Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
48.7K+ 131.6% |
$28.2M - $29.5M
|
85.8K
$50.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Paller Financial Services Inc
Centennial, CO |
BUY
|
- |
9.18KNew |
$5.31M - $5.55M
|
9.18K
$5.38M
|
|
|
Jan 14, 2026
Q4 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
3.81K+ 13.22% |
$2.2M - $2.31M
|
32.6K
$19.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
3.11KNew |
$1.8M - $1.88M
|
3.11K
$1.82M
|
|
|
Jan 12, 2026
Q4 2025
|
Divergent Planning, LLC
|
BUY
|
- |
1.96K+ 2.64% |
$1.13M - $1.18M
|
76.2K
$44.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.33K+ 1.55% |
$766K - $802K
|
87K
$51M
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.08K+ 8.01% |
$624K - $653K
|
14.6K
$8.54M
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
1.08KNew |
$621K - $650K
|
1.08K
$630K
|
|
|
Jan 09, 2026
Q4 2025
|
Clear Trail Advisors, LLC
Houston, TX |
BUY
|
- |
953New |
$551K - $576K
|
953
$559K
|
|
|
Jan 09, 2026
Q4 2025
|
Central Bank & Trust CO
|
BUY
|
- |
773+ 5.49% |
$447K - $467K
|
14.8K
$8.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Harbor Group, Inc.
|
BUY
|
- |
760New |
$439K - $460K
|
760
$445K
|
|
|
Jan 12, 2026
Q4 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
759New |
$439K - $459K
|
759
$445K
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
672New |
$388K - $406K
|
672
$394K
|
|
|
Jan 02, 2026
Q4 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
604+ 3.76% |
$349K - $365K
|
16.6K
$9.76M
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
542+ 67.5% |
$313K - $328K
|
1.35K
$788K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
455+ 2.95% |
$263K - $275K
|
15.9K
$9.31M
|
|
|
Jan 14, 2026
Q4 2025
|
First City Capital Management, Inc.
|
BUY
|
- |
428+ 28.88% |
$247K - $259K
|
1.91K
$1.12M
|
|
|
Jan 15, 2026
Q4 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
405New |
$234K - $245K
|
405
$237K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
346New |
$200K - $209K
|
346
$203K
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
333New |
$192K - $201K
|
333
$195K
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
271+ 2.37% |
$157K - $164K
|
11.7K
$6.86M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
267+ 21.17% |
$154K - $161K
|
1.53K
$896K
|
|
|
Jan 15, 2026
Q4 2025
|
Rockland Trust CO
|
BUY
|
- |
234+ 14.65% |
$135K - $142K
|
1.83K
$1.07M
|
|
|
Jan 07, 2026
Q4 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
219+ 4.62% |
$127K - $132K
|
4.96K
$2.91M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
219+ 38.97% |
$127K - $132K
|
781
$458K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
211+ 2.9% |
$122K - $128K
|
7.48K
$4.38M
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
BUY
|
- |
171+ 13.37% |
$98.8K - $103K
|
1.45K
$850K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
98+ 3.63% |
$56.6K - $59.3K
|
2.8K
$1.64M
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
90New |
$52K - $54.4K
|
90
$52.8K
|
|
|
Jan 07, 2026
Q4 2025
|
Bay Rivers Group
|
BUY
|
- |
77+ 0.98% |
$44.5K - $46.6K
|
7.97K
$4.67M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
77+ 3.42% |
$44.5K - $46.6K
|
2.33K
$1.37M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
66+ 153.49% |
$38.1K - $39.9K
|
109
$63.9K
|
|
|
Jan 14, 2026
Q4 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
57+ 95.0% |
$32.9K - $34.5K
|
117
$68.6K
|
|
|
Jan 13, 2026
Q4 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
50+ 5.79% |
$28.9K - $30.2K
|
914
$536K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
41+ 5.44% |
$23.7K - $24.8K
|
795
$466K
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
38+ 1.35% |
$22K - $23K
|
2.86K
$1.68M
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
20New |
$11.6K - $12.1K
|
20
$11.7K
|
|
|
Jan 15, 2026
Q4 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
18+ 0.49% |
$10.4K - $10.9K
|
3.68K
$2.16M
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
13+ 0.19% |
$7.51K - $7.86K
|
6.93K
$4.06M
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
11+ 2.52% |
$6.36K - $6.65K
|
447
$262K
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
9+ 0.51% |
$5.2K - $5.44K
|
1.77K
$1.04M
|
|
|
Jan 08, 2026
Q4 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
7+ 1.6% |
$4.04K - $4.23K
|
444
$260K
|
|
|
Jan 14, 2026
Q4 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
6+ 0.57% |
$3.47K - $3.63K
|
1.07K
$625K
|
|
|
Jan 12, 2026
Q4 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
6+ 0.3% |
$3.47K - $3.63K
|
2.04K
$1.19M
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
4+ 0.19% |
$2.31K - $2.42K
|
2.07K
$1.21M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3+ 0.28% |
$1.73K - $1.81K
|
1.07K
$628K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.13% |
$1.16K - $1.21K
|
1.5K
$879K
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
2+ 0.04% |
$1.16K - $1.21K
|
5.67K
$3.32M
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1+ 0.23% |
$578 - $605
|
427
$250K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1+ 0.1% |
$578 - $605
|
1.02K
$596K
|
|