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 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
10+ 2.65% |
$4.68K - $5.67K
|
387
$232K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
10New |
$4.68K - $5.67K
|
10
$5.98K
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
9+ 0.33% |
$4.21K - $5.1K
|
2.72K
$1.63M
|
|
|
Aug 07, 2025
Q2 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
9+ 0.06% |
$4.21K - $5.1K
|
14.1K
$8.42M
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
8+ 0.69% |
$3.75K - $4.53K
|
1.16K
$695K
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
8+ 0.92% |
$3.75K - $4.53K
|
878
$525K
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
7+ 0.25% |
$3.28K - $3.97K
|
2.77K
$1.66M
|
|
|
Jul 10, 2025
Q2 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
7+ 0.19% |
$3.28K - $3.97K
|
3.71K
$2.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
6+ 0.71% |
$2.81K - $3.4K
|
855
$512K
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
6+ 0.91% |
$2.81K - $3.4K
|
662
$396K
|
|
|
Aug 12, 2025
Q2 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
5+ 0.26% |
$2.34K - $2.83K
|
1.93K
$1.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
5+ 0.51% |
$2.34K - $2.83K
|
986
$590K
|
|
|
Aug 12, 2025
Q2 2025
|
Wambolt & Associates, LLC
|
BUY
|
- |
5+ 1.25% |
$2.34K - $2.83K
|
405
$242K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
5New |
$2.34K - $2.83K
|
5
$2.99K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 4.76% |
$2.34K - $2.83K
|
110
$65.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
5+ 0.33% |
$2.34K - $2.83K
|
1.51K
$905K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
5+ 0.47% |
$2.34K - $2.83K
|
1.08K
$646K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
4+ 0.13% |
$1.87K - $2.27K
|
3.11K
$1.86M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4+ 0.48% |
$1.87K - $2.27K
|
843
$504K
|
|
|
Jul 30, 2025
Q2 2025
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
4+ 0.28% |
$1.87K - $2.27K
|
1.45K
$867K
|
|
|
Aug 14, 2025
Q2 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
4+ 0.16% |
$1.87K - $2.27K
|
2.51K
$1.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
4+ 0.74% |
$1.87K - $2.27K
|
541
$324K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
4+ 0.23% |
$1.87K - $2.27K
|
1.76K
$1.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
3+ 0.19% |
$1.4K - $1.7K
|
1.61K
$960K
|
|
|
Jul 25, 2025
Q2 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
3+ 0.2% |
$1.4K - $1.7K
|
1.51K
$905K
|
|
|
Aug 14, 2025
Q2 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
3+ 0.63% |
$1.4K - $1.7K
|
481
$288K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
2+ 0.02% |
$936 - $1.13K
|
11.9K
$7.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2+ 0.14% |
$936 - $1.13K
|
1.42K
$847K
|
|
|
Aug 11, 2025
Q2 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
2+ 0.39% |
$936 - $1.13K
|
514
$308K
|
|
|
Jul 23, 2025
Q2 2025
|
Cortland Associates Inc
|
BUY
|
- |
2+ 0.37% |
$936 - $1.13K
|
544
$325K
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
2+ 0.22% |
$936 - $1.13K
|
894
$535K
|
|
|
Jul 23, 2025
Q2 2025
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
2+ 0.26% |
$936 - $1.13K
|
776
$464K
|
|
|
Aug 14, 2025
Q2 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
1+ 0.25% |
$468 - $567
|
395
$236K
|
|
|
Jul 23, 2025
Q2 2025
|
Asset Planning Corporation
|
BUY
|
- |
1+ 0.16% |
$468 - $567
|
635
$380K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
1+ 0.03% |
$468 - $567
|
3.71K
$2.22M
|
|
|
Aug 01, 2025
Q2 2025
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
1+ 0.76% |
$468 - $567
|
132
$79K
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1+ 0.07% |
$468 - $567
|
1.39K
$832K
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$468 - $567
|
4.57K
$2.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
1+ 0.25% |
$468 - $567
|
406
$243K
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
1+ 0.1% |
$468 - $567
|
1.05K
$625K
|
|
|
Jul 31, 2025
Q2 2025
|
Shaker Investments LLC
|
BUY
|
- |
1+ 0.16% |
$468 - $567
|
610
$365K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.08% |
$468 - $567
|
1.22K
$729K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1+ 0.06% |
$468 - $567
|
1.63K
$975K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1+ 0.02% |
$468 - $567
|
5.57K
$3.33M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 6.25% |
$468 - $567
|
17
$10.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1+ 0.23% |
$468 - $567
|
436
$261K
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1New |
$468 - $567
|
1
$598
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1+ 0.12% |
$468 - $567
|
855
$512K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1+ 0.23% |
$468 - $567
|
435
$260K
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1+ 0.22% |
$468 - $567
|
465
$278K
|