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
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
122+ 1.52% |
$57.1K - $69.1K
|
8.17K
$4.89M
|
|
Aug 13, 2025
Q2 2025
|
Nbw Capital LLC
|
BUY
|
- |
122+ 1.75% |
$57.1K - $69.1K
|
7.08K
$4.24M
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
121+ 5.67% |
$56.7K - $68.5K
|
2.25K
$1.35M
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
119+ 0.33% |
$55.7K - $67.4K
|
36.1K
$21.6M
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
117+ 26.65% |
$54.8K - $66.3K
|
556
$333K
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
116New |
$54.3K - $65.7K
|
116
$69.4K
|
|
Aug 04, 2025
Q2 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
113+ 2.59% |
$52.9K - $64K
|
4.48K
$2.68M
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
112+ 5.75% |
$52.4K - $63.4K
|
2.06K
$1.23M
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
110+ 9.13% |
$51.5K - $62.3K
|
1.32K
$787K
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
107+ 2.12% |
$50.1K - $60.6K
|
5.15K
$3.08M
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
106+ 23.66% |
$49.6K - $60.1K
|
554
$331K
|
|
Jul 14, 2025
Q2 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
104+ 0.24% |
$48.7K - $58.9K
|
43.9K
$26.3M
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
104+ 16.61% |
$48.7K - $58.9K
|
730
$437K
|
|
Jul 24, 2025
Q2 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
103+ 4.47% |
$48.2K - $58.4K
|
2.41K
$1.44M
|
|
Jul 30, 2025
Q2 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
101+ 2.9% |
$47.3K - $57.2K
|
3.59K
$2.15M
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
100+ 26.11% |
$46.8K - $56.7K
|
483
$289K
|
|
Aug 13, 2025
Q2 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
100+ 2.86% |
$46.8K - $56.7K
|
3.6K
$2.15M
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
100+ 0.16% |
$46.8K - $56.7K
|
61.8K
$37M
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
100+ 18.08% |
$46.8K - $56.7K
|
653
$391K
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
98+ 0.61% |
$45.9K - $55.5K
|
16.2K
$9.67M
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
95+ 0.26% |
$44.5K - $53.8K
|
36.4K
$21.8M
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
94+ 6.46% |
$44K - $53.3K
|
1.55K
$926K
|
|
Aug 13, 2025
Q2 2025
|
Miramar Capital, LLC
|
BUY
|
- |
92+ 7.96% |
$43.1K - $52.1K
|
1.25K
$747K
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
91+ 23.21% |
$42.6K - $51.6K
|
483
$289K
|
|
Aug 01, 2025
Q2 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
87+ 4.59% |
$40.7K - $49.3K
|
1.98K
$1.19M
|
|
Aug 07, 2025
Q2 2025
|
Cypress Capital, LLC
|
BUY
|
- |
87+ 8.71% |
$40.7K - $49.3K
|
1.09K
$650K
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
86+ 1.06% |
$40.3K - $48.7K
|
8.21K
$4.91M
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
85+ 15.18% |
$39.8K - $48.2K
|
645
$386K
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
85+ 0.87% |
$39.8K - $48.2K
|
9.8K
$5.86M
|
|
Aug 27, 2025
Q2 2025
|
Cypress Capital Advisors, LLC
Franklin, TN |
BUY
|
- |
82+ 9.87% |
$38.4K - $46.5K
|
913
$546K
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
82+ 5.24% |
$38.4K - $46.5K
|
1.65K
$986K
|
|
Aug 18, 2025
Q2 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
81+ 6.56% |
$37.9K - $45.9K
|
1.32K
$787K
|
|
Sep 12, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
79+ 8.04% |
$37K - $44.8K
|
1.06K
$635K
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
79+ 45.66% |
$37K - $44.8K
|
252
$151K
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
79+ 0.54% |
$37K - $44.8K
|
14.7K
$8.82M
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
78New |
$36.5K - $44.2K
|
78
$46.7K
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
76+ 6.98% |
$35.6K - $43.1K
|
1.17K
$697K
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
75+ 3.26% |
$35.1K - $42.5K
|
2.37K
$1.42M
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
75+ 13.39% |
$35.1K - $42.5K
|
635
$380K
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
73+ 0.95% |
$34.2K - $41.4K
|
7.72K
$4.62M
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
72+ 17.35% |
$33.7K - $40.8K
|
487
$291K
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
72+ 3.03% |
$33.7K - $40.8K
|
2.45K
$1.47M
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
71+ 6.39% |
$33.2K - $40.2K
|
1.18K
$707K
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
70New |
$32.8K - $39.7K
|
70
$41.9K
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
68+ 2.75% |
$31.8K - $38.5K
|
2.54K
$1.52M
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
BUY
|
- |
64+ 6.63% |
$30K - $36.3K
|
1.03K
$616K
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
63+ 0.12% |
$29.5K - $35.7K
|
54.4K
$32.5M
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
62+ 7.91% |
$29K - $35.1K
|
846
$506K
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
61+ 11.17% |
$28.6K - $34.6K
|
607
$363K
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
60+ 4.81% |
$28.1K - $34K
|
1.31K
$783K
|