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 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
106+ 11.17% |
$55.4K - $63.7K
|
1.06K
$583K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
103+ 10.61% |
$53.9K - $61.9K
|
1.07K
$594K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
103+ 15.12% |
$53.9K - $61.9K
|
784
$433K
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
99+ 26.19% |
$51.8K - $59.5K
|
477
$264K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
98New |
$51.3K - $58.9K
|
98
$54.2K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
98+ 0.3% |
$51.3K - $58.9K
|
32.3K
$17.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
97+ 7.29% |
$50.7K - $58.3K
|
1.43K
$790K
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
95+ 6.11% |
$49.7K - $57.1K
|
1.65K
$912K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
92+ 39.66% |
$48.1K - $55.3K
|
324
$179K
|
|
|
May 12, 2025
Q1 2025
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
92+ 11.72% |
$48.1K - $55.3K
|
877
$485K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
91New |
$47.6K - $54.7K
|
91
$50.3K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
91+ 2.59% |
$47.6K - $54.7K
|
3.6K
$1.99M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
90New |
$47.1K - $54.1K
|
90
$49.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
90+ 173.08% |
$47.1K - $54.1K
|
142
$78.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
90+ 0.53% |
$47.1K - $54.1K
|
17.2K
$9.53M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
89+ 18.66% |
$46.5K - $53.5K
|
566
$313K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
89+ 1.18% |
$46.5K - $53.5K
|
7.65K
$4.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
89+ 13.36% |
$46.5K - $53.5K
|
755
$417K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
86+ 20.72% |
$45K - $51.7K
|
501
$277K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
86+ 200.0% |
$45K - $51.7K
|
129
$71.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
86+ 4.41% |
$45K - $51.7K
|
2.03K
$1.12M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
82+ 13.67% |
$42.9K - $49.3K
|
682
$377K
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
82+ 0.78% |
$42.9K - $49.3K
|
10.6K
$5.85M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
79+ 0.19% |
$41.3K - $47.5K
|
42.4K
$23.4M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
77+ 2.1% |
$40.3K - $46.3K
|
3.75K
$2.07M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
77+ 1.15% |
$40.3K - $46.3K
|
6.77K
$3.74M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
77+ 1.35% |
$40.3K - $46.3K
|
5.79K
$3.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
76+ 9.26% |
$39.7K - $45.7K
|
897
$496K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
75+ 10.47% |
$39.2K - $45.1K
|
791
$437K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
73+ 1.98% |
$38.2K - $43.9K
|
3.76K
$2.08M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
72+ 6.93% |
$37.7K - $43.3K
|
1.11K
$614K
|
|
|
May 13, 2025
Q1 2025
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
72+ 6.62% |
$37.7K - $43.3K
|
1.16K
$641K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
71+ 5.29% |
$37.1K - $42.7K
|
1.41K
$782K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
70+ 7.96% |
$36.6K - $42.1K
|
949
$525K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
70+ 1.08% |
$36.6K - $42.1K
|
6.55K
$3.62M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
70+ 19.18% |
$36.6K - $42.1K
|
435
$241K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
69+ 0.62% |
$36.1K - $41.5K
|
11.2K
$6.19M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
68+ 10.81% |
$35.6K - $40.9K
|
697
$385K
|
|
|
May 12, 2025
Q1 2025
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
66+ 1.06% |
$34.5K - $39.7K
|
6.28K
$3.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
65+ 928.57% |
$34K - $39.1K
|
72
$39.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
65+ 11.59% |
$34K - $39.1K
|
626
$346K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
65+ 7.26% |
$34K - $39.1K
|
960
$531K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
65+ 0.99% |
$34K - $39.1K
|
6.64K
$3.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
64+ 0.1% |
$33.5K - $38.5K
|
65.6K
$36.3M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
63+ 3.59% |
$32.9K - $37.9K
|
1.82K
$1.01M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
62+ 1.44% |
$32.4K - $37.3K
|
4.36K
$2.41M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
61New |
$31.9K - $36.7K
|
61
$33.7K
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
60+ 0.84% |
$31.4K - $36.1K
|
7.23K
$4M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
60+ 7.47% |
$31.4K - $36.1K
|
863
$477K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
57+ 15.75% |
$29.8K - $34.3K
|
419
$232K
|