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 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
313+ 15.27% |
$147K - $177K
|
2.36K
$1.41M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
310+ 11.53% |
$145K - $176K
|
3K
$1.79M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
309New |
$145K - $175K
|
309
$185K
|
|
|
Jul 31, 2025
Q2 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
306+ 4.0% |
$143K - $173K
|
7.96K
$4.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
300+ 4.23% |
$140K - $170K
|
7.4K
$4.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
294+ 2.06% |
$138K - $167K
|
14.6K
$8.72M
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
294+ 3.23% |
$138K - $167K
|
9.39K
$5.61M
|
|
|
Aug 07, 2025
Q2 2025
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
289+ 9.74% |
$135K - $164K
|
3.26K
$1.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Gator Capital Management, LLC
|
BUY
|
- |
285+ 21.28% |
$133K - $161K
|
1.62K
$972K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
269+ 12.12% |
$126K - $152K
|
2.49K
$1.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
264+ 2.31% |
$124K - $150K
|
11.7K
$6.99M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
257+ 2.57% |
$120K - $146K
|
10.3K
$6.14M
|
|
|
Jul 23, 2025
Q2 2025
|
Ti Trust, Inc
|
BUY
|
- |
253+ 2.77% |
$118K - $143K
|
9.38K
$5.61M
|
|
|
Aug 11, 2025
Q2 2025
|
Ars Investment Partners, LLC
|
BUY
|
- |
248+ 9.78% |
$116K - $140K
|
2.78K
$1.67M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
243+ 36.76% |
$114K - $138K
|
904
$541K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
241+ 39.31% |
$113K - $137K
|
854
$511K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
241New |
$113K - $137K
|
241
$144K
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
236+ 46.46% |
$110K - $134K
|
744
$445K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
235+ 36.15% |
$110K - $133K
|
885
$529K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
229+ 5.48% |
$107K - $130K
|
4.41K
$2.64M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
228+ 11.78% |
$107K - $129K
|
2.16K
$1.29M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
227New |
$106K - $129K
|
227
$136K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
224+ 9.08% |
$105K - $127K
|
2.69K
$1.61M
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
200New |
$93.6K - $113K
|
200
$120K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
189+ 3.96% |
$88.5K - $107K
|
4.96K
$2.97M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
186+ 3.82% |
$87.1K - $105K
|
5.06K
$3.03M
|
|
|
Aug 07, 2025
Q2 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
183+ 14.21% |
$85.7K - $104K
|
1.47K
$880K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
182+ 8.33% |
$85.2K - $103K
|
2.37K
$1.42M
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
180+ 10.15% |
$84.3K - $102K
|
1.95K
$1.17M
|
|
|
Aug 01, 2025
Q2 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
178+ 22.19% |
$83.3K - $101K
|
980
$586K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
175+ 3.42% |
$81.9K - $99.1K
|
5.29K
$3.17M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
172+ 13.77% |
$80.5K - $97.4K
|
1.42K
$850K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
171+ 2.53% |
$80.1K - $96.9K
|
6.94K
$4.15M
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
166+ 26.82% |
$77.7K - $94K
|
785
$470K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
165+ 0.63% |
$77.3K - $93.5K
|
26.5K
$15.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
165+ 37.33% |
$77.3K - $93.5K
|
607
$363K
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
BUY
|
- |
162+ 2.62% |
$75.9K - $91.8K
|
6.35K
$3.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
160+ 49.38% |
$74.9K - $90.6K
|
484
$290K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
157New |
$73.5K - $88.9K
|
157
$93.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
157+ 12.28% |
$73.5K - $88.9K
|
1.44K
$859K
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
153+ 8.41% |
$71.6K - $86.7K
|
1.97K
$1.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
152+ 5.82% |
$71.2K - $86.1K
|
2.76K
$1.65M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
150+ 166.67% |
$70.2K - $85K
|
240
$144K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
148+ 6.93% |
$69.3K - $83.8K
|
2.28K
$1.37M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
145New |
$67.9K - $82.1K
|
145
$86.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
143+ 34.13% |
$67K - $81K
|
562
$336K
|
|
|
Aug 01, 2025
Q2 2025
|
Providence First Trust CO
|
BUY
|
- |
135+ 9.43% |
$63.2K - $76.5K
|
1.57K
$937K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
130+ 3.37% |
$60.9K - $73.6K
|
3.98K
$2.38M
|
|
|
Jul 29, 2025
Q2 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
125New |
$58.5K - $70.8K
|
125
$74.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
122+ 5.11% |
$57.1K - $69.1K
|
2.51K
$1.5M
|