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 |
|---|---|---|---|---|---|
| Shoker Investment Counsel, Inc. | 5,766 | $298.5 萬 | 1.37% | +141+2.5% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 5,783 | $299.4 萬 | 0.29% | +211+3.8% | 加碼 |
| Capital Group Private Client Services, Inc. | 5,841 | $302.4 萬 | 0.03% | +15+0.3% | 加碼 |
| JMG Financial Group, Ltd. | 5,861 | $303.4 萬 | 0.16% | −76−1.3% | 減碼 |
| Edmond de Rothschild Holding S.A. | 5,923 | $306.6 萬 | 0.07% | +657+12.5% | 加碼 |
| Apollon Wealth Management, LLC | 5,992 | $310.2 萬 | 0.25% | +31+0.5% | 加碼 |
| CWM, LLC | 6,065 | $314.0 萬 | 0.02% | +6,065 | 新進 |
| Intercontinental Wealth Advisors, LLC | 6,073 | $314.4 萬 | 0.66% | −268−4.2% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 6,112 | $316.4 萬 | 0.18% | +6,112 | 新進 |
| Pegasus Asset Management, Inc. | 6,122 | $316.9 萬 | 1.30% | −88−1.4% | 減碼 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 6,745 | $318.9 萬 | 1.34% | +20.0% | 加碼 |
| Mercer Global Advisors Inc | 6,163 | $319.0 萬 | 0.02% | −170−2.7% | 減碼 |
| Charter Research & Investment Group, Inc. | 6,166 | $319.2 萬 | 2.51% | +98+1.6% | 加碼 |
| Silvercrest Asset Management Group LLC | 6,179 | $319.9 萬 | 0.02% | −259−4.0% | 減碼 |
| West Paces Advisors Inc. | 6,237 | $322.9 萬 | 1.01% | −50−0.8% | 減碼 |
| Sepio Capital, LP | 6,300 | $326.1 萬 | 0.24% | 00.0% | 不變 |
| Keystone Financial Group | 6,309 | $326.6 萬 | 0.54% | 00.0% | 不變 |
| Naples Global Advisors, LLC | 6,322 | $327.3 萬 | 0.38% | −30−0.5% | 減碼 |
| Ti-Trust, Inc | 6,401 | $331.4 萬 | 2.96% | +6,401 | 新進 |
| HB Wealth Management, LLC | 6,487 | $335.8 萬 | 0.07% | +6,487 | 新進 |
| Northstar Asset Management LLC | 6,490 | $336.0 萬 | 0.79% | +45+0.7% | 加碼 |
| Meridian Wealth Management, LLC | 6,497 | $336.3 萬 | 0.36% | −115−1.7% | 減碼 |
| Benchmark Financial Wealth Advisors, LLC | 6,517 | $337.4 萬 | 1.41% | +88+1.4% | 加碼 |
| Personal Wealth Partners | 6,519 | $337.5 萬 | 1.39% | −36−0.5% | 減碼 |
| Bristlecone Advisors, LLC | 6,587 | $341.0 萬 | 0.41% | 00.0% | 不變 |
| Disciplined Investments, LLC | 6,591 | $341.2 萬 | 1.51% | 00.0% | 不變 |
| St. Johns Investment Management Company, LLC | 6,628 | $343.1 萬 | 1.75% | −52−0.8% | 減碼 |
| Spire Wealth Management | 6,688 | $346.3 萬 | 0.08% | +1,404+26.6% | 加碼 |
| Ballentine Partners, LLC | 6,773 | $350.6 萬 | 0.10% | 00.0% | 不變 |
| Jennison Associates LLC | 6,779 | $350.9 萬 | 0.00% | +2,479+57.7% | 加碼 |
| Summit Wealth Partners, LLC | 6,797 | $351.9 萬 | 0.75% | +4+0.1% | 加碼 |
| Keybank National Association | 6,847 | $354.5 萬 | 0.01% | −350−4.9% | 減碼 |
| Gould Asset Management LLC | 6,861 | $355.2 萬 | 1.00% | 00.0% | 不變 |
| Highview Capital Management LLC | 6,906 | $357.5 萬 | 2.32% | +6,906 | 新進 |
| Glen Eagle Advisors, LLC | 6,910 | $357.7 萬 | 0.93% | +126+1.9% | 加碼 |
| Oppenheimer & Co Inc | 6,915 | $358.0 萬 | 0.06% | +51+0.7% | 加碼 |
| American Portfolios Advisors | 6,984 | $361.6 萬 | 0.12% | −10,371−59.8% | 減碼 |
| Salomon & Ludwin, LLC | 7,259 | $375.8 萬 | 0.53% | −368−4.8% | 減碼 |
| Bay Rivers Group | 7,316 | $378.7 萬 | 2.31% | +82+1.1% | 加碼 |
| Select Equity Group, L.P. | 7,319 | $378.9 萬 | 0.01% | +3,484+90.8% | 加碼 |
| Harbour Investments, Inc. | 7,468 | $386.6 萬 | 0.23% | −1,360−15.4% | 減碼 |
| Wetherby Asset Management Inc | 7,533 | $390.0 萬 | 0.22% | −18−0.2% | 減碼 |
| Avantax Planning Partners, Inc. | 7,597 | $393.3 萬 | 0.16% | +6,866+939.3% | 加碼 |
| Taylor, Cottrill, Erickson & Associates, Inc. | 7,636 | $395.3 萬 | 1.16% | +7,636 | 新進 |
| Harvest Investment Services, LLC | 7,672 | $397.2 萬 | 1.67% | −419−5.2% | 減碼 |
| Highland Capital Management, LLC | 7,713 | $399.3 萬 | 0.23% | +620+8.7% | 加碼 |
| Stephenson National Bank & Trust | 7,757 | $401.6 萬 | 2.32% | 00.0% | 不變 |
| Newport Capital Group, LLC | 7,891 | $409.0 萬 | 3.03% | +481+6.5% | 加碼 |
| Davis R M Inc | 7,977 | $413.0 萬 | 0.09% | +196+2.5% | 加碼 |
| Cape Cod Five Cents Savings Bank | 8,074 | $418.0 萬 | 0.40% | −215−2.6% | 減碼 |
| Moneta Group Investment Advisors LLC | 8,096 | $419.1 萬 | 0.17% | +4,114+103.3% | 加碼 |
| IFG Advisory, LLC | 8,102 | $419.4 萬 | 0.41% | −300−3.6% | 減碼 |
| Csenge Advisory Group | 8,503 | $421.2 萬 | 0.37% | −293−3.3% | 減碼 |
| GenTrust, LLC | 8,720 | $422.9 萬 | 0.33% | +10.0% | 加碼 |
| Beacon Pointe Advisors, LLC | 8,225 | $425.8 萬 | 0.11% | +39+0.5% | 加碼 |
| Sunflower Bank, N.A. | 8,258 | $427.5 萬 | 0.58% | −539−6.1% | 減碼 |
| Belpointe Asset Management LLC | 8,356 | $432.6 萬 | 0.27% | −2,896−25.7% | 減碼 |
| Equitable Holdings, Inc. | 8,358 | $432.7 萬 | 0.07% | −34−0.4% | 減碼 |
| Bank of the West | 8,459 | $437.9 萬 | 0.41% | +78+0.9% | 加碼 |
| Segment Wealth Management, LLC | 8,501 | $440.1 萬 | 0.46% | −105−1.2% | 減碼 |
| Crewe Advisors LLC | 8,506 | $440.4 萬 | 0.90% | −1,500−15.0% | 減碼 |
| Ameritas Investment Partners, Inc. | 8,545 | $442.3 萬 | 0.15% | +500+6.2% | 加碼 |
| ARS Investment Partners, LLC | 8,628 | $446.7 萬 | 0.41% | −25−0.3% | 減碼 |
| Evensky & Katz LLC | 8,666 | $448.6 萬 | 0.43% | +16+0.2% | 加碼 |
| CMG Global Holdings, LLC | 8,691 | $449.9 萬 | 2.90% | +106+1.2% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 9,436 | $453.5 萬 | 0.07% | +5,595+145.7% | 加碼 |
| Court Place Advisors, LLC | 8,781 | $454.6 萬 | 1.25% | −158−1.8% | 減碼 |
| Vantage Financial Partners Ltd., Inc. | 8,804 | $455.8 萬 | 2.31% | +235+2.7% | 加碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 8,842 | $457.7 萬 | 2.44% | +10.0% | 加碼 |
| Bailard, Inc. | 8,981 | $464.9 萬 | 0.15% | −340−3.6% | 減碼 |
| Connolly Sarah T. | 9,182 | $475.3 萬 | 2.65% | +6,917+305.4% | 加碼 |
| United Capital Financial Advisers, LLC | 9,769 | $505.7 萬 | 0.02% | −479−4.7% | 減碼 |
| AMG National Trust Bank | 9,790 | $506.8 萬 | 0.15% | +10+0.1% | 加碼 |
| Renaissance Investment Group LLC | 9,844 | $509.6 萬 | 1.21% | −408−4.0% | 減碼 |
| RBF Capital, LLC | 10,000 | $517.7 萬 | 0.32% | 00.0% | 不變 |
| RMR Wealth Builders | 10,068 | $521.2 萬 | 1.50% | +885+9.6% | 加碼 |
| Gries Financial LLC | 10,119 | $523.9 萬 | 2.14% | +209+2.1% | 加碼 |
| Synovus Financial Corp | 10,126 | $524.2 萬 | 0.05% | +128+1.3% | 加碼 |
| Associated Banc-Corp | 10,164 | $526.2 萬 | 0.19% | −168−1.6% | 減碼 |
| Resonant Capital Advisors, LLC | 10,187 | $528.9 萬 | 0.80% | +446+4.6% | 加碼 |
| Mayflower Financial Advisors, LLC | 10,396 | $538.2 萬 | 0.71% | −40−0.4% | 減碼 |
| Diversified Portfolios, Inc. | 10,490 | $543.1 萬 | 1.31% | +270+2.6% | 加碼 |
| Firestone Capital Management | 10,547 | $546.0 萬 | 1.72% | −38−0.4% | 減碼 |
| Cadinha & Co LLC | 10,600 | $548.7 萬 | 0.74% | +9,867+1,346.1% | 加碼 |
| Sonata Capital Group Inc | 10,611 | $549.3 萬 | 2.30% | +134+1.3% | 加碼 |
| Central Trust Co | 10,692 | $553.5 萬 | 0.16% | −36−0.3% | 減碼 |
| Baltimore-Washington Financial Advisors, Inc. | 10,736 | $555.7 萬 | 0.45% | −17−0.2% | 減碼 |
| Nixon Peabody Trust Co | 10,877 | $563.1 萬 | 1.71% | +545+5.3% | 加碼 |
| Savant Capital, LLC | 10,915 | $565.1 萬 | 0.18% | +9,996+1,087.7% | 加碼 |
| Latigo Investments, LLC | 10,962 | $567.5 萬 | 3.79% | +10,962 | 新進 |
| Badgley Phelps Wealth Managers, LLC | 10,990 | $568.9 萬 | 0.18% | +2,782+33.9% | 加碼 |
| TKG Advisors, LLC | 10,990 | $568.9 萬 | 4.49% | +10,990 | 新進 |
| Chilton Investment Co LLC | 11,042 | $571.6 萬 | 0.12% | −175−1.6% | 減碼 |
| Flputnam Investment Management Co | 11,164 | $577.9 萬 | 0.18% | −106−0.9% | 減碼 |
| Sand Hill Global Advisors, LLC | 11,179 | $578.7 萬 | 0.32% | −12−0.1% | 減碼 |
| Franklin Resources Inc | 11,246 | $582.2 萬 | 0.00% | −790−6.6% | 減碼 |
| Wealthspire Advisors, LLC | 11,393 | $589.8 萬 | 0.13% | −3,008−20.9% | 減碼 |
| Allworth Financial LP | 11,639 | $602.5 萬 | 0.09% | −1,001−7.9% | 減碼 |
| Peak Asset Management, LLC | 11,750 | $608.3 萬 | 1.40% | −469−3.8% | 減碼 |
| Unionview, LLC | 11,760 | $608.8 萬 | 5.69% | +11,760 | 新進 |