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 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-276- 2.43% |
$129K - $156K
|
11.1K
$6.43M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-295- 2.76% |
$138K - $167K
|
10.4K
$6.02M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-296- 15.76% |
$139K - $168K
|
1.58K
$917K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-303- 3.83% |
$142K - $172K
|
7.62K
$4.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-341- 3.84% |
$160K - $193K
|
8.55K
$4.96M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-364- 3.39% |
$170K - $206K
|
10.4K
$6.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-373- 1.71% |
$175K - $211K
|
21.4K
$12.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-408- 3.2% |
$191K - $231K
|
12.3K
$7.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-562- 4.12% |
$263K - $318K
|
13.1K
$7.58M
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-605- 6.42% |
$283K - $343K
|
8.82K
$5.12M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-677- 0.83% |
$317K - $384K
|
81K
$46.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-817- 7.11% |
$383K - $463K
|
10.7K
$6.19M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-931- 6.13% |
$436K - $527K
|
14.3K
$8.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-1.29K- 66.67% |
$604K - $731K
|
645
$374K
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-2.12K- 10.99% |
$991K - $1.2M
|
17.1K
$9.94M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.29K- 37.17% |
$1.07M - $1.3M
|
3.87K
$2.24M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-2.77K- 62.49% |
$1.3M - $1.57M
|
1.66K
$964K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-3.12K- 19.79% |
$1.46M - $1.77M
|
12.7K
$7.34M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-4.54K- 71.68% |
$2.12M - $2.57M
|
1.79K
$1.04M
|