Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Adirondack Trust CO
|
BUY
|
- |
88+ 0.85% |
$49.9K - $53.4K
|
10.5K
$6.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
88+ 1.11% |
$49.9K - $53.4K
|
8.05K
$4.77M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
86+ 1.24% |
$48.8K - $52.2K
|
7.02K
$4.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
85+ 1.24% |
$48.2K - $51.6K
|
6.91K
$4.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
83+ 11.37% |
$47.1K - $50.4K
|
813
$482K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
82New |
$46.5K - $49.8K
|
82
$48.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
78+ 12.98% |
$44.2K - $47.4K
|
679
$402K
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
74+ 10.9% |
$42K - $44.9K
|
753
$446K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
70New |
$39.7K - $42.5K
|
70
$41.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
69+ 14.26% |
$39.1K - $41.9K
|
553
$328K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
69New |
$39.1K - $41.9K
|
69
$40.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Ti Trust, Inc
|
BUY
|
- |
68+ 0.73% |
$38.6K - $41.3K
|
9.45K
$5.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
56+ 3.99% |
$31.8K - $34K
|
1.46K
$864K
|
|
|
Oct 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
55+ 1.99% |
$31.2K - $33.4K
|
2.82K
$1.67M
|
|
|
Oct 21, 2025
Q3 2025
|
First City Capital Management, Inc.
|
BUY
|
- |
54+ 3.78% |
$30.6K - $32.8K
|
1.48K
$878K
|
|
|
Oct 29, 2025
Q3 2025
|
Providence First Trust CO
|
BUY
|
- |
51+ 3.26% |
$28.9K - $31K
|
1.62K
$958K
|
|
|
Oct 27, 2025
Q3 2025
|
Arcadia Investment Management Corp
|
BUY
|
- |
50+ 9.26% |
$28.4K - $30.4K
|
590
$350K
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
50+ 5.45% |
$28.4K - $30.4K
|
967
$573K
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
45+ 12.61% |
$25.5K - $27.3K
|
402
$238K
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
45+ 1.08% |
$25.5K - $27.3K
|
4.2K
$2.49M
|
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
45+ 2.88% |
$25.5K - $27.3K
|
1.61K
$951K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
41+ 7.82% |
$23.3K - $24.9K
|
565
$335K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
40+ 7.39% |
$22.7K - $24.3K
|
581
$344K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
38+ 0.75% |
$21.5K - $23.1K
|
5.12K
$3.03M
|
|
|
Oct 23, 2025
Q3 2025
|
Cortland Associates Inc
|
BUY
|
- |
36+ 6.62% |
$20.4K - $21.9K
|
580
$344K
|
|
|
Oct 08, 2025
Q3 2025
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
36+ 3.03% |
$20.4K - $21.9K
|
1.23K
$727K
|
|
|
Oct 16, 2025
Q3 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
36+ 0.83% |
$20.4K - $21.9K
|
4.36K
$2.58M
|
|
|
Oct 07, 2025
Q3 2025
|
Bay Rivers Group
|
BUY
|
- |
34+ 0.43% |
$19.3K - $20.7K
|
7.9K
$4.68M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
33+ 0.32% |
$18.7K - $20K
|
10.3K
$6.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
33+ 110.0% |
$18.7K - $20K
|
63
$37.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
32+ 8.4% |
$18.1K - $19.4K
|
413
$245K
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
31+ 0.3% |
$17.6K - $18.8K
|
10.4K
$6.18M
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
30+ 0.46% |
$17K - $18.2K
|
6.52K
$3.87M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
30New |
$17K - $18.2K
|
30
$17.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
30+ 125.0% |
$17K - $18.2K
|
54
$32K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
29+ 2.31% |
$16.4K - $17.6K
|
1.29K
$763K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
28+ 6.7% |
$15.9K - $17K
|
446
$264K
|
|
|
Oct 16, 2025
Q3 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
28+ 1.4% |
$15.9K - $17K
|
2.03K
$1.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
26+ 1.81% |
$14.7K - $15.8K
|
1.47K
$868K
|
|
|
Oct 24, 2025
Q3 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
25New |
$14.2K - $15.2K
|
25
$14.8K
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
24New |
$13.6K - $14.6K
|
24
$14.2K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
21+ 0.3% |
$11.9K - $12.8K
|
6.94K
$4.11M
|
|
|
Oct 23, 2025
Q3 2025
|
Cypress Capital, LLC
|
BUY
|
- |
20+ 1.84% |
$11.3K - $12.1K
|
1.11K
$656K
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
16New |
$9.07K - $9.72K
|
16
$9.48K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.37% |
$9.07K - $9.72K
|
4.35K
$2.58M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
14+ 1.91% |
$7.94K - $8.5K
|
747
$443K
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
13+ 0.18% |
$7.37K - $7.9K
|
7.27K
$4.31M
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
13+ 0.94% |
$7.37K - $7.9K
|
1.4K
$832K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
11+ 0.78% |
$6.24K - $6.68K
|
1.43K
$846K
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
BUY
|
- |
10+ 0.56% |
$5.67K - $6.07K
|
1.79K
$1.06M
|