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 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
227New |
$119K - $136K
|
227
$136K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
213+ 14.16% |
$111K - $128K
|
1.72K
$1.03M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
208+ 3.14% |
$109K - $125K
|
6.84K
$4.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
208+ 1.44% |
$109K - $125K
|
14.7K
$8.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
200+ 8.8% |
$105K - $120K
|
2.47K
$1.48M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
199+ 18.7% |
$104K - $120K
|
1.26K
$756K
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
194+ 28.7% |
$101K - $117K
|
870
$521K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
192+ 30.0% |
$100K - $115K
|
832
$498K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
191+ 25.33% |
$99.9K - $115K
|
945
$565K
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
190+ 2.04% |
$99.4K - $114K
|
9.51K
$5.69M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
186+ 50.68% |
$97.3K - $112K
|
553
$331K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
182+ 4.88% |
$95.2K - $109K
|
3.91K
$2.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
180New |
$94.1K - $108K
|
180
$108K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
180+ 25.17% |
$94.1K - $108K
|
895
$535K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
176+ 2.91% |
$92K - $106K
|
6.23K
$3.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
174+ 1.28% |
$91K - $105K
|
13.8K
$8.26M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
174+ 11.22% |
$91K - $105K
|
1.73K
$1.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
173+ 23.01% |
$90.5K - $104K
|
925
$553K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
170+ 16.24% |
$88.9K - $102K
|
1.22K
$728K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
168New |
$87.9K - $101K
|
168
$101K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
167+ 3.45% |
$87.3K - $100K
|
5.01K
$3M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
166+ 26.99% |
$86.8K - $99.8K
|
781
$467K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
165+ 0.27% |
$86.3K - $99.2K
|
60.3K
$36M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
165+ 27.45% |
$86.3K - $99.2K
|
766
$458K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
164+ 0.93% |
$85.8K - $98.6K
|
17.8K
$10.6M
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
161+ 22.21% |
$84.2K - $96.8K
|
886
$530K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
161+ 4.22% |
$84.2K - $96.8K
|
3.98K
$2.38M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
160+ 28.83% |
$83.7K - $96.2K
|
715
$428K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
160+ 44.57% |
$83.7K - $96.2K
|
519
$311K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
159+ 4.21% |
$83.2K - $95.6K
|
3.94K
$2.36M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
157New |
$82.1K - $94.4K
|
157
$93.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
156+ 3.6% |
$81.6K - $93.8K
|
4.49K
$2.68M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
155+ 442.86% |
$81.1K - $93.2K
|
190
$114K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
155+ 6.97% |
$81.1K - $93.2K
|
2.38K
$1.42M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
155+ 14.17% |
$81.1K - $93.2K
|
1.25K
$747K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
154+ 8.15% |
$80.5K - $92.6K
|
2.04K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
151New |
$79K - $90.8K
|
151
$90.3K
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
150+ 0.47% |
$78.4K - $90.2K
|
32.2K
$19.3M
|
|
|
Aug 25, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
145+ 10.58% |
$75.8K - $87.2K
|
1.52K
$906K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
145+ 2.93% |
$75.8K - $87.2K
|
5.09K
$3.05M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
144+ 496.55% |
$75.3K - $86.6K
|
173
$104K
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
135+ 8.99% |
$70.6K - $81.2K
|
1.64K
$979K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
135+ 18.27% |
$70.6K - $81.2K
|
874
$523K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
130+ 27.43% |
$68K - $78.2K
|
604
$361K
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
127+ 15.56% |
$66.4K - $76.3K
|
943
$564K
|
|
|
May 14, 2025
Q1 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
125+ 1.07% |
$65.4K - $75.1K
|
11.8K
$7.04M
|
|
|
Aug 13, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
125+ 13.56% |
$65.4K - $75.1K
|
1.05K
$626K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
125+ 1.32% |
$65.4K - $75.1K
|
9.58K
$5.73M
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
122+ 9.65% |
$63.8K - $73.3K
|
1.39K
$829K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
122+ 0.2% |
$63.8K - $73.3K
|
60.5K
$36.2M
|