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 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.83% |
$468 - $567
|
121
$72.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
1+ 0.13% |
$468 - $567
|
779
$466K
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1+ 0.1% |
$468 - $567
|
1.02K
$607K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1+ 0.03% |
$468 - $567
|
3.67K
$2.19M
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.3% |
$468 - $567
|
334
$200K
|
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1+ 0.37% |
$468 - $567
|
272
$163K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1- 0.01% |
$468 - $567
|
10.3K
$6.16M
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
SELL
|
- |
-1- 0.02% |
$468 - $567
|
5.06K
$3.02M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1- 0.2% |
$468 - $567
|
500
$299K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1- 0.01% |
$468 - $567
|
11.6K
$6.91M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-1- 0.06% |
$468 - $567
|
1.67K
$996K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-1- 0.13% |
$468 - $567
|
763
$456K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-1- 0.53% |
$468 - $567
|
189
$113K
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1- 0.12% |
$468 - $567
|
851
$509K
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-1- 0.04% |
$468 - $567
|
2.67K
$1.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1- 0.17% |
$468 - $567
|
589
$352K
|
|
|
Jul 30, 2025
Q2 2025
|
Darrow Company, Inc.
|
SELL
|
- |
-1- 0.06% |
$468 - $567
|
1.73K
$1.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1- 0.08% |
$468 - $567
|
1.24K
$743K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-2- 0.14% |
$936 - $1.13K
|
1.47K
$880K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
SELL
|
- |
-3- 0.5% |
$1.4K - $1.7K
|
600
$359K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-3- 1.41% |
$1.4K - $1.7K
|
210
$126K
|
|
|
Aug 08, 2025
Q2 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-3- 0.24% |
$1.4K - $1.7K
|
1.25K
$747K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-4- 0.33% |
$1.87K - $2.27K
|
1.22K
$727K
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-4- 0.58% |
$1.87K - $2.27K
|
690
$413K
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-4- 0.02% |
$1.87K - $2.27K
|
19.1K
$11.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-4- 0.2% |
$1.87K - $2.27K
|
1.96K
$1.17M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-4- 0.28% |
$1.87K - $2.27K
|
1.45K
$865K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-4- 0.05% |
$1.87K - $2.27K
|
7.68K
$4.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-4- 0.46% |
$1.87K - $2.27K
|
857
$513K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.54% |
$1.87K - $2.27K
|
733
$439K
|
|
|
Aug 06, 2025
Q2 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-5- 0.48% |
$2.34K - $2.83K
|
1.03K
$618K
|
|
|
Aug 14, 2025
Q2 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-5- 0.03% |
$2.34K - $2.83K
|
15.8K
$9.47M
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
SELL
|
- |
-5- 0.05% |
$2.34K - $2.83K
|
10.1K
$6.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-5- 1.07% |
$2.34K - $2.83K
|
461
$276K
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-5- 2.7% |
$2.34K - $2.83K
|
180
$108K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-6- 0.04% |
$2.81K - $3.4K
|
16.4K
$9.79M
|
|
|
Aug 11, 2025
Q2 2025
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
SELL
|
- |
-6- 0.61% |
$2.81K - $3.4K
|
985
$589K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-7- 0.63% |
$3.28K - $3.97K
|
1.11K
$665K
|
|
|
Aug 08, 2025
Q2 2025
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-7- 1.23% |
$3.28K - $3.97K
|
563
$337K
|
|
|
Aug 11, 2025
Q2 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-8- 0.08% |
$3.75K - $4.53K
|
10.6K
$6.33M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-8- 1.57% |
$3.75K - $4.53K
|
500
$299K
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-8- 42.11% |
$3.75K - $4.53K
|
11
$6.58K
|
|
|
Aug 15, 2025
Q2 2025
|
Urban Financial Advisory Corp
Chicago, IL |
SELL
|
- |
-8- 0.65% |
$3.75K - $4.53K
|
1.23K
$735K
|
|
|
Aug 13, 2025
Q2 2025
|
American Money Management, LLC
|
SELL
|
- |
-8- 0.52% |
$3.75K - $4.53K
|
1.53K
$913K
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-9- 5.49% |
$4.21K - $5.1K
|
155
$92.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-9- 3.36% |
$4.21K - $5.1K
|
259
$155K
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-9- 0.45% |
$4.21K - $5.1K
|
1.97K
$1.18M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-9- 0.64% |
$4.21K - $5.1K
|
1.4K
$839K
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-10- 0.85% |
$4.68K - $5.67K
|
1.17K
$702K
|