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
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-87- 1.94% |
$45.5K - $52.3K
|
4.4K
$2.63M
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-87- 14.43% |
$45.5K - $52.3K
|
516
$309K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-87- 3.03% |
$45.5K - $52.3K
|
2.78K
$1.67M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-90- 40.0% |
$47.1K - $54.1K
|
135
$80.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-90- 1.5% |
$47.1K - $54.1K
|
5.89K
$3.53M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-93- 1.58% |
$48.6K - $55.9K
|
5.78K
$3.46M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-96- 3.14% |
$50.2K - $57.7K
|
2.96K
$1.77M
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-96- 19.35% |
$50.2K - $57.7K
|
400
$239K
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-97- 0.5% |
$50.7K - $58.3K
|
19.1K
$11.4M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-97- 1.5% |
$50.7K - $58.3K
|
6.38K
$3.82M
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-97- 1.48% |
$50.7K - $58.3K
|
6.47K
$3.87M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-98- 7.26% |
$51.3K - $58.9K
|
1.25K
$748K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-99- 5.59% |
$51.8K - $59.5K
|
1.67K
$1M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-102- 9.14% |
$53.3K - $61.3K
|
1.01K
$607K
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-104- 1.35% |
$54.4K - $62.5K
|
7.58K
$4.53M
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-105- 3.05% |
$54.9K - $63.1K
|
3.34K
$2M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-106- 4.78% |
$55.4K - $63.7K
|
2.11K
$1.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-107- 21.15% |
$56K - $64.3K
|
399
$239K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-111- 0.24% |
$58K - $66.7K
|
46.2K
$27.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-112- 1.97% |
$58.6K - $67.3K
|
5.57K
$3.33M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-113- 12.54% |
$59.1K - $67.9K
|
788
$471K
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-114- 3.87% |
$59.6K - $68.5K
|
2.83K
$1.69M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-117- 7.47% |
$61.2K - $70.3K
|
1.45K
$867K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-119- 19.13% |
$62.2K - $71.5K
|
503
$301K
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-122- 16.58% |
$63.8K - $73.3K
|
614
$367K
|
|
|
Apr 18, 2025
Q1 2025
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-123- 2.37% |
$64.3K - $73.9K
|
5.07K
$3.03M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-124- 5.15% |
$64.8K - $74.5K
|
2.29K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-125- 71.02% |
$65.4K - $75.1K
|
51
$30.5K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-126- 2.17% |
$65.9K - $75.7K
|
5.68K
$3.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-126- 0.37% |
$65.9K - $75.7K
|
33.9K
$20.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-128- 0.63% |
$66.9K - $77K
|
20.1K
$12M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-133- 1.38% |
$69.6K - $80K
|
9.52K
$5.69M
|
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-133- 1.02% |
$69.6K - $80K
|
13K
$7.76M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-133- 6.35% |
$69.6K - $80K
|
1.96K
$1.17M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-136- 0.38% |
$71.1K - $81.8K
|
36K
$21.6M
|
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-139- 2.11% |
$72.7K - $83.6K
|
6.45K
$3.86M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-141- 26.81% |
$73.7K - $84.8K
|
385
$230K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-142- 4.42% |
$74.3K - $85.4K
|
3.07K
$1.84M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-142- 0.23% |
$74.3K - $85.4K
|
61.7K
$36.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-145- 1.03% |
$75.8K - $87.2K
|
13.9K
$8.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-145- 24.45% |
$75.8K - $87.2K
|
448
$268K
|
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-145- 11.34% |
$75.8K - $87.2K
|
1.13K
$678K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-146- 12.21% |
$76.4K - $87.8K
|
1.05K
$628K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
SELL
|
- |
-146- 1.13% |
$76.4K - $87.8K
|
12.7K
$7.62M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-149- 74.87% |
$77.9K - $89.6K
|
50
$29.9K
|
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-150- 17.65% |
$78.4K - $90.2K
|
700
$419K
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-150- 16.67% |
$78.4K - $90.2K
|
750
$449K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-153- 12.0% |
$80K - $92K
|
1.12K
$671K
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-155- 14.26% |
$81.1K - $93.2K
|
932
$558K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-156- 0.62% |
$81.6K - $93.8K
|
25.1K
$15M
|