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 |
---|---|---|---|---|---|---|---|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-123- 0.23% |
$57.6K - $69.7K
|
53.6K
$32.1M
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-123- 3.85% |
$57.6K - $69.7K
|
3.07K
$1.84M
|
|
Jul 09, 2025
Q2 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-124- 3.0% |
$58.1K - $70.2K
|
4.01K
$2.4M
|
|
Aug 14, 2025
Q2 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-125- 0.96% |
$58.5K - $70.8K
|
12.8K
$7.68M
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-126- 0.77% |
$59K - $71.4K
|
16.3K
$9.74M
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
SELL
|
- |
-127- 3.86% |
$59.5K - $71.9K
|
3.16K
$1.89M
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-127- 0.21% |
$59.5K - $71.9K
|
60.1K
$36M
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-130- 1.72% |
$60.9K - $73.6K
|
7.45K
$4.46M
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-131- 24.9% |
$61.3K - $74.2K
|
395
$236K
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-133- 0.96% |
$62.3K - $75.3K
|
13.7K
$8.22M
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-134- 6.35% |
$62.7K - $75.9K
|
1.98K
$1.18M
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-137- 2.33% |
$64.1K - $77.6K
|
5.76K
$3.44M
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-137- 15.31% |
$64.1K - $77.6K
|
758
$454K
|
|
Aug 05, 2025
Q2 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-137- 12.6% |
$64.1K - $77.6K
|
950
$568K
|
|
Jul 21, 2025
Q2 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-138- 10.53% |
$64.6K - $78.2K
|
1.17K
$702K
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-139- 17.29% |
$65.1K - $78.7K
|
665
$398K
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-140- 2.97% |
$65.6K - $79.3K
|
4.57K
$2.73M
|
|
Jul 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-142- 8.64% |
$66.5K - $80.4K
|
1.5K
$898K
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-144- 3.73% |
$67.4K - $81.6K
|
3.71K
$2.22M
|
|
Aug 14, 2025
Q2 2025
|
City National Bank Of Florida /Msd
Miami, FL |
SELL
|
- |
-145- 10.46% |
$67.9K - $82.1K
|
1.24K
$742K
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-146- 7.18% |
$68.4K - $82.7K
|
1.89K
$1.13M
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-146- 18.69% |
$68.4K - $82.7K
|
635
$380K
|
|
Aug 08, 2025
Q2 2025
|
Wp Advisors, LLC
|
SELL
|
- |
-147- 21.09% |
$68.8K - $83.3K
|
550
$329K
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-148- 5.96% |
$69.3K - $83.8K
|
2.33K
$1.4M
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-149- 12.48% |
$69.8K - $84.4K
|
1.05K
$625K
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-150- 1.99% |
$70.2K - $85K
|
7.38K
$4.41M
|
|
Aug 08, 2025
Q2 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-150- 10.42% |
$70.2K - $85K
|
1.29K
$772K
|
|
Jul 23, 2025
Q2 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-152- 6.15% |
$71.2K - $86.1K
|
2.32K
$1.39M
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-153- 16.58% |
$71.6K - $86.7K
|
770
$461K
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-153- 2.4% |
$71.6K - $86.7K
|
6.21K
$3.72M
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-154- 3.03% |
$72.1K - $87.2K
|
4.93K
$2.95M
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-155- 14.96% |
$72.6K - $87.8K
|
881
$527K
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-155- 5.16% |
$72.6K - $87.8K
|
2.85K
$1.7M
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-155- 25.33% |
$72.6K - $87.8K
|
457
$273K
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-155- 26.23% |
$72.6K - $87.8K
|
436
$261K
|
|
Jul 28, 2025
Q2 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-155- 0.92% |
$72.6K - $87.8K
|
16.6K
$9.95M
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-155- 3.55% |
$72.6K - $87.8K
|
4.21K
$2.52M
|
|
Aug 11, 2025
Q2 2025
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-157- 4.8% |
$73.5K - $88.9K
|
3.11K
$1.86M
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-157- 7.39% |
$73.5K - $88.9K
|
1.97K
$1.18M
|
|
Jul 29, 2025
Q2 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
SELL
|
- |
-161- 4.17% |
$75.4K - $91.2K
|
3.7K
$2.21M
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-162- 3.75% |
$75.9K - $91.8K
|
4.15K
$2.49M
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-163- 2.09% |
$76.3K - $92.3K
|
7.63K
$4.56M
|
|
Jul 25, 2025
Q2 2025
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-165- 11.48% |
$77.3K - $93.5K
|
1.27K
$761K
|
|
Aug 14, 2025
Q2 2025
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-166- 1.73% |
$77.7K - $94K
|
9.4K
$5.63M
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-166- 7.37% |
$77.7K - $94K
|
2.09K
$1.25M
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-169- 3.87% |
$79.1K - $95.7K
|
4.19K
$2.51M
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-173- 7.45% |
$81K - $98K
|
2.15K
$1.29M
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-175- 8.57% |
$81.9K - $99.1K
|
1.87K
$1.12M
|
|
Aug 07, 2025
Q2 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-175- 5.63% |
$81.9K - $99.1K
|
2.93K
$1.75M
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-177- 12.29% |
$82.9K - $100K
|
1.26K
$756K
|