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 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
55+ 2.48% |
$25.8K - $31.2K
|
2.27K
$1.36M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
54+ 4.1% |
$25.3K - $30.6K
|
1.37K
$821K
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
BUY
|
- |
53+ 0.68% |
$24.8K - $30K
|
7.86K
$4.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
53+ 11.4% |
$24.8K - $30K
|
518
$310K
|
|
|
Aug 11, 2025
Q2 2025
|
Highview Capital Management LLC
|
BUY
|
- |
52+ 0.64% |
$24.3K - $29.5K
|
8.24K
$4.93M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
50+ 3.88% |
$23.4K - $28.3K
|
1.34K
$801K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
BUY
|
- |
50+ 2.88% |
$23.4K - $28.3K
|
1.78K
$1.07M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
50+ 2.28% |
$23.4K - $28.3K
|
2.24K
$1.34M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
50+ 2.41% |
$23.4K - $28.3K
|
2.13K
$1.27M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
47+ 0.52% |
$22K - $26.6K
|
9.16K
$5.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
45+ 8.18% |
$21.1K - $25.5K
|
595
$356K
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
BUY
|
- |
43+ 4.92% |
$20.1K - $24.4K
|
917
$549K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
39+ 2.92% |
$18.3K - $22.1K
|
1.38K
$823K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
39+ 1950.0% |
$18.3K - $22.1K
|
41
$24.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
39+ 2.86% |
$18.3K - $22.1K
|
1.4K
$839K
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
36+ 3.51% |
$16.9K - $20.4K
|
1.06K
$635K
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
34+ 4.98% |
$15.9K - $19.3K
|
717
$429K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
34+ 3.58% |
$15.9K - $19.3K
|
983
$588K
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
34+ 0.22% |
$15.9K - $19.3K
|
15.8K
$9.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
33+ 3.23% |
$15.5K - $18.7K
|
1.06K
$632K
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
32+ 7.48% |
$15K - $18.1K
|
460
$275K
|
|
|
Jul 16, 2025
Q2 2025
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
31+ 2.67% |
$14.5K - $17.6K
|
1.19K
$712K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
31+ 19.5% |
$14.5K - $17.6K
|
190
$114K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
28+ 4.5% |
$13.1K - $15.9K
|
650
$389K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
28+ 0.26% |
$13.1K - $15.9K
|
10.7K
$6.41M
|
|
|
Jul 16, 2025
Q2 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
27+ 0.31% |
$12.6K - $15.3K
|
8.75K
$5.24M
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
26+ 1.77% |
$12.2K - $14.7K
|
1.5K
$895K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
26+ 5.6% |
$12.2K - $14.7K
|
490
$293K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
26+ 2.41% |
$12.2K - $14.7K
|
1.11K
$661K
|
|
|
Jul 15, 2025
Q2 2025
|
First City Capital Management, Inc.
|
BUY
|
- |
26+ 1.85% |
$12.2K - $14.7K
|
1.43K
$854K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
25+ 13.16% |
$11.7K - $14.2K
|
215
$129K
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
25+ 1.36% |
$11.7K - $14.2K
|
1.86K
$1.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Clean Yield Group
|
BUY
|
- |
24+ 24.0% |
$11.2K - $13.6K
|
124
$74.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
23+ 1.09% |
$10.8K - $13K
|
2.13K
$1.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
23+ 5.0% |
$10.8K - $13K
|
483
$289K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
22+ 3.46% |
$10.3K - $12.5K
|
657
$393K
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
20+ 0.52% |
$9.36K - $11.3K
|
3.89K
$2.33M
|
|
|
Jul 22, 2025
Q2 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
19+ 2.73% |
$8.9K - $10.8K
|
716
$428K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
19+ 5.31% |
$8.9K - $10.8K
|
377
$226K
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
19+ 3.64% |
$8.9K - $10.8K
|
541
$324K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
18+ 0.04% |
$8.43K - $10.2K
|
42.4K
$25.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
17+ 0.84% |
$7.96K - $9.63K
|
2.05K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Leisure Capital Management
|
BUY
|
- |
15+ 1.08% |
$7.02K - $8.5K
|
1.41K
$841K
|
|
|
Jul 25, 2025
Q2 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
14+ 0.7% |
$6.56K - $7.93K
|
2K
$1.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
12+ 2.19% |
$5.62K - $6.8K
|
559
$334K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
12+ 0.22% |
$5.62K - $6.8K
|
5.48K
$3.28M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
12+ 0.94% |
$5.62K - $6.8K
|
1.28K
$767K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
12+ 1.47% |
$5.62K - $6.8K
|
829
$496K
|
|
|
Jul 31, 2025
Q2 2025
|
Peterson Wealth Services
|
BUY
|
- |
11+ 0.88% |
$5.15K - $6.23K
|
1.26K
$753K
|
|
|
Jul 16, 2025
Q2 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
11+ 0.78% |
$5.15K - $6.23K
|
1.42K
$849K
|