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
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-216- 3.48% |
$122K - $131K
|
5.98K
$3.55M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-220- 2.32% |
$125K - $134K
|
9.25K
$5.48M
|
|
|
Oct 14, 2025
Q3 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-223- 3.6% |
$126K - $135K
|
5.98K
$3.54M
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-230- 13.95% |
$130K - $140K
|
1.42K
$841K
|
|
|
Oct 01, 2025
Q3 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-237- 1.46% |
$134K - $144K
|
16K
$9.51M
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-245- 1.78% |
$139K - $149K
|
13.5K
$7.99M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-253- 4.91% |
$143K - $154K
|
4.9K
$2.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-257- 11.08% |
$146K - $156K
|
2.06K
$1.22M
|
|
|
Oct 16, 2025
Q3 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-266- 21.06% |
$151K - $162K
|
997
$591K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-269- 2.85% |
$153K - $163K
|
9.18K
$5.44M
|
|
|
Nov 03, 2025
Q3 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-273- 42.79% |
$155K - $166K
|
365
$216K
|
|
|
Oct 30, 2025
Q3 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-280- 20.45% |
$159K - $170K
|
1.09K
$645K
|
|
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
SELL
|
- |
-282- 29.56% |
$160K - $171K
|
672
$398K
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-284- 5.61% |
$161K - $172K
|
4.78K
$2.83M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-286- 9.21% |
$162K - $174K
|
2.82K
$1.67M
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-290- 3.19% |
$164K - $176K
|
8.81K
$5.22M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-306- 3.39% |
$174K - $186K
|
8.72K
$5.17M
|
|
|
Oct 14, 2025
Q3 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-314- 1.94% |
$178K - $191K
|
15.9K
$9.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-347- 14.62% |
$197K - $211K
|
2.03K
$1.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-357- 5.3% |
$202K - $217K
|
6.37K
$3.78M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-364- 3.4% |
$206K - $221K
|
10.3K
$6.13M
|
|
|
Oct 22, 2025
Q3 2025
|
First Merchants Corp
|
SELL
|
- |
-379- 2.36% |
$215K - $230K
|
15.7K
$9.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-397- 4.26% |
$225K - $241K
|
8.91K
$5.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-405- 4.59% |
$230K - $246K
|
8.42K
$4.99M
|
|
|
Oct 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-410- 27.39% |
$233K - $249K
|
1.09K
$644K
|
|
|
Oct 07, 2025
Q3 2025
|
Renaissance Investment Group LLC
|
SELL
|
- |
-413- 18.17% |
$234K - $251K
|
1.86K
$1.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-419- 6.1% |
$238K - $254K
|
6.45K
$3.82M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-425- 4.4% |
$241K - $258K
|
9.24K
$5.48M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-437- 29.99% |
$248K - $265K
|
1.02K
$605K
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-450- 1.06% |
$255K - $273K
|
41.9K
$24.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-475- 2.87% |
$269K - $289K
|
16.1K
$9.51M
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-480- 28.86% |
$272K - $292K
|
1.18K
$701K
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-481- 29.2% |
$273K - $292K
|
1.17K
$691K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-481- 5.93% |
$273K - $292K
|
7.62K
$4.52M
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-493- 2.61% |
$280K - $299K
|
18.4K
$10.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-501- 10.05% |
$284K - $304K
|
4.49K
$2.66M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-504- 43.22% |
$286K - $306K
|
662
$392K
|
|
|
Oct 15, 2025
Q3 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-504- 9.98% |
$286K - $306K
|
4.55K
$2.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-505- 8.08% |
$286K - $307K
|
5.74K
$3.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-509- 60.02% |
$289K - $309K
|
339
$201K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-512- 16.69% |
$290K - $311K
|
2.56K
$1.51M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-513- 12.18% |
$291K - $312K
|
3.7K
$2.19M
|
|
|
Oct 28, 2025
Q3 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-564- 3.39% |
$320K - $343K
|
16.1K
$9.52M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-571- 2.63% |
$324K - $347K
|
21.1K
$12.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-587- 96.71% |
$333K - $357K
|
20
$11.9K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-590- 27.28% |
$335K - $358K
|
1.57K
$932K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-601- 2.81% |
$341K - $365K
|
20.8K
$12.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-642- 64.91% |
$364K - $390K
|
347
$206K
|
|
|
Oct 14, 2025
Q3 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
SELL
|
- |
-674- 18.21% |
$382K - $409K
|
3.03K
$1.79M
|
|
|
Oct 14, 2025
Q3 2025
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-768- 38.63% |
$436K - $466K
|
1.22K
$723K
|