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 3 季 13F 持有人
SPDR S&P Midcap 400 ETF Trust 在 2021/9/30 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
- 1,023
- 較 2021 年第 2 季 +4 家
- 持有股數
- 2,572 萬
- 較 2021 年第 2 季 −25.1 萬 (−1.0%)
- 總市值
- $123.9 億
- 較 2021 年第 2 季 −$3.91 億 (−3.1%)
- 新進機構
- 60
- 另有 258 家加碼
- 清倉機構
- 56
- 另有 358 家減碼
另有 18 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Ballentine Partners, LLC | 6,773 | $325.7 萬 | 0.11% | −32−0.5% | 減碼 |
| St. Johns Investment Management Company, LLC | 6,680 | $321.2 萬 | 1.77% | −90−1.3% | 減碼 |
| Meridian Wealth Management, LLC | 6,612 | $317.9 萬 | 0.39% | −188−2.8% | 減碼 |
| Disciplined Investments, LLC | 6,591 | $317.0 萬 | 1.55% | +6+0.1% | 加碼 |
| Bristlecone Advisors, LLC | 6,587 | $316.7 萬 | 0.41% | −29−0.4% | 減碼 |
| Personal Wealth Partners | 6,555 | $315.2 萬 | 1.33% | 00.0% | 不變 |
| Homrich & Berg | 6,499 | $312.5 萬 | 0.07% | +392+6.4% | 加碼 |
| Northstar Asset Management LLC | 6,445 | $309.9 萬 | 0.81% | +90+1.4% | 加碼 |
| Silvercrest Asset Management Group LLC | 6,438 | $309.6 萬 | 0.02% | −1,395−17.8% | 減碼 |
| Benchmark Financial Wealth Advisors, LLC | 6,429 | $309.2 萬 | 1.47% | +131+2.1% | 加碼 |
| Courier Capital LLC | 6,390 | $307.3 萬 | 0.29% | −21−0.3% | 減碼 |
| Naples Global Advisors, LLC | 6,352 | $305.5 萬 | 0.40% | −100−1.5% | 減碼 |
| Intercontinental Wealth Advisors, LLC | 6,341 | $304.9 萬 | 0.71% | +130+2.1% | 加碼 |
| Mercer Global Advisors Inc | 6,333 | $304.5 萬 | 0.02% | +774+13.9% | 加碼 |
| Keystone Financial Group | 6,309 | $303.4 萬 | 0.55% | −4−0.1% | 減碼 |
| Sepio Capital, LP | 6,300 | $303.0 萬 | 0.25% | 00.0% | 不變 |
| West Paces Advisors Inc. | 6,287 | $302.3 萬 | 1.06% | 00.0% | 不變 |
| Pegasus Asset Management, Inc. | 6,210 | $298.6 萬 | 1.37% | −25−0.4% | 減碼 |
| Charter Research & Investment Group, Inc. | 6,068 | $291.8 萬 | 2.42% | +7+0.1% | 加碼 |
| Apollon Wealth Management, LLC | 5,961 | $286.7 萬 | 0.39% | +2,759+86.2% | 加碼 |
| JMG Financial Group, Ltd. | 5,937 | $285.5 萬 | 0.16% | −44−0.7% | 減碼 |
| B. Riley Wealth Management, Inc. | 5,880 | $282.7 萬 | 0.22% | −190−3.1% | 減碼 |
| Private Asset Management Inc | 5,836 | $280.7 萬 | 0.38% | −35−0.6% | 減碼 |
| Capital Group Private Client Services, Inc. | 5,826 | $280.2 萬 | 0.03% | +5,826 | 新進 |
| Avalon Investment & Advisory | 5,783 | $278.1 萬 | 0.06% | +577+11.1% | 加碼 |
| Baron Financial Group, LLC | 5,696 | $273.9 萬 | 1.66% | −274−4.6% | 減碼 |
| Element Wealth, LLC | 5,654 | $271.9 萬 | 2.17% | +83+1.5% | 加碼 |
| Whalerock Point Partners, LLC | 5,645 | $271.5 萬 | 1.05% | 00.0% | 不變 |
| Shoker Investment Counsel, Inc. | 5,625 | $270.5 萬 | 1.35% | 00.0% | 不變 |
| Regents of the University of California | 5,600 | $269.3 萬 | 0.32% | 00.0% | 不變 |
| Ashton Thomas Private Wealth, LLC | 5,572 | $267.9 萬 | 0.39% | +5,572 | 新進 |
| Cresset Asset Management, LLC | 5,556 | $267.9 萬 | 0.04% | +867+18.5% | 加碼 |
| Connecticut Wealth Management, LLC | 5,558 | $267.3 萬 | 0.23% | −9−0.2% | 減碼 |
| Deutsche Bank AG | 5,555 | $267.1 萬 | 0.00% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 5,495 | $264.3 萬 | 0.17% | −465−7.8% | 減碼 |
| Winthrop Advisory Group LLC | 5,454 | $263.0 萬 | 0.59% | +55+1.0% | 加碼 |
| Matrix Asset Advisors Inc | 5,448 | $262.0 萬 | 0.37% | +159+3.0% | 加碼 |
| Northwest Bancshares, Inc. | 5,413 | $260.3 萬 | 0.59% | +97+1.8% | 加碼 |
| Argent Trust Co | 5,341 | $256.8 萬 | 0.17% | +422+8.6% | 加碼 |
| Sage Financial Management Group, Inc. | 5,333 | $256.4 萬 | 64.29% | −68−1.3% | 減碼 |
| Spire Wealth Management | 5,284 | $254.1 萬 | 0.07% | +450+9.3% | 加碼 |
| Edmond de Rothschild Holding S.A. | 5,266 | $253.2 萬 | 0.06% | +4,272+429.8% | 加碼 |
| Asset Management Group, Inc. | 5,187 | $249.4 萬 | 0.51% | −506−8.9% | 減碼 |
| Cambridge Trust Co | 5,149 | $247.6 萬 | 0.09% | −32−0.6% | 減碼 |
| Eldridge Investment Advisors, Inc. | 5,143 | $247.3 萬 | 0.88% | −298−5.5% | 減碼 |
| Hoylecohen, LLC | 5,124 | $246.4 萬 | 0.23% | −18−0.4% | 減碼 |
| Founders Financial Securities LLC | 5,078 | $244.2 萬 | 0.49% | −503−9.0% | 減碼 |
| Gilman Hill Asset Management, LLC | 5,073 | $244.0 萬 | 0.62% | 00.0% | 不變 |
| Spinnaker Trust | 5,047 | $242.7 萬 | 0.17% | +14+0.3% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 5,022 | $241.5 萬 | 0.63% | 00.0% | 不變 |
| Quantbot Technologies LP | 5,000 | $240.4 萬 | 0.18% | +5,000 | 新進 |
| Resources Investment Advisors, LLC. | 4,958 | $238.4 萬 | 0.09% | −15−0.3% | 減碼 |
| American Institute for Advanced Investment Management, LLP | 4,949 | $238.0 萬 | 1.69% | −282−5.4% | 減碼 |
| Ieq Capital, LLC | 4,945 | $237.8 萬 | 0.06% | +10.0% | 加碼 |
| Triumph Capital Management | 4,926 | $237.5 萬 | 1.11% | +328+7.1% | 加碼 |
| AXA S.A. | 4,932 | $237.2 萬 | 0.01% | +496+11.2% | 加碼 |
| PFG Advisors | 4,869 | $234.2 萬 | 0.27% | −11−0.2% | 減碼 |
| Lido Advisors, LLC | 4,854 | $233.4 萬 | 0.05% | 00.0% | 不變 |
| First Citizens Bank & Trust Co | 4,828 | $232.2 萬 | 0.11% | −67−1.4% | 減碼 |
| Fiduciary Trust Co | 4,779 | $229.8 萬 | 0.04% | −254−5.0% | 減碼 |
| Financial Architects, Inc | 4,640 | $223.1 萬 | 0.32% | −100−2.1% | 減碼 |
| Osborne Partners Capital Management, LLC | 4,614 | $221.9 萬 | 0.18% | +593+14.7% | 加碼 |
| Cullen/Frost Bankers, Inc. | 4,600 | $221.2 萬 | 0.04% | −184−3.8% | 減碼 |
| Coastline Trust Co | 4,574 | $220.0 萬 | 0.27% | +85+1.9% | 加碼 |
| Davidson Trust Co | 4,538 | $218.2 萬 | 1.67% | 00.0% | 不變 |
| Penobscot Investment Management Company, Inc. | 4,507 | $216.8 萬 | 0.32% | −375−7.7% | 減碼 |
| Element Pointe Advisors, LLC | 4,500 | $216.4 萬 | 0.73% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 4,478 | $215.3 萬 | 0.21% | 00.0% | 不變 |
| Hudson Valley Investment Advisors Inc | 4,434 | $213.2 萬 | 0.37% | −168−3.7% | 減碼 |
| New England Private Wealth Advisors LLC | 4,410 | $212.0 萬 | 0.40% | 00.0% | 不變 |
| LeJeune Puetz Investment Counsel LLC | 4,408 | $212.0 萬 | 0.77% | +10.0% | 加碼 |
| InTrack Investment Management Inc | 4,053 | $210.7 萬 | 1.53% | +285+7.6% | 加碼 |
| Spectrum Management Group, LLC | 4,343 | $208.8 萬 | 0.33% | 00.0% | 不變 |
| Cambridge Associates LLC | 4,339 | $208.7 萬 | 0.18% | 00.0% | 不變 |
| Merriman Wealth Management, LLC | 4,329 | $208.2 萬 | 0.17% | −22−0.5% | 減碼 |
| Cambridge Advisors Inc. | 4,309 | $207.2 萬 | 0.50% | 00.0% | 不變 |
| Jennison Associates LLC | 4,300 | $206.8 萬 | 0.00% | +4,300 | 新進 |
| Keeley-Teton Advisors, LLC | 4,288 | $206.2 萬 | 0.22% | +4,288 | 新進 |
| Salem Investment Counselors Inc | 4,283 | $206.0 萬 | 0.11% | +51+1.2% | 加碼 |
| Harbor Advisory Corp | 4,277 | $205.7 萬 | 0.89% | 00.0% | 不變 |
| Putnam Investments LLC | 4,236 | $203.7 萬 | 0.00% | −506−10.7% | 減碼 |
| Capital Advisory Group Advisory Services, LLC | 4,235 | $203.7 萬 | 0.74% | +83+2.0% | 加碼 |
| Braun Stacey Associates Inc | 4,229 | $203.4 萬 | 0.08% | −145−3.3% | 減碼 |
| Centaurus Financial, Inc. | 4,216 | $202.7 萬 | 0.17% | −768−15.4% | 減碼 |
| Northern Oak Wealth Management Inc | 4,170 | $200.5 萬 | 0.24% | −5−0.1% | 減碼 |
| Wade G W & Inc | 4,170 | $200.5 萬 | 0.10% | −20.0% | 減碼 |
| ZWJ Investment Counsel Inc | 4,135 | $198.9 萬 | 0.11% | −55−1.3% | 減碼 |
| Kelman-Lazarov, Inc. | 4,133 | $198.7 萬 | 0.70% | −68−1.6% | 減碼 |
| Rosenblum Silverman Sutton S F Inc | 4,127 | $198.4 萬 | 0.45% | −50−1.2% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 3,841 | $195.4 萬 | 0.03% | +3,841 | 新進 |
| National Asset Management, Inc. | 4,035 | $194.7 萬 | 0.06% | +111+2.8% | 加碼 |
| StoneX Group Inc. | 4,024 | $194.0 萬 | 0.28% | +122+3.1% | 加碼 |
| Lowe Wealth Advisors, LLC | 4,029 | $193.8 萬 | 0.92% | −155−3.7% | 減碼 |
| BBVA USA | 4,024 | $193.5 萬 | 0.11% | 00.0% | 不變 |
| Moneta Group Investment Advisors LLC | 3,982 | $191.5 萬 | 0.09% | +13+0.3% | 加碼 |
| Tiemann Investment Advisors, LLC | 3,969 | $190.9 萬 | 0.91% | −473−10.6% | 減碼 |
| RiverTree Advisors, LLC | 3,963 | $190.6 萬 | 1.30% | −10,683−72.9% | 減碼 |
| J.W. Cole Advisors, Inc. | 3,952 | $190.1 萬 | 0.14% | −783−16.5% | 減碼 |
| CAPROCK Group, Inc. | 3,930 | $189.5 萬 | 0.17% | 00.0% | 不變 |
| Ameritas Investment Company, LLC | 3,927 | $188.9 萬 | 0.09% | +341+9.5% | 加碼 |