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 4 季 13F 持有人
SPDR S&P Midcap 400 ETF Trust 在 2022/12/31 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
- 1,147
- 較 2022 年第 3 季 +117 家
- 持有股數
- 2,553 萬
- 較 2022 年第 3 季 +232.1 萬 (+10.0%)
- 總市值
- $110.6 億
- 較 2022 年第 3 季 +$16.4 億 (+17.4%)
- 新進機構
- 155
- 另有 315 家加碼
- 清倉機構
- 38
- 另有 357 家減碼
另有 22 家機構在 2022 年第 3 季持有、還沒有申報 2022 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 | 1,126 | $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 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 2022 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| RBF Capital, LLC | 10,000 | $442.8 萬 | 0.33% | 00.0% | 不變 |
| Savant Capital, LLC | 10,018 | $443.6 萬 | 0.11% | −613−5.8% | 減碼 |
| Flputnam Investment Management Co | 10,150 | $449.4 萬 | 0.16% | −259−2.5% | 減碼 |
| Intrepid Financial Planning Group LLC | 10,190 | $451.2 萬 | 2.45% | −543−5.1% | 減碼 |
| Coco Enterprises, LLC | 63,462 | $454.1 萬 | 3.80% | +2,342+3.8% | 加碼 |
| Associated Banc-Corp | 10,273 | $454.9 萬 | 0.19% | +307+3.1% | 加碼 |
| Mayflower Financial Advisors, LLC | 10,286 | $455.4 萬 | 0.63% | +266+2.7% | 加碼 |
| Gries Financial LLC | 10,301 | $456.1 萬 | 1.51% | +161+1.6% | 加碼 |
| Baltimore-Washington Financial Advisors, Inc. | 10,325 | $457.1 萬 | 0.45% | −130−1.2% | 減碼 |
| Bridgeworth, LLC | 10,369 | $459.1 萬 | 0.73% | −3,757−26.6% | 減碼 |
| Oppenheimer & Co Inc | 10,371 | $459.2 萬 | 0.10% | +2,117+25.6% | 加碼 |
| Diversified Portfolios, Inc. | 10,438 | $462.2 萬 | 1.06% | +163+1.6% | 加碼 |
| Lodestar Private Asset Management LLC | 10,508 | $465.3 萬 | 0.89% | +10,508 | 新進 |
| Cape Cod Five Cents Savings Bank | 10,509 | $465.3 萬 | 0.52% | −125−1.2% | 減碼 |
| Firestone Capital Management | 10,521 | $465.8 萬 | 1.73% | −25−0.2% | 減碼 |
| KMG Fiduciary Partners, LLC | 10,660 | $472.0 萬 | 0.78% | −712−6.3% | 減碼 |
| CIBC Private Wealth Group, LLC | 18,724 | $475.1 萬 | 0.02% | +231+1.2% | 加碼 |
| Central Trust Co | 10,740 | $475.6 萬 | 0.15% | −322−2.9% | 減碼 |
| RVW Wealth, LLC | 10,770 | $476.9 萬 | 0.61% | +10,770 | 新進 |
| Adirondack Trust Co | 10,955 | $485.1 萬 | 2.51% | −186−1.7% | 減碼 |
| Latigo Investments, LLC | 10,962 | $485.4 萬 | 3.70% | 00.0% | 不變 |
| Motco | 11,138 | $493.2 萬 | 0.37% | −18−0.2% | 減碼 |
| Journey Strategic Wealth LLC | 11,152 | $493.8 萬 | 0.58% | 00.0% | 不變 |
| Vantage Financial Partners Ltd., Inc. | 11,186 | $495.3 萬 | 2.85% | +1,952+21.1% | 加碼 |
| Wealthspire Advisors, LLC | 11,259 | $498.6 萬 | 0.09% | −1,847−14.1% | 減碼 |
| Peak Asset Management, LLC | 11,370 | $503.5 萬 | 1.31% | −26−0.2% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 11,516 | $509.9 萬 | 0.77% | −290−2.5% | 減碼 |
| All Terrain Financial Advisors, LLC | 11,570 | $512.3 萬 | 2.60% | −306−2.6% | 減碼 |
| Sand Hill Global Advisors, LLC | 11,888 | $526.4 萬 | 0.30% | 00.0% | 不變 |
| Mill Creek Capital Advisors, LLC | 11,955 | $529.4 萬 | 0.22% | +11,955 | 新進 |
| First Horizon Advisors, Inc. | 12,003 | $531.5 萬 | 0.20% | 00.0% | 不變 |
| Bank of New Hampshire | 12,100 | $535.8 萬 | 1.61% | −1,283−9.6% | 減碼 |
| RMR Wealth Builders | 12,262 | $542.9 萬 | 1.23% | +579+5.0% | 加碼 |
| Franklin Resources Inc | 12,325 | $545.7 萬 | 0.00% | −75−0.6% | 減碼 |
| Lincoln National Corp | 12,374 | $547.9 萬 | 0.12% | −410−3.2% | 減碼 |
| Retirement Income Solutions, Inc | 12,422 | $550.0 萬 | 1.75% | −515−4.0% | 減碼 |
| Staley Capital Advisers Inc | 12,706 | $562.6 萬 | 0.34% | −57−0.4% | 減碼 |
| Ameritas Investment Partners, Inc. | 12,045 | $568.6 萬 | 0.23% | +1,000+9.1% | 加碼 |
| Montz Harcus Wealth Management LLC | 13,122 | $581.0 萬 | 5.76% | −195−1.5% | 減碼 |
| Community Bank, N.A. | 13,283 | $588.1 萬 | 0.82% | −222−1.6% | 減碼 |
| Chesley Taft & Associates LLC | 13,409 | $593.7 萬 | 0.41% | +179+1.4% | 加碼 |
| Colorado Capital Management, Inc. | 13,536 | $597.6 萬 | 4.98% | −376−2.7% | 減碼 |
| Busey Wealth Management | 13,517 | $598.5 萬 | 0.27% | 00.0% | 不變 |
| Financial Engines Advisors L.L.C. | 13,542 | $601.9 萬 | 0.02% | −15,433−53.3% | 減碼 |
| Smith Anglin Financial, LLC | 13,712 | $607.2 萬 | 1.15% | +49+0.4% | 加碼 |
| Unionview, LLC | 13,822 | $612.0 萬 | 6.12% | +919+7.1% | 加碼 |
| Goelzer Investment Management, Inc. | 13,846 | $613.1 萬 | 0.53% | −310−2.2% | 減碼 |
| Williams Jones Wealth Management, LLC. | 13,903 | $615.6 萬 | 0.10% | −2,073−13.0% | 減碼 |
| Boyd Watterson Asset Management LLC | 13,930 | $616.8 萬 | 2.54% | 00.0% | 不變 |
| AE Wealth Management LLC | 14,027 | $621.1 萬 | 0.04% | +2,251+19.1% | 加碼 |
| Arbor Trust Wealth Advisors, LLC | 14,074 | $625.5 萬 | 4.32% | +398+2.9% | 加碼 |
| Legal & General Group Plc | 14,200 | $628.8 萬 | 0.00% | 00.0% | 不變 |
| Peddock Capital Advisors, LLC | 14,562 | $644.8 萬 | 2.50% | −43−0.3% | 減碼 |
| Meridian Wealth Advisors, LLC | 14,631 | $647.9 萬 | 1.67% | +2,046+16.3% | 加碼 |
| Fifth Third Securities, Inc. | 14,698 | $653.2 萬 | 0.86% | +225+1.6% | 加碼 |
| Atria Wealth Solutions, Inc. | 14,772 | $656.1 萬 | 0.11% | +669+4.7% | 加碼 |
| G&S Capital LLC | 14,862 | $658.1 萬 | 2.91% | −276−1.8% | 減碼 |
| Manatuck Hill Partners, LLC | 14,910 | $660.2 萬 | 3.13% | +14,910 | 新進 |
| Howard Capital Management Inc. | 15,037 | $665.8 萬 | 1.89% | −806−5.1% | 減碼 |
| Bokf, NA | 15,087 | $668.0 萬 | 0.12% | +919+6.5% | 加碼 |
| Jane Street Group, LLC | 15,136 | $670.2 萬 | 0.01% | +12,875+569.4% | 加碼 |
| Palisade Asset Management, LLC | 15,209 | $673.4 萬 | 0.77% | −131−0.9% | 減碼 |
| Cetera Investment Advisers | 15,271 | $676.2 萬 | 0.06% | +1,215+8.6% | 加碼 |
| TKG Advisors, LLC | 15,434 | $683.4 萬 | 4.50% | −586−3.7% | 減碼 |
| Financial & Tax Architects, LLC | 14,964 | $697.6 萬 | 2.38% | +14,964 | 新進 |
| Raymond James Trust N.A. | 15,838 | $701.3 萬 | 0.24% | −519−3.2% | 減碼 |
| Dakota Wealth Management | 16,183 | $716.6 萬 | 0.51% | −1,858−10.3% | 減碼 |
| Capstone Financial Advisors, Inc. | 16,496 | $730.4 萬 | 0.62% | −53−0.3% | 減碼 |
| Boston Financial Mangement LLC | 16,530 | $731.9 萬 | 0.29% | −29−0.2% | 減碼 |
| KCM Investment Advisors LLC | 16,681 | $738.6 萬 | 0.32% | −159−0.9% | 減碼 |
| Telemus Capital, LLC | 16,421 | $745.7 萬 | 0.68% | −362−2.2% | 減碼 |
| Fifth Third Bancorp | 16,977 | $751.7 萬 | 0.04% | +4,459+35.6% | 加碼 |
| Kestra Advisory Services, LLC | 17,107 | $757.5 萬 | 0.07% | −243−1.4% | 減碼 |
| Hummer Financial Advisory Services Inc | 17,053 | $757.9 萬 | 8.34% | −100−0.6% | 減碼 |
| Midwest Professional Planners, LTD. | 17,225 | $762.7 萬 | 4.22% | −378−2.1% | 減碼 |
| Beirne Wealth Consulting Services, LLC | 511,942 | $767.5 萬 | 3.81% | +511,942 | 新進 |
| Legacy Advisors, LLC | 17,548 | $777.0 萬 | 1.42% | +1,653+10.4% | 加碼 |
| Bank of Nova Scotia | 17,565 | $777.8 萬 | 0.02% | +860+5.1% | 加碼 |
| NBT Bank N A | 18,392 | $814.3 萬 | 1.19% | +807+4.6% | 加碼 |
| Grove Bank & Trust | 18,410 | $815.2 萬 | 1.80% | +267+1.5% | 加碼 |
| Tiaa, FSB | 18,504 | $819.3 萬 | 0.03% | +165+0.9% | 加碼 |
| Bank of the West | 18,535 | $820.7 萬 | 0.96% | +9,160+97.7% | 加碼 |
| Barclays PLC | 18,910 | $837.6 萬 | 0.01% | −22,211−54.0% | 減碼 |
| Trifecta Capital Advisors, LLC | 19,102 | $845.8 萬 | 3.37% | +19,102 | 新進 |
| Rhumbline Advisers | 19,195 | $849.9 萬 | 0.01% | +10,155+112.3% | 加碼 |
| Avantax Advisory Services, Inc. | 19,521 | $864.4 萬 | 0.12% | −1,298−6.2% | 減碼 |
| jvl associates llc | 19,943 | $883.0 萬 | 5.14% | −498−2.4% | 減碼 |
| Terry L. Blaker | 19,999 | $885.5 萬 | 0.81% | +245+1.2% | 加碼 |
| Lutz Financial Services LLC | 20,060 | $888.2 萬 | 1.09% | −21−0.1% | 減碼 |
| Pegasus Partners Ltd. | 20,233 | $895.9 萬 | 1.47% | −65−0.3% | 減碼 |
| MML Investors Services, LLC | 20,286 | $898.2 萬 | 0.06% | +1,075+5.6% | 加碼 |
| Mechanics Bank Trust Department | 20,288 | $898.3 萬 | 1.55% | −22−0.1% | 減碼 |
| Cetera Advisors LLC | 20,423 | $904.3 萬 | 0.16% | +160+0.8% | 加碼 |
| Sargent Bickham Lagudis LLC | 20,434 | $904.8 萬 | 0.74% | +2,211+12.1% | 加碼 |
| FMR LLC | 20,706 | $916.8 萬 | 0.00% | +334+1.6% | 加碼 |
| Evercore Wealth Management, LLC | 20,738 | $918.3 萬 | 0.19% | +530+2.6% | 加碼 |
| Dumont & Blake Investment Advisors LLC | 20,807 | $921.3 萬 | 3.26% | −622−2.9% | 減碼 |
| Old National Bancorp | 21,088 | $933.7 萬 | 0.29% | −127−0.6% | 減碼 |
| Bordeaux Wealth Advisors LLC | 21,166 | $937.2 萬 | 5.14% | 00.0% | 不變 |
| Madison Asset Management, LLC | 21,167 | $937.3 萬 | 0.15% | +4,995+30.9% | 加碼 |