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 31, 2025
Q3 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
9+ 0.18% |
$5.1K - $5.47K
|
4.96K
$2.94M
|
|
|
Oct 10, 2025
Q3 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
9+ 0.33% |
$5.1K - $5.47K
|
2.73K
$1.62M
|
|
|
Oct 16, 2025
Q3 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
9+ 2.1% |
$5.1K - $5.47K
|
437
$259K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
9+ 1.09% |
$5.1K - $5.47K
|
838
$497K
|
|
|
Nov 03, 2025
Q3 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
9+ 1.05% |
$5.1K - $5.47K
|
864
$512K
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
9+ 0.33% |
$5.1K - $5.47K
|
2.78K
$1.65M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
8+ 0.09% |
$4.54K - $4.86K
|
8.54K
$5.06M
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
8+ 0.35% |
$4.54K - $4.86K
|
2.27K
$1.35M
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
8+ 1.19% |
$4.54K - $4.86K
|
681
$404K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
8New |
$4.54K - $4.86K
|
8
$4.74K
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
8+ 0.21% |
$4.54K - $4.86K
|
3.79K
$2.24M
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
8+ 0.32% |
$4.54K - $4.86K
|
2.55K
$1.51M
|
|
|
Oct 28, 2025
Q3 2025
|
Cypress Capital Advisors, LLC
Franklin, TN |
BUY
|
- |
7+ 0.77% |
$3.97K - $4.25K
|
920
$545K
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
6+ 0.29% |
$3.4K - $3.64K
|
2.07K
$1.23M
|
|
|
Nov 03, 2025
Q3 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
6+ 0.23% |
$3.4K - $3.64K
|
2.64K
$1.56M
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
BUY
|
- |
5+ 1.02% |
$2.84K - $3.04K
|
497
$295K
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
5+ 1.07% |
$2.84K - $3.04K
|
474
$281K
|
|
|
Nov 03, 2025
Q3 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
5+ 0.33% |
$2.84K - $3.04K
|
1.52K
$900K
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
5+ 0.19% |
$2.84K - $3.04K
|
2.71K
$1.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4+ 0.82% |
$2.27K - $2.43K
|
494
$293K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
4+ 0.28% |
$2.27K - $2.43K
|
1.45K
$859K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4+ 0.25% |
$2.27K - $2.43K
|
1.6K
$949K
|
|
|
Oct 23, 2025
Q3 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
4+ 0.21% |
$2.27K - $2.43K
|
1.89K
$1.12M
|
|
|
Oct 10, 2025
Q3 2025
|
Marion Wealth Management
|
BUY
|
- |
3+ 0.27% |
$1.7K - $1.82K
|
1.11K
$657K
|
|
|
Oct 22, 2025
Q3 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
3+ 0.19% |
$1.7K - $1.82K
|
1.61K
$953K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
2+ 0.19% |
$1.13K - $1.21K
|
1.05K
$624K
|
|
|
Oct 31, 2025
Q3 2025
|
Redw Wealth LLC
|
BUY
|
- |
2+ 0.35% |
$1.13K - $1.21K
|
579
$343K
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
2+ 0.11% |
$1.13K - $1.21K
|
1.76K
$1.04M
|
|
|
Oct 17, 2025
Q3 2025
|
Shaker Investments LLC
|
BUY
|
- |
2+ 0.33% |
$1.13K - $1.21K
|
612
$363K
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.26% |
$567 - $607
|
392
$232K
|
|
|
Oct 22, 2025
Q3 2025
|
Wp Advisors, LLC
|
BUY
|
- |
1+ 0.18% |
$567 - $607
|
551
$327K
|
|
|
Oct 17, 2025
Q3 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.07% |
$567 - $607
|
1.43K
$847K
|
|
|
Oct 06, 2025
Q3 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1+ 0.06% |
$567 - $607
|
1.64K
$969K
|
|
|
Oct 30, 2025
Q3 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
1+ 0.25% |
$567 - $607
|
396
$235K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1+ 0.19% |
$567 - $607
|
534
$317K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1+ 0.13% |
$567 - $607
|
784
$465K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1+ 0.53% |
$567 - $607
|
189
$112K
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1+ 0.04% |
$567 - $607
|
2.51K
$1.48M
|
|
|
Nov 03, 2025
Q3 2025
|
Field & Main Bank
|
BUY
|
- |
1+ 0.14% |
$567 - $607
|
714
$423K
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1+ 0.23% |
$567 - $607
|
436
$258K
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1+ 0.26% |
$567 - $607
|
387
$229K
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1+ 0.11% |
$567 - $607
|
932
$552K
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1+ 0.07% |
$567 - $607
|
1.5K
$891K
|
|
|
Oct 08, 2025
Q3 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
1+ 0.07% |
$567 - $607
|
1.38K
$819K
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
1+ 0.11% |
$567 - $607
|
895
$530K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.1% |
$567 - $607
|
1.01K
$599K
|
|
|
Oct 15, 2025
Q3 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1+ 0.1% |
$567 - $607
|
1.02K
$602K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
1+ 0.23% |
$567 - $607
|
432
$256K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1- 0.01% |
$567 - $607
|
16.8K
$9.94M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-1- 0.05% |
$567 - $607
|
1.93K
$1.14M
|