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
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-31- 1.75% |
$16.2K - $18.6K
|
1.74K
$1.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-31- 19.14% |
$16.2K - $18.6K
|
131
$78.4K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-32- 0.51% |
$16.7K - $19.2K
|
6.29K
$3.76M
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-33- 3.08% |
$17.3K - $19.8K
|
1.04K
$621K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-33- 2.99% |
$17.3K - $19.8K
|
1.07K
$641K
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-33- 1.16% |
$17.3K - $19.8K
|
2.8K
$1.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-34- 6.76% |
$17.8K - $20.4K
|
469
$281K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-35- 11.44% |
$18.3K - $21K
|
271
$162K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-35- 0.87% |
$18.3K - $21K
|
3.97K
$2.38M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-36- 18.46% |
$18.8K - $21.6K
|
159
$95.1K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-36- 5.69% |
$18.8K - $21.6K
|
597
$357K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-36- 59.02% |
$18.8K - $21.6K
|
25
$15K
|
|
|
Apr 03, 2025
Q1 2025
|
Jvl Associates LLC
|
SELL
|
- |
-36- 0.18% |
$18.8K - $21.6K
|
19.8K
$11.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-37- 1.31% |
$19.3K - $22.2K
|
2.79K
$1.67M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-38- 5.63% |
$19.9K - $22.8K
|
637
$381K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-38- 3.57% |
$19.9K - $22.8K
|
1.03K
$614K
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-39- 3.49% |
$20.4K - $23.4K
|
1.08K
$644K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-39- 95.12% |
$20.4K - $23.4K
|
2
$1.2K
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-40- 2.36% |
$20.9K - $24K
|
1.66K
$990K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-40- 4.54% |
$20.9K - $24K
|
841
$503K
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-40- 4.23% |
$20.9K - $24K
|
905
$541K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-41- 0.8% |
$21.4K - $24.6K
|
5.08K
$3.04M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-42- 8.37% |
$22K - $25.2K
|
460
$275K
|
|
|
May 06, 2025
Q1 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-42- 1.67% |
$22K - $25.2K
|
2.47K
$1.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-42- 3.9% |
$22K - $25.2K
|
1.04K
$620K
|
|
|
Apr 15, 2025
Q1 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-42- 2.2% |
$22K - $25.2K
|
1.87K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-43- 8.7% |
$22.5K - $25.9K
|
451
$270K
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
SELL
|
- |
-45- 5.11% |
$23.5K - $27.1K
|
835
$500K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-45- 7.63% |
$23.5K - $27.1K
|
545
$326K
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-45- 5.91% |
$23.5K - $27.1K
|
717
$429K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-45- 0.89% |
$23.5K - $27.1K
|
4.99K
$2.98M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-45- 2.21% |
$23.5K - $27.1K
|
2K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-45- 1.11% |
$23.5K - $27.1K
|
4K
$2.39M
|
|
|
May 13, 2025
Q1 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
SELL
|
- |
-46- 6.19% |
$24.1K - $27.7K
|
697
$417K
|
|
|
Apr 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-46- 3.81% |
$24.1K - $27.7K
|
1.16K
$695K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-47- 2.32% |
$24.6K - $28.3K
|
1.98K
$1.19M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-49- 0.89% |
$25.6K - $29.5K
|
5.48K
$3.28M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-49- 7.41% |
$25.6K - $29.5K
|
612
$366K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-50- 0.59% |
$26.1K - $30.1K
|
8.36K
$5M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-50- 6.82% |
$26.1K - $30.1K
|
683
$409K
|
|
|
May 05, 2025
Q1 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-50- 4.42% |
$26.1K - $30.1K
|
1.08K
$647K
|
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-50- 6.95% |
$26.1K - $30.1K
|
669
$400K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-50- 18.94% |
$26.1K - $30.1K
|
214
$128K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-51- 1.52% |
$26.7K - $30.7K
|
3.3K
$1.98M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-51- 1.53% |
$26.7K - $30.7K
|
3.28K
$1.96M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-51- 2.62% |
$26.7K - $30.7K
|
1.89K
$1.13M
|
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
SELL
|
- |
-52- 3.51% |
$27.2K - $31.3K
|
1.43K
$856K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-53- 2.25% |
$27.7K - $31.9K
|
2.3K
$1.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-54- 1.22% |
$28.2K - $32.5K
|
4.36K
$2.61M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-55- 4.49% |
$28.8K - $33.1K
|
1.17K
$699K
|