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
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1- 0.23% |
$523 - $601
|
428
$256K
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-2- 0.4% |
$1.05K - $1.2K
|
497
$297K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-2- 0.09% |
$1.05K - $1.2K
|
2.11K
$1.26M
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
SELL
|
- |
-2- 0.22% |
$1.05K - $1.2K
|
915
$547K
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-2- 0.23% |
$1.05K - $1.2K
|
852
$510K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2- 0.12% |
$1.05K - $1.2K
|
1.72K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-2- 0.02% |
$1.05K - $1.2K
|
12.2K
$7.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-3- 0.18% |
$1.57K - $1.8K
|
1.63K
$978K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-3- 0.63% |
$1.57K - $1.8K
|
475
$284K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
SELL
|
- |
-3- 0.64% |
$1.57K - $1.8K
|
468
$280K
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-3- 0.46% |
$1.57K - $1.8K
|
654
$391K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-3- 0.15% |
$1.57K - $1.8K
|
1.95K
$1.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-3- -0.0% |
$1.57K - $1.8K
|
118K
$70.7M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-3- 0.75% |
$1.57K - $1.8K
|
395
$236K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-3- 0.06% |
$1.57K - $1.8K
|
4.78K
$2.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-4- 0.28% |
$2.09K - $2.4K
|
1.4K
$838K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-4- 0.37% |
$2.09K - $2.4K
|
1.08K
$643K
|
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-4- 0.13% |
$2.09K - $2.4K
|
2.99K
$1.79M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-5- 0.35% |
$2.61K - $3.01K
|
1.44K
$862K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-5- 0.59% |
$2.61K - $3.01K
|
840
$503K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-5- 0.12% |
$2.61K - $3.01K
|
4.02K
$2.4M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-5- 0.32% |
$2.61K - $3.01K
|
1.57K
$937K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-5- 0.13% |
$2.61K - $3.01K
|
3.7K
$2.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-6- 0.08% |
$3.14K - $3.61K
|
7.39K
$4.42M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-6- 5.94% |
$3.14K - $3.61K
|
95
$56.8K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-6- 0.41% |
$3.14K - $3.61K
|
1.45K
$866K
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-6- 0.65% |
$3.14K - $3.61K
|
919
$550K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-6- 0.92% |
$3.14K - $3.61K
|
647
$387K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-7- 0.16% |
$3.66K - $4.21K
|
4.45K
$2.66M
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-7- 0.59% |
$3.66K - $4.21K
|
1.18K
$708K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-7- 0.63% |
$3.66K - $4.21K
|
1.1K
$656K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-7- 0.21% |
$3.66K - $4.21K
|
3.29K
$1.97M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-7- 0.11% |
$3.66K - $4.21K
|
6.56K
$3.93M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7- 1.47% |
$3.66K - $4.21K
|
468
$280K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-8- 12.5% |
$4.18K - $4.81K
|
56
$33.5K
|
|
|
May 01, 2025
Q1 2025
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-8- 1.08% |
$4.18K - $4.81K
|
735
$440K
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-9- 0.46% |
$4.71K - $5.41K
|
1.93K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-9- 0.72% |
$4.71K - $5.41K
|
1.24K
$744K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-9- 0.69% |
$4.71K - $5.41K
|
1.3K
$775K
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-9- 1.3% |
$4.71K - $5.41K
|
684
$409K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-9- 0.65% |
$4.71K - $5.41K
|
1.39K
$829K
|
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-10- 1.83% |
$5.23K - $6.01K
|
537
$321K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-10- 28.57% |
$5.23K - $6.01K
|
25
$15K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-10- 0.2% |
$5.23K - $6.01K
|
5.06K
$3.03M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-10- 3.27% |
$5.23K - $6.01K
|
296
$177K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-10- 0.14% |
$5.23K - $6.01K
|
7.07K
$4.23M
|
|
|
May 07, 2025
Q1 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-11- 0.22% |
$5.75K - $6.61K
|
5.04K
$3.01M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-11- 0.61% |
$5.75K - $6.61K
|
1.8K
$1.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-11- 0.02% |
$5.75K - $6.61K
|
51K
$30.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-11- 1.56% |
$5.75K - $6.61K
|
694
$415K
|