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
|
Busey Wealth Management
|
SELL
|
- |
-548- 4.05% |
$287K - $329K
|
13K
$7.76M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-556- 2.68% |
$291K - $334K
|
20.2K
$12.1M
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-568- 25.85% |
$297K - $341K
|
1.63K
$975K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-574- 3.82% |
$300K - $345K
|
14.5K
$8.65M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-599- 3.66% |
$313K - $360K
|
15.8K
$9.44M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-600- 22.74% |
$314K - $361K
|
2.04K
$1.22M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-603- 3.88% |
$315K - $363K
|
14.9K
$8.94M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-605- 1.26% |
$316K - $364K
|
47.3K
$28.3M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-632- 4.93% |
$331K - $380K
|
12.2K
$7.29M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-658- 13.53% |
$344K - $396K
|
4.21K
$2.52M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-669- 7.37% |
$350K - $402K
|
8.41K
$5.03M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-670- 1.23% |
$350K - $403K
|
53.7K
$32.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-673- 3.52% |
$352K - $405K
|
18.5K
$11.1M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-675- 4.01% |
$353K - $406K
|
16.1K
$9.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-727- 4.25% |
$380K - $437K
|
16.4K
$9.79M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-734- 5.45% |
$384K - $441K
|
12.7K
$7.62M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-745- 5.45% |
$390K - $448K
|
12.9K
$7.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
SELL
|
- |
-749- 11.87% |
$392K - $450K
|
5.56K
$3.33M
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-763- 1.09% |
$399K - $459K
|
69.3K
$41.5M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-773- 1.97% |
$404K - $465K
|
38.4K
$23M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-779- 8.41% |
$407K - $468K
|
8.48K
$5.08M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-782- 5.19% |
$409K - $470K
|
14.3K
$8.55M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-783Closed |
$409K - $471K
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-793- 4.51% |
$415K - $477K
|
16.8K
$10M
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-794- 4.77% |
$415K - $477K
|
15.8K
$9.48M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-806- 17.86% |
$422K - $485K
|
3.71K
$2.22M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-833- 57.85% |
$436K - $501K
|
607
$363K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-854- 3.06% |
$447K - $513K
|
27.1K
$16.2M
|
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-868- 40.26% |
$454K - $522K
|
1.29K
$771K
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-892- 58.65% |
$466K - $536K
|
629
$376K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-898- 43.01% |
$470K - $540K
|
1.19K
$712K
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-908- 15.43% |
$475K - $546K
|
4.98K
$2.98M
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-923- 10.94% |
$483K - $555K
|
7.51K
$4.5M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-948- 0.87% |
$496K - $570K
|
107K
$64.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-1.01K- 13.72% |
$527K - $606K
|
6.34K
$3.79M
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-1.03K- 5.53% |
$536K - $616K
|
17.5K
$10.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-1.03K- 8.89% |
$537K - $617K
|
10.5K
$6.29M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-1.03K- 1.1% |
$538K - $618K
|
92K
$55.1M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-1.03K- 12.99% |
$540K - $620K
|
6.91K
$4.13M
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-1.04K- 25.7% |
$542K - $623K
|
3K
$1.79M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.04K- 4.11% |
$545K - $627K
|
24.3K
$14.6M
|
|
|
May 09, 2025
Q1 2025
|
Cumberland Advisors Inc
|
SELL
|
- |
-1.05K- 2.11% |
$546K - $628K
|
48.4K
$29M
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-1.05K- 0.47% |
$549K - $631K
|
223K
$133M
|
|
|
May 15, 2025
Q1 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-1.07K- 7.99% |
$559K - $643K
|
12.3K
$7.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.1K- 55.11% |
$576K - $662K
|
897
$537K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1.12K- 12.8% |
$583K - $670K
|
7.6K
$4.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-1.15K- 6.51% |
$603K - $693K
|
16.6K
$9.91M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.18K- 5.13% |
$616K - $708K
|
21.8K
$13M
|
|
|
Apr 29, 2025
Q1 2025
|
Jordan Park Group LLC
|
SELL
|
- |
-1.19K- 41.61% |
$620K - $713K
|
1.66K
$996K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.2K- 31.27% |
$628K - $721K
|
2.64K
$1.58M
|