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 |
|---|---|---|---|---|---|
| Asset Management Group, Inc. | 5,693 | $279.5 萬 | 0.58% | +9+0.2% | 加碼 |
| Private Asset Management Inc | 5,871 | $288.3 萬 | 0.38% | −324−5.2% | 減碼 |
| Wealthcare Advisory Partners LLC | 5,960 | $292.7 萬 | 0.20% | −162−2.6% | 減碼 |
| Baron Financial Group, LLC | 5,970 | $293.2 萬 | 1.82% | −300−4.8% | 減碼 |
| JMG Financial Group, Ltd. | 5,981 | $293.7 萬 | 0.17% | −40−0.7% | 減碼 |
| Charter Research & Investment Group, Inc. | 6,061 | $297.6 萬 | 2.47% | −41−0.7% | 減碼 |
| B. Riley Wealth Management, Inc. | 6,070 | $298.0 萬 | 0.33% | +858+16.5% | 加碼 |
| Homrich & Berg | 6,107 | $299.9 萬 | 0.07% | +1,169+23.7% | 加碼 |
| Allworth Financial LP | 6,193 | $304.1 萬 | 0.06% | −508−7.6% | 減碼 |
| Intercontinental Wealth Advisors, LLC | 6,211 | $305.0 萬 | 0.60% | −263−4.1% | 減碼 |
| Pegasus Asset Management, Inc. | 6,235 | $306.1 萬 | 1.43% | −5−0.1% | 減碼 |
| West Paces Advisors Inc. | 6,287 | $308.7 萬 | 1.13% | 00.0% | 不變 |
| Benchmark Financial Wealth Advisors, LLC | 6,298 | $309.2 萬 | 1.48% | +149+2.4% | 加碼 |
| Sepio Capital, LP | 6,300 | $309.3 萬 | 0.26% | 00.0% | 不變 |
| Keystone Financial Group | 6,313 | $310.0 萬 | 0.56% | 00.0% | 不變 |
| Northstar Asset Management LLC | 6,355 | $312.0 萬 | 0.82% | −120−1.9% | 減碼 |
| Courier Capital LLC | 6,411 | $314.8 萬 | 0.30% | 00.0% | 不變 |
| Naples Global Advisors, LLC | 6,452 | $316.8 萬 | 0.44% | −10.0% | 減碼 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 6,744 | $321.4 萬 | 1.38% | +80+1.2% | 加碼 |
| Personal Wealth Partners | 6,555 | $321.9 萬 | 1.30% | −139−2.1% | 減碼 |
| Disciplined Investments, LLC | 6,585 | $323.3 萬 | 1.66% | −76−1.1% | 減碼 |
| Bristlecone Advisors, LLC | 6,616 | $324.8 萬 | 0.44% | −68−1.0% | 減碼 |
| Gould Asset Management LLC | 6,661 | $327.1 萬 | 0.93% | +100+1.5% | 加碼 |
| St. Johns Investment Management Company, LLC | 6,770 | $332.4 萬 | 1.81% | −59−0.9% | 減碼 |
| Novak Financial Planning, LLC | 6,774 | $332.6 萬 | 1.63% | −198−2.8% | 減碼 |
| Summit Wealth Partners, LLC | 6,792 | $333.5 萬 | 0.80% | +10.0% | 加碼 |
| Meridian Wealth Management, LLC | 6,800 | $333.9 萬 | 0.43% | +117+1.8% | 加碼 |
| Ballentine Partners, LLC | 6,805 | $334.1 萬 | 0.12% | 00.0% | 不變 |
| Segall Bryant & Hamill, LLC | 6,825 | $335.1 萬 | 0.03% | −175−2.5% | 減碼 |
| Glen Eagle Advisors, LLC | 6,830 | $335.4 萬 | 1.04% | +155+2.3% | 加碼 |
| Resonant Capital Advisors, LLC | 6,847 | $337.1 萬 | 0.65% | −923−11.9% | 減碼 |
| Oppenheimer & Co Inc | 6,891 | $338.4 萬 | 0.06% | −123−1.8% | 減碼 |
| Keybank National Association | 7,198 | $353.4 萬 | 0.02% | −184−2.5% | 減碼 |
| Bay Rivers Group | 7,214 | $354.2 萬 | 2.51% | +12+0.2% | 加碼 |
| Newport Capital Group, LLC | 7,325 | $359.7 萬 | 2.85% | +240+3.4% | 加碼 |
| RMR Wealth Builders | 7,345 | $361.6 萬 | 1.19% | −2,730−27.1% | 減碼 |
| Horizon Investments, LLC | 7,484 | $367.5 萬 | 0.11% | +3,571+91.3% | 加碼 |
| Wetherby Asset Management Inc | 7,591 | $372.7 萬 | 0.23% | +224+3.0% | 加碼 |
| Salomon & Ludwin, LLC | 7,592 | $372.8 萬 | 0.59% | +389+5.4% | 加碼 |
| Belpointe Asset Management LLC | 7,604 | $373.4 萬 | 0.27% | −2,546−25.1% | 減碼 |
| Davis R M Inc | 7,818 | $383.9 萬 | 0.10% | −97−1.2% | 減碼 |
| Silvercrest Asset Management Group LLC | 7,833 | $384.6 萬 | 0.03% | −63−0.8% | 減碼 |
| Stephenson National Bank & Trust | 7,840 | $385.0 萬 | 2.50% | −283−3.5% | 減碼 |
| Ameritas Investment Partners, Inc. | 8,045 | $395.0 萬 | 0.14% | −2,000−19.9% | 減碼 |
| CMG Global Holdings, LLC | 8,059 | $395.7 萬 | 2.99% | +233+3.0% | 加碼 |
| First Heartland Consultants, Inc. | 8,194 | $402.3 萬 | 0.61% | +894+12.2% | 加碼 |
| Badgley Phelps & Bell Inc | 8,267 | $405.9 萬 | 0.15% | −154−1.8% | 減碼 |
| Beacon Pointe Advisors, LLC | 8,317 | $408.4 萬 | 0.14% | −60−0.7% | 減碼 |
| ARS Investment Partners, LLC | 8,412 | $413.0 萬 | 0.42% | +127+1.5% | 加碼 |
| Bank of the West | 8,431 | $413.9 萬 | 0.42% | +132+1.6% | 加碼 |
| Equitable Holdings, Inc. | 8,472 | $416.0 萬 | 0.07% | −2,179−20.5% | 減碼 |
| Harvest Investment Services, LLC | 8,479 | $416.3 萬 | 1.75% | +32+0.4% | 加碼 |
| Moloney Securities Asset Management, LLC | 8,521 | $418.4 萬 | 0.76% | +443+5.5% | 加碼 |
| Pettinga Financial Advisors, LLC | 8,546 | $419.6 萬 | 1.12% | −136−1.6% | 減碼 |
| Harbour Investments, Inc. | 8,569 | $420.8 萬 | 0.13% | +98+1.2% | 加碼 |
| Csenge Advisory Group | 8,503 | $421.2 萬 | 0.37% | −606−6.7% | 減碼 |
| Court Place Advisors, LLC | 8,648 | $424.6 萬 | 1.24% | +375+4.5% | 加碼 |
| Empowered Funds, LLC | 8,700 | $427.2 萬 | 0.54% | +8,700 | 新進 |
| GenTrust, LLC | 8,718 | $429.2 萬 | 0.36% | −321−3.6% | 減碼 |
| Evensky & Katz LLC | 8,768 | $430.5 萬 | 0.44% | +9+0.1% | 加碼 |
| Segment Wealth Management, LLC | 8,771 | $430.7 萬 | 0.51% | −10−0.1% | 減碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 8,839 | $434.0 萬 | 2.42% | +61+0.7% | 加碼 |
| IFG Advisory, LLC | 8,879 | $436.0 萬 | 0.49% | −488−5.2% | 減碼 |
| Vantage Financial Partners Ltd., Inc. | 8,929 | $438.4 萬 | 2.44% | −4,696−34.5% | 減碼 |
| Bailard, Inc. | 9,321 | $457.7 萬 | 0.16% | −28−0.3% | 減碼 |
| Sunflower Bank, N.A. | 9,407 | $461.9 萬 | 0.71% | −560−5.6% | 減碼 |
| Madison Asset Management, LLC | 9,490 | $466.0 萬 | 0.06% | +1,645+21.0% | 加碼 |
| Cape Cod Five Cents Savings Bank | 9,581 | $470.5 萬 | 0.49% | −299−3.0% | 減碼 |
| AMG National Trust Bank | 9,805 | $481.4 萬 | 0.15% | −45−0.5% | 減碼 |
| Prospera Financial Services Inc | 9,900 | $486.1 萬 | 0.24% | +101+1.0% | 加碼 |
| RBF Capital, LLC | 10,000 | $491.0 萬 | 0.27% | 00.0% | 不變 |
| Crewe Advisors LLC | 10,006 | $491.3 萬 | 1.22% | −55−0.5% | 減碼 |
| Filbrandt Wealth Management, LLC | 10,067 | $494.3 萬 | 2.80% | −194−1.9% | 減碼 |
| Synovus Financial Corp | 10,072 | $494.5 萬 | 0.05% | +597+6.3% | 加碼 |
| Capital Advantage, Inc. | 10,175 | $499.6 萬 | 1.31% | −50−0.5% | 減碼 |
| Sonata Capital Group Inc | 10,200 | $500.8 萬 | 2.28% | +137+1.4% | 加碼 |
| Diversified Portfolios, Inc. | 10,240 | $502.8 萬 | 1.89% | −234−2.2% | 減碼 |
| Howard Capital Management Inc. | 12,918 | $503.2 萬 | 0.95% | +220+1.7% | 加碼 |
| Nixon Peabody Trust Co | 10,363 | $508.9 萬 | 1.96% | −218−2.1% | 減碼 |
| Mayflower Financial Advisors, LLC | 10,417 | $511.5 萬 | 0.72% | −81−0.8% | 減碼 |
| United Capital Financial Advisers, LLC | 10,435 | $512.4 萬 | 0.03% | −1,350−11.5% | 減碼 |
| Associated Banc-Corp | 10,491 | $515.1 萬 | 0.20% | −5,739−35.4% | 減碼 |
| Wealthspire Advisors, LLC | 10,520 | $516.5 萬 | 0.14% | +101+1.0% | 加碼 |
| Firestone Capital Management | 10,585 | $519.8 萬 | 1.88% | −13−0.1% | 減碼 |
| Renaissance Investment Group LLC | 10,602 | $520.6 萬 | 1.33% | −567−5.1% | 減碼 |
| Waldron Private Wealth LLC | 10,688 | $524.7 萬 | 0.34% | +495+4.9% | 加碼 |
| Central Trust Co | 10,733 | $527.1 萬 | 0.19% | −76−0.7% | 減碼 |
| Baltimore-Washington Financial Advisors, Inc. | 10,814 | $531.0 萬 | 0.49% | −10−0.1% | 減碼 |
| Sigma Planning Corp | 11,083 | $544.2 萬 | 0.16% | −5,513−33.2% | 減碼 |
| Sand Hill Global Advisors, LLC | 11,300 | $554.9 萬 | 0.34% | 00.0% | 不變 |
| Cerity Partners LLC | 11,457 | $562.5 萬 | 0.12% | +621+5.7% | 加碼 |
| Meridian Wealth Advisors, LLC | 11,589 | $569.0 萬 | 1.61% | +294+2.6% | 加碼 |
| Flputnam Investment Management Co | 11,877 | $583.2 萬 | 0.20% | −163−1.4% | 減碼 |
| Raffa Wealth Management, LLC | 11,884 | $583.5 萬 | 2.02% | 00.0% | 不變 |
| Teachers Retirement System of the State of Kentucky | 11,922 | $585.4 萬 | 0.05% | 00.0% | 不變 |
| Balyasny Asset Management LLC | 11,924 | $585.5 萬 | 0.03% | +9,238+343.9% | 加碼 |
| Pegasus Partners Ltd. | 11,946 | $586.6 萬 | 1.14% | −76−0.6% | 減碼 |
| First Horizon Advisors, Inc. | 11,981 | $588.2 萬 | 0.32% | −133−1.1% | 減碼 |
| G&S Capital LLC | 12,022 | $590.3 萬 | 3.10% | −193−1.6% | 減碼 |
| Franklin Resources Inc | 12,076 | $592.9 萬 | 0.00% | −40−0.3% | 減碼 |