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 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-23- 0.34% |
$10.8K - $13K
|
6.82K
$3.95M
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-25- 0.57% |
$11.7K - $14.2K
|
4.38K
$2.54M
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-27- 0.62% |
$12.6K - $15.3K
|
4.34K
$2.51M
|
|
Jul 18, 2025
Q2 2025
|
Jvl Associates LLC
|
SELL
|
- |
-28- 0.14% |
$13.1K - $15.9K
|
19.8K
$11.5M
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-30- 4.49% |
$14K - $17K
|
638
$370K
|
|
Jul 15, 2025
Q2 2025
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-30- 3.34% |
$14K - $17K
|
867
$503K
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-31- 0.7% |
$14.5K - $17.6K
|
4.4K
$2.55M
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-32- 14.95% |
$15K - $18.1K
|
182
$106K
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-35- 5.43% |
$16.4K - $19.8K
|
609
$353K
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-37- 2.86% |
$17.3K - $21K
|
1.26K
$730K
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-41- 9.45% |
$19.2K - $23.2K
|
393
$228K
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-41- 9.79% |
$19.2K - $23.2K
|
378
$219K
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-45- 5.86% |
$21.1K - $25.5K
|
723
$419K
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-49- 2.13% |
$22.9K - $27.8K
|
2.25K
$1.31M
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-49- 5.89% |
$22.9K - $27.8K
|
783
$454K
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-49- 31.41% |
$22.9K - $27.8K
|
107
$62.1K
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-60- 0.81% |
$28.1K - $34K
|
7.33K
$4.25M
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-65- 90.28% |
$30.4K - $36.8K
|
7
$4.06K
|
|
Jul 10, 2025
Q2 2025
|
Pachira Investments Inc.
|
SELL
|
- |
-66- 15.53% |
$30.9K - $37.4K
|
359
$208K
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-80- 3.2% |
$37.5K - $45.3K
|
2.42K
$1.4M
|
|
Jul 15, 2025
Q2 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-80- 7.4% |
$37.5K - $45.3K
|
1K
$581K
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-84- 7.49% |
$39.3K - $47.6K
|
1.04K
$602K
|
|
Jul 11, 2025
Q2 2025
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-89- 6.05% |
$41.7K - $50.4K
|
1.38K
$801K
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-90- 1.56% |
$42.1K - $51K
|
5.7K
$3.3M
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-91- 2.07% |
$42.6K - $51.6K
|
4.3K
$2.5M
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-100- 2.99% |
$46.8K - $56.7K
|
3.24K
$1.88M
|
|
Jul 09, 2025
Q2 2025
|
Renaissance Investment Group LLC
|
SELL
|
- |
-100- 4.21% |
$46.8K - $56.7K
|
2.27K
$1.32M
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-102- 3.74% |
$47.8K - $57.8K
|
2.62K
$1.52M
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-108- 0.9% |
$50.6K - $61.2K
|
11.9K
$6.9M
|
|
Jul 09, 2025
Q2 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-110- 1.39% |
$51.5K - $62.3K
|
7.81K
$4.53M
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-111- 3.0% |
$52K - $62.9K
|
3.59K
$2.08M
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-113- 1.78% |
$52.9K - $64K
|
6.25K
$3.62M
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-113- 1.81% |
$52.9K - $64K
|
6.15K
$3.56M
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-119- 4.14% |
$55.7K - $67.4K
|
2.75K
$1.6M
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-123- 3.85% |
$57.6K - $69.7K
|
3.07K
$1.78M
|
|
Jul 09, 2025
Q2 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-124- 3.0% |
$58.1K - $70.2K
|
4.01K
$2.32M
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-126- 0.77% |
$59K - $71.4K
|
16.3K
$9.44M
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-127- 0.21% |
$59.5K - $71.9K
|
60.1K
$34.9M
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-131- 24.9% |
$61.3K - $74.2K
|
395
$229K
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-133- 0.96% |
$62.3K - $75.3K
|
13.7K
$7.96M
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-146- 18.69% |
$68.4K - $82.7K
|
635
$368K
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-148- 5.96% |
$69.3K - $83.8K
|
2.33K
$1.35M
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-155- 26.23% |
$72.6K - $87.8K
|
436
$253K
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-155- 25.33% |
$72.6K - $87.8K
|
457
$265K
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-162- 3.75% |
$75.9K - $91.8K
|
4.15K
$2.41M
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-166- 7.37% |
$77.7K - $94K
|
2.09K
$1.21M
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-199- 9.1% |
$93.2K - $113K
|
1.99K
$1.15M
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
SELL
|
- |
-200- 14.98% |
$93.6K - $113K
|
1.14K
$658K
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-219- 20.52% |
$103K - $124K
|
848
$492K
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-221- 2.65% |
$103K - $125K
|
8.11K
$4.7M
|