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 |
|---|---|---|---|---|---|
| Newport Capital Group, LLC | 7,325 | $359.7 萬 | 2.85% | +240+3.4% | 加碼 |
| Bay Rivers Group | 7,214 | $354.2 萬 | 2.51% | +12+0.2% | 加碼 |
| Keybank National Association | 7,198 | $353.4 萬 | 0.02% | −184−2.5% | 減碼 |
| Oppenheimer & Co Inc | 6,891 | $338.4 萬 | 0.06% | −123−1.8% | 減碼 |
| Resonant Capital Advisors, LLC | 6,847 | $337.1 萬 | 0.65% | −923−11.9% | 減碼 |
| Glen Eagle Advisors, LLC | 6,830 | $335.4 萬 | 1.04% | +155+2.3% | 加碼 |
| Segall Bryant & Hamill, LLC | 6,825 | $335.1 萬 | 0.03% | −175−2.5% | 減碼 |
| Ballentine Partners, LLC | 6,805 | $334.1 萬 | 0.12% | 00.0% | 不變 |
| Meridian Wealth Management, LLC | 6,800 | $333.9 萬 | 0.43% | +117+1.8% | 加碼 |
| Summit Wealth Partners, LLC | 6,792 | $333.5 萬 | 0.80% | +10.0% | 加碼 |
| Novak Financial Planning, LLC | 6,774 | $332.6 萬 | 1.63% | −198−2.8% | 減碼 |
| St. Johns Investment Management Company, LLC | 6,770 | $332.4 萬 | 1.81% | −59−0.9% | 減碼 |
| Gould Asset Management LLC | 6,661 | $327.1 萬 | 0.93% | +100+1.5% | 加碼 |
| Bristlecone Advisors, LLC | 6,616 | $324.8 萬 | 0.44% | −68−1.0% | 減碼 |
| Disciplined Investments, LLC | 6,585 | $323.3 萬 | 1.66% | −76−1.1% | 減碼 |
| Personal Wealth Partners | 6,555 | $321.9 萬 | 1.30% | −139−2.1% | 減碼 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 6,744 | $321.4 萬 | 1.38% | +80+1.2% | 加碼 |
| Naples Global Advisors, LLC | 6,452 | $316.8 萬 | 0.44% | −10.0% | 減碼 |
| Courier Capital LLC | 6,411 | $314.8 萬 | 0.30% | 00.0% | 不變 |
| Northstar Asset Management LLC | 6,355 | $312.0 萬 | 0.82% | −120−1.9% | 減碼 |
| Keystone Financial Group | 6,313 | $310.0 萬 | 0.56% | 00.0% | 不變 |
| Sepio Capital, LP | 6,300 | $309.3 萬 | 0.26% | 00.0% | 不變 |
| Benchmark Financial Wealth Advisors, LLC | 6,298 | $309.2 萬 | 1.48% | +149+2.4% | 加碼 |
| West Paces Advisors Inc. | 6,287 | $308.7 萬 | 1.13% | 00.0% | 不變 |
| Pegasus Asset Management, Inc. | 6,235 | $306.1 萬 | 1.43% | −5−0.1% | 減碼 |
| Intercontinental Wealth Advisors, LLC | 6,211 | $305.0 萬 | 0.60% | −263−4.1% | 減碼 |
| Allworth Financial LP | 6,193 | $304.1 萬 | 0.06% | −508−7.6% | 減碼 |
| Homrich & Berg | 6,107 | $299.9 萬 | 0.07% | +1,169+23.7% | 加碼 |
| B. Riley Wealth Management, Inc. | 6,070 | $298.0 萬 | 0.33% | +858+16.5% | 加碼 |
| Charter Research & Investment Group, Inc. | 6,061 | $297.6 萬 | 2.47% | −41−0.7% | 減碼 |
| JMG Financial Group, Ltd. | 5,981 | $293.7 萬 | 0.17% | −40−0.7% | 減碼 |
| Baron Financial Group, LLC | 5,970 | $293.2 萬 | 1.82% | −300−4.8% | 減碼 |
| Wealthcare Advisory Partners LLC | 5,960 | $292.7 萬 | 0.20% | −162−2.6% | 減碼 |
| Private Asset Management Inc | 5,871 | $288.3 萬 | 0.38% | −324−5.2% | 減碼 |
| Asset Management Group, Inc. | 5,693 | $279.5 萬 | 0.58% | +9+0.2% | 加碼 |
| Whalerock Point Partners, LLC | 5,645 | $277.2 萬 | 1.07% | 00.0% | 不變 |
| High Falls Advisors, Inc | 5,630 | $276.4 萬 | 0.74% | −30−0.5% | 減碼 |
| Shoker Investment Counsel, Inc. | 5,625 | $276.2 萬 | 1.38% | +7+0.1% | 加碼 |
| Regents of the University of California | 5,600 | $275.0 萬 | 0.35% | 00.0% | 不變 |
| Founders Financial Securities LLC | 5,581 | $274.0 萬 | 0.54% | −83−1.5% | 減碼 |
| Element Wealth, LLC | 5,571 | $273.5 萬 | 2.13% | −51−0.9% | 減碼 |
| Connecticut Wealth Management, LLC | 5,567 | $273.4 萬 | 0.24% | +5,567 | 新進 |
| Mercer Global Advisors Inc | 5,559 | $273.0 萬 | 0.02% | +281+5.3% | 加碼 |
| Deutsche Bank AG | 5,555 | $272.8 萬 | 0.00% | 00.0% | 不變 |
| Port Capital LLC | 5,504 | $270.3 萬 | 0.14% | 00.0% | 不變 |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 5,487 | $269.4 萬 | 0.67% | +299+5.8% | 加碼 |
| Eldridge Investment Advisors, Inc. | 5,441 | $267.2 萬 | 0.97% | −90−1.6% | 減碼 |
| Sage Financial Management Group, Inc. | 5,401 | $265.2 萬 | 2.42% | +666+14.1% | 加碼 |
| CFS Investment Advisory Services, LLC | 5,401 | $265.2 萬 | 2.42% | +5,401 | 新進 |
| Winthrop Advisory Group LLC | 5,399 | $265.1 萬 | 0.60% | −77−1.4% | 減碼 |
| Northwest Bancshares, Inc. | 5,316 | $261.0 萬 | 0.59% | −305−5.4% | 減碼 |
| Matrix Asset Advisors Inc | 5,289 | $259.7 萬 | 0.37% | +104+2.0% | 加碼 |
| American Institute for Advanced Investment Management, LLP | 5,231 | $256.8 萬 | 1.81% | −60−1.1% | 減碼 |
| Avalon Investment & Advisory | 5,206 | $255.6 萬 | 0.06% | +526+11.2% | 加碼 |
| Capital Bank & Trust Co | 5,184 | $254.6 萬 | 0.03% | −728−12.3% | 減碼 |
| Cambridge Trust Co | 5,181 | $254.4 萬 | 0.10% | −260−4.8% | 減碼 |
| Hoylecohen, LLC | 5,142 | $252.5 萬 | 0.24% | −10−0.2% | 減碼 |
| Gilman Hill Asset Management, LLC | 5,073 | $249.1 萬 | 0.64% | 00.0% | 不變 |
| Spinnaker Trust | 5,033 | $247.1 萬 | 0.17% | −4−0.1% | 減碼 |
| Fiduciary Trust Co | 5,033 | $247.1 萬 | 0.05% | +1,108+28.2% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 5,022 | $246.6 萬 | 0.67% | 00.0% | 不變 |
| Centaurus Financial, Inc. | 4,984 | $244.7 萬 | 0.21% | −466−8.6% | 減碼 |
| Resources Investment Advisors, LLC. | 4,973 | $244.2 萬 | 0.10% | −23−0.5% | 減碼 |
| Ieq Capital, LLC | 4,944 | $242.7 萬 | 0.07% | +4,225+587.6% | 加碼 |
| Argent Trust Co | 4,919 | $241.5 萬 | 0.16% | −13−0.3% | 減碼 |
| First Citizens Bank & Trust Co | 4,895 | $240.3 萬 | 0.11% | +37+0.8% | 加碼 |
| Penobscot Investment Management Company, Inc. | 4,882 | $239.7 萬 | 0.36% | −182−3.6% | 減碼 |
| PFG Advisors | 4,880 | $239.6 萬 | 0.27% | −208−4.1% | 減碼 |
| Lido Advisors, LLC | 4,854 | $239.0 萬 | 0.06% | −600−11.0% | 減碼 |
| Calton & Associates, Inc. | 4,839 | $237.6 萬 | 0.45% | +66+1.4% | 加碼 |
| Spire Wealth Management | 4,834 | $237.4 萬 | 0.06% | −952−16.5% | 減碼 |
| Cullen/Frost Bankers, Inc. | 4,784 | $234.9 萬 | 0.05% | −135−2.7% | 減碼 |
| Financial Architects, Inc | 4,740 | $232.8 萬 | 0.34% | −65−1.4% | 減碼 |
| Putnam Investments LLC | 4,742 | $232.8 萬 | 0.00% | +1,557+48.9% | 加碼 |
| J.W. Cole Advisors, Inc. | 4,735 | $232.5 萬 | 0.18% | −1,190−20.1% | 減碼 |
| Cresset Asset Management, LLC | 4,689 | $230.9 萬 | 0.03% | +558+13.5% | 加碼 |
| Hudson Valley Investment Advisors Inc | 4,602 | $226.0 萬 | 0.39% | −140−3.0% | 減碼 |
| Twin Tree Management, LP | 4,593 | $225.5 萬 | 0.07% | +4,593 | 新進 |
| Davidson Trust Co | 4,538 | $222.8 萬 | 1.74% | 00.0% | 不變 |
| Triumph Capital Management | 4,598 | $222.6 萬 | 1.30% | +4,598 | 新進 |
| CWM, LLC | 4,524 | $222.1 萬 | 0.02% | 00.0% | 不變 |
| Coastline Trust Co | 4,489 | $220.4 萬 | 0.27% | −117−2.5% | 減碼 |
| Global Retirement Partners, LLC | 4,478 | $219.9 萬 | 0.23% | +8+0.2% | 加碼 |
| Element Pointe Advisors, LLC | 4,500 | $219.5 萬 | 0.66% | 00.0% | 不變 |
| Tiemann Investment Advisors, LLC | 4,442 | $218.1 萬 | 1.02% | −170−3.7% | 減碼 |
| AXA S.A. | 4,436 | $217.8 萬 | 0.01% | +243+5.8% | 加碼 |
| New England Private Wealth Advisors LLC | 4,410 | $216.5 萬 | 0.41% | +202+4.8% | 加碼 |
| LeJeune Puetz Investment Counsel LLC | 4,407 | $216.4 萬 | 0.80% | −157−3.4% | 減碼 |
| Braun Stacey Associates Inc | 4,374 | $214.7 萬 | 0.08% | −36−0.8% | 減碼 |
| Wealthstar Advisors, LLC | 4,370 | $213.7 萬 | 0.82% | +4,370 | 新進 |
| Merriman Wealth Management, LLC | 4,351 | $213.6 萬 | 0.18% | −1,678−27.8% | 減碼 |
| Spectrum Management Group, LLC | 4,343 | $213.2 萬 | 0.37% | 00.0% | 不變 |
| Cambridge Associates LLC | 4,339 | $213.0 萬 | 0.18% | 00.0% | 不變 |
| Cambridge Advisors Inc. | 4,309 | $211.6 萬 | 0.51% | +35+0.8% | 加碼 |
| Nwam LLC | 4,277 | $210.0 萬 | 0.19% | −59−1.4% | 減碼 |
| Harbor Advisory Corp | 4,277 | $210.0 萬 | 0.95% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 4,232 | $207.8 萬 | 0.11% | 00.0% | 不變 |
| Kelman-Lazarov, Inc. | 4,201 | $206.3 萬 | 0.72% | −344−7.6% | 減碼 |
| ZWJ Investment Counsel Inc | 4,190 | $205.7 萬 | 0.12% | +399+10.5% | 加碼 |
| Lowe Wealth Advisors, LLC | 4,184 | $205.5 萬 | 0.98% | −34−0.8% | 減碼 |