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 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
489+ 2.92% |
$229K - $277K
|
17.2K
$10.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
488+ 2.01% |
$228K - $276K
|
24.8K
$14.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
465+ 4.86% |
$218K - $263K
|
10K
$6.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
462+ 97.88% |
$216K - $262K
|
934
$559K
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
460New |
$215K - $261K
|
460
$275K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
441+ 11.73% |
$206K - $250K
|
4.2K
$2.51M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
BUY
|
- |
438+ 2.37% |
$205K - $248K
|
18.9K
$11.3M
|
|
|
Jul 31, 2025
Q2 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
437+ 46.89% |
$205K - $248K
|
1.37K
$819K
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
435New |
$204K - $246K
|
435
$260K
|
|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
433New |
$203K - $245K
|
433
$259K
|
|
|
Aug 11, 2025
Q2 2025
|
Long Road Investment Counsel, LLC
|
BUY
|
- |
430+ 32.58% |
$201K - $244K
|
1.75K
$1.05M
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
BUY
|
- |
428+ 81.37% |
$200K - $242K
|
954
$571K
|
|
|
Jul 29, 2025
Q2 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
428New |
$200K - $242K
|
428
$256K
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
426New |
$199K - $241K
|
426
$255K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
425+ 4.07% |
$199K - $241K
|
10.9K
$6.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
415+ 45.65% |
$194K - $235K
|
1.32K
$792K
|
|
|
Aug 14, 2025
Q2 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
411+ 4.32% |
$192K - $233K
|
9.92K
$5.94M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
400+ 10.14% |
$187K - $227K
|
4.35K
$2.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
395+ 8.42% |
$185K - $224K
|
5.09K
$3.04M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
391+ 6.44% |
$183K - $222K
|
6.46K
$3.87M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
386New |
$181K - $219K
|
386
$231K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
384+ 15.77% |
$180K - $218K
|
2.82K
$1.69M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
381New |
$178K - $216K
|
381
$228K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
378New |
$177K - $214K
|
378
$226K
|
|
|
Aug 14, 2025
Q2 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
377New |
$177K - $214K
|
377
$226K
|
|
|
Jul 29, 2025
Q2 2025
|
Northeast Investment Management
|
BUY
|
- |
372New |
$174K - $211K
|
372
$223K
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
372New |
$174K - $211K
|
372
$223K
|
|
|
Jul 02, 2025
Q2 2025
|
Jacobs & CO
|
BUY
|
- |
370New |
$173K - $210K
|
370
$221K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
BUY
|
- |
370New |
$173K - $210K
|
370
$221K
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
367New |
$172K - $208K
|
367
$220K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
366+ 4.76% |
$171K - $207K
|
8.06K
$4.82M
|
|
|
Aug 12, 2025
Q2 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
364New |
$170K - $206K
|
364
$218K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
364New |
$170K - $206K
|
364
$218K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
363New |
$170K - $206K
|
363
$217K
|
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
363New |
$170K - $206K
|
363
$217K
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
361New |
$169K - $205K
|
361
$216K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
360+ 48.13% |
$169K - $204K
|
1.11K
$663K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
360+ 20.26% |
$169K - $204K
|
2.14K
$1.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
360New |
$169K - $204K
|
360
$215K
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
359New |
$168K - $203K
|
359
$215K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
359+ 8.0% |
$168K - $203K
|
4.85K
$2.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
BUY
|
- |
354New |
$166K - $201K
|
354
$212K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
350+ 5.49% |
$164K - $198K
|
6.73K
$4.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
342New |
$160K - $194K
|
342
$205K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
334+ 0.49% |
$156K - $189K
|
68.1K
$40.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
333+ 1.19% |
$156K - $189K
|
28.4K
$17M
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
330+ 43.36% |
$155K - $187K
|
1.09K
$653K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
329+ 9.96% |
$154K - $186K
|
3.63K
$2.17M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
323+ 2.25% |
$151K - $183K
|
14.7K
$8.79M
|
|
|
Aug 12, 2025
Q2 2025
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
321+ 36.6% |
$150K - $182K
|
1.2K
$717K
|