SPDR S&P Midcap 400 ETF Trust
MDY- 交易所
- NYSE
- SEC CIK
- 0000936958
近 90 天，SPDR S&P Midcap 400 ETF Trust 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 1,542 家機構在 13F 申報持有，市值合計 $173.3 億；沒有大師持有。
2021 年第 2 季 13F 持有人
SPDR S&P Midcap 400 ETF Trust 在 2021/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,037
- 較 2021 年第 1 季 +21 家
- 持有股數
- 2,608 萬
- 較 2021 年第 1 季 +37.1 萬 (+1.4%)
- 總市值
- $128.4 億
- 較 2021 年第 1 季 +$5.79 億 (+4.7%)
- 新進機構
- 80
- 另有 267 家加碼
- 清倉機構
- 59
- 另有 368 家減碼
另有 10 家機構在 2021 年第 1 季持有、還沒有申報 2021 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 MDY 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1,542 | $173.3 億 |
| 2026 年第 1 季 | 1,455 | $153.1 億 |
| 2025 年第 4 季 | 1,438 | $153.2 億 |
| 2025 年第 3 季 | 1,369 | $150.4 億 |
| 2025 年第 2 季 | 1,351 | $142.0 億 |
| 2025 年第 1 季 | 1,361 | $133.9 億 |
| 2024 年第 4 季 | 1,409 | $150.9 億 |
| 2024 年第 3 季 | 1,319 | $140.5 億 |
| 2024 年第 2 季 | 1,293 | $131.8 億 |
| 2024 年第 1 季 | 1,297 | $139.3 億 |
| 2023 年第 4 季 | 1,235 | $138.6 億 |
| 2023 年第 3 季 | 1,159 | $125.5 億 |
| 2023 年第 2 季 | 1,155 | $118.9 億 |
| 2023 年第 1 季 | 1,137 | $113.0 億 |
| 2022 年第 4 季 | 1,147 | $110.6 億 |
| 2022 年第 3 季 | 1,052 | $95.4 億 |
| 2022 年第 2 季 | 1,040 | $101.5 億 |
| 2022 年第 1 季 | 1,101 | $122.0 億 |
| 2021 年第 4 季 | 1,126 | $136.7 億 |
| 2021 年第 3 季 | 1,023 | $123.9 億 |
| 2021 年第 2 季 | 1,037 | $128.4 億 |
| 2021 年第 1 季 | 1,026 | $122.7 億 |
2021 年第 2 季持有機構
每家機構持有 SPDR S&P Midcap 400 ETF Trust 的股數、市值與佔組合比重；股數變化跟 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Arthur M. Cohen & Associates, LLC | 1,809 | $88.8 萬 | 0.18% | +1+0.1% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 1,833 | $90.0 萬 | 0.09% | +574+45.6% | 加碼 |
| Paragon Capital Management Ltd | 1,837 | $90.2 萬 | 0.42% | −6−0.3% | 減碼 |
| Beacon Financial Advisory LLC | 1,877 | $92.2 萬 | 0.50% | +1+0.1% | 加碼 |
| Eastern Bank | 1,881 | $92.4 萬 | 0.05% | 00.0% | 不變 |
| Maltin Wealth Management, Inc. | 1,881 | $92.4 萬 | 0.56% | +2+0.1% | 加碼 |
| First Business Financial Services, Inc. | 1,888 | $92.7 萬 | 0.11% | −5−0.3% | 減碼 |
| Private Wealth Group, LLC | 1,887 | $92.7 萬 | 0.61% | 00.0% | 不變 |
| Frisch Financial Group, Inc. | 1,898 | $93.3 萬 | 0.29% | −75−3.8% | 減碼 |
| Marshall Wace, LLP | 1,945 | $95.5 萬 | 0.01% | +1,262+184.8% | 加碼 |
| Joel Isaacson & Co., LLC | 1,953 | $95.9 萬 | 0.07% | +52+2.7% | 加碼 |
| LCNB Corp | 1,965 | $96.5 萬 | 0.49% | −20−1.0% | 減碼 |
| Prosperity Planning, Inc. | 1,971 | $96.8 萬 | 0.60% | −59−2.9% | 減碼 |
| Highland Capital Management, LLC | 1,988 | $97.6 萬 | 0.06% | +1,988 | 新進 |
| Kingsview Wealth Management, LLC | 1,977 | $97.9 萬 | 0.05% | +450+29.5% | 加碼 |
| Spotlight Asset Group, Inc. | 2,014 | $98.9 萬 | 0.38% | −4,449−68.8% | 減碼 |
| TCTC Holdings, LLC | 2,038 | $100.0 萬 | 0.05% | 00.0% | 不變 |
| Minot Wealth Management LLC | 2,054 | $100.0 萬 | 0.22% | +44+2.2% | 加碼 |
| Pacific Financial Group Inc | 2,045 | $100.4 萬 | 0.69% | +140+7.3% | 加碼 |
| Keebeck Alpha, LP | 2,049 | $100.6 萬 | 0.35% | −110−5.1% | 減碼 |
| White Pine Capital LLC | 2,043 | $100.6 萬 | 0.30% | +202+11.0% | 加碼 |
| Bryn Mawr Trust Co | 2,063 | $101.3 萬 | 0.04% | 00.0% | 不變 |
| CPWM, LLC | 2,066 | $101.4 萬 | 0.08% | −220−9.6% | 減碼 |
| Manchester Capital Management LLC | 2,078 | $102.0 萬 | 0.14% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 2,073 | $102.1 萬 | 0.09% | −103−4.7% | 減碼 |
| Clifford Swan Investment Counsel LLC | 2,091 | $102.1 萬 | 0.04% | 00.0% | 不變 |
| Cozad Asset Management Inc | 2,112 | $103.7 萬 | 0.16% | +42+2.0% | 加碼 |
| Financial & Tax Architects, LLC | 2,112 | $103.7 萬 | 0.51% | −19,136−90.1% | 減碼 |
| Shufro Rose & Co LLC | 2,139 | $105.0 萬 | 0.08% | 00.0% | 不變 |
| Frank, Rimerman Advisors LLC | 2,164 | $106.3 萬 | 0.42% | 00.0% | 不變 |
| Baystate Wealth Management LLC | 2,180 | $107.1 萬 | 0.11% | +604+38.3% | 加碼 |
| Providence First Trust Co | 2,207 | $108.4 萬 | 0.51% | −100−4.3% | 減碼 |
| D.A. Davidson & Co. | 2,247 | $110.3 萬 | 0.01% | +67+3.1% | 加碼 |
| Legacy Wealth Management, LLC | 2,250 | $110.5 萬 | 0.61% | 00.0% | 不變 |
| Hoover Financial Advisors, Inc. | 2,251 | $110.5 萬 | 0.20% | 00.0% | 不變 |
| Glassman Wealth Services | 2,256 | $110.8 萬 | 0.23% | 00.0% | 不變 |
| Connolly Sarah T. | 2,285 | $112.2 萬 | 0.92% | −57−2.4% | 減碼 |
| GFS Advisors, LLC | 2,298 | $112.8 萬 | 0.25% | −70−3.0% | 減碼 |
| Slow Capital, Inc. | 2,300 | $112.9 萬 | 0.21% | +2,300 | 新進 |
| AlphaStar Capital Management, LLC | 2,312 | $113.0 萬 | 0.14% | +1,767+324.2% | 加碼 |
| First National Bank of Mount Dora, Trust Investment Services | 2,303 | $113.1 萬 | 0.37% | −85−3.6% | 減碼 |
| Parsons Capital Management Inc | 2,317 | $113.8 萬 | 0.09% | −79−3.3% | 減碼 |
| Howe & Rusling Inc | 2,319 | $113.9 萬 | 0.14% | 00.0% | 不變 |
| Encompass Wealth Advisors, LLC | 2,370 | $116.3 萬 | 0.29% | 00.0% | 不變 |
| Blue Barn Wealth, LLC | 2,374 | $116.6 萬 | 1.20% | +2,374 | 新進 |
| Tiedemann Advisors, LLC | 2,431 | $119.7 萬 | 0.05% | 00.0% | 不變 |
| GM Advisory Group, Inc. | 2,445 | $120.0 萬 | 0.12% | +10.0% | 加碼 |
| Sigma Investment Counselors Inc | 2,452 | $120.4 萬 | 0.09% | 00.0% | 不變 |
| Aspen Investment Management Inc | 2,479 | $121.7 萬 | 0.64% | +876+54.6% | 加碼 |
| Bank of Nova Scotia | 2,500 | $122.8 萬 | 0.00% | 00.0% | 不變 |
| Wesbanco Bank Inc | 2,522 | $123.8 萬 | 0.05% | −142−5.3% | 減碼 |
| Granite Investment Advisors, LLC | 2,542 | $124.8 萬 | 0.20% | −75−2.9% | 減碼 |
| Beaumont Financial Partners, LLC | 2,571 | $126.2 萬 | 0.10% | −140−5.2% | 減碼 |
| TruWealth Advisors, LLC | 2,577 | $126.5 萬 | 0.15% | −1,004−28.0% | 減碼 |
| Baker Avenue Asset Management, LP | 2,579 | $126.6 萬 | 0.07% | −385−13.0% | 減碼 |
| Lenox Wealth Advisors, LLC | 2,581 | $126.7 萬 | 0.16% | −26−1.0% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 2,668 | $131.0 萬 | 0.12% | 00.0% | 不變 |
| HBK Sorce Advisory LLC | 2,682 | $131.7 萬 | 0.07% | −107−3.8% | 減碼 |
| Hall Kathryn A. | 2,698 | $132.5 萬 | 0.42% | 00.0% | 不變 |
| Dowling & Yahnke LLC | 2,714 | $133.2 萬 | 0.08% | −24−0.9% | 減碼 |
| Lyell Wealth Management, LP | 2,711 | $133.5 萬 | 0.17% | −175−6.1% | 減碼 |
| Hardy Reed LLC | 2,775 | $136.3 萬 | 0.24% | 00.0% | 不變 |
| 9258 Wealth Management, LLC | 2,794 | $137.2 萬 | 0.37% | +670+31.5% | 加碼 |
| Marble Harbor Investment Counsel, LLC | 2,800 | $137.5 萬 | 0.18% | 00.0% | 不變 |
| SOL Capital Management CO | 2,858 | $140.3 萬 | 0.28% | −42−1.4% | 減碼 |
| Montecito Bank & Trust | 2,883 | $141.6 萬 | 0.27% | 00.0% | 不變 |
| Jane Street Group, LLC | 2,929 | $143.8 萬 | 0.00% | +2,929 | 新進 |
| Perigon Wealth Management, LLC | 2,955 | $145.1 萬 | 0.13% | −99−3.2% | 減碼 |
| Johnson Financial Group, Inc. | 2,980 | $146.4 萬 | 0.10% | −36−1.2% | 減碼 |
| Aspiriant, LLC | 3,012 | $147.9 萬 | 0.08% | −67−2.2% | 減碼 |
| Quest Capital Management Inc | 3,070 | $150.7 萬 | 0.30% | −62−2.0% | 減碼 |
| Sax Wealth Advisors, LLC | 3,081 | $151.3 萬 | 0.52% | −1,100−26.3% | 減碼 |
| Stephens Inc | 3,084 | $151.4 萬 | 0.02% | −19−0.6% | 減碼 |
| Middleton & Co Inc | 3,091 | $151.8 萬 | 0.16% | 00.0% | 不變 |
| Fieldpoint Private Securities, LLC | 3,063 | $151.9 萬 | 0.33% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 3,094 | $151.9 萬 | 0.04% | +434+16.3% | 加碼 |
| NorthRock Partners, LLC | 3,138 | $154.1 萬 | 0.13% | −314−9.1% | 減碼 |
| Choate Investment Advisors | 3,138 | $154.1 萬 | 0.09% | −125−3.8% | 減碼 |
| Mathes Company, Inc. | 3,150 | $154.7 萬 | 0.56% | −400−11.3% | 減碼 |
| Rockland Trust Co | 3,178 | $156.0 萬 | 0.11% | −748−19.1% | 減碼 |
| United Bank | 3,189 | $156.6 萬 | 0.21% | 00.0% | 不變 |
| Apollon Wealth Management, LLC | 3,202 | $157.2 萬 | 0.28% | −53−1.6% | 減碼 |
| Aldebaran Financial Inc. | 3,188 | $157.8 萬 | 1.39% | −84−2.6% | 減碼 |
| Freestone Capital Holdings, LLC | 3,218 | $158.0 萬 | 0.08% | −506−13.6% | 減碼 |
| Howland Capital Management LLC | 3,218 | $158.0 萬 | 0.08% | 00.0% | 不變 |
| Meridian Investment Counsel Inc. | 3,220 | $158.1 萬 | 0.56% | −11−0.3% | 減碼 |
| Laird Norton Trust Company, LLC | 3,228 | $158.4 萬 | 0.17% | −405−11.1% | 減碼 |
| Rinet Co LLC | 3,225 | $158.4 萬 | 0.30% | +128+4.1% | 加碼 |
| Sawgrass Asset Management LLC | 3,287 | $161.4 萬 | 0.14% | −15−0.5% | 減碼 |
| Paradigm, Strategies in Wealth Management, LLC | 3,314 | $162.7 萬 | 1.46% | −9−0.3% | 減碼 |
| North Star Investment Management Corp. | 3,313 | $162.7 萬 | 0.13% | 00.0% | 不變 |
| Texas Capital Bank Wealth Management Services Inc | 3,324 | $163.2 萬 | 0.20% | 00.0% | 不變 |
| Bremer Bank National Association | 3,346 | $164.3 萬 | 0.35% | −140−4.0% | 減碼 |
| Regions Financial Corp | 3,365 | $165.2 萬 | 0.01% | +21+0.6% | 加碼 |
| Capital Planning Advisors, LLC | 3,375 | $165.7 萬 | 0.34% | 00.0% | 不變 |
| McKinley Carter Wealth Services, Inc. | 3,393 | $166.6 萬 | 0.14% | 00.0% | 不變 |
| Old Mission Capital LLC | 3,395 | $166.7 萬 | 0.06% | +1,481+77.4% | 加碼 |
| IHT Wealth Management, LLC | 3,409 | $167.4 萬 | 0.11% | +2,771+434.3% | 加碼 |
| WealthBridge Capital Management, LLC | 3,414 | $167.6 萬 | 0.61% | 00.0% | 不變 |
| Proficio Capital Partners LLC | 3,415 | $167.7 萬 | 0.20% | 00.0% | 不變 |