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 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-80- 3.2% |
$37.5K - $45.3K
|
2.42K
$1.45M
|
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-80- 11.85% |
$37.5K - $45.3K
|
595
$356K
|
|
|
Jul 15, 2025
Q2 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-80- 7.4% |
$37.5K - $45.3K
|
1K
$599K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-80- 19.09% |
$37.5K - $45.3K
|
339
$203K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-81- 2.97% |
$37.9K - $45.9K
|
2.65K
$1.58M
|
|
|
Aug 05, 2025
Q2 2025
|
Tkg Advisors, LLC
|
SELL
|
- |
-82- 0.63% |
$38.4K - $46.5K
|
13K
$7.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-82- 7.66% |
$38.4K - $46.5K
|
989
$592K
|
|
|
Jul 25, 2025
Q2 2025
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-84- 1.66% |
$39.3K - $47.6K
|
4.99K
$2.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-84- 0.99% |
$39.3K - $47.6K
|
8.4K
$5.03M
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-84- 7.49% |
$39.3K - $47.6K
|
1.04K
$621K
|
|
|
Aug 11, 2025
Q2 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-86- 1.71% |
$40.3K - $48.7K
|
4.95K
$2.96M
|
|
|
Aug 08, 2025
Q2 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-86- 0.52% |
$40.3K - $48.7K
|
16.5K
$9.86M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-87- 0.91% |
$40.7K - $49.3K
|
9.47K
$5.67M
|
|
|
Jul 11, 2025
Q2 2025
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-89- 6.05% |
$41.7K - $50.4K
|
1.38K
$826K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-90- 1.56% |
$42.1K - $51K
|
5.7K
$3.41M
|
|
|
Jul 24, 2025
Q2 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-90- 60.0% |
$42.1K - $51K
|
60
$35.9K
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-90- 3.52% |
$42.1K - $51K
|
2.47K
$1.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-91- 2.07% |
$42.6K - $51.6K
|
4.3K
$2.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-93- 1.49% |
$43.5K - $52.7K
|
6.14K
$3.67M
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-93- 1.71% |
$43.5K - $52.7K
|
5.36K
$3.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-93- 6.45% |
$43.5K - $52.7K
|
1.35K
$806K
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-95- 0.59% |
$44.5K - $53.8K
|
16.1K
$9.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-95- 4.69% |
$44.5K - $53.8K
|
1.93K
$1.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
SELL
|
- |
-97- 4.96% |
$45.4K - $55K
|
1.86K
$1.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Renaissance Investment Group LLC
|
SELL
|
- |
-100- 4.21% |
$46.8K - $56.7K
|
2.27K
$1.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-100- 2.99% |
$46.8K - $56.7K
|
3.24K
$1.94M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-100- 9.12% |
$46.8K - $56.7K
|
997
$596K
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-100- 35.59% |
$46.8K - $56.7K
|
181
$108K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-102- 3.74% |
$47.8K - $57.8K
|
2.62K
$1.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-102- 5.18% |
$47.8K - $57.8K
|
1.87K
$1.12M
|
|
|
Jul 30, 2025
Q2 2025
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-103- 2.68% |
$48.2K - $58.4K
|
3.74K
$2.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-106- 3.07% |
$49.6K - $60.1K
|
3.35K
$2M
|
|
|
Aug 08, 2025
Q2 2025
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-106- 1.69% |
$49.6K - $60.1K
|
6.17K
$3.69M
|
|
|
Aug 04, 2025
Q2 2025
|
Redw Wealth LLC
|
SELL
|
- |
-107- 15.64% |
$50.1K - $60.6K
|
577
$345K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-107- 9.76% |
$50.1K - $60.6K
|
989
$592K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-108- 0.9% |
$50.6K - $61.2K
|
11.9K
$7.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-110- 1.39% |
$51.5K - $62.3K
|
7.81K
$4.67M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-111- 3.0% |
$52K - $62.9K
|
3.59K
$2.15M
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-112- 9.19% |
$52.4K - $63.4K
|
1.11K
$662K
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-113- 1.81% |
$52.9K - $64K
|
6.15K
$3.68M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-113- 1.78% |
$52.9K - $64K
|
6.25K
$3.74M
|
|
|
Jul 29, 2025
Q2 2025
|
Progressive Investment Management Corp
|
SELL
|
- |
-114- 14.27% |
$53.4K - $64.6K
|
685
$410K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-116- 0.81% |
$54.3K - $65.7K
|
14.2K
$8.51M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-117- 0.47% |
$54.8K - $66.3K
|
24.9K
$14.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-118- 2.66% |
$55.2K - $66.8K
|
4.32K
$2.59M
|
|
|
Aug 12, 2025
Q2 2025
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-119- 0.93% |
$55.7K - $67.4K
|
12.7K
$7.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-119- 4.14% |
$55.7K - $67.4K
|
2.75K
$1.65M
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-120- 1.58% |
$56.2K - $68K
|
7.48K
$4.47M
|
|
|
Jul 31, 2025
Q2 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-120- 25.16% |
$56.2K - $68K
|
357
$214K
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-121- 8.88% |
$56.7K - $68.5K
|
1.24K
$742K
|