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 |
|---|---|---|---|---|---|
| Corsicana & Co. | 25,461 | $1,318 萬 | 7.97% | −462−1.8% | 減碼 |
| Avantax Advisory Services, Inc. | 26,421 | $1,369 萬 | 0.21% | +81+0.3% | 加碼 |
| Green Square Capital Advisors LLC | 26,777 | $1,386 萬 | 2.74% | +488+1.9% | 加碼 |
| Caldwell Trust Co | 26,837 | $1,389 萬 | 1.60% | −352−1.3% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 27,023 | $1,399 萬 | 0.06% | −26,054−49.1% | 減碼 |
| RMB Capital Management, LLC | 27,323 | $1,415 萬 | 0.43% | +967+3.7% | 加碼 |
| Linscomb & Williams, Inc. | 27,414 | $1,419 萬 | 0.68% | −485−1.7% | 減碼 |
| Boston Family Office LLC | 27,562 | $1,427 萬 | 0.93% | −3,437−11.1% | 減碼 |
| IFG Advisors, LLC | 28,065 | $1,453 萬 | 6.16% | +345+1.2% | 加碼 |
| SG Americas Securities, LLC | 28,934 | $1,498 萬 | 0.10% | −40,752−58.5% | 減碼 |
| Country Club Trust Company, n.a. | 29,958 | $1,549 萬 | 1.22% | +364+1.2% | 加碼 |
| Buckingham Strategic Wealth, LLC | 30,025 | $1,554 萬 | 0.30% | −858−2.8% | 減碼 |
| Miracle Mile Advisors, LLC | 30,337 | $1,571 萬 | 0.61% | +731+2.5% | 加碼 |
| Huntington National Bank | – | $1,601 萬 | 0.15% | – | – |
| Cetera Investment Advisers | 31,605 | $1,636 萬 | 0.23% | +3,102+10.9% | 加碼 |
| Financial Partners Capital Management LLC | 31,623 | $1,637 萬 | 2.90% | +185+0.6% | 加碼 |
| Trustmark National Bank Trust Department | 31,662 | $1,639 萬 | 1.25% | −16−0.1% | 減碼 |
| Frontier Wealth Management LLC | 31,694 | $1,641 萬 | 1.08% | −40−0.1% | 減碼 |
| People's United Financial, Inc. | 33,102 | $1,714 萬 | 0.41% | −2,097−6.0% | 減碼 |
| Dakota Wealth Management | 33,698 | $1,745 萬 | 1.84% | −1,218−3.5% | 減碼 |
| BlackRock Inc. | 34,019 | $1,761 萬 | 0.00% | +3,706+12.2% | 加碼 |
| Viridian Ria, LLC | 34,285 | $1,775 萬 | 3.75% | +34,285 | 新進 |
| MetLife Investment Management | 34,800 | $1,802 萬 | 0.15% | −56,100−61.7% | 減碼 |
| Camden Capital, LLC | 35,130 | $1,819 萬 | 3.90% | −344−1.0% | 減碼 |
| BDO Wealth Advisors, LLC | 35,986 | $1,863 萬 | 1.97% | +18+0.1% | 加碼 |
| Hancock Whitney Corp | 35,995 | $1,863 萬 | 0.59% | +148+0.4% | 加碼 |
| Simmons Bank | 36,234 | $1,876 萬 | 1.31% | −1,147−3.1% | 減碼 |
| Johnson Investment Counsel Inc | 36,185 | $1,879 萬 | 0.23% | −710−1.9% | 減碼 |
| Curbstone Financial Management Corp | 36,469 | $1,888 萬 | 3.34% | 00.0% | 不變 |
| Vestor Capital, LLC | 36,695 | $1,900 萬 | 1.81% | −115−0.3% | 減碼 |
| Qube Research & Technologies Ltd | 36,795 | $1,905 萬 | 0.15% | +36,795 | 新進 |
| LCM Capital Management Inc | 37,170 | $1,924 萬 | 14.90% | +176+0.5% | 加碼 |
| Chicago Partners Investment Group LLC | 40,170 | $1,932 萬 | 1.37% | +521+1.3% | 加碼 |
| Covington Capital Management | 37,431 | $1,938 萬 | 0.67% | −193−0.5% | 減碼 |
| Bessemer Group Inc | 37,466 | $1,939 萬 | 0.04% | −157,374−80.8% | 減碼 |
| 1st Source Bank | 37,706 | $1,952 萬 | 1.14% | −238−0.6% | 減碼 |
| Carnegie Capital Asset Management, LLC | 37,843 | $1,959 萬 | 0.65% | −93−0.2% | 減碼 |
| Prio Wealth Limited Partnership | 39,890 | $2,065 萬 | 0.63% | −406−1.0% | 減碼 |
| Oldfather Financial Services, LLC | 43,121 | $2,125 萬 | 11.16% | +1,362+3.3% | 加碼 |
| Citadel Advisors LLC | 41,521 | $2,150 萬 | 0.02% | −10,492−20.2% | 減碼 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 41,849 | $2,166 萬 | 3.81% | +59+0.1% | 加碼 |
| Captrust Financial Advisors | 42,312 | $2,197 萬 | 0.15% | −29−0.1% | 減碼 |
| Klingman & Associates, LLC | 44,579 | $2,308 萬 | 1.98% | −51−0.1% | 減碼 |
| Cypress Capital, LLC | 45,345 | $2,347 萬 | 2.68% | 00.0% | 不變 |
| Wellspring Financial Advisors, LLC | 46,109 | $2,387 萬 | 6.65% | −59−0.1% | 減碼 |
| Retirement Systems of Alabama | 46,290 | $2,396 萬 | 0.08% | +58+0.1% | 加碼 |
| Pachira Investments Inc. | 46,940 | $2,430 萬 | 15.68% | +46,393+8,481.4% | 加碼 |
| Cumberland Advisors Inc | 47,240 | $2,446 萬 | 5.12% | +3,595+8.2% | 加碼 |
| Clearstead Advisors, LLC | 48,799 | $2,526 萬 | 1.72% | −166−0.3% | 減碼 |
| Financial Advisory Group | 49,241 | $2,549 萬 | 5.02% | −762−1.5% | 減碼 |
| Stifel Financial Corp | 50,195 | $2,599 萬 | 0.03% | −9,699−16.2% | 減碼 |
| Ascent Wealth Partners, LLC | 51,822 | $2,683 萬 | 4.78% | +2,369+4.8% | 加碼 |
| Squarepoint Ops LLC | 51,995 | $2,692 萬 | 0.13% | −25,697−33.1% | 減碼 |
| Bartlett & Co. LLC | 55,235 | $2,868 萬 | 0.49% | −200.0% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 55,235 | $2,868 萬 | 0.49% | −200.0% | 減碼 |
| Corient Capital Partners, LLC | 55,959 | $2,897 萬 | 1.92% | +297+0.5% | 加碼 |
| Smith, Moore & Co. | 56,989 | $2,950 萬 | 4.10% | +349+0.6% | 加碼 |
| Moreno Evelyn V | 59,475 | $3,079 萬 | 6.16% | +7,370+14.1% | 加碼 |
| Heritage Investors Management Corp | 60,108 | $3,113 萬 | 1.21% | −1,344−2.2% | 減碼 |
| Gofen & Glossberg LLC | 60,542 | $3,134 萬 | 0.68% | −312−0.5% | 減碼 |
| Baird Financial Group, Inc. | 60,571 | $3,136 萬 | 0.07% | +2,139+3.7% | 加碼 |
| Conning Inc. | 61,808 | $3,200 萬 | 0.85% | −1,367−2.2% | 減碼 |
| Advisor Group Holdings, Inc. | 62,540 | $3,239 萬 | 0.06% | −20,255−24.5% | 減碼 |
| Victory Capital Management Inc | 62,758 | $3,249 萬 | 0.03% | −2,790−4.3% | 減碼 |
| Manufacturers Life Insurance Company, The | 63,656 | $3,295 萬 | 0.02% | −63,656−50.0% | 減碼 |
| Pittenger & Anderson Inc | 64,228 | $3,325 萬 | 1.54% | +1,254+2.0% | 加碼 |
| Waldron Private Wealth LLC | 64,923 | $3,361 萬 | 1.66% | −3,376−4.9% | 減碼 |
| Blair William & Co | 66,571 | $3,446 萬 | 0.11% | +2,506+3.9% | 加碼 |
| Whittier Trust Co of Nevada Inc | 67,763 | $3,508 萬 | 1.28% | +113+0.2% | 加碼 |
| Peapack Gladstone Financial Corp | 68,901 | $3,567 萬 | 0.67% | −320−0.5% | 減碼 |
| Envestnet Asset Management Inc | 70,344 | $3,642 萬 | 0.02% | +4,646+7.1% | 加碼 |
| Pinnacle Associates Ltd | 71,079 | $3,680 萬 | 0.63% | −1,376−1.9% | 減碼 |
| Financial Counselors Inc | 74,664 | $3,865 萬 | 0.79% | −655−0.9% | 減碼 |
| Citizens Financial Group Inc | 74,777 | $3,871 萬 | 1.30% | −1,096−1.4% | 減碼 |
| Henshaw Capital LLC | 75,150 | $3,890 萬 | 2.18% | 00.0% | 不變 |
| Hyman Charles D | 75,638 | $3,916 萬 | 2.48% | −80−0.1% | 減碼 |
| Mariner, LLC | 82,358 | $4,264 萬 | 0.18% | +1,624+2.0% | 加碼 |
| First Hawaiian Bank | 82,760 | $4,284 萬 | 1.26% | +1,320+1.6% | 加碼 |
| Portland Global Advisors LLC | 87,640 | $4,537 萬 | 7.57% | −299−0.3% | 減碼 |
| Washington Trust Co | 91,261 | $4,724 萬 | 1.77% | +3,223+3.7% | 加碼 |
| Commonwealth Equity Services, LLC | 97,456 | $5,045 萬 | 0.11% | −313−0.3% | 減碼 |
| Truist Financial Corp | 98,544 | $5,102 萬 | 0.08% | +73+0.1% | 加碼 |
| JPMorgan Chase & Co | 100,278 | $5,191 萬 | 0.01% | −15,244−13.2% | 減碼 |
| Hills Bank & Trust Co | 102,594 | $5,311 萬 | 7.30% | +826+0.8% | 加碼 |
| Susquehanna International Group, LLP | 103,727 | $5,370 萬 | 0.08% | +334+0.3% | 加碼 |
| Credit Suisse AG | 107,036 | $5,543 萬 | 0.04% | +19,050+21.7% | 加碼 |
| State Street Corp | 107,042 | $5,546 萬 | 0.00% | −6,287−5.5% | 減碼 |
| Sandy Spring Bank | 108,460 | $5,615 萬 | 2.68% | +380.0% | 加碼 |
| Eaton Vance Management | 110,651 | $5,728 萬 | 0.07% | +825+0.8% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 112,848 | $5,842 萬 | 0.11% | −922−0.8% | 減碼 |
| Montag A & Associates Inc | 117,249 | $6,070 萬 | 2.99% | −1,290−1.1% | 減碼 |
| Northwestern Mutual Wealth Management Co | 122,981 | $6,367 萬 | 0.10% | +335+0.3% | 加碼 |
| Creative Planning | 124,664 | $6,454 萬 | 0.10% | +3,721+3.1% | 加碼 |
| Waddell & Associates, LLC | 128,533 | $6,654 萬 | 10.55% | +1,338+1.1% | 加碼 |
| FineMark National Bank & Trust | 133,571 | $6,915 萬 | 2.64% | +11,952+9.8% | 加碼 |
| Ameriprise Financial Inc | 137,440 | $7,115 萬 | 0.02% | −5,762−4.0% | 減碼 |
| Brown Advisory Inc | 140,043 | $7,250 萬 | 0.09% | +355+0.3% | 加碼 |
| HighTower Advisors, LLC | 140,793 | $7,291 萬 | 0.16% | +18,381+15.0% | 加碼 |
| Welch & Forbes LLC | 154,219 | $7,984 萬 | 1.20% | +4,820+3.2% | 加碼 |
| Whittier Trust Co | 163,811 | $8,480 萬 | 1.38% | −1,703−1.0% | 減碼 |