Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
2.8MNew |
$1.31B - $1.58B
|
2.8M
$1.64B
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
20.5K+ 2398.95% |
$9.61M - $11.6M
|
21.4K
$12.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
12.2K+ 40.75% |
$5.69M - $6.89M
|
42K
$24.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.24K+ 19.68% |
$3.86M - $4.67M
|
50.1K
$29.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
5.46K+ 4.65% |
$2.55M - $3.09M
|
123K
$72.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
5.07K+ 43.34% |
$2.37M - $2.87M
|
16.8K
$9.86M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.27K+ 379.14% |
$1.53M - $1.85M
|
4.14K
$2.43M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
3.19KNew |
$1.49M - $1.81M
|
3.19K
$1.88M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.98K+ 75.7% |
$1.4M - $1.69M
|
6.92K
$4.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.76K+ 320.35% |
$1.29M - $1.56M
|
3.62K
$2.12M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.69K+ 3.55% |
$1.26M - $1.52M
|
78.4K
$46.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
2.19KNew |
$1.03M - $1.24M
|
2.19K
$1.29M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
1.84KNew |
$862K - $1.04M
|
1.84K
$1.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.58K+ 59.73% |
$737K - $892K
|
4.21K
$2.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.47K+ 36750.0% |
$688K - $833K
|
1.47K
$866K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
1.41K+ 7.07% |
$661K - $799K
|
21.4K
$12.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.35K+ 2.61% |
$634K - $766K
|
53.3K
$31.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.26KNew |
$590K - $714K
|
1.26K
$741K
|
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
1.09K+ 2.16% |
$509K - $616K
|
51.5K
$30.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
1.05K+ 145.75% |
$489K - $592K
|
1.76K
$1.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
1.02K+ 17.9% |
$476K - $576K
|
6.7K
$3.94M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.02KNew |
$475K - $575K
|
1.02K
$597K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
954New |
$447K - $540K
|
954
$561K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
940+ 14.09% |
$440K - $533K
|
7.61K
$4.47M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
892+ 157.88% |
$418K - $505K
|
1.46K
$856K
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
891+ 3.72% |
$417K - $505K
|
24.8K
$14.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
BUY
|
- |
727+ 115.58% |
$340K - $412K
|
1.36K
$797K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
666+ 40.88% |
$312K - $377K
|
2.3K
$1.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
601New |
$281K - $340K
|
601
$353K
|
|
|
Jul 25, 2025
Q2 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
600New |
$281K - $340K
|
600
$353K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
599New |
$280K - $339K
|
599
$352K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
568+ 15.77% |
$266K - $322K
|
4.17K
$2.45M
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
505New |
$236K - $286K
|
505
$297K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
505+ 11.03% |
$236K - $286K
|
5.08K
$2.99M
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
504+ 11.08% |
$236K - $286K
|
5.05K
$2.97M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
489New |
$229K - $277K
|
489
$287K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
465+ 4.86% |
$218K - $263K
|
10K
$5.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
460New |
$215K - $261K
|
460
$270K
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
BUY
|
- |
438+ 2.37% |
$205K - $248K
|
18.9K
$11.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
425+ 4.07% |
$199K - $241K
|
10.9K
$6.38M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
415+ 45.65% |
$194K - $235K
|
1.32K
$778K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
395+ 8.42% |
$185K - $224K
|
5.09K
$2.99M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
386New |
$181K - $219K
|
386
$227K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
378New |
$177K - $214K
|
378
$222K
|
|
|
Jul 02, 2025
Q2 2025
|
Jacobs & CO
|
BUY
|
- |
370New |
$173K - $210K
|
370
$217K
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
367New |
$172K - $208K
|
367
$216K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
366+ 4.76% |
$171K - $207K
|
8.06K
$4.74M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
364New |
$170K - $206K
|
364
$214K
|
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
363New |
$170K - $206K
|
363
$213K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
360+ 20.26% |
$169K - $204K
|
2.14K
$1.26M
|