Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
2.8MNew |
$1.31B - $1.58B
|
2.8M
$1.62B
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
20.5K+ 2398.95% |
$9.61M - $11.6M
|
21.4K
$12.4M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.24K+ 19.68% |
$3.86M - $4.67M
|
50.1K
$29.1M
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
5.46K+ 4.65% |
$2.55M - $3.09M
|
123K
$71.2M
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
3.19KNew |
$1.49M - $1.81M
|
3.19K
$1.85M
|
|
Jul 15, 2025
Q2 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
2.19KNew |
$1.03M - $1.24M
|
2.19K
$1.27M
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
1.84KNew |
$862K - $1.04M
|
1.84K
$1.07M
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.58K+ 59.73% |
$737K - $892K
|
4.21K
$2.44M
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.47K+ 36750.0% |
$688K - $833K
|
1.47K
$855K
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.35K+ 2.61% |
$634K - $766K
|
53.3K
$30.9M
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
1.09K+ 2.16% |
$509K - $616K
|
51.5K
$29.9M
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
1.05K+ 145.75% |
$489K - $592K
|
1.76K
$1.02M
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
1.02K+ 17.9% |
$476K - $576K
|
6.7K
$3.88M
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.02KNew |
$475K - $575K
|
1.02K
$589K
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
954New |
$447K - $540K
|
954
$553K
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
940+ 14.09% |
$440K - $533K
|
7.61K
$4.41M
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
891+ 3.72% |
$417K - $505K
|
24.8K
$14.4M
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
BUY
|
- |
727+ 115.58% |
$340K - $412K
|
1.36K
$786K
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
601New |
$281K - $340K
|
601
$349K
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
599New |
$280K - $339K
|
599
$347K
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
504+ 11.08% |
$236K - $286K
|
5.05K
$2.93M
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
465+ 4.86% |
$218K - $263K
|
10K
$5.82M
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
460New |
$215K - $261K
|
460
$267K
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
395+ 8.42% |
$185K - $224K
|
5.09K
$2.95M
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
386New |
$181K - $219K
|
386
$224K
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
378New |
$177K - $214K
|
378
$219K
|
|
Jul 02, 2025
Q2 2025
|
Jacobs & CO
|
BUY
|
- |
370New |
$173K - $210K
|
370
$215K
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
367New |
$172K - $208K
|
367
$213K
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
366+ 4.76% |
$171K - $207K
|
8.06K
$4.68M
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
364New |
$170K - $206K
|
364
$211K
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
363New |
$170K - $206K
|
363
$211K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
360+ 20.26% |
$169K - $204K
|
2.14K
$1.24M
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
359+ 8.0% |
$168K - $203K
|
4.85K
$2.81M
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
359New |
$168K - $203K
|
359
$208K
|
|
Jul 16, 2025
Q2 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
333+ 1.19% |
$156K - $189K
|
28.4K
$16.4M
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
323+ 2.25% |
$151K - $183K
|
14.7K
$8.52M
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
294+ 2.06% |
$138K - $167K
|
14.6K
$8.46M
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
241New |
$113K - $137K
|
241
$140K
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
236+ 46.46% |
$110K - $134K
|
744
$431K
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
186+ 3.82% |
$87.1K - $105K
|
5.06K
$2.93M
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
171+ 2.53% |
$80.1K - $96.9K
|
6.94K
$4.02M
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
BUY
|
- |
162+ 2.62% |
$75.9K - $91.8K
|
6.35K
$3.68M
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
157New |
$73.5K - $88.9K
|
157
$91.1K
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
150+ 166.67% |
$70.2K - $85K
|
240
$139K
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
143+ 34.13% |
$67K - $81K
|
562
$326K
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
122+ 1.52% |
$57.1K - $69.1K
|
8.17K
$4.74M
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
112+ 5.75% |
$52.4K - $63.4K
|
2.06K
$1.2M
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
107+ 2.12% |
$50.1K - $60.6K
|
5.15K
$2.99M
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
104+ 16.61% |
$48.7K - $58.9K
|
730
$423K
|
|
Jul 14, 2025
Q2 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
104+ 0.24% |
$48.7K - $58.9K
|
43.9K
$25.5M
|