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 |
|---|---|---|---|---|---|
| Howe & Rusling Inc | 2,319 | $120.0 萬 | 0.14% | 00.0% | 不變 |
| Moloney Securities Asset Management, LLC | 2,304 | $119.3 萬 | 0.20% | −4,522−66.2% | 減碼 |
| Buckingham Strategic Partners | 2,294 | $118.8 萬 | 0.25% | +2,294 | 新進 |
| Glassman Wealth Services | 2,256 | $116.8 萬 | 0.21% | 00.0% | 不變 |
| GM Advisory Group, Inc. | 2,249 | $116.4 萬 | 0.10% | −197−8.1% | 減碼 |
| Providence First Trust Co | 2,193 | $113.6 萬 | 0.51% | −14−0.6% | 減碼 |
| Rockland Trust Co | 2,187 | $113.2 萬 | 0.07% | −311−12.4% | 減碼 |
| First National Bank of Mount Dora, Trust Investment Services | 2,177 | $112.7 萬 | 0.33% | −50−2.2% | 減碼 |
| Lionsbridge Wealth Management LLC | 2,173 | $112.4 萬 | 1.21% | +2,173 | 新進 |
| Beacon Financial Advisory LLC | 2,145 | $111.0 萬 | 0.51% | +3+0.1% | 加碼 |
| Shufro Rose & Co LLC | 2,139 | $110.7 萬 | 0.08% | 00.0% | 不變 |
| Blue Barn Wealth, LLC | 2,130 | $110.3 萬 | 0.75% | −224−9.5% | 減碼 |
| WealthShield Partners, LLC | 2,120 | $109.7 萬 | 0.18% | +2,120 | 新進 |
| Frank, Rimerman Advisors LLC | 2,114 | $109.4 萬 | 0.37% | 00.0% | 不變 |
| Trail Ridge Investment Advisors, LLC | 2,111 | $109.3 萬 | 0.66% | +2,111 | 新進 |
| Zhang Financial LLC | 2,106 | $109.1 萬 | 0.19% | 00.0% | 不變 |
| Clifford Swan Investment Counsel LLC | 2,099 | $108.7 萬 | 0.04% | −142−6.3% | 減碼 |
| Cozad Asset Management Inc | 2,098 | $108.6 萬 | 0.15% | 00.0% | 不變 |
| 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 |
| Atria Investments LLC | 2,071 | $107.2 萬 | 0.02% | +2,071 | 新進 |
| Bryn Mawr Trust Co | 2,063 | $106.8 萬 | 0.04% | 00.0% | 不變 |
| Edgestream Partners, L.P. | 2,053 | $106.3 萬 | 0.07% | +1,160+129.9% | 加碼 |
| Pacific Financial Group Inc | 2,072 | $105.9 萬 | 0.70% | +162+8.5% | 加碼 |
| HM Payson & Co | 2,042 | $105.7 萬 | 0.02% | +250+14.0% | 加碼 |
| TCTC Holdings, LLC | 2,038 | $105.5 萬 | 0.05% | 00.0% | 不變 |
| Kingsview Wealth Management, LLC | 2,034 | $105.3 萬 | 0.04% | +57+2.9% | 加碼 |
| Clear Harbor Asset Management, LLC | 2,032 | $105.2 萬 | 0.12% | +400+24.5% | 加碼 |
| Bill Few Associates, Inc. | 1,971 | $102.0 萬 | 0.53% | +1,971 | 新進 |
| Prosperity Planning, Inc. | 1,949 | $100.9 萬 | 0.51% | −3−0.2% | 減碼 |
| LCNB Corp | 1,910 | $98.9 萬 | 0.45% | −55−2.8% | 減碼 |
| CPWM, LLC | 2,056 | $98.8 萬 | 0.08% | 00.0% | 不變 |
| Frisch Financial Group, Inc. | 1,908 | $98.6 萬 | 0.31% | +59+3.2% | 加碼 |
| D.A. Davidson & Co. | 1,889 | $97.8 萬 | 0.01% | −22−1.2% | 減碼 |
| Maltin Wealth Management, Inc. | 1,889 | $97.8 萬 | 0.59% | +4+0.2% | 加碼 |
| Clear Creek Financial Management, LLC | 1,931 | $97.7 萬 | 0.15% | −11,425−85.5% | 減碼 |
| Private Wealth Group, LLC | 1,887 | $97.7 萬 | 0.66% | 00.0% | 不變 |
| Financial & Tax Architects, LLC | 1,880 | $97.3 萬 | 0.40% | +1,880 | 新進 |
| We Are One Seven, LLC | 1,865 | $96.6 萬 | 0.10% | +1,385+288.5% | 加碼 |
| Summit Financial Wealth Advisors, LLC | 1,848 | $96.4 萬 | 0.19% | +1,848 | 新進 |
| Overbrook Management Corp | 1,860 | $96.3 萬 | 0.19% | +1,860 | 新進 |
| Barber Financial Group, Inc. | 1,858 | $96.2 萬 | 0.12% | −79,188−97.7% | 減碼 |
| Joel Isaacson & Co., LLC | 1,859 | $96.2 萬 | 0.07% | +4+0.2% | 加碼 |
| Arthur M. Cohen & Associates, LLC | 1,811 | $93.8 萬 | 0.17% | +776+75.0% | 加碼 |
| First Business Financial Services, Inc. | 1,808 | $93.6 萬 | 0.10% | −80−4.2% | 減碼 |
| Moors & Cabot, Inc. | 1,805 | $93.4 萬 | 0.06% | +329+22.3% | 加碼 |
| Zions Bancorporation, N.A. | 1,798 | $93.1 萬 | 0.08% | 00.0% | 不變 |
| L & S Advisors Inc | 1,799 | $93.1 萬 | 0.10% | +379+26.7% | 加碼 |
| GFS Advisors, LLC | 1,783 | $92.3 萬 | 0.15% | −460−20.5% | 減碼 |
| Vista Finance, LLC | 1,771 | $91.7 萬 | 0.95% | +1,771 | 新進 |
| Quest Capital Management Inc | 1,765 | $91.4 萬 | 0.16% | −11−0.6% | 減碼 |
| Sigma Planning Corp | 1,761 | $91.2 萬 | 0.03% | −316−15.2% | 減碼 |
| Dana Investment Advisors, Inc. | 1,759 | $91.1 萬 | 0.04% | +1+0.1% | 加碼 |
| Alesco Advisors LLC | 1,758 | $91.0 萬 | 0.03% | −35−2.0% | 減碼 |
| Schrum Private Wealth Management LLC | 1,752 | $90.7 萬 | 0.83% | +1,752 | 新進 |
| Neumann Capital Management, LLC | 1,750 | $90.6 萬 | 0.37% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 1,743 | $90.5 萬 | 0.20% | −22−1.2% | 減碼 |
| Evanson Asset Management, LLC | 1,745 | $90.3 萬 | 0.08% | +4+0.2% | 加碼 |
| Duncker Streett & Co Inc | 1,744 | $90.3 萬 | 0.16% | +2+0.1% | 加碼 |
| Sawgrass Asset Management LLC | 1,742 | $90.2 萬 | 0.09% | 00.0% | 不變 |
| Advisors Capital Management, LLC | 1,727 | $89.4 萬 | 0.02% | +418+31.9% | 加碼 |
| Cornerstone Wealth Management, LLC | 1,722 | $89.3 萬 | 0.09% | −74−4.1% | 減碼 |
| Thompson Davis & Co., Inc. | 1,721 | $89.1 萬 | 0.74% | +1,721 | 新進 |
| NCM Capital Management, LLC | 1,719 | $89.0 萬 | 0.79% | +1,719 | 新進 |
| Cadence Bank NA | 1,718 | $88.9 萬 | 0.24% | 00.0% | 不變 |
| Gator Capital Management, LLC | 1,697 | $87.9 萬 | 0.64% | +1,697 | 新進 |
| Tennessee Valley Asset Management Partners | 1,695 | $87.8 萬 | 0.29% | −34−2.0% | 減碼 |
| Legacy Private Trust Co. | 1,696 | $87.8 萬 | 0.07% | 00.0% | 不變 |
| Lynch & Associates | 1,690 | $87.5 萬 | 0.21% | 00.0% | 不變 |
| Congress Wealth Management LLC | 1,680 | $87.0 萬 | 0.02% | +1,680 | 新進 |
| Means Investment Co., Inc. | 1,675 | $86.7 萬 | 0.15% | +196+13.3% | 加碼 |
| Holistic Financial Partners | 1,669 | $86.4 萬 | 0.50% | 00.0% | 不變 |
| Baldwin Brothers Inc | 1,659 | $85.9 萬 | 0.09% | +35+2.2% | 加碼 |
| Great Lakes Advisors, LLC | 1,658 | $85.8 萬 | 0.01% | +55+3.4% | 加碼 |
| Institute for Wealth Management, LLC. | 1,653 | $85.6 萬 | 0.14% | +204+14.1% | 加碼 |
| Vista Wealth Management Group, LLC | 1,634 | $84.6 萬 | 0.14% | 00.0% | 不變 |
| Truepoint, Inc. | 1,631 | $84.5 萬 | 0.04% | +16+1.0% | 加碼 |
| Wedbush Securities Inc | 1,627 | $84.2 萬 | 0.04% | +2+0.1% | 加碼 |
| Hohimer Wealth Management, LLC | 1,617 | $83.7 萬 | 0.18% | 00.0% | 不變 |
| Orgel Wealth Management, LLC | 1,615 | $83.6 萬 | 0.08% | −8−0.5% | 減碼 |
| Oppenheimer Asset Management Inc. | 1,610 | $83.3 萬 | 0.01% | +1,610 | 新進 |
| Meeder Asset Management Inc | 1,608 | $83.2 萬 | 0.08% | +273+20.4% | 加碼 |
| Berger Financial Group, Inc | 1,602 | $82.9 萬 | 0.11% | +1+0.1% | 加碼 |
| RTD Financial Advisors, Inc. | 1,602 | $82.9 萬 | 0.11% | +1,602 | 新進 |
| Plante Moran Financial Advisors, LLC | 1,601 | $82.8 萬 | 0.14% | +124+8.4% | 加碼 |
| American Money Management, LLC | 1,590 | $82.3 萬 | 0.21% | 00.0% | 不變 |
| Acorn Wealth Advisors, LLC | 1,576 | $81.6 萬 | 0.52% | +43+2.8% | 加碼 |
| Ziegler Capital Management, LLC | 1,568 | $81.2 萬 | 0.03% | 00.0% | 不變 |
| Andrews, Lucia Wealth Management LLC | 1,557 | $80.6 萬 | 0.73% | +1,557 | 新進 |
| Vista Investment Management | 1,554 | $80.4 萬 | 0.44% | +1+0.1% | 加碼 |
| Geneos Wealth Management Inc. | 1,551 | $80.3 萬 | 0.03% | −28−1.8% | 減碼 |
| Arkadios Wealth Advisors | 1,550 | $80.2 萬 | 0.11% | +22+1.4% | 加碼 |
| Howland Capital Management LLC | 1,537 | $79.6 萬 | 0.04% | −1,681−52.2% | 減碼 |
| Samalin Investment Counsel, LLC | 1,527 | $79.1 萬 | 0.47% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 1,522 | $78.8 萬 | 0.09% | +355+30.4% | 加碼 |
| Kaydan Wealth Management, Inc. | 1,518 | $78.6 萬 | 0.30% | +1,518 | 新進 |
| Pettinga Financial Advisors, LLC | 1,517 | $78.5 萬 | 0.19% | −6,919−82.0% | 減碼 |
| WorthPointe, LLC | 1,594 | $78.3 萬 | 0.70% | +1,594 | 新進 |
| Bank of Hawaii | 1,510 | $78.2 萬 | 0.04% | 00.0% | 不變 |
| Retirement Capital Strategies | 1,508 | $78.1 萬 | 0.29% | 00.0% | 不變 |