K
|
7.7K
$4.25M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
316+ 306.8% |
$165K - $190K
|
419
$232K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
310+ 5.95% |
$162K - $186K
|
5.52K
$3.05M
|
|
|
May 15, 2025
Q1 2025
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
292+ 1.95% |
$153K - $176K
|
15.3K
$8.45M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
287+ 15.07% |
$150K - $173K
|
2.19K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
280+ 5.3% |
$146K - $168K
|
5.57K
$3.08M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
278New |
$145K - $167K
|
278
$154K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
266+ 6.02% |
$139K - $160K
|
4.68K
$2.59M
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
266+ 13.09% |
$139K - $160K
|
2.3K
$1.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
252+ 10.18% |
$132K - $151K
|
2.73K
$1.51M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
250+ 56.82% |
$131K - $150K
|
690
$382K
|
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
247+ 5.99% |
$129K - $148K
|
4.37K
$2.42M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
242+ 8.47% |
$127K - $145K
|
3.1K
$1.71M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
227New |
$119K - $136K
|
227
$126K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
213+ 14.16% |
$111K - $128K
|
1.72K
$949K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
208+ 1.44% |
$109K - $125K
|
14.7K
$8.11M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
208+ 3.14% |
$109K - $125K
|
6.84K
$3.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
200+ 8.8% |
$105K - $120K
|
2.47K
$1.37M
|