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 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
100+ 0.16% |
$46.8K - $56.7K
|
61.8K
$35.8M
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
98+ 0.61% |
$45.9K - $55.5K
|
16.2K
$9.38M
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
85+ 15.18% |
$39.8K - $48.2K
|
645
$374K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
75+ 3.26% |
$35.1K - $42.5K
|
2.37K
$1.38M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
72+ 17.35% |
$33.7K - $40.8K
|
487
$282K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
62+ 7.91% |
$29K - $35.1K
|
846
$491K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
61+ 11.17% |
$28.6K - $34.6K
|
607
$352K
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
BUY
|
- |
53+ 0.68% |
$24.8K - $30K
|
7.86K
$4.56M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
50+ 2.28% |
$23.4K - $28.3K
|
2.24K
$1.3M
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
BUY
|
- |
50+ 2.88% |
$23.4K - $28.3K
|
1.78K
$1.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
39+ 2.92% |
$18.3K - $22.1K
|
1.38K
$798K
|
|
|
Jul 16, 2025
Q2 2025
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
31+ 2.67% |
$14.5K - $17.6K
|
1.19K
$690K
|
|
|
Jul 16, 2025
Q2 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
27+ 0.31% |
$12.6K - $15.3K
|
8.75K
$5.07M
|
|
|
Jul 15, 2025
Q2 2025
|
First City Capital Management, Inc.
|
BUY
|
- |
26+ 1.85% |
$12.2K - $14.7K
|
1.43K
$828K
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
25+ 1.36% |
$11.7K - $14.2K
|
1.86K
$1.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Clean Yield Group
|
BUY
|
- |
24+ 24.0% |
$11.2K - $13.6K
|
124
$71.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
20+ 0.52% |
$9.36K - $11.3K
|
3.89K
$2.26M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
12+ 0.94% |
$5.62K - $6.8K
|
1.28K
$744K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
12+ 2.19% |
$5.62K - $6.8K
|
559
$324K
|
|
|
Jul 16, 2025
Q2 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
11+ 0.78% |
$5.15K - $6.23K
|
1.42K
$823K
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
9+ 0.33% |
$4.21K - $5.1K
|
2.72K
$1.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
8+ 0.92% |
$3.75K - $4.53K
|
878
$509K
|
|
|
Jul 10, 2025
Q2 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
7+ 0.19% |
$3.28K - $3.97K
|
3.71K
$2.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
5+ 0.47% |
$2.34K - $2.83K
|
1.08K
$626K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
5New |
$2.34K - $2.83K
|
5
$2.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 4.76% |
$2.34K - $2.83K
|
110
$63.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
4+ 0.13% |
$1.87K - $2.27K
|
3.11K
$1.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
4+ 0.23% |
$1.87K - $2.27K
|
1.76K
$1.02M
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1+ 0.1% |
$468 - $567
|
1.02K
$589K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1+ 0.23% |
$468 - $567
|
435
$252K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
1+ 0.25% |
$468 - $567
|
406
$235K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-1- 0.06% |
$468 - $567
|
1.67K
$966K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1- 0.01% |
$468 - $567
|
10.3K
$5.97M
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-4- 0.46% |
$1.87K - $2.27K
|
857
$497K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.54% |
$1.87K - $2.27K
|
733
$425K
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-4- 0.58% |
$1.87K - $2.27K
|
690
$400K
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
SELL
|
- |
-5- 0.05% |
$2.34K - $2.83K
|
10.1K
$5.83M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-7- 0.63% |
$3.28K - $3.97K
|
1.11K
$644K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-9- 3.36% |
$4.21K - $5.1K
|
259
$150K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-10- 0.11% |
$4.68K - $5.67K
|
9.1K
$5.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-10- 0.38% |
$4.68K - $5.67K
|
2.62K
$1.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-13- 0.47% |
$6.09K - $7.36K
|
2.78K
$1.61M
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
SELL
|
- |
-14- 0.25% |
$6.56K - $7.93K
|
5.55K
$3.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-14- 6.93% |
$6.56K - $7.93K
|
188
$109K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-16- 0.98% |
$7.49K - $9.06K
|
1.62K
$941K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-17- 3.79% |
$7.96K - $9.63K
|
431
$250K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-17- 0.23% |
$7.96K - $9.63K
|
7.25K
$4.21M
|
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-20- 2.72% |
$9.36K - $11.3K
|
715
$415K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-21- 3.84% |
$9.83K - $11.9K
|
526
$305K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-22- 3.04% |
$10.3K - $12.5K
|
701
$407K
|