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 3 季 13F 持有人
SPDR S&P Midcap 400 ETF Trust 在 2022/9/30 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
- 1,052
- 較 2022 年第 2 季 +25 家
- 持有股數
- 2,349 萬
- 較 2022 年第 2 季 −97.4 萬 (−4.0%)
- 總市值
- $95.4 億
- 較 2022 年第 2 季 −$5.90 億 (−5.8%)
- 新進機構
- 84
- 另有 283 家加碼
- 清倉機構
- 59
- 另有 344 家減碼
另有 13 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 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 3 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 2022 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Frank, Rimerman Advisors LLC | 1,914 | $76.9 萬 | 0.28% | −35−1.8% | 減碼 |
| Pathstone Family Office, LLC | 1,923 | $77.2 萬 | 0.01% | −39−2.0% | 減碼 |
| BKD Wealth Advisors, LLC | 1,924 | $77.3 萬 | 0.03% | 00.0% | 不變 |
| Lynch & Associates | 1,928 | $77.4 萬 | 0.23% | +109+6.0% | 加碼 |
| Essex Financial Services, Inc. | 1,948 | $78.2 萬 | 0.09% | +425+27.9% | 加碼 |
| Cambridge Associates LLC | 1,950 | $78.3 萬 | 0.06% | +1,950 | 新進 |
| Pacific Financial Group Inc | 1,951 | $78.4 萬 | 0.70% | −198−9.2% | 減碼 |
| Trail Ridge Investment Advisors, LLC | 1,705 | $78.8 萬 | 0.52% | −77−4.3% | 減碼 |
| Bill Few Associates, Inc. | 1,971 | $79.1 萬 | 0.54% | 00.0% | 不變 |
| Altfest L J & Co Inc | 1,991 | $80.0 萬 | 0.15% | +423+27.0% | 加碼 |
| Tennessee Valley Asset Management Partners | 1,999 | $80.3 萬 | 0.31% | −59−2.9% | 減碼 |
| Choate Investment Advisors | 2,008 | $80.7 萬 | 0.05% | −2−0.1% | 減碼 |
| Summit Financial Wealth Advisors, LLC | 1,851 | $80.7 萬 | 0.23% | +1+0.1% | 加碼 |
| Independent Financial Group, LLC | 2,021 | $81.2 萬 | 0.07% | +488+31.8% | 加碼 |
| Spire Wealth Management | 2,021 | $81.2 萬 | 0.05% | −11,865−85.4% | 減碼 |
| Clear Harbor Asset Management, LLC | 2,032 | $81.6 萬 | 0.11% | 00.0% | 不變 |
| TCTC Holdings, LLC | 2,038 | $81.8 萬 | 0.04% | 00.0% | 不變 |
| HM Payson & Co | 2,042 | $82.0 萬 | 0.02% | 00.0% | 不變 |
| Glassman Wealth Services | 2,049 | $82.3 萬 | 0.17% | 00.0% | 不變 |
| Toronto Dominion Bank | 2,054 | $82.5 萬 | 0.00% | +1,848+897.1% | 加碼 |
| Clear Creek Financial Management, LLC | 2,068 | $83.1 萬 | 0.18% | +731+54.7% | 加碼 |
| Boothbay Fund Management, LLC | 2,074 | $83.3 萬 | 0.03% | +2,074 | 新進 |
| Two Sigma Securities, LLC | 2,076 | $83.4 萬 | 0.12% | +2,076 | 新進 |
| Manchester Capital Management LLC | 2,078 | $83.5 萬 | 0.15% | 00.0% | 不變 |
| Clifford Swan Investment Counsel LLC | 2,089 | $83.9 萬 | 0.04% | 00.0% | 不變 |
| NCM Capital Management, LLC | 2,088 | $83.9 萬 | 0.63% | 00.0% | 不變 |
| First National Bank of Mount Dora, Trust Investment Services | 2,090 | $84.0 萬 | 0.30% | −44−2.1% | 減碼 |
| CPWM, LLC | 2,097 | $84.2 萬 | 0.08% | +2,097 | 新進 |
| Sigma Planning Corp | 2,098 | $84.3 萬 | 0.03% | +578+38.0% | 加碼 |
| Astoria Portfolio Advisors LLC. | 2,102 | $84.4 萬 | 0.57% | +37+1.8% | 加碼 |
| Rockland Trust Co | 2,104 | $84.5 萬 | 0.06% | −34−1.6% | 減碼 |
| Congress Wealth Management LLC | 2,136 | $85.8 萬 | 0.02% | −56−2.6% | 減碼 |
| Trexquant Investment LP | 2,145 | $86.2 萬 | 0.03% | +2,145 | 新進 |
| Beacon Financial Advisory LLC | 2,153 | $86.5 萬 | 0.62% | +4+0.2% | 加碼 |
| O'Brien Greene & Co. Inc | 2,160 | $86.7 萬 | 0.11% | +1,440+200.0% | 加碼 |
| TD Private Client Wealth LLC | 2,163 | $86.9 萬 | 0.04% | +26+1.2% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 2,171 | $87.2 萬 | 0.11% | −230−9.6% | 減碼 |
| EWG Elevate Inc. | 2,174 | $87.3 萬 | 0.49% | −834−27.7% | 減碼 |
| Shufro Rose & Co LLC | 2,186 | $87.8 萬 | 0.09% | +56+2.6% | 加碼 |
| ARS Investment Partners, LLC | 2,186 | $87.8 萬 | 0.12% | +145+7.1% | 加碼 |
| Bryn Mawr Trust Co | 2,201 | $88.4 萬 | 0.04% | +254+13.0% | 加碼 |
| Zhang Financial LLC | 2,207 | $88.7 萬 | 0.13% | +101+4.8% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 2,250 | $90.3 萬 | 0.09% | 00.0% | 不變 |
| 9258 Wealth Management, LLC | 2,254 | $90.5 萬 | 0.23% | 00.0% | 不變 |
| Jane Street Group, LLC | 2,261 | $90.8 萬 | 0.00% | −4,914−68.5% | 減碼 |
| Ziegler Capital Management, LLC | 2,261 | $90.8 萬 | 0.04% | −579−20.4% | 減碼 |
| Belpointe Asset Management LLC | 2,265 | $91.1 萬 | 0.06% | −1,872−45.3% | 減碼 |
| Ameritas Advisory Services, LLC | 2,288 | $91.9 萬 | 0.05% | −177−7.2% | 減碼 |
| Warner Financial, Inc | 2,302 | $92.5 萬 | 0.74% | +10.0% | 加碼 |
| Moors & Cabot, Inc. | 2,310 | $92.8 萬 | 0.07% | +219+10.5% | 加碼 |
| Baystate Wealth Management LLC | 2,349 | $94.4 萬 | 0.10% | +8+0.3% | 加碼 |
| Prospera Financial Services Inc | 2,350 | $94.5 萬 | 0.05% | −7,768−76.8% | 減碼 |
| First Western Trust Bank | 2,361 | $94.8 萬 | 0.06% | 00.0% | 不變 |
| Howe & Rusling Inc | 2,380 | $95.6 萬 | 0.13% | 00.0% | 不變 |
| Stephens Inc | 2,389 | $96.0 萬 | 0.02% | 00.0% | 不變 |
| Sigma Investment Counselors Inc | 2,400 | $96.4 萬 | 0.08% | 00.0% | 不變 |
| Capstone Investment Advisors, LLC | 2,401 | $96.4 萬 | 0.02% | +2,401 | 新進 |
| Cozad Asset Management Inc | 2,403 | $96.5 萬 | 0.16% | −28−1.2% | 減碼 |
| TruWealth Advisors, LLC | 2,406 | $96.6 萬 | 0.10% | −59−2.4% | 減碼 |
| North Star Investment Management Corp. | 2,431 | $97.6 萬 | 0.10% | +10.0% | 加碼 |
| Middleton & Co Inc | 2,461 | $98.8 萬 | 0.15% | −610−19.9% | 減碼 |
| Western Wealth Management, LLC | 2,477 | $99.3 萬 | 0.06% | −2−0.1% | 減碼 |
| Regions Financial Corp | 2,526 | $101.5 萬 | 0.01% | −64−2.5% | 減碼 |
| Moody Lynn & Lieberson, LLC | 2,529 | $101.6 萬 | 0.10% | −22−0.9% | 減碼 |
| First Heartland Consultants, Inc. | 2,542 | $102.1 萬 | 0.17% | +2,542 | 新進 |
| Montecito Bank & Trust | 2,557 | $102.7 萬 | 0.27% | −64−2.4% | 減碼 |
| RFG Advisory, LLC | 2,317 | $102.8 萬 | 0.06% | 00.0% | 不變 |
| White Pine Capital LLC | 2,558 | $102.8 萬 | 0.43% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 2,578 | $103.6 萬 | 0.22% | +25+1.0% | 加碼 |
| Moloney Securities Asset Management, LLC | 2,583 | $103.8 萬 | 0.25% | +285+12.4% | 加碼 |
| Greenleaf Trust | 2,615 | $105.0 萬 | 0.02% | −160−5.8% | 減碼 |
| Beaumont Financial Partners, LLC | 2,654 | $106.6 萬 | 0.10% | −268−9.2% | 減碼 |
| Deutsche Bank AG | 2,690 | $108.0 萬 | 0.00% | 00.0% | 不變 |
| Point72 Asset Management, L.P. | 2,700 | $108.4 萬 | 0.00% | +2,000+285.7% | 加碼 |
| Connectus Wealth, LLC | 2,714 | $109.0 萬 | 0.02% | +700+34.8% | 加碼 |
| Pinnacle Family Advisors, LLC | 2,766 | $111.1 萬 | 0.96% | +2,766 | 新進 |
| Harvest Investment Services, LLC | 2,774 | $111.4 萬 | 1.36% | +2,774 | 新進 |
| Hardy Reed LLC | 2,775 | $111.5 萬 | 0.25% | 00.0% | 不變 |
| Advisory Services Network, LLC | 2,797 | $112.3 萬 | 0.04% | +1,748+166.6% | 加碼 |
| Marble Harbor Investment Counsel, LLC | 2,800 | $112.5 萬 | 0.17% | 00.0% | 不變 |
| Lyell Wealth Management, LP | 2,808 | $112.8 萬 | 0.19% | 00.0% | 不變 |
| Dowling & Yahnke LLC | 2,827 | $113.5 萬 | 0.05% | −104−3.5% | 減碼 |
| Tiedemann Advisors, LLC | 2,831 | $114.7 萬 | 0.07% | 00.0% | 不變 |
| Group One Trading, L.P. | 2,872 | $115.4 萬 | 0.04% | +2,172+310.3% | 加碼 |
| Advus Financial Partners, LLC | 2,889 | $116.0 萬 | 0.62% | −34−1.2% | 減碼 |
| Integrated Advisors Network LLC | 2,900 | $116.5 萬 | 0.08% | +83+2.9% | 加碼 |
| SOL Capital Management CO | 2,915 | $117.1 萬 | 0.24% | +20+0.7% | 加碼 |
| Colony Group LLC | 2,933 | $117.8 萬 | 0.02% | −251−7.9% | 減碼 |
| Wunderlich Capital Managemnt | 2,944 | $118.2 萬 | 0.76% | +47+1.6% | 加碼 |
| Osborne Partners Capital Management, LLC | 2,956 | $118.7 萬 | 0.10% | +15+0.5% | 加碼 |
| CX Institutional | 2,963 | $119.0 萬 | 0.08% | −3,541−54.4% | 減碼 |
| L.M. Kohn & Company | 3,000 | $120.6 萬 | 0.59% | −186−5.8% | 減碼 |
| Change Path, LLC | 3,001 | $120.6 萬 | 0.07% | −3−0.1% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 3,028 | $121.6 萬 | 0.12% | +3,028 | 新進 |
| Wesbanco Bank Inc | 3,046 | $122.3 萬 | 0.08% | +51+1.7% | 加碼 |
| Aspiriant, LLC | 3,079 | $123.8 萬 | 0.06% | 00.0% | 不變 |
| High Falls Advisors, Inc | 3,087 | $124.0 萬 | 0.41% | −50−1.6% | 減碼 |
| United Bank | 3,095 | $124.3 萬 | 0.19% | 00.0% | 不變 |
| Putnam Investments LLC | 3,106 | $124.7 萬 | 0.00% | +1,279+70.0% | 加碼 |
| Wealth Advisory Solutions, LLC | 3,120 | $125.3 萬 | 0.35% | 00.0% | 不變 |