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 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
1K+ 3.36% |
$468K - $567K
|
30.8K
$18.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
961New |
$450K - $544K
|
961
$575K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
954New |
$447K - $540K
|
954
$571K
|
|
|
Aug 11, 2025
Q2 2025
|
Wilkinson Global Asset Management LLC
|
BUY
|
- |
940New |
$440K - $533K
|
940
$562K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
940+ 14.09% |
$440K - $533K
|
7.61K
$4.55M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
892+ 157.88% |
$418K - $505K
|
1.46K
$872K
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
891+ 3.72% |
$417K - $505K
|
24.8K
$14.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
888+ 126.5% |
$416K - $503K
|
1.59K
$951K
|
|
|
Aug 14, 2025
Q2 2025
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
865New |
$405K - $490K
|
865
$518K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
865+ 28.6% |
$405K - $490K
|
3.89K
$2.33M
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
844+ 75.02% |
$395K - $478K
|
1.97K
$1.18M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
843+ 21.54% |
$395K - $478K
|
4.76K
$2.85M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
829New |
$388K - $470K
|
829
$496K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
815+ 14.07% |
$382K - $462K
|
6.61K
$3.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Invenomic Capital Management LP
Boston, MA |
BUY
|
- |
797New |
$373K - $452K
|
797
$477K
|
|
|
Aug 08, 2025
Q2 2025
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
772+ 0.33% |
$361K - $437K
|
232K
$139M
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
763+ 79.65% |
$357K - $432K
|
1.72K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
755+ 4.94% |
$354K - $428K
|
16K
$9.59M
|
|
|
Aug 12, 2025
Q2 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
739New |
$346K - $419K
|
739
$442K
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
BUY
|
- |
727+ 115.58% |
$340K - $412K
|
1.36K
$811K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
690+ 3.56% |
$323K - $391K
|
20K
$12M
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
666+ 40.88% |
$312K - $377K
|
2.3K
$1.37M
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
646+ 8.24% |
$302K - $366K
|
8.49K
$5.08M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
641+ 0.84% |
$300K - $363K
|
77.1K
$46.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Man Group PLC
London, X0 |
BUY
|
- |
633+ 633.0% |
$296K - $359K
|
733
$439K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
630New |
$295K - $357K
|
630
$377K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
604+ 6.94% |
$283K - $342K
|
9.3K
$5.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
603+ 6.39% |
$282K - $342K
|
10K
$6.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
601New |
$281K - $340K
|
601
$360K
|
|
|
Jul 25, 2025
Q2 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
600New |
$281K - $340K
|
600
$359K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
599New |
$280K - $339K
|
599
$358K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
576+ 2.48% |
$270K - $326K
|
23.8K
$14.2M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
568+ 15.77% |
$266K - $322K
|
4.17K
$2.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
560New |
$262K - $317K
|
560
$335K
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
552+ 26.95% |
$258K - $313K
|
2.6K
$1.56M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
545+ 9.83% |
$255K - $309K
|
6.09K
$3.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
543+ 0.46% |
$254K - $308K
|
119K
$71M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
541New |
$253K - $306K
|
541
$324K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
537+ 4.79% |
$251K - $304K
|
11.7K
$7.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
530+ 2.3% |
$248K - $300K
|
23.5K
$14.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
522+ 1.18% |
$244K - $296K
|
44.9K
$26.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
514New |
$241K - $291K
|
514
$308K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
508+ 8.5% |
$238K - $288K
|
6.48K
$3.88M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
505+ 11.03% |
$236K - $286K
|
5.08K
$3.04M
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
505New |
$236K - $286K
|
505
$302K
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
504+ 11.08% |
$236K - $286K
|
5.05K
$3.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
503+ 0.82% |
$236K - $285K
|
61.8K
$37M
|
|
|
Aug 13, 2025
Q2 2025
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
500+ 4.76% |
$234K - $283K
|
11K
$6.58M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
495New |
$232K - $280K
|
495
$296K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
489New |
$229K - $277K
|
489
$293K
|