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 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-178- 19.84% |
$83.3K - $101K
|
719
$430K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-179- 0.89% |
$83.8K - $101K
|
19.9K
$11.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-181- 8.57% |
$84.7K - $103K
|
1.93K
$1.15M
|
|
|
Jul 30, 2025
Q2 2025
|
Sanders Morris Harris LLC
|
SELL
|
- |
-192- 16.11% |
$89.9K - $109K
|
1K
$598K
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-196- 12.69% |
$91.8K - $111K
|
1.35K
$807K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-196- 0.32% |
$91.8K - $111K
|
60.3K
$36.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-199- 9.1% |
$93.2K - $113K
|
1.99K
$1.19M
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-200- 33.33% |
$93.6K - $113K
|
400
$239K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-200- 1.16% |
$93.6K - $113K
|
17.1K
$10.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
SELL
|
- |
-200- 14.98% |
$93.6K - $113K
|
1.14K
$679K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-204- 0.74% |
$95.5K - $116K
|
27.4K
$16.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-205- 11.19% |
$96K - $116K
|
1.63K
$973K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-206- 1.27% |
$96.5K - $117K
|
16K
$9.57M
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-207- 6.98% |
$96.9K - $117K
|
2.76K
$1.65M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-207- 10.85% |
$96.9K - $117K
|
1.7K
$1.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-213- 1.36% |
$99.7K - $121K
|
15.5K
$9.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-217- 3.19% |
$102K - $123K
|
6.58K
$3.94M
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-219- 20.52% |
$103K - $124K
|
848
$507K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-221- 2.65% |
$103K - $125K
|
8.11K
$4.85M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-225- 20.36% |
$105K - $127K
|
880
$526K
|
|
|
Aug 12, 2025
Q2 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-230- 8.52% |
$108K - $130K
|
2.47K
$1.48M
|
|
|
Aug 12, 2025
Q2 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-232- 19.02% |
$109K - $131K
|
988
$591K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-235- 12.83% |
$110K - $133K
|
1.6K
$955K
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-238- 8.49% |
$111K - $135K
|
2.57K
$1.53M
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-241- 6.0% |
$113K - $137K
|
3.78K
$2.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-246- 21.52% |
$115K - $139K
|
897
$537K
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-247- 5.22% |
$116K - $140K
|
4.48K
$2.68M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-247- 17.63% |
$116K - $140K
|
1.15K
$690K
|
|
|
Aug 08, 2025
Q2 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-254- 20.26% |
$119K - $144K
|
1K
$598K
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-258- 0.37% |
$121K - $146K
|
69.8K
$41.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-267- 2.75% |
$125K - $151K
|
9.45K
$5.66M
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-267- 1.82% |
$125K - $151K
|
14.4K
$8.62M
|
|
|
Jul 25, 2025
Q2 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-269- 4.16% |
$126K - $152K
|
6.2K
$3.71M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-271- 3.22% |
$127K - $154K
|
8.14K
$4.87M
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
SELL
|
- |
-275- 7.36% |
$129K - $156K
|
3.46K
$2.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-276- 2.43% |
$129K - $156K
|
11.1K
$6.63M
|
|
|
Jul 30, 2025
Q2 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-279- 37.6% |
$131K - $158K
|
463
$277K
|
|
|
Aug 13, 2025
Q2 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-279- 3.85% |
$131K - $158K
|
6.97K
$4.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-284- 15.31% |
$133K - $161K
|
1.57K
$940K
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-292- 1.45% |
$137K - $165K
|
19.9K
$11.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-295- 6.3% |
$138K - $167K
|
4.39K
$2.63M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-295- 4.28% |
$138K - $167K
|
6.6K
$3.95M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-295- 2.76% |
$138K - $167K
|
10.4K
$6.22M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-296- 15.76% |
$139K - $168K
|
1.58K
$946K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-303- 3.83% |
$142K - $172K
|
7.62K
$4.56M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
SELL
|
- |
-309- 43.95% |
$145K - $175K
|
394
$236K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-316- 0.82% |
$148K - $179K
|
38.1K
$22.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-324- 6.92% |
$152K - $184K
|
4.36K
$2.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-326- 3.56% |
$153K - $185K
|
8.84K
$5.29M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-335- 2.75% |
$157K - $190K
|
11.8K
$7.09M
|