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。
2022 年第 1 季 13F 持有人
SPDR S&P Midcap 400 ETF Trust 在 2022/3/31 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
- 1,101
- 較 2021 年第 4 季 −12 家
- 持有股數
- 2,483 萬
- 較 2021 年第 4 季 −127.2 萬 (−4.9%)
- 總市值
- $122.0 億
- 較 2021 年第 4 季 −$13.2 億 (−9.7%)
- 新進機構
- 72
- 另有 276 家加碼
- 清倉機構
- 84
- 另有 423 家減碼
另有 13 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| North Star Investment Management Corp. | 2,430 | $119.2 萬 | 0.09% | −74−3.0% | 減碼 |
| Lenox Wealth Advisors, LLC | 2,508 | $119.6 萬 | 0.15% | −221−8.1% | 減碼 |
| TruWealth Advisors, LLC | 2,440 | $119.7 萬 | 0.12% | −78−3.1% | 減碼 |
| Tiedemann Advisors, LLC | 2,431 | $119.8 萬 | 0.06% | −3−0.1% | 減碼 |
| RFG Advisory, LLC | 2,442 | $119.8 萬 | 0.08% | +101+4.3% | 加碼 |
| Aspen Investment Management Inc | 2,448 | $120.1 萬 | 0.63% | −27−1.1% | 減碼 |
| Graypoint LLC | 2,456 | $120.5 萬 | 0.12% | +1,274+107.8% | 加碼 |
| Western Wealth Management, LLC | 2,479 | $121.6 萬 | 0.06% | +1,211+95.5% | 加碼 |
| Stephens Inc | 2,485 | $121.9 萬 | 0.02% | +96+4.0% | 加碼 |
| Minot Wealth Management LLC | 2,518 | $123.5 萬 | 0.27% | −34−1.3% | 減碼 |
| First Western Trust Bank | 2,488 | $123.9 萬 | 0.06% | +2,488 | 新進 |
| Baker Avenue Asset Management, LP | 2,529 | $124.1 萬 | 0.07% | −444−14.9% | 減碼 |
| HBK Sorce Advisory LLC | 2,565 | $125.8 萬 | 0.07% | −78−3.0% | 減碼 |
| White Pine Capital LLC | 2,574 | $126.2 萬 | 0.39% | +205+8.7% | 加碼 |
| Choate Investment Advisors | 2,586 | $126.9 萬 | 0.07% | −177−6.4% | 減碼 |
| IFP Advisors, Inc | 7,022 | $128.6 萬 | 0.02% | +3,933+127.3% | 加碼 |
| Montecito Bank & Trust | 2,642 | $129.6 萬 | 0.24% | 00.0% | 不變 |
| Braun Stacey Associates Inc | 2,644 | $129.7 萬 | 0.05% | −1,465−35.7% | 減碼 |
| Wesbanco Bank Inc | 2,651 | $130.0 萬 | 0.05% | −226−7.9% | 減碼 |
| National Asset Management, Inc. | 2,651 | $130.1 萬 | 0.04% | −1,194−31.1% | 減碼 |
| International Assets Investment Management, LLC | 2,653 | $130.1 萬 | 0.23% | −174−6.2% | 減碼 |
| Regions Financial Corp | 2,666 | $130.8 萬 | 0.01% | +23+0.9% | 加碼 |
| Cannon Global Investment Management, LLC | 2,670 | $131.0 萬 | 0.94% | +1,370+105.4% | 加碼 |
| Dowling & Yahnke LLC | 2,678 | $131.3 萬 | 0.06% | +140+5.5% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 2,693 | $132.1 萬 | 0.12% | 00.0% | 不變 |
| Atria Investments LLC | 2,736 | $134.2 萬 | 0.02% | +665+32.1% | 加碼 |
| Advus Financial Partners, LLC | 2,762 | $135.5 萬 | 0.69% | +2,762 | 新進 |
| Smart Portfolios, LLC | 2,768 | $135.8 萬 | 2.15% | +1,977+249.9% | 加碼 |
| Hardy Reed LLC | 2,775 | $136.1 萬 | 0.26% | 00.0% | 不變 |
| Marble Harbor Investment Counsel, LLC | 2,800 | $137.3 萬 | 0.17% | 00.0% | 不變 |
| Integrated Advisors Network LLC | 2,807 | $137.7 萬 | 0.08% | +349+14.2% | 加碼 |
| Lyell Wealth Management, LP | 2,808 | $138.4 萬 | 0.18% | +51+1.8% | 加碼 |
| Beaumont Financial Partners, LLC | 2,822 | $138.4 萬 | 0.11% | +150+5.6% | 加碼 |
| SOL Capital Management CO | 2,855 | $140.0 萬 | 0.25% | −50−1.7% | 減碼 |
| Greenleaf Trust | 2,879 | $141.2 萬 | 0.02% | −46−1.6% | 減碼 |
| StoneX Group Inc. | 2,910 | $142.8 萬 | 0.11% | +1,684+137.4% | 加碼 |
| Johnson Financial Group, Inc. | 2,918 | $143.1 萬 | 0.10% | −9−0.3% | 減碼 |
| Centaurus Financial, Inc. | 2,951 | $144.7 萬 | 0.11% | −1,176−28.5% | 減碼 |
| Change Path, LLC | 3,019 | $148.1 萬 | 0.08% | −1,420−32.0% | 減碼 |
| Aspiriant, LLC | 3,021 | $148.2 萬 | 0.08% | 00.0% | 不變 |
| Flynn Zito Capital Management, LLC | 3,030 | $148.6 萬 | 1.26% | −228−7.0% | 減碼 |
| Kings Point Capital Management | 3,051 | $149.6 萬 | 0.13% | +10.0% | 加碼 |
| Fieldpoint Private Securities, LLC | 3,063 | $150.2 萬 | 0.31% | 00.0% | 不變 |
| Walleye Trading LLC | 3,064 | $150.3 萬 | 0.03% | +195+6.8% | 加碼 |
| Middleton & Co Inc | 3,071 | $150.6 萬 | 0.16% | 00.0% | 不變 |
| Permit Capital Advisors, LLC | 3,060 | $150.7 萬 | 0.58% | +3,060 | 新進 |
| United Bank | 3,095 | $151.8 萬 | 0.20% | 00.0% | 不變 |
| Laird Norton Trust Company, LLC | 3,104 | $152.2 萬 | 0.14% | +60+2.0% | 加碼 |
| Wealth Advisory Solutions, LLC | 3,120 | $153.0 萬 | 0.32% | +3,120 | 新進 |
| Freestone Capital Holdings, LLC | 3,126 | $153.3 萬 | 0.06% | +248+8.6% | 加碼 |
| High Falls Advisors, Inc | 3,137 | $153.8 萬 | 0.41% | −1,028−24.7% | 減碼 |
| Mathes Company, Inc. | 3,150 | $154.5 萬 | 0.60% | 00.0% | 不變 |
| Clark Capital Management Group, Inc. | 3,170 | $155.5 萬 | 0.02% | 00.0% | 不變 |
| Bremer Bank National Association | 3,173 | $155.6 萬 | 0.26% | 00.0% | 不變 |
| Wolverine Trading, LLC | 3,137 | $156.2 萬 | 0.05% | +2,659+556.3% | 加碼 |
| L.M. Kohn & Company | 3,196 | $156.8 萬 | 0.60% | +3,196 | 新進 |
| Stratos Wealth Partners, LTD. | 3,199 | $156.9 萬 | 0.04% | −60−1.8% | 減碼 |
| Woodstock Corp | 3,225 | $158.2 萬 | 0.19% | −498−13.4% | 減碼 |
| Colony Group LLC | 3,253 | $159.5 萬 | 0.02% | −888−21.4% | 減碼 |
| Perigon Wealth Management, LLC | 3,272 | $160.5 萬 | 0.11% | +553+20.3% | 加碼 |
| Wunderlich Capital Managemnt | 3,355 | $164.5 萬 | 0.78% | −495−12.9% | 減碼 |
| Paradigm, Strategies in Wealth Management, LLC | 3,361 | $164.8 萬 | 1.72% | +2+0.1% | 加碼 |
| Capital Planning Advisors, LLC | 3,375 | $165.5 萬 | 0.35% | 00.0% | 不變 |
| Oxford Financial Group Ltd | 3,378 | $165.7 萬 | 0.21% | −95−2.7% | 減碼 |
| McKinley Carter Wealth Services, Inc. | 3,393 | $166.4 萬 | 0.13% | 00.0% | 不變 |
| Merit Financial Group, LLC | 3,405 | $167.0 萬 | 0.10% | +93+2.8% | 加碼 |
| Coyle Financial Counsel LLC | 3,412 | $167.3 萬 | 0.89% | −268−7.3% | 減碼 |
| NorthRock Partners, LLC | 3,413 | $167.4 萬 | 0.15% | −380−10.0% | 減碼 |
| Proficio Capital Partners LLC | 3,415 | $167.5 萬 | 0.25% | 00.0% | 不變 |
| Jennison Associates LLC | 3,421 | $167.8 萬 | 0.00% | −3,358−49.5% | 減碼 |
| PFG Advisors | 3,425 | $168.0 萬 | 0.17% | −805−19.0% | 減碼 |
| WealthBridge Capital Management, LLC | 3,484 | $170.9 萬 | 0.64% | 00.0% | 不變 |
| Paragon Capital Management Ltd | 3,504 | $171.9 萬 | 0.32% | −30−0.8% | 減碼 |
| Meridian Investment Counsel Inc. | 3,507 | $172.0 萬 | 0.60% | +10.0% | 加碼 |
| Lindbrook Capital, LLC | 3,523 | $172.8 萬 | 0.27% | +3,493+11,643.3% | 加碼 |
| Meridian Financial, LLC | 3,548 | $174.0 萬 | 1.81% | −155−4.2% | 減碼 |
| SOA Wealth Advisors, LLC. | 3,552 | $174.2 萬 | 0.42% | +2+0.1% | 加碼 |
| Maryland Capital Management | 3,665 | $179.7 萬 | 0.11% | −50−1.3% | 減碼 |
| Wealthsource Partners, LLC | 3,665 | $179.7 萬 | 0.12% | +982+36.6% | 加碼 |
| Horizon Investments, LLC | 3,670 | $180.0 萬 | 0.05% | −52−1.4% | 減碼 |
| Harvest Investment Services, LLC | 3,687 | $180.8 萬 | 1.08% | −3,985−51.9% | 減碼 |
| Investment Advisory Group, LLC | 3,682 | $181.0 萬 | 1.10% | 00.0% | 不變 |
| Quantum Private Wealth, LLC | 3,705 | $181.7 萬 | 0.78% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,708 | $181.9 萬 | 0.02% | −167−4.3% | 減碼 |
| Founders Financial Securities LLC | 3,715 | $182.2 萬 | 0.32% | −17−0.5% | 減碼 |
| Moneta Group Investment Advisors LLC | 3,725 | $182.7 萬 | 0.07% | −4,371−54.0% | 減碼 |
| Haverford Trust Co | 3,726 | $182.7 萬 | 0.02% | −110−2.9% | 減碼 |
| Moody Lynn & Lieberson, LLC | 3,731 | $183.0 萬 | 0.13% | −152−3.9% | 減碼 |
| TSFG, LLC | 3,734 | $183.1 萬 | 0.66% | 00.0% | 不變 |
| Tiemann Investment Advisors, LLC | 3,747 | $183.8 萬 | 0.85% | −216−5.5% | 減碼 |
| J.W. Cole Advisors, Inc. | 3,758 | $184.3 萬 | 0.12% | −340−8.3% | 減碼 |
| Element Wealth, LLC | 3,786 | $185.7 萬 | 1.50% | +62+1.7% | 加碼 |
| Clientfirst Wealth Management, LLC | 3,789 | $185.8 萬 | 1.71% | 00.0% | 不變 |
| XML Financial, LLC | 3,804 | $186.6 萬 | 0.22% | +99+2.7% | 加碼 |
| Advisory Services Network, LLC | 3,813 | $187.0 萬 | 0.06% | +335+9.6% | 加碼 |
| Nwam LLC | 3,818 | $187.3 萬 | 0.14% | −52−1.3% | 減碼 |
| Intelligent Financial Strategies | 3,838 | $188.2 萬 | 1.83% | 00.0% | 不變 |
| ZWJ Investment Counsel Inc | 3,889 | $190.7 萬 | 0.10% | −178−4.4% | 減碼 |
| Leavell Investment Management, Inc. | 3,875 | $190.9 萬 | 0.13% | −26−0.7% | 減碼 |
| Revolve Wealth Partners, LLC | 3,897 | $191.1 萬 | 0.55% | +64+1.7% | 加碼 |