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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-12- 0.2% |
$6.28K - $7.21K
|
5.89K
$3.52M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-12- 1.67% |
$6.28K - $7.21K
|
705
$422K
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-12- 0.18% |
$6.28K - $7.21K
|
6.8K
$4.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-12- 0.33% |
$6.28K - $7.21K
|
3.65K
$2.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-13- 0.58% |
$6.8K - $7.82K
|
2.25K
$1.34M
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-15- 0.42% |
$7.84K - $9.02K
|
3.54K
$2.12M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.61% |
$7.84K - $9.02K
|
2.44K
$1.46M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-15- 1.16% |
$7.84K - $9.02K
|
1.28K
$763K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-15- 1.42% |
$7.84K - $9.02K
|
1.04K
$622K
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-16- 1.29% |
$8.37K - $9.62K
|
1.22K
$730K
|
|
|
May 12, 2025
Q1 2025
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-17- 1.35% |
$8.89K - $10.2K
|
1.25K
$745K
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-17- 3.04% |
$8.89K - $10.2K
|
542
$324K
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-17- 0.25% |
$8.89K - $10.2K
|
6.67K
$3.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-17- 0.57% |
$8.89K - $10.2K
|
2.97K
$1.77M
|
|
|
May 09, 2025
Q1 2025
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-18- 0.55% |
$9.41K - $10.8K
|
3.27K
$1.96M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-18- 2.6% |
$9.41K - $10.8K
|
673
$403K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-18- 0.54% |
$9.41K - $10.8K
|
3.31K
$1.98M
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-19- 0.76% |
$9.94K - $11.4K
|
2.48K
$1.48M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-19- 2.1% |
$9.94K - $11.4K
|
887
$531K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-19- 1.67% |
$9.94K - $11.4K
|
1.12K
$670K
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
SELL
|
- |
-19- 15.7% |
$9.94K - $11.4K
|
102
$61K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-19- 0.74% |
$9.94K - $11.4K
|
2.56K
$1.53M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-19- 0.3% |
$9.94K - $11.4K
|
6.37K
$3.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Northstar Asset Management LLC
|
SELL
|
- |
-20- 0.41% |
$10.5K - $12K
|
4.82K
$2.88M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-20- 0.79% |
$10.5K - $12K
|
2.5K
$1.49M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-20- 0.21% |
$10.5K - $12K
|
9.35K
$5.59M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-20- 3.27% |
$10.5K - $12K
|
591
$354K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-20- 0.61% |
$10.5K - $12K
|
3.26K
$1.95M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-20- 1.08% |
$10.5K - $12K
|
1.83K
$1.1M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-20- 15.5% |
$10.5K - $12K
|
109
$65.2K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-21- 0.2% |
$11K - $12.6K
|
10.3K
$6.19M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-21- 1.83% |
$11K - $12.6K
|
1.13K
$673K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-22- 2.28% |
$11.5K - $13.2K
|
943
$564K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-23- 1.12% |
$12K - $13.8K
|
2.04K
$1.22M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-23- 0.22% |
$12K - $13.8K
|
10.4K
$6.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-23- 0.55% |
$12K - $13.8K
|
4.13K
$2.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-25- 1.42% |
$13.1K - $15K
|
1.73K
$1.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-25- 11.63% |
$13.1K - $15K
|
190
$114K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-25- 13.81% |
$13.1K - $15K
|
156
$93.3K
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-25- 3.5% |
$13.1K - $15K
|
689
$412K
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-26- 1.89% |
$13.6K - $15.6K
|
1.35K
$809K
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-26- 1.16% |
$13.6K - $15.6K
|
2.21K
$1.32M
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-27- 3.26% |
$14.1K - $16.2K
|
802
$480K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-27- 1.64% |
$14.1K - $16.2K
|
1.62K
$967K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-28- 2.19% |
$14.6K - $16.8K
|
1.25K
$747K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-29- 0.63% |
$15.2K - $17.4K
|
4.57K
$2.73M
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-30- 0.96% |
$15.7K - $18K
|
3.11K
$1.86M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-30- 10.91% |
$15.7K - $18K
|
245
$147K
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-30- 6.47% |
$15.7K - $18K
|
434
$260K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-30- 6.58% |
$15.7K - $18K
|
426
$255K
|