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 4 季 13F 持有人
SPDR S&P Midcap 400 ETF Trust 在 2021/12/31 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
- 1,127
- 較 2021 年第 3 季 +122 家
- 持有股數
- 2,642 萬
- 較 2021 年第 3 季 +106.9 萬 (+4.2%)
- 總市值
- $136.8 億
- 較 2021 年第 3 季 +$14.6 億 (+12.0%)
- 新進機構
- 180
- 另有 291 家加碼
- 清倉機構
- 58
- 另有 346 家減碼
另有 18 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Lincoln National Corp | 11,798 | $610.7 萬 | 0.12% | −425−3.5% | 減碼 |
| Pegasus Partners Ltd. | 11,867 | $614.3 萬 | 1.08% | −390−3.2% | 減碼 |
| Raffa Wealth Management, LLC | 11,884 | $615.2 萬 | 2.01% | 00.0% | 不變 |
| Teachers Retirement System of the State of Kentucky | 11,922 | $617.2 萬 | 0.05% | 00.0% | 不變 |
| Boston Financial Mangement LLC | 12,026 | $622.6 萬 | 0.23% | −95−0.8% | 減碼 |
| Meridian Wealth Advisors, LLC | 12,176 | $630.3 萬 | 1.53% | −13−0.1% | 減碼 |
| Modera Wealth Management, LLC | 12,199 | $631.5 萬 | 0.24% | −38−0.3% | 減碼 |
| Cerity Partners LLC | 12,225 | $632.9 萬 | 0.10% | +803+7.0% | 加碼 |
| Motco | 12,286 | $636.0 萬 | 0.39% | −446−3.5% | 減碼 |
| Audent Global Asset Management, LLC | 12,359 | $639.8 萬 | 2.68% | +12,359 | 新進 |
| Pinnacle Wealth Management Advisory Group, LLC | 12,472 | $645.7 萬 | 1.06% | +155+1.3% | 加碼 |
| First Horizon Advisors, Inc. | 12,557 | $650.1 萬 | 0.20% | +120+1.0% | 加碼 |
| Steward Partners Investment Advisory, LLC | 12,559 | $650.1 萬 | 0.10% | +380+3.1% | 加碼 |
| MML Investors Services, LLC | 12,666 | $655.7 萬 | 0.05% | −325−2.5% | 減碼 |
| Adirondack Trust Co | 12,694 | $657.1 萬 | 3.13% | −562−4.2% | 減碼 |
| Montz Harcus Wealth Management LLC | 12,765 | $660.8 萬 | 5.79% | +12,765 | 新進 |
| Fifth Third Bancorp | 12,839 | $664.6 萬 | 0.03% | −873−6.4% | 減碼 |
| Round Table Services, LLC | 13,039 | $675.0 萬 | 1.27% | −40.0% | 減碼 |
| All Terrain Financial Advisors, LLC | 13,225 | $684.6 萬 | 2.91% | −539−3.9% | 減碼 |
| Meristem Family Wealth, LLC | 13,329 | $690.0 萬 | 0.59% | −200−1.5% | 減碼 |
| G&S Capital LLC | 13,369 | $692.1 萬 | 3.45% | +948+7.6% | 加碼 |
| Private Advisor Group, LLC | 13,392 | $693.3 萬 | 0.05% | −6,651−33.2% | 減碼 |
| Smith Anglin Financial, LLC | 13,585 | $703.3 萬 | 1.20% | +35+0.3% | 加碼 |
| Busey Wealth Management | 13,603 | $704.2 萬 | 0.27% | +98+0.7% | 加碼 |
| American International Group, Inc. | 13,700 | $709.2 萬 | 0.04% | −17,800−56.5% | 減碼 |
| Fifth Third Securities, Inc. | 13,729 | $712.8 萬 | 0.77% | +579+4.4% | 加碼 |
| Chesley Taft & Associates LLC | 13,775 | $713.1 萬 | 0.37% | −31−0.2% | 減碼 |
| Bank of New Hampshire | 13,918 | $720.5 萬 | 1.75% | +198+1.4% | 加碼 |
| Boyd Watterson Asset Management LLC | 13,930 | $721.1 萬 | 2.40% | 00.0% | 不變 |
| Estate Counselors, LLC | 14,057 | $727.7 萬 | 0.88% | −3,528−20.1% | 減碼 |
| Community Bank, N.A. | 14,092 | $729.5 萬 | 0.84% | −312−2.2% | 減碼 |
| Legal & General Group Plc | 14,200 | $735.1 萬 | 0.00% | 00.0% | 不變 |
| Elm Advisors, LLC | 14,296 | $740.1 萬 | 4.11% | −214−1.5% | 減碼 |
| Midwest Professional Planners, LTD. | 14,311 | $740.9 萬 | 3.60% | −226−1.6% | 減碼 |
| Colorado Capital Management, Inc. | 14,340 | $745.0 萬 | 5.00% | −65−0.5% | 減碼 |
| Central Bank & Trust Co | 14,534 | $752.4 萬 | 1.16% | −2,418−14.3% | 減碼 |
| Arbor Trust Wealth Advisors, LLC | 14,649 | $760.5 萬 | 4.38% | +367+2.6% | 加碼 |
| Cetera Advisor Networks LLC | 14,722 | $762.1 萬 | 0.09% | −13,910−48.6% | 減碼 |
| GWM Advisors LLC | 14,840 | $768.3 萬 | 0.12% | +1,476+11.0% | 加碼 |
| Howard Capital Management Inc. | 13,246 | $773.0 萬 | 0.95% | −485−3.5% | 減碼 |
| Pacific Center for Financial Services | 15,049 | $779.0 萬 | 3.14% | −650−4.1% | 減碼 |
| Retirement Income Solutions, Inc | 15,065 | $779.9 萬 | 2.09% | +10+0.1% | 加碼 |
| Peddock Capital Advisors, LLC | 15,223 | $788.1 萬 | 2.60% | −1,276−7.7% | 減碼 |
| Raymond James Trust N.A. | 15,275 | $790.8 萬 | 0.24% | +311+2.1% | 加碼 |
| Staley Capital Advisers Inc | 15,280 | $791.0 萬 | 0.38% | 00.0% | 不變 |
| Palisade Asset Management, LLC | 15,326 | $793.4 萬 | 0.89% | −323−2.1% | 減碼 |
| Prospera Financial Services Inc | 15,413 | $798.0 萬 | 0.34% | +5,560+56.4% | 加碼 |
| Rhumbline Advisers | 15,604 | $807.8 萬 | 0.01% | +13,890+810.4% | 加碼 |
| Bokf, NA | 15,634 | $809.3 萬 | 0.13% | +92+0.6% | 加碼 |
| Goelzer Investment Management, Inc. | 15,654 | $810.4 萬 | 0.66% | −138−0.9% | 減碼 |
| Madison Asset Management, LLC | 15,762 | $816.0 萬 | 0.11% | +2,161+15.9% | 加碼 |
| Legacy Advisors, LLC | 15,873 | $821.7 萬 | 3.01% | −488−3.0% | 減碼 |
| Metropolitan Life Insurance Co | 16,000 | $828.3 萬 | 0.11% | −10,400−39.4% | 減碼 |
| Williams Jones Wealth Management, LLC. | 16,047 | $830.7 萬 | 0.10% | +648+4.2% | 加碼 |
| Sun Life Financial INC | 16,698 | $864.4 萬 | 0.32% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 16,798 | $869.5 萬 | 0.04% | −285−1.7% | 減碼 |
| MUFG Americas Holdings Corp | 16,894 | $874.6 萬 | 0.16% | −2,043−10.8% | 減碼 |
| Cetera Advisors LLC | 16,920 | $875.9 萬 | 0.18% | −5,698−25.2% | 減碼 |
| Bridgeworth, LLC | 16,950 | $877.4 萬 | 1.94% | +233+1.4% | 加碼 |
| Hummer Financial Advisory Services Inc | 17,073 | $886.4 萬 | 7.47% | −375−2.1% | 減碼 |
| Edge Capital Group, LLC | 17,206 | $890.7 萬 | 0.63% | +3,049+21.5% | 加碼 |
| Comerica Bank | 19,003 | $898.5 萬 | 0.07% | −21,967−53.6% | 減碼 |
| KCM Investment Advisors LLC | 17,747 | $918.7 萬 | 0.32% | −815−4.4% | 減碼 |
| Kestra Advisory Services, LLC | 17,797 | $921.3 萬 | 0.09% | −3,480−16.4% | 減碼 |
| D. Scott Neal, Inc. | 17,863 | $924.7 萬 | 3.49% | −317−1.7% | 減碼 |
| NBT Bank N A | 17,885 | $925.9 萬 | 1.19% | −560−3.0% | 減碼 |
| Journey Strategic Wealth LLC | 17,912 | $927.3 萬 | 0.97% | +17,912 | 新進 |
| Boston Private Wealth LLC | 17,952 | $929.3 萬 | 0.15% | −22,361−55.5% | 減碼 |
| Sargent Bickham Lagudis LLC | 18,031 | $933.4 萬 | 0.70% | −748−4.0% | 減碼 |
| Parametric Portfolio Associates LLC | 18,370 | $951.0 萬 | 0.00% | +162+0.9% | 加碼 |
| CIBC Private Wealth Group, LLC | 18,479 | $956.6 萬 | 0.02% | −252−1.3% | 減碼 |
| Telemus Capital, LLC | 18,521 | $958.8 萬 | 0.78% | −59−0.3% | 減碼 |
| FMR LLC | 19,045 | $985.9 萬 | 0.00% | +36+0.2% | 加碼 |
| Yousif Capital Management, LLC | 19,136 | $990.6 萬 | 0.10% | +19,136 | 新進 |
| Grove Bank & Trust | 19,557 | $1,012 萬 | 1.93% | −72−0.4% | 減碼 |
| KMG Fiduciary Partners, LLC | 19,931 | $1,032 萬 | 1.60% | −1,534−7.1% | 減碼 |
| Lutz Financial Services LLC | 20,237 | $1,048 萬 | 1.29% | −70−0.3% | 減碼 |
| Terry L. Blaker | 20,357 | $1,054 萬 | 0.81% | −546−2.6% | 減碼 |
| Evercore Wealth Management, LLC | 20,493 | $1,061 萬 | 0.17% | −105−0.5% | 減碼 |
| jvl associates llc | 20,536 | $1,063 萬 | 6.65% | −396−1.9% | 減碼 |
| Brown Brothers Harriman & Co | 20,839 | $1,079 萬 | 0.06% | +203+1.0% | 加碼 |
| Dumont & Blake Investment Advisors LLC | 21,138 | $1,094 萬 | 2.86% | +352+1.7% | 加碼 |
| Bordeaux Wealth Advisors LLC | 21,166 | $1,096 萬 | 5.05% | −1,000−4.5% | 減碼 |
| SlateStone Wealth, LLC | 21,180 | $1,096 萬 | 2.34% | 00.0% | 不變 |
| Mechanics Bank Trust Department | 21,222 | $1,099 萬 | 1.62% | +174+0.8% | 加碼 |
| Linker Capital Management Inc. | 21,300 | $1,103 萬 | 10.60% | +21,300 | 新進 |
| HSBC Holdings PLC | 21,607 | $1,120 萬 | 0.01% | −1,879−8.0% | 減碼 |
| Old National Bancorp | 21,834 | $1,130 萬 | 0.40% | −652−2.9% | 減碼 |
| Capstone Financial Advisors, Inc. | 22,240 | $1,151 萬 | 0.83% | −92−0.4% | 減碼 |
| Massmutual Trust Co FSB | 22,441 | $1,162 萬 | 0.43% | +2,208+10.9% | 加碼 |
| Pinnacle Financial Partners Inc | 22,982 | $1,190 萬 | 0.37% | −949−4.0% | 減碼 |
| Glenmede Trust Co NA | 23,484 | $1,216 萬 | 0.06% | +1,969+9.2% | 加碼 |
| Granite Bay Wealth Management, LLC | 23,749 | $1,229 萬 | 12.14% | +23,749 | 新進 |
| Commerce Bank | 24,180 | $1,252 萬 | 0.08% | +400+1.7% | 加碼 |
| Youngs Advisory Group, Inc. | 24,181 | $1,252 萬 | 7.90% | +962+4.1% | 加碼 |
| Exchange Capital Management, Inc. | 24,346 | $1,260 萬 | 2.29% | −244−1.0% | 減碼 |
| Janney Montgomery Scott LLC | 25,123 | $1,301 萬 | 0.05% | +1,991+8.6% | 加碼 |
| First Financial Bank - Trust Division | 25,196 | $1,304 萬 | 1.32% | −1,867−6.9% | 減碼 |
| Tiaa, FSB | 25,312 | $1,310 萬 | 0.04% | +143+0.6% | 加碼 |
| M&T Bank Corp | 25,424 | $1,316 萬 | 0.06% | +25+0.1% | 加碼 |