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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
64+ 0.1% |
$33.5K - $38.5K
|
65.6K
$39.2M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
63+ 3.59% |
$32.9K - $37.9K
|
1.82K
$1.09M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
62+ 1.44% |
$32.4K - $37.3K
|
4.36K
$2.61M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
61New |
$31.9K - $36.7K
|
61
$36.5K
|
|
|
Jun 16, 2025
Q1 2025
|
Peterson Wealth Management
|
BUY
|
- |
60+ 3.42% |
$31.4K - $36.1K
|
1.82K
$1.09M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
60+ 0.84% |
$31.4K - $36.1K
|
7.23K
$4.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
60+ 7.47% |
$31.4K - $36.1K
|
863
$516K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
57+ 15.75% |
$29.8K - $34.3K
|
419
$251K
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
57+ 8.14% |
$29.8K - $34.3K
|
757
$453K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
55+ 8.81% |
$28.8K - $33.1K
|
679
$406K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
55+ 1.26% |
$28.8K - $33.1K
|
4.43K
$2.65M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
53+ 2.55% |
$27.7K - $31.9K
|
2.14K
$1.28M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
53+ 2.06% |
$27.7K - $31.9K
|
2.63K
$1.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
52+ 2.56% |
$27.2K - $31.3K
|
2.09K
$1.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
52+ 0.49% |
$27.2K - $31.3K
|
10.7K
$6.39M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
52+ 0.96% |
$27.2K - $31.3K
|
5.46K
$3.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
51+ 1.12% |
$26.7K - $30.7K
|
4.6K
$2.75M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
51New |
$26.7K - $30.7K
|
51
$30.5K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
50+ 2.62% |
$26.1K - $30.1K
|
1.96K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
50New |
$26.1K - $30.1K
|
50
$29.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
49+ 7.73% |
$25.6K - $29.5K
|
683
$409K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
48+ 1.83% |
$25.1K - $28.9K
|
2.67K
$1.6M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
48+ 5.57% |
$25.1K - $28.9K
|
909
$544K
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
47+ 0.37% |
$24.6K - $28.3K
|
12.8K
$7.65M
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
47+ 4.25% |
$24.6K - $28.3K
|
1.15K
$690K
|
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
46+ 8.53% |
$24.1K - $27.7K
|
585
$350K
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
45+ 4.01% |
$23.5K - $27.1K
|
1.17K
$699K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
44+ 11.06% |
$23K - $26.5K
|
442
$264K
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
44+ 44.44% |
$23K - $26.5K
|
143
$85.6K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
43+ 4.89% |
$22.5K - $25.9K
|
923
$552K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
43+ 3.14% |
$22.5K - $25.9K
|
1.41K
$844K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
42+ 4.28% |
$22K - $25.2K
|
1.02K
$612K
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
41+ 1.59% |
$21.4K - $24.6K
|
2.61K
$1.56M
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
41+ 6.7% |
$21.4K - $24.6K
|
653
$391K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
40+ 80.0% |
$20.9K - $24K
|
90
$53.8K
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
38+ 1.56% |
$19.9K - $22.8K
|
2.47K
$1.48M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
38+ 10.61% |
$19.9K - $22.8K
|
396
$237K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
37+ 0.08% |
$19.3K - $22.2K
|
44.4K
$26.6M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
37+ 0.31% |
$19.3K - $22.2K
|
12K
$7.18M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
36+ 1.66% |
$18.8K - $21.6K
|
2.2K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
35+ 4.23% |
$18.3K - $21K
|
862
$516K
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
35+ 0.37% |
$18.3K - $21K
|
9.51K
$5.69M
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
35+ 0.46% |
$18.3K - $21K
|
7.65K
$4.58M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
34+ 0.12% |
$17.8K - $20.4K
|
29.3K
$17.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
33+ 0.09% |
$17.3K - $19.8K
|
36.3K
$21.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
33New |
$17.3K - $19.8K
|
33
$19.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
BUY
|
- |
31+ 1.53% |
$16.2K - $18.6K
|
2.06K
$1.23M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
30+ 4.57% |
$15.7K - $18K
|
687
$411K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
28+ 1.69% |
$14.6K - $16.8K
|
1.68K
$1.01M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
28+ 5.93% |
$14.6K - $16.8K
|
500
$299K
|