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
|
Norden Group LLC
Provo, UT |
BUY
|
- |
22+ 3.14% |
$11.5K - $13.2K
|
723
$400K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
22+ 0.21% |
$11.5K - $13.2K
|
10.3K
$5.69M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
22+ 0.65% |
$11.5K - $13.2K
|
3.4K
$1.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
21+ 5.28% |
$11K - $12.6K
|
419
$232K
|
|
|
May 13, 2025
Q1 2025
|
Miramar Capital, LLC
|
BUY
|
- |
21+ 1.85% |
$11K - $12.6K
|
1.16K
$639K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
21+ 4.67% |
$11K - $12.6K
|
471
$260K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
20+ 1.66% |
$10.5K - $12K
|
1.23K
$677K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
20+ 0.51% |
$10.5K - $12K
|
3.95K
$2.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
19+ 0.71% |
$9.94K - $11.4K
|
2.7K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
19+ 0.16% |
$9.94K - $11.4K
|
11.6K
$6.39M
|
|
|
May 12, 2025
Q1 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
19+ 0.55% |
$9.94K - $11.4K
|
3.5K
$1.93M
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
18+ 1.24% |
$9.41K - $10.8K
|
1.47K
$813K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
18+ 0.76% |
$9.41K - $10.8K
|
2.39K
$1.32M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
15+ 0.32% |
$7.84K - $9.02K
|
4.73K
$2.61M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
15+ 1.3% |
$7.84K - $9.02K
|
1.17K
$644K
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
13+ 2.06% |
$6.8K - $7.82K
|
644
$356K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
13+ 0.75% |
$6.8K - $7.82K
|
1.75K
$969K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
13+ 0.53% |
$6.8K - $7.82K
|
2.48K
$1.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
12+ 0.15% |
$6.28K - $7.21K
|
8.12K
$4.49M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
12+ 2.25% |
$6.28K - $7.21K
|
546
$302K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
11+ 2.22% |
$5.75K - $6.61K
|
507
$280K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
10+ 0.06% |
$5.23K - $6.01K
|
17.1K
$9.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
9+ 0.33% |
$4.71K - $5.41K
|
2.71K
$1.5M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
9+ 2.58% |
$4.71K - $5.41K
|
358
$198K
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
9+ 0.33% |
$4.71K - $5.41K
|
2.76K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
9+ 10.84% |
$4.71K - $5.41K
|
92
$50.9K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
9+ 5.81% |
$4.71K - $5.41K
|
164
$90.7K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
8+ 0.59% |
$4.18K - $4.81K
|
1.35K
$748K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
8+ 1.6% |
$4.18K - $4.81K
|
508
$281K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
8+ 0.63% |
$4.18K - $4.81K
|
1.29K
$712K
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
7+ 0.11% |
$3.66K - $4.21K
|
6.26K
$3.46M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
7+ 0.26% |
$3.66K - $4.21K
|
2.66K
$1.47M
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
6+ 0.37% |
$3.14K - $3.61K
|
1.64K
$908K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
6+ 0.41% |
$3.14K - $3.61K
|
1.47K
$814K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
6+ 0.12% |
$3.14K - $3.61K
|
5.12K
$2.83M
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
6+ 0.4% |
$3.14K - $3.61K
|
1.51K
$835K
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
6+ 0.29% |
$3.14K - $3.61K
|
2.09K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6+ 15.38% |
$3.14K - $3.61K
|
45
$24.9K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
6+ 0.0% |
$3.14K - $3.61K
|
124K
$68.6M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5+ 1.09% |
$2.61K - $3.01K
|
464
$257K
|
|
|
May 09, 2025
Q1 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
5+ 1.13% |
$2.61K - $3.01K
|
449
$248K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
5+ 1.18% |
$2.61K - $3.01K
|
428
$237K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5+ 0.24% |
$2.61K - $3.01K
|
2.13K
$1.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
4+ 0.28% |
$2.09K - $2.4K
|
1.45K
$801K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
4+ 0.3% |
$2.09K - $2.4K
|
1.34K
$739K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
4+ 0.2% |
$2.09K - $2.4K
|
2.04K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
4+ 0.32% |
$2.09K - $2.4K
|
1.24K
$684K
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
4+ 0.28% |
$2.09K - $2.4K
|
1.45K
$804K
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
3+ 0.19% |
$1.57K - $1.8K
|
1.6K
$886K
|
|
|
Apr 14, 2025
Q1 2025
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
3+ 0.39% |
$1.57K - $1.8K
|
774
$428K
|