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 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-341- 3.84% |
$160K - $193K
|
8.55K
$5.11M
|
|
|
Aug 15, 2025
Q2 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-345- 5.44% |
$162K - $195K
|
5.99K
$3.59M
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-345- 16.72% |
$162K - $195K
|
1.72K
$1.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-348- 3.72% |
$163K - $197K
|
9K
$5.39M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-350- 7.6% |
$164K - $198K
|
4.26K
$2.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-354- 12.72% |
$166K - $201K
|
2.43K
$1.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-359- 24.32% |
$168K - $203K
|
1.12K
$668K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-364- 3.39% |
$170K - $206K
|
10.4K
$6.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-369- 1.09% |
$173K - $209K
|
33.5K
$20M
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-371- 3.45% |
$174K - $210K
|
10.4K
$6.22M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-373- 1.71% |
$175K - $211K
|
21.4K
$12.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-375- 3.94% |
$176K - $212K
|
9.13K
$5.46M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-392- 36.16% |
$184K - $222K
|
692
$414K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-399- 2.67% |
$187K - $226K
|
14.5K
$8.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-399- 28.4% |
$187K - $226K
|
1.01K
$602K
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-400- 2.28% |
$187K - $227K
|
17.1K
$10.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
SELL
|
- |
-400- 31.35% |
$187K - $227K
|
876
$524K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-400- 3.51% |
$187K - $227K
|
11K
$6.57M
|
|
|
Aug 12, 2025
Q2 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-404- 19.03% |
$189K - $229K
|
1.72K
$1.03M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-405- 19.74% |
$190K - $229K
|
1.65K
$985K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-408- 4.8% |
$191K - $231K
|
8.09K
$4.84M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-408- 3.2% |
$191K - $231K
|
12.3K
$7.37M
|
|
|
Jul 31, 2025
Q2 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
SELL
|
- |
-413Closed |
$193K - $234K
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-423- 3.6% |
$198K - $240K
|
11.3K
$6.78M
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-427- 2.95% |
$200K - $242K
|
14K
$8.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-427- 68.54% |
$200K - $242K
|
196
$117K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-429- 2.41% |
$201K - $243K
|
17.4K
$10.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-437- 0.26% |
$205K - $248K
|
169K
$101M
|
|
|
Jul 22, 2025
Q2 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
SELL
|
- |
-441- 6.47% |
$206K - $250K
|
6.37K
$3.81M
|
|
|
Jul 30, 2025
Q2 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-442- 8.88% |
$207K - $250K
|
4.54K
$2.71M
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-450- 17.8% |
$211K - $255K
|
2.08K
$1.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-465- 52.48% |
$218K - $263K
|
421
$252K
|
|
|
Aug 13, 2025
Q2 2025
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-476- 13.37% |
$223K - $270K
|
3.08K
$1.84M
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-491- 5.16% |
$230K - $278K
|
9.03K
$5.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-501- 25.81% |
$235K - $284K
|
1.44K
$862K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-518- 1.02% |
$243K - $293K
|
50.4K
$30.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-529- 31.66% |
$248K - $300K
|
1.14K
$683K
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-543- 3.27% |
$254K - $308K
|
16.1K
$9.62M
|
|
|
Jul 22, 2025
Q2 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-550- 50.41% |
$258K - $312K
|
541
$324K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-562- 4.12% |
$263K - $318K
|
13.1K
$7.82M
|
|
|
Aug 04, 2025
Q2 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-562- 1.09% |
$263K - $318K
|
50.9K
$30.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-571- 1.1% |
$267K - $323K
|
51.2K
$30.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-575- 5.48% |
$269K - $326K
|
9.93K
$5.94M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
SELL
|
- |
-590- 12.82% |
$276K - $334K
|
4.01K
$2.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-598- 7.16% |
$280K - $339K
|
7.76K
$4.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-599- 50.08% |
$280K - $339K
|
597
$357K
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-605- 6.42% |
$283K - $343K
|
8.82K
$5.28M
|
|
|
Jul 30, 2025
Q2 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-625- 13.28% |
$293K - $354K
|
4.08K
$2.44M
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-644- 28.18% |
$302K - $365K
|
1.64K
$982K
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-650- 11.11% |
$304K - $368K
|
5.2K
$3.11M
|