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 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-156- 23.35% |
$81.6K - $93.8K
|
512
$306K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-158- 1.55% |
$82.6K - $95K
|
10K
$5.99M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-163- 2.12% |
$85.2K - $98K
|
7.51K
$4.49M
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-163- 3.35% |
$85.2K - $98K
|
4.71K
$2.82M
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-165- 41.15% |
$86.3K - $99.2K
|
236
$141K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-166- 2.05% |
$86.8K - $99.8K
|
7.92K
$4.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-171- 4.46% |
$89.4K - $103K
|
3.67K
$2.19M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-172- 6.9% |
$89.9K - $103K
|
2.32K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-174- 5.48% |
$91K - $105K
|
3K
$1.8M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-179- 2.57% |
$93.6K - $108K
|
6.79K
$4.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-180- 6.79% |
$94.1K - $108K
|
2.47K
$1.48M
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-181- 1.86% |
$94.7K - $109K
|
9.57K
$5.72M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-182- 1.12% |
$95.2K - $109K
|
16.1K
$9.62M
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-183- 2.46% |
$95.7K - $110K
|
7.24K
$4.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-185- 32.57% |
$96.7K - $111K
|
383
$229K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-188- 9.2% |
$98.3K - $113K
|
1.86K
$1.11M
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-191- 53.65% |
$99.9K - $115K
|
165
$98.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-193- 0.78% |
$101K - $116K
|
24.4K
$14.6M
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-193- 5.3% |
$101K - $116K
|
3.45K
$2.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-195- 5.91% |
$102K - $117K
|
3.1K
$1.86M
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-199- 2.52% |
$104K - $120K
|
7.69K
$4.6M
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
SELL
|
- |
-201- 12.84% |
$105K - $121K
|
1.36K
$816K
|
|
|
Apr 11, 2025
Q1 2025
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-209- 6.2% |
$109K - $126K
|
3.16K
$1.89M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-211- 2.42% |
$110K - $127K
|
8.49K
$5.08M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-215- 3.2% |
$112K - $129K
|
6.51K
$3.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-219- 1.24% |
$115K - $132K
|
17.5K
$10.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-220- 3.09% |
$115K - $132K
|
6.89K
$4.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-220- 3.41% |
$115K - $132K
|
6.23K
$3.73M
|
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
SELL
|
- |
-225- 2.8% |
$118K - $135K
|
7.81K
$4.67M
|
|
|
May 13, 2025
Q1 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-230- 2.82% |
$120K - $138K
|
7.92K
$4.74M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-234- 0.78% |
$122K - $141K
|
29.8K
$17.8M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-234- 1.15% |
$122K - $141K
|
20K
$12M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-236- 2.03% |
$123K - $142K
|
11.4K
$6.81M
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
SELL
|
- |
-237- 10.26% |
$124K - $142K
|
2.07K
$1.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-239- 10.12% |
$125K - $144K
|
2.12K
$1.27M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-242- 13.7% |
$127K - $145K
|
1.53K
$912K
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-242- 2.5% |
$127K - $145K
|
9.43K
$5.64M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-244- 3.86% |
$128K - $147K
|
6.07K
$3.63M
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-247- 5.01% |
$129K - $148K
|
4.68K
$2.8M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-249- 1.48% |
$130K - $150K
|
16.6K
$9.94M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-249- 27.39% |
$130K - $150K
|
660
$395K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-252- 0.4% |
$132K - $151K
|
62.6K
$37.5M
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-253- 1.9% |
$132K - $152K
|
13.1K
$7.82M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-255- 0.21% |
$133K - $153K
|
120K
$72M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-256- 12.26% |
$134K - $154K
|
1.83K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-258- 3.0% |
$135K - $155K
|
8.35K
$5M
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-259- 5.19% |
$135K - $156K
|
4.73K
$2.83M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-260- 1.29% |
$136K - $156K
|
20K
$11.9M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-261- 2.77% |
$136K - $157K
|
9.17K
$5.48M
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-262- 5.2% |
$137K - $158K
|
4.77K
$2.86M
|