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
- 1,126
- 較 2021 年第 3 季 +122 家
- 持有股數
- 2,641 萬
- 較 2021 年第 3 季 +106.9 萬 (+4.2%)
- 總市值
- $136.7 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 19 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 |
|---|---|---|---|---|---|
| TCTC Holdings, LLC | 2,038 | $105.5 萬 | 0.05% | 00.0% | 不變 |
| HM Payson & Co | 2,042 | $105.7 萬 | 0.02% | +250+14.0% | 加碼 |
| Pacific Financial Group Inc | 2,072 | $105.9 萬 | 0.70% | +162+8.5% | 加碼 |
| Edgestream Partners, L.P. | 2,053 | $106.3 萬 | 0.07% | +1,160+129.9% | 加碼 |
| Bryn Mawr Trust Co | 2,063 | $106.8 萬 | 0.04% | 00.0% | 不變 |
| Atria Investments LLC | 2,071 | $107.2 萬 | 0.02% | +2,071 | 新進 |
| Summit Trail Advisors, LLC | 2,073 | $107.6 萬 | 0.07% | 00.0% | 不變 |
| Manchester Capital Management LLC | 2,078 | $107.6 萬 | 0.14% | 00.0% | 不變 |
| Cozad Asset Management Inc | 2,098 | $108.6 萬 | 0.15% | 00.0% | 不變 |
| Clifford Swan Investment Counsel LLC | 2,099 | $108.7 萬 | 0.04% | −142−6.3% | 減碼 |
| Zhang Financial LLC | 2,106 | $109.1 萬 | 0.19% | 00.0% | 不變 |
| Trail Ridge Investment Advisors, LLC | 2,111 | $109.3 萬 | 0.66% | +2,111 | 新進 |
| Frank, Rimerman Advisors LLC | 2,114 | $109.4 萬 | 0.37% | 00.0% | 不變 |
| WealthShield Partners, LLC | 2,120 | $109.7 萬 | 0.18% | +2,120 | 新進 |
| Blue Barn Wealth, LLC | 2,130 | $110.3 萬 | 0.75% | −224−9.5% | 減碼 |
| Shufro Rose & Co LLC | 2,139 | $110.7 萬 | 0.08% | 00.0% | 不變 |
| Beacon Financial Advisory LLC | 2,145 | $111.0 萬 | 0.51% | +3+0.1% | 加碼 |
| Lionsbridge Wealth Management LLC | 2,173 | $112.4 萬 | 1.21% | +2,173 | 新進 |
| First National Bank of Mount Dora, Trust Investment Services | 2,177 | $112.7 萬 | 0.33% | −50−2.2% | 減碼 |
| Rockland Trust Co | 2,187 | $113.2 萬 | 0.07% | −311−12.4% | 減碼 |
| Providence First Trust Co | 2,193 | $113.6 萬 | 0.51% | −14−0.6% | 減碼 |
| GM Advisory Group, Inc. | 2,249 | $116.4 萬 | 0.10% | −197−8.1% | 減碼 |
| Glassman Wealth Services | 2,256 | $116.8 萬 | 0.21% | 00.0% | 不變 |
| Buckingham Strategic Partners | 2,294 | $118.8 萬 | 0.25% | +2,294 | 新進 |
| Moloney Securities Asset Management, LLC | 2,304 | $119.3 萬 | 0.20% | −4,522−66.2% | 減碼 |
| Howe & Rusling Inc | 2,319 | $120.0 萬 | 0.14% | 00.0% | 不變 |
| Dorsey & Whitney Trust CO LLC | 2,330 | $120.6 萬 | 0.10% | −338−12.7% | 減碼 |
| Parsons Capital Management Inc | 2,334 | $120.8 萬 | 0.09% | +14+0.6% | 加碼 |
| RFG Advisory, LLC | 2,341 | $121.2 萬 | 0.08% | +2,341 | 新進 |
| White Pine Capital LLC | 2,369 | $122.6 萬 | 0.36% | +326+16.0% | 加碼 |
| Baystate Wealth Management LLC | 2,369 | $122.7 萬 | 0.11% | +121+5.4% | 加碼 |
| Stephens Inc | 2,389 | $123.7 萬 | 0.02% | −566−19.2% | 減碼 |
| Sigma Investment Counselors Inc | 2,400 | $124.3 萬 | 0.09% | −52−2.1% | 減碼 |
| Tiedemann Advisors, LLC | 2,434 | $126.4 萬 | 0.06% | +3+0.1% | 加碼 |
| Integrated Advisors Network LLC | 2,458 | $127.2 萬 | 0.08% | +171+7.5% | 加碼 |
| Aspen Investment Management Inc | 2,475 | $128.1 萬 | 0.63% | −24−1.0% | 減碼 |
| North Star Investment Management Corp. | 2,504 | $129.6 萬 | 0.09% | −810−24.4% | 減碼 |
| TruWealth Advisors, LLC | 2,518 | $130.4 萬 | 0.13% | −30−1.2% | 減碼 |
| Dowling & Yahnke LLC | 2,538 | $131.4 萬 | 0.06% | −176−6.5% | 減碼 |
| Minot Wealth Management LLC | 2,552 | $132.1 萬 | 0.25% | +439+20.8% | 加碼 |
| CIBC World Markets Inc. | 2,587 | $133.9 萬 | 0.00% | −822−24.1% | 減碼 |
| Drive Wealth Management, LLC | 2,590 | $134.5 萬 | 1.18% | +2,590 | 新進 |
| HBK Sorce Advisory LLC | 2,643 | $136.8 萬 | 0.07% | 00.0% | 不變 |
| Montecito Bank & Trust | 2,642 | $136.8 萬 | 0.24% | +559+26.8% | 加碼 |
| Regions Financial Corp | 2,643 | $136.9 萬 | 0.01% | −201−7.1% | 減碼 |
| Beaumont Financial Partners, LLC | 2,672 | $138.3 萬 | 0.10% | +101+3.9% | 加碼 |
| Brookstone Capital Management | 2,731 | $138.9 萬 | 0.02% | +364+15.4% | 加碼 |
| Wealthsource Partners, LLC | 2,683 | $138.9 萬 | 0.11% | +770+40.3% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 2,693 | $139.4 萬 | 0.12% | 00.0% | 不變 |
| Perigon Wealth Management, LLC | 2,719 | $140.7 萬 | 0.10% | −138−4.8% | 減碼 |
| Lenox Wealth Advisors, LLC | 2,729 | $141.3 萬 | 0.17% | +203+8.0% | 加碼 |
| Choate Investment Advisors | 2,763 | $143.0 萬 | 0.08% | −210−7.1% | 減碼 |
| Lyell Wealth Management, LP | 2,757 | $143.1 萬 | 0.16% | +52+1.9% | 加碼 |
| Hardy Reed LLC | 2,775 | $143.7 萬 | 0.24% | 00.0% | 不變 |
| Marble Harbor Investment Counsel, LLC | 2,800 | $145.0 萬 | 0.17% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 2,827 | $146.3 萬 | 0.26% | +1,109+64.6% | 加碼 |
| 9258 Wealth Management, LLC | 2,841 | $147.1 萬 | 0.34% | +47+1.7% | 加碼 |
| Walleye Trading LLC | 2,869 | $148.5 萬 | 0.02% | +2,337+439.3% | 加碼 |
| Wesbanco Bank Inc | 2,877 | $148.9 萬 | 0.05% | 00.0% | 不變 |
| Freestone Capital Holdings, LLC | 2,878 | $149.0 萬 | 0.06% | −71−2.4% | 減碼 |
| Centric Wealth Management | 2,888 | $149.5 萬 | 0.50% | +2,888 | 新進 |
| SOL Capital Management CO | 2,905 | $150.4 萬 | 0.27% | +50+1.8% | 加碼 |
| Greenleaf Trust | 2,925 | $151.4 萬 | 0.02% | +1,396+91.3% | 加碼 |
| Johnson Financial Group, Inc. | 2,927 | $151.6 萬 | 0.10% | −30−1.0% | 減碼 |
| WSFS Capital Management, LLC | 2,941 | $152.2 萬 | 0.58% | +2,941 | 新進 |
| Baker Avenue Asset Management, LP | 2,973 | $153.9 萬 | 0.08% | +444+17.6% | 加碼 |
| Aspiriant, LLC | 3,021 | $156.5 萬 | 0.08% | +9+0.3% | 加碼 |
| Laird Norton Trust Company, LLC | 3,044 | $157.5 萬 | 0.15% | −22−0.7% | 減碼 |
| Kings Point Capital Management | 3,050 | $157.9 萬 | 0.13% | −782−20.4% | 減碼 |
| Fieldpoint Private Securities, LLC | 3,063 | $158.6 萬 | 0.31% | 00.0% | 不變 |
| Middleton & Co Inc | 3,071 | $159.0 萬 | 0.15% | −20−0.6% | 減碼 |
| Sax Wealth Advisors, LLC | 3,081 | $159.5 萬 | 0.33% | 00.0% | 不變 |
| United Bank | 3,095 | $160.2 萬 | 0.20% | 00.0% | 不變 |
| IFP Advisors, Inc | 3,089 | $160.4 萬 | 0.03% | −13,275−81.1% | 減碼 |
| Mathes Company, Inc. | 3,150 | $163.1 萬 | 0.56% | 00.0% | 不變 |
| Clark Capital Management Group, Inc. | 3,170 | $164.1 萬 | 0.02% | +3,170 | 新進 |
| Bremer Bank National Association | 3,173 | $164.2 萬 | 0.27% | −129−3.9% | 減碼 |
| NewEdge Wealth, LLC | 3,203 | $165.8 萬 | 0.07% | +3,203 | 新進 |
| Mattern Wealth Management LLC | 3,219 | $166.6 萬 | 0.49% | −14,556−81.9% | 減碼 |
| Stratos Wealth Partners, LTD. | 3,259 | $168.7 萬 | 0.04% | +38+1.2% | 加碼 |
| Flynn Zito Capital Management, LLC | 3,258 | $168.8 萬 | 1.43% | +3,258 | 新進 |
| Merit Financial Group, LLC | 3,312 | $171.5 萬 | 0.17% | 00.0% | 不變 |
| Paradigm, Strategies in Wealth Management, LLC | 3,359 | $173.9 萬 | 1.76% | −17−0.5% | 減碼 |
| Capital Planning Advisors, LLC | 3,375 | $174.7 萬 | 0.33% | 00.0% | 不變 |
| McKinley Carter Wealth Services, Inc. | 3,393 | $175.6 萬 | 0.13% | 00.0% | 不變 |
| Proficio Capital Partners LLC | 3,415 | $176.8 萬 | 0.25% | 00.0% | 不變 |
| Oxford Financial Group Ltd | 3,473 | $179.8 萬 | 0.20% | 00.0% | 不變 |
| Advisory Services Network, LLC | 3,478 | $180.0 萬 | 0.05% | +216+6.6% | 加碼 |
| Investment Advisory Group, LLC | 3,682 | $180.0 萬 | 1.15% | +3,682 | 新進 |
| WealthBridge Capital Management, LLC | 3,484 | $180.4 萬 | 0.67% | +20+0.6% | 加碼 |
| Meridian Investment Counsel Inc. | 3,506 | $181.5 萬 | 0.60% | −17−0.5% | 減碼 |
| Tower View Investment Management & Research LLC | 3,507 | $181.5 萬 | 0.92% | +1,714+95.6% | 加碼 |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 3,534 | $182.9 萬 | 0.32% | +436+14.1% | 加碼 |
| Paragon Capital Management Ltd | 3,534 | $183.0 萬 | 0.29% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 3,550 | $183.6 萬 | 0.44% | −52−1.4% | 減碼 |
| Cutler Group LP | 3,600 | $186.3 萬 | 0.13% | +3,400+1,700.0% | 加碼 |
| Clientfirst Wealth Management, LLC | 3,789 | $187.5 萬 | 1.68% | +3,789 | 新進 |
| Bank of Nova Scotia | 3,645 | $188.7 萬 | 0.00% | +1,145+45.8% | 加碼 |
| Coyle Financial Counsel LLC | 3,680 | $190.5 萬 | 1.12% | −39−1.0% | 減碼 |
| Meridian Financial, LLC | 3,703 | $191.7 萬 | 1.79% | +3,703 | 新進 |