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 | 1,127 | $136.8 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 |
|---|---|---|---|---|---|
| Disciplined Investments, LLC | 6,591 | $341.2 萬 | 1.51% | 00.0% | 不變 |
| Bristlecone Advisors, LLC | 6,587 | $341.0 萬 | 0.41% | 00.0% | 不變 |
| Personal Wealth Partners | 6,519 | $337.5 萬 | 1.39% | −36−0.5% | 減碼 |
| Benchmark Financial Wealth Advisors, LLC | 6,517 | $337.4 萬 | 1.41% | +88+1.4% | 加碼 |
| Meridian Wealth Management, LLC | 6,497 | $336.3 萬 | 0.36% | −115−1.7% | 減碼 |
| Northstar Asset Management LLC | 6,490 | $336.0 萬 | 0.79% | +45+0.7% | 加碼 |
| HB Wealth Management, LLC | 6,487 | $335.8 萬 | 0.07% | +6,487 | 新進 |
| Ti-Trust, Inc | 6,401 | $331.4 萬 | 2.96% | +6,401 | 新進 |
| Naples Global Advisors, LLC | 6,322 | $327.3 萬 | 0.38% | −30−0.5% | 減碼 |
| Keystone Financial Group | 6,309 | $326.6 萬 | 0.54% | 00.0% | 不變 |
| Sepio Capital, LP | 6,300 | $326.1 萬 | 0.24% | 00.0% | 不變 |
| West Paces Advisors Inc. | 6,237 | $322.9 萬 | 1.01% | −50−0.8% | 減碼 |
| Silvercrest Asset Management Group LLC | 6,179 | $319.9 萬 | 0.02% | −259−4.0% | 減碼 |
| Charter Research & Investment Group, Inc. | 6,166 | $319.2 萬 | 2.51% | +98+1.6% | 加碼 |
| Mercer Global Advisors Inc | 6,163 | $319.0 萬 | 0.02% | −170−2.7% | 減碼 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 6,745 | $318.9 萬 | 1.34% | +20.0% | 加碼 |
| Pegasus Asset Management, Inc. | 6,122 | $316.9 萬 | 1.30% | −88−1.4% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 6,112 | $316.4 萬 | 0.18% | +6,112 | 新進 |
| Intercontinental Wealth Advisors, LLC | 6,073 | $314.4 萬 | 0.66% | −268−4.2% | 減碼 |
| CWM, LLC | 6,065 | $314.0 萬 | 0.02% | +6,065 | 新進 |
| Apollon Wealth Management, LLC | 5,992 | $310.2 萬 | 0.25% | +31+0.5% | 加碼 |
| Edmond de Rothschild Holding S.A. | 5,923 | $306.6 萬 | 0.07% | +657+12.5% | 加碼 |
| JMG Financial Group, Ltd. | 5,861 | $303.4 萬 | 0.16% | −76−1.3% | 減碼 |
| Capital Group Private Client Services, Inc. | 5,841 | $302.4 萬 | 0.03% | +15+0.3% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 5,783 | $299.4 萬 | 0.29% | +211+3.8% | 加碼 |
| Shoker Investment Counsel, Inc. | 5,766 | $298.5 萬 | 1.37% | +141+2.5% | 加碼 |
| Whalerock Point Partners, LLC | 5,645 | $292.2 萬 | 1.00% | 00.0% | 不變 |
| Jane Street Group, LLC | 5,614 | $290.6 萬 | 0.01% | −5,142−47.8% | 減碼 |
| Cambridge Trust Co | 5,609 | $290.4 萬 | 0.09% | +460+8.9% | 加碼 |
| Regents of the University of California | 5,600 | $289.9 萬 | 0.41% | 00.0% | 不變 |
| First Citizens Bank & Trust Co | 5,577 | $288.7 萬 | 0.11% | +749+15.5% | 加碼 |
| AE Wealth Management LLC | 5,575 | $288.6 萬 | 0.02% | −6,604−54.2% | 減碼 |
| B. Riley Wealth Management, Inc. | 5,574 | $288.6 萬 | 0.20% | −306−5.2% | 減碼 |
| Hoylecohen, LLC | 5,561 | $287.9 萬 | 0.24% | +437+8.5% | 加碼 |
| Private Asset Management Inc | 5,548 | $287.3 萬 | 0.35% | −288−4.9% | 減碼 |
| Triumph Capital Management | 5,549 | $287.3 萬 | 1.25% | +623+12.6% | 加碼 |
| Matrix Asset Advisors Inc | 5,541 | $286.8 萬 | 0.37% | +93+1.7% | 加碼 |
| Baron Financial Group, LLC | 5,521 | $285.8 萬 | 1.62% | −175−3.1% | 減碼 |
| Connecticut Wealth Management, LLC | 5,491 | $284.3 萬 | 0.22% | −67−1.2% | 減碼 |
| Ieq Capital, LLC | 5,456 | $282.4 萬 | 0.07% | +511+10.3% | 加碼 |
| Winthrop Advisory Group LLC | 5,425 | $281.7 萬 | 0.57% | −29−0.5% | 減碼 |
| Sage Financial Management Group, Inc. | 5,338 | $276.3 萬 | 1.84% | +5+0.1% | 加碼 |
| Flow Traders U.S. LLC | 5,278 | $273.2 萬 | 0.15% | +5,278 | 新進 |
| Putnam Investments LLC | 5,275 | $273.1 萬 | 0.00% | +1,039+24.5% | 加碼 |
| Argent Trust Co | 5,262 | $272.4 萬 | 0.16% | −79−1.5% | 減碼 |
| Lido Advisors, LLC | 5,131 | $265.6 萬 | 0.05% | +277+5.7% | 加碼 |
| Eldridge Investment Advisors, Inc. | 5,103 | $264.2 萬 | 0.87% | −40−0.8% | 減碼 |
| AXA S.A. | 5,116 | $263.9 萬 | 0.01% | +184+3.7% | 加碼 |
| Gilman Hill Asset Management, LLC | 5,073 | $262.6 萬 | 0.59% | 00.0% | 不變 |
| Asset Management Group, Inc. | 5,044 | $261.1 萬 | 0.51% | −143−2.8% | 減碼 |
| Spinnaker Trust | 5,040 | $260.9 萬 | 0.17% | −7−0.1% | 減碼 |
| Wealthcare Advisory Partners LLC | 5,021 | $259.9 萬 | 0.16% | −474−8.6% | 減碼 |
| Osborne Partners Capital Management, LLC | 4,990 | $258.3 萬 | 0.19% | +376+8.1% | 加碼 |
| Cresset Asset Management, LLC | 4,938 | $256.5 萬 | 0.02% | −618−11.1% | 減碼 |
| American Institute for Advanced Investment Management, LLP | 4,947 | $256.1 萬 | 1.72% | −20.0% | 減碼 |
| Resources Investment Advisors, LLC. | 4,934 | $255.4 萬 | 0.09% | −24−0.5% | 減碼 |
| Northwest Bancshares, Inc. | 4,918 | $254.6 萬 | 0.50% | −495−9.1% | 減碼 |
| Courier Capital LLC | 4,895 | $253.4 萬 | 0.24% | −1,495−23.4% | 減碼 |
| Coastline Trust Co | 4,802 | $248.6 萬 | 0.28% | +228+5.0% | 加碼 |
| Fiduciary Trust Co | 4,779 | $247.4 萬 | 0.04% | 00.0% | 不變 |
| TD Waterhouse Canada Inc. | 4,409 | $236.4 萬 | 0.02% | +4,409 | 新進 |
| Davidson Trust Co | 4,538 | $234.9 萬 | 1.61% | 00.0% | 不變 |
| Element Pointe Advisors, LLC | 4,500 | $233.0 萬 | 0.72% | 00.0% | 不變 |
| Avalon Investment & Advisory | 4,494 | $232.7 萬 | 0.06% | −1,289−22.3% | 減碼 |
| Change Path, LLC | 4,439 | $229.8 萬 | 0.11% | +1,552+53.8% | 加碼 |
| Financial Architects, Inc | 4,430 | $229.4 萬 | 0.31% | −210−4.5% | 減碼 |
| InTrack Investment Management Inc | 4,422 | $228.9 萬 | 1.58% | +369+9.1% | 加碼 |
| Cullen/Frost Bankers, Inc. | 4,413 | $228.4 萬 | 0.04% | −187−4.1% | 減碼 |
| New England Private Wealth Advisors LLC | 4,411 | $228.4 萬 | 0.40% | +10.0% | 加碼 |
| LeJeune Puetz Investment Counsel LLC | 4,384 | $227.0 萬 | 0.76% | −24−0.5% | 減碼 |
| Spectrum Management Group, LLC | 4,343 | $224.8 萬 | 0.32% | 00.0% | 不變 |
| Cambridge Associates LLC | 4,339 | $224.6 萬 | 0.17% | 00.0% | 不變 |
| Merriman Wealth Management, LLC | 4,329 | $224.1 萬 | 0.16% | 00.0% | 不變 |
| Cambridge Advisors Inc. | 4,307 | $223.0 萬 | 0.50% | −20.0% | 減碼 |
| Keeley-Teton Advisors, LLC | 4,279 | $221.5 萬 | 0.23% | −9−0.2% | 減碼 |
| Harbor Advisory Corp | 4,277 | $221.4 萬 | 0.90% | 00.0% | 不變 |
| Hudson Valley Investment Advisors Inc | 4,274 | $221.3 萬 | 0.35% | −160−3.6% | 減碼 |
| Capital Advisory Group Advisory Services, LLC | 4,275 | $221.3 萬 | 0.98% | +40+0.9% | 加碼 |
| Wade G W & Inc | 4,240 | $219.5 萬 | 0.10% | +70+1.7% | 加碼 |
| Salem Investment Counselors Inc | 4,238 | $219.4 萬 | 0.08% | −45−1.1% | 減碼 |
| PFG Advisors | 4,230 | $219.0 萬 | 0.22% | −639−13.1% | 減碼 |
| Deutsche Bank AG | 4,190 | $217.0 萬 | 0.00% | −1,365−24.6% | 減碼 |
| Northern Oak Wealth Management Inc | 4,170 | $215.9 萬 | 0.24% | 00.0% | 不變 |
| High Falls Advisors, Inc | 4,165 | $215.6 萬 | 0.55% | +363+9.5% | 加碼 |
| Colony Group LLC | 4,141 | $214.4 萬 | 0.04% | +501+13.8% | 加碼 |
| Venturi Wealth Management, LLC | 4,140 | $214.3 萬 | 0.16% | −4,000−49.1% | 減碼 |
| Penobscot Investment Management Company, Inc. | 4,132 | $213.9 萬 | 0.29% | −375−8.3% | 減碼 |
| Centaurus Financial, Inc. | 4,127 | $213.6 萬 | 0.16% | −89−2.1% | 減碼 |
| Lowe Wealth Advisors, LLC | 4,126 | $213.6 萬 | 0.94% | +97+2.4% | 加碼 |
| Ameritas Advisory Services, LLC | 4,120 | $213.3 萬 | 0.08% | +4,120 | 新進 |
| Braun Stacey Associates Inc | 4,109 | $212.7 萬 | 0.08% | −120−2.8% | 減碼 |
| Darrow Company, Inc. | 4,104 | $212.5 萬 | 1.87% | +4,104 | 新進 |
| J.W. Cole Advisors, Inc. | 4,098 | $212.1 萬 | 0.14% | +146+3.7% | 加碼 |
| Toroso Investments, LLC | 4,090 | $211.7 萬 | 0.06% | +4,090 | 新進 |
| Umb Bank N A | 4,085 | $211.5 萬 | 0.03% | +4,085 | 新進 |
| EP Wealth Advisors, LLC | 4,072 | $210.8 萬 | 0.05% | +156+4.0% | 加碼 |
| ZWJ Investment Counsel Inc | 4,067 | $210.5 萬 | 0.11% | −68−1.6% | 減碼 |
| Farmers & Merchants Trust Co of Long Beach | 4,030 | $208.6 萬 | 0.51% | −992−19.8% | 減碼 |
| Signature Securities Group Corporation | 4,002 | $207.7 萬 | 0.64% | +142+3.7% | 加碼 |
| Rosenblum Silverman Sutton S F Inc | 3,990 | $206.5 萬 | 0.46% | −137−3.3% | 減碼 |