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 −13 家
- 持有股數
- 2,483 萬
- 較 2021 年第 4 季 −127.5 萬 (−4.9%)
- 總市值
- $122.0 億
- 較 2021 年第 4 季 −$13.2 億 (−9.8%)
- 新進機構
- 71
- 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 |
|---|---|---|---|---|---|
| CAPROCK Group, Inc. | 3,895 | $192.0 萬 | 0.18% | −15−0.4% | 減碼 |
| Kelman-Lazarov, Inc. | 3,927 | $192.6 萬 | 0.64% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 3,951 | $193.8 萬 | 0.15% | −189−4.6% | 減碼 |
| Jane Street Group, LLC | 3,961 | $194.3 萬 | 0.00% | −1,653−29.4% | 減碼 |
| Focus Financial Network, Inc. | 3,956 | $194.5 萬 | 0.14% | +3,263+470.9% | 加碼 |
| Calamos Wealth Management LLC | 3,965 | $194.5 萬 | 0.15% | +3,965 | 新進 |
| Avantax Planning Partners, Inc. | 3,970 | $194.7 萬 | 0.08% | −3,627−47.7% | 減碼 |
| Sovereign Financial Group, Inc. | 3,969 | $194.7 萬 | 0.72% | +21+0.5% | 加碼 |
| Darrow Company, Inc. | 3,998 | $196.1 萬 | 1.81% | −106−2.6% | 減碼 |
| EP Wealth Advisors, LLC | 4,011 | $196.7 萬 | 0.04% | −61−1.5% | 減碼 |
| Lowe Wealth Advisors, LLC | 4,029 | $197.6 萬 | 0.89% | −97−2.4% | 減碼 |
| Signature Securities Group Corporation | 4,049 | $198.9 萬 | 0.63% | +47+1.2% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 4,052 | $199.6 萬 | 0.03% | −5,384−57.1% | 減碼 |
| Umb Bank N A | 4,085 | $200.3 萬 | 0.03% | 00.0% | 不變 |
| Tower View Investment Management & Research LLC | 4,093 | $200.7 萬 | 1.08% | +586+16.7% | 加碼 |
| Penobscot Investment Management Company, Inc. | 4,122 | $202.1 萬 | 0.29% | −10−0.2% | 減碼 |
| Northern Oak Wealth Management Inc | 4,170 | $204.5 萬 | 0.25% | 00.0% | 不變 |
| Rosenblum Silverman Sutton S F Inc | 4,181 | $205.0 萬 | 0.52% | +191+4.8% | 加碼 |
| Deutsche Bank AG | 4,190 | $205.5 萬 | 0.00% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 4,197 | $205.8 萬 | 0.08% | −41−1.0% | 減碼 |
| Wade G W & Inc | 4,215 | $206.7 萬 | 0.09% | −25−0.6% | 減碼 |
| Ameritas Advisory Services, LLC | 4,216 | $206.8 萬 | 0.08% | +96+2.3% | 加碼 |
| Keeley-Teton Advisors, LLC | 4,253 | $208.6 萬 | 0.22% | −26−0.6% | 減碼 |
| Harbor Advisory Corp | 4,277 | $209.8 萬 | 0.84% | 00.0% | 不變 |
| InTrack Investment Management Inc | 4,304 | $211.1 萬 | 1.72% | −118−2.7% | 減碼 |
| Cambridge Advisors Inc. | 4,306 | $211.2 萬 | 0.50% | −10.0% | 減碼 |
| LeJeune Puetz Investment Counsel LLC | 4,310 | $211.3 萬 | 0.74% | −74−1.7% | 減碼 |
| Farmers & Merchants Trust Co of Long Beach | 4,327 | $212.2 萬 | 0.55% | +297+7.4% | 加碼 |
| B. Riley Wealth Management, Inc. | 4,343 | $213.0 萬 | 0.16% | −1,231−22.1% | 減碼 |
| Spectrum Management Group, LLC | 4,343 | $213.0 萬 | 0.34% | 00.0% | 不變 |
| Financial Architects, Inc | 4,377 | $214.7 萬 | 0.31% | −53−1.2% | 減碼 |
| TD Waterhouse Canada Inc. | 4,303 | $215.1 萬 | 0.02% | −106−2.4% | 減碼 |
| New England Private Wealth Advisors LLC | 4,411 | $216.4 萬 | 0.40% | 00.0% | 不變 |
| Capital Advisory Group Advisory Services, LLC | 4,494 | $220.4 萬 | 1.02% | +219+5.1% | 加碼 |
| Element Pointe Advisors, LLC | 4,500 | $220.7 萬 | 0.74% | 00.0% | 不變 |
| Davidson Trust Co | 4,515 | $221.4 萬 | 1.65% | −23−0.5% | 減碼 |
| Cullen/Frost Bankers, Inc. | 4,575 | $224.4 萬 | 0.04% | +162+3.7% | 加碼 |
| Global Retirement Partners, LLC | 5,233 | $227.5 萬 | 0.18% | +5,233 | 新進 |
| Buckingham Strategic Partners | 4,646 | $227.9 萬 | 0.23% | +2,352+102.5% | 加碼 |
| Courier Capital LLC | 4,685 | $229.8 萬 | 0.23% | −210−4.3% | 減碼 |
| Fiduciary Trust Co | 4,704 | $230.7 萬 | 0.04% | −75−1.6% | 減碼 |
| Asset Management Group, Inc. | 4,801 | $235.5 萬 | 0.49% | −243−4.8% | 減碼 |
| Wealthcare Advisory Partners LLC | 4,831 | $236.9 萬 | 0.14% | −190−3.8% | 減碼 |
| Northwest Bancshares, Inc. | 4,867 | $238.7 萬 | 0.46% | −51−1.0% | 減碼 |
| Raffa Wealth Management, LLC | 4,917 | $241.2 萬 | 0.90% | −6,967−58.6% | 減碼 |
| American Institute for Advanced Investment Management, LLP | 4,947 | $242.6 萬 | 1.76% | 00.0% | 不變 |
| Eldridge Investment Advisors, Inc. | 4,968 | $243.7 萬 | 0.82% | −135−2.6% | 減碼 |
| Summit Financial, LLC | 4,961 | $244.4 萬 | 0.19% | +985+24.8% | 加碼 |
| Resources Investment Advisors, LLC. | 5,012 | $245.8 萬 | 0.09% | +78+1.6% | 加碼 |
| Winthrop Advisory Group LLC | 5,012 | $247.0 萬 | 0.51% | −413−7.6% | 減碼 |
| Spinnaker Trust | 5,037 | $247.0 萬 | 0.17% | −3−0.1% | 減碼 |
| Gilman Hill Asset Management, LLC | 5,043 | $247.3 萬 | 0.56% | −30−0.6% | 減碼 |
| AXA S.A. | 5,066 | $248.5 萬 | 0.01% | −50−1.0% | 減碼 |
| Cresset Asset Management, LLC | 5,142 | $253.4 萬 | 0.03% | +204+4.1% | 加碼 |
| Spire Wealth Management | 5,186 | $254.4 萬 | 0.07% | −1,502−22.5% | 減碼 |
| Argent Trust Co | 5,197 | $254.9 萬 | 0.16% | −65−1.2% | 減碼 |
| Private Asset Management Inc | 5,212 | $255.6 萬 | 0.35% | −336−6.1% | 減碼 |
| Sage Financial Management Group, Inc. | 5,286 | $259.3 萬 | 1.78% | −52−1.0% | 減碼 |
| Coastline Trust Co | 5,450 | $267.3 萬 | 0.32% | +648+13.5% | 加碼 |
| Ieq Capital, LLC | 5,457 | $267.6 萬 | 0.06% | +10.0% | 加碼 |
| Baron Financial Group, LLC | 5,457 | $267.6 萬 | 1.55% | −64−1.2% | 減碼 |
| Connecticut Wealth Management, LLC | 5,491 | $269.3 萬 | 0.21% | 00.0% | 不變 |
| First Citizens Bank & Trust Co | 5,516 | $270.5 萬 | 0.11% | −61−1.1% | 減碼 |
| CWM, LLC | 5,530 | $271.2 萬 | 0.02% | −535−8.8% | 減碼 |
| Elm Advisors, LLC | 5,582 | $273.8 萬 | 3.70% | −8,714−61.0% | 減碼 |
| Regents of the University of California | 5,600 | $274.7 萬 | 0.41% | 00.0% | 不變 |
| Simplex Trading, LLC | 5,626 | $275.9 萬 | 0.09% | +5,626 | 新進 |
| Whalerock Point Partners, LLC | 5,645 | $276.9 萬 | 0.98% | 00.0% | 不變 |
| Matrix Asset Advisors Inc | 5,779 | $283.5 萬 | 0.38% | +238+4.3% | 加碼 |
| Hoylecohen, LLC | 5,797 | $284.3 萬 | 0.24% | +236+4.2% | 加碼 |
| JMG Financial Group, Ltd. | 5,831 | $286.0 萬 | 0.14% | −30−0.5% | 減碼 |
| Shoker Investment Counsel, Inc. | 5,872 | $288.0 萬 | 1.43% | +106+1.8% | 加碼 |
| AE Wealth Management LLC | 5,876 | $288.2 萬 | 0.02% | +301+5.4% | 加碼 |
| Edmond de Rothschild Holding S.A. | 5,923 | $290.5 萬 | 0.06% | 00.0% | 不變 |
| West Paces Advisors Inc. | 6,005 | $294.5 萬 | 0.92% | −232−3.7% | 減碼 |
| Naples Global Advisors, LLC | 6,052 | $296.8 萬 | 0.34% | −270−4.3% | 減碼 |
| Intercontinental Wealth Advisors, LLC | 6,056 | $297.0 萬 | 0.68% | −17−0.3% | 減碼 |
| Benchmark Financial Wealth Advisors, LLC | 6,096 | $299.0 萬 | 1.27% | −421−6.5% | 減碼 |
| Pegasus Asset Management, Inc. | 6,102 | $299.3 萬 | 1.30% | −20−0.3% | 減碼 |
| Highview Capital Management LLC | 6,166 | $302.4 萬 | 1.94% | −740−10.7% | 減碼 |
| Meridian Wealth Management, LLC | 6,224 | $305.3 萬 | 0.33% | −273−4.2% | 減碼 |
| Charter Research & Investment Group, Inc. | 6,259 | $307.0 萬 | 2.49% | +93+1.5% | 加碼 |
| Sepio Capital, LP | 6,300 | $309.0 萬 | 0.27% | 00.0% | 不變 |
| Keystone Financial Group | 6,309 | $309.4 萬 | 0.53% | 00.0% | 不變 |
| Ti-Trust, Inc | 6,315 | $309.7 萬 | 2.81% | −86−1.3% | 減碼 |
| Osborne Partners Capital Management, LLC | 6,415 | $314.6 萬 | 0.23% | +1,425+28.6% | 加碼 |
| Disciplined Investments, LLC | 6,463 | $317.0 萬 | 1.32% | −128−1.9% | 減碼 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 6,661 | $317.8 萬 | 1.30% | −84−1.2% | 減碼 |
| St. Johns Investment Management Company, LLC | 6,506 | $319.1 萬 | 1.70% | −122−1.8% | 減碼 |
| Northstar Asset Management LLC | 6,515 | $319.6 萬 | 0.82% | +25+0.4% | 加碼 |
| Millennium Management LLC | 6,517 | $319.6 萬 | 0.00% | +6,517 | 新進 |
| Personal Wealth Partners | 6,519 | $319.7 萬 | 1.39% | 00.0% | 不變 |
| Apollon Wealth Management, LLC | 6,563 | $321.9 萬 | 0.23% | +571+9.5% | 加碼 |
| Bristlecone Advisors, LLC | 6,582 | $322.8 萬 | 0.40% | −5−0.1% | 減碼 |
| Camarda Financial Advisors, LLC | 6,592 | $323.3 萬 | 1.54% | +6,592 | 新進 |
| Lido Advisors, LLC | 6,603 | $323.8 萬 | 0.06% | +1,472+28.7% | 加碼 |
| Oppenheimer & Co Inc | 6,692 | $328.2 萬 | 0.06% | −223−3.2% | 減碼 |
| Summit Wealth Partners, LLC | 6,753 | $331.2 萬 | 0.75% | −44−0.6% | 減碼 |
| Ballentine Partners, LLC | 6,773 | $332.2 萬 | 0.10% | 00.0% | 不變 |
| IFG Advisory, LLC | 6,792 | $333.1 萬 | 0.34% | −1,310−16.2% | 減碼 |