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 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-660- 10.49% |
$309K - $374K
|
5.63K
$3.37M
|
|
|
Jul 31, 2025
Q2 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-669- 10.37% |
$313K - $379K
|
5.79K
$3.46M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-677- 0.83% |
$317K - $384K
|
81K
$48.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-682- 8.98% |
$319K - $386K
|
6.91K
$4.14M
|
|
|
Aug 05, 2025
Q2 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-685- 9.12% |
$321K - $388K
|
6.83K
$4.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-735- 7.93% |
$344K - $416K
|
8.53K
$5.11M
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-745- 33.16% |
$349K - $422K
|
1.5K
$899K
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-752- 4.66% |
$352K - $426K
|
15.4K
$9.2M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-755- 9.58% |
$354K - $428K
|
7.13K
$4.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-768- 7.62% |
$360K - $435K
|
9.31K
$5.57M
|
|
|
Aug 05, 2025
Q2 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-770- 31.33% |
$361K - $436K
|
1.69K
$1.01M
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-796- 4.6% |
$373K - $451K
|
16.5K
$9.87M
|
|
|
Jul 07, 2025
Q2 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-817- 7.11% |
$383K - $463K
|
10.7K
$6.38M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-829- 17.1% |
$388K - $470K
|
4.02K
$2.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-915- 4.54% |
$428K - $518K
|
19.2K
$11.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-929- 5.32% |
$435K - $526K
|
16.5K
$9.89M
|
|
|
Aug 05, 2025
Q2 2025
|
Marion Wealth Management
|
SELL
|
- |
-930- 45.7% |
$435K - $527K
|
1.11K
$661K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-931- 6.13% |
$436K - $527K
|
14.3K
$8.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-943- 19.56% |
$442K - $534K
|
3.88K
$2.32M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-948- 3.03% |
$444K - $537K
|
30.4K
$18.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-962- 19.24% |
$450K - $545K
|
4.04K
$2.42M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.01K- 4.78% |
$473K - $572K
|
20.1K
$12M
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-1.01K- 45.02% |
$474K - $574K
|
1.24K
$740K
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.04K- 8.32% |
$486K - $588K
|
11.4K
$6.85M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.09K- 2.71% |
$512K - $620K
|
39.2K
$23.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-1.11K- 4.15% |
$520K - $629K
|
25.6K
$15.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-1.12K- 1.61% |
$523K - $632K
|
68.2K
$40.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.19K- 0.99% |
$556K - $672K
|
119K
$71.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-1.22K- 14.34% |
$571K - $691K
|
7.28K
$4.36M
|
|
|
Aug 07, 2025
Q2 2025
|
Weil Company, Inc.
|
SELL
|
- |
-1.23K- 20.29% |
$576K - $697K
|
4.83K
$2.89M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-1.25K- 4.69% |
$586K - $709K
|
25.5K
$15.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.26K- 9.9% |
$591K - $715K
|
11.5K
$6.87M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-1.29K- 66.67% |
$604K - $731K
|
645
$386K
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-1.3K- 5.32% |
$609K - $736K
|
23.1K
$13.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.34K- 19.79% |
$629K - $761K
|
5.44K
$3.26M
|
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.36K- 6.75% |
$634K - $768K
|
18.7K
$11.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.4K- 45.86% |
$656K - $794K
|
1.65K
$990K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.44K- 8.59% |
$675K - $816K
|
15.3K
$9.17M
|
|
|
Jul 29, 2025
Q2 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
SELL
|
- |
-1.45K- 12.87% |
$677K - $819K
|
9.78K
$5.85M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.46K- 9.93% |
$684K - $827K
|
13.2K
$7.92M
|
|
|
Aug 01, 2025
Q2 2025
|
Jennison Associates LLC
|
SELL
|
- |
-1.46K- 70.51% |
$684K - $828K
|
611
$366K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.47K- 59.23% |
$686K - $831K
|
1.01K
$604K
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.58K- 65.9% |
$741K - $897K
|
819
$490K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.59K- 16.71% |
$746K - $903K
|
7.95K
$4.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-1.67K- 37.0% |
$782K - $946K
|
2.84K
$1.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.68K- 5.38% |
$788K - $954K
|
29.6K
$17.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.91K- 34.38% |
$893K - $1.08M
|
3.64K
$2.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-1.91K- 10.65% |
$894K - $1.08M
|
16K
$9.59M
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.95K- 1.81% |
$913K - $1.1M
|
105K
$63.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.04K- 1.64% |
$953K - $1.15M
|
122K
$73M
|