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 |
|---|---|---|---|---|---|
| Private Trust Co NA | 5,455 | $241.5 萬 | 0.36% | −404−6.9% | 減碼 |
| Ieq Capital, LLC | 5,461 | $241.8 萬 | 0.07% | +20.0% | 加碼 |
| Means Investment Co., Inc. | 5,471 | $242.3 萬 | 0.49% | +3,703+209.4% | 加碼 |
| NewEdge Wealth, LLC | 5,532 | $245.0 萬 | 0.11% | +5,532 | 新進 |
| Shoker Investment Counsel, Inc. | 5,596 | $247.8 萬 | 1.11% | −789−12.4% | 減碼 |
| Matrix Asset Advisors Inc | 5,598 | $247.9 萬 | 0.37% | −167−2.9% | 減碼 |
| Regents of the University of California | 5,600 | $248.0 萬 | 0.47% | 00.0% | 不變 |
| Summit Financial, LLC | 5,716 | $253.1 萬 | 0.24% | −28−0.5% | 減碼 |
| Sterling Investment Advisors, Ltd. | 5,738 | $254.1 萬 | 0.91% | −40−0.7% | 減碼 |
| Coastline Trust Co | 5,780 | $255.9 萬 | 0.38% | +100+1.8% | 加碼 |
| Romano Brothers and Company | 5,794 | $256.6 萬 | 0.39% | −76−1.3% | 減碼 |
| Disciplined Investments, LLC | 5,808 | $257.2 萬 | 1.26% | −419−6.7% | 減碼 |
| Hoylecohen, LLC | 5,809 | $257.2 萬 | 0.26% | −23−0.4% | 減碼 |
| Pinnacle Family Advisors, LLC | 5,825 | $257.9 萬 | 1.84% | +3,059+110.6% | 加碼 |
| Whalerock Point Partners, LLC | 5,849 | $259.0 萬 | 1.05% | +204+3.6% | 加碼 |
| Insigneo Advisory Services, LLC | 5,814 | $259.4 萬 | 0.98% | +5,814 | 新進 |
| Naples Global Advisors, LLC | 5,837 | $259.4 萬 | 0.33% | −15−0.3% | 減碼 |
| Charter Research & Investment Group, Inc. | 5,990 | $265.2 萬 | 2.54% | −22−0.4% | 減碼 |
| Pegasus Asset Management, Inc. | 5,999 | $265.6 萬 | 1.43% | −27−0.4% | 減碼 |
| Intercontinental Wealth Advisors, LLC | 6,099 | $270.1 萬 | 0.80% | −15−0.2% | 減碼 |
| Larson Financial Group LLC | 6,121 | $271.0 萬 | 0.32% | +5,659+1,224.9% | 加碼 |
| Equitable Holdings, Inc. | 6,147 | $272.2 萬 | 0.05% | −1,593−20.6% | 減碼 |
| IFG Advisory, LLC | 6,178 | $273.5 萬 | 0.27% | −31,789−83.7% | 減碼 |
| Cresset Asset Management, LLC | 19,659 | $274.4 萬 | 0.03% | +503+2.6% | 加碼 |
| Northstar Asset Management LLC | 6,215 | $275.2 萬 | 0.87% | 00.0% | 不變 |
| St. Johns Investment Management Company, LLC | 6,234 | $276.0 萬 | 1.65% | −92−1.5% | 減碼 |
| Apollon Wealth Management, LLC | 6,251 | $276.8 萬 | 0.20% | −58−0.9% | 減碼 |
| Silvercrest Asset Management Group LLC | 6,294 | $278.7 萬 | 0.02% | −557−8.1% | 減碼 |
| Sepio Capital, LP | 6,300 | $279.0 萬 | 0.24% | 00.0% | 不變 |
| Keystone Financial Group | 6,309 | $279.4 萬 | 0.55% | 00.0% | 不變 |
| Bristlecone Advisors, LLC | 6,320 | $279.8 萬 | 0.34% | −152−2.3% | 減碼 |
| Meridian Wealth Management, LLC | 6,450 | $285.6 萬 | 0.28% | −423−6.2% | 減碼 |
| GFS Advisors, LLC | 6,600 | $292.2 萬 | 0.66% | −1,370−17.2% | 減碼 |
| Ballentine Partners, LLC | 6,688 | $296.1 萬 | 0.09% | −85−1.3% | 減碼 |
| Summit Wealth Partners, LLC | 6,692 | $296.3 萬 | 0.79% | −17−0.3% | 減碼 |
| Relative Value Partners Group, LLC | 6,701 | $296.7 萬 | 0.21% | −100−1.5% | 減碼 |
| Wolverine Trading, LLC | 6,732 | $298.1 萬 | 0.05% | +5,719+564.6% | 加碼 |
| Bailard, Inc. | 6,778 | $300.1 萬 | 0.11% | −74−1.1% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 6,847 | $303.2 萬 | 0.15% | +6,847 | 新進 |
| Resources Investment Advisors, LLC. | 6,862 | $303.8 萬 | 0.09% | +1,606+30.6% | 加碼 |
| Glen Eagle Advisors, LLC | 6,895 | $305.3 萬 | 0.83% | −39−0.6% | 減碼 |
| Veracity Capital LLC | 6,907 | $305.8 萬 | 1.47% | 00.0% | 不變 |
| Avalon Investment & Advisory | 6,923 | $306.5 萬 | 0.09% | −72−1.0% | 減碼 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 6,437 | $307.5 萬 | 1.35% | −109−1.7% | 減碼 |
| Bay Rivers Group | 7,059 | $312.6 萬 | 3.17% | −6−0.1% | 減碼 |
| Ti-Trust, Inc | 7,089 | $313.9 萬 | 2.99% | +282+4.1% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 7,113 | $315.0 萬 | 0.31% | +198+2.9% | 加碼 |
| Parallax Volatility Advisers, L.P. | 7,151 | $316.6 萬 | 0.08% | +5,761+414.5% | 加碼 |
| Stephenson National Bank & Trust | 7,166 | $317.3 萬 | 2.00% | −310−4.1% | 減碼 |
| Gould Asset Management LLC | 7,351 | $325.5 萬 | 0.98% | +115+1.6% | 加碼 |
| Wetherby Asset Management Inc | 7,394 | $327.4 萬 | 0.21% | −119−1.6% | 減碼 |
| Lido Advisors, LLC | 7,438 | $329.4 萬 | 0.06% | +448+6.4% | 加碼 |
| J.W. Cole Advisors, Inc. | 7,504 | $332.3 萬 | 0.26% | +3,633+93.9% | 加碼 |
| Taylor, Cottrill, Erickson & Associates, Inc. | 7,511 | $332.6 萬 | 1.14% | 00.0% | 不變 |
| Keybank National Association | 7,545 | $334.1 萬 | 0.02% | −461−5.8% | 減碼 |
| Stock Yards Bank & Trust Co | 7,587 | $336.0 萬 | 0.13% | −53−0.7% | 減碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 7,708 | $341.3 萬 | 2.14% | −1,139−12.9% | 減碼 |
| Wealthcare Advisory Partners LLC | 7,710 | $341.4 萬 | 0.16% | +214+2.9% | 加碼 |
| Highland Capital Management, LLC | 7,713 | $341.5 萬 | 0.24% | 00.0% | 不變 |
| Chilton Investment Co LLC | 7,773 | $344.2 萬 | 0.11% | 00.0% | 不變 |
| National Asset Management, Inc. | 7,808 | $346.7 萬 | 0.10% | +950+13.9% | 加碼 |
| Callan Family Office, LLC | 7,837 | $347.0 萬 | 1.12% | +7,837 | 新進 |
| Segall Bryant & Hamill, LLC | 7,848 | $347.5 萬 | 0.04% | +30.0% | 加碼 |
| Houlihan Financial Resource Group, Ltd. | 7,734 | $352.6 萬 | 2.03% | 00.0% | 不變 |
| Renaissance Investment Group LLC | 7,971 | $352.9 萬 | 1.05% | −117−1.4% | 減碼 |
| Davis R M Inc | 8,038 | $355.9 萬 | 0.10% | −9−0.1% | 減碼 |
| CMG Global Holdings, LLC | 8,097 | $358.5 萬 | 3.40% | +81+1.0% | 加碼 |
| Barrett & Company, Inc. | 8,126 | $359.8 萬 | 2.38% | 00.0% | 不變 |
| Edmond de Rothschild Holding S.A. | 8,145 | $360.7 萬 | 0.08% | 00.0% | 不變 |
| Badgley Phelps Wealth Managers, LLC | 8,190 | $362.6 萬 | 0.15% | +232+2.9% | 加碼 |
| AMG National Trust Bank | 8,200 | $363.1 萬 | 0.13% | −5,360−39.5% | 減碼 |
| Segment Wealth Management, LLC | 8,303 | $367.6 萬 | 0.43% | −100−1.2% | 減碼 |
| Evensky & Katz LLC | 8,440 | $373.7 萬 | 0.34% | −254−2.9% | 減碼 |
| GenTrust, LLC | 8,434 | $376.3 萬 | 0.34% | +8+0.1% | 加碼 |
| Salomon & Ludwin, LLC | 8,529 | $377.7 萬 | 0.48% | +178+2.1% | 加碼 |
| Highview Capital Management LLC | 8,539 | $378.1 萬 | 2.30% | +1,984+30.3% | 加碼 |
| Benchmark Financial Wealth Advisors, LLC | 8,607 | $381.1 萬 | 2.07% | −496−5.4% | 減碼 |
| Court Place Advisors, LLC | 8,613 | $381.4 萬 | 1.38% | +70+0.8% | 加碼 |
| One + One Wealth Management, LLC | 8,726 | $386.4 萬 | 2.70% | +8,726 | 新進 |
| Altfest L J & Co Inc | 8,741 | $387.0 萬 | 0.64% | +6,750+339.0% | 加碼 |
| CWM, LLC | 8,816 | $390.4 萬 | 0.03% | +3,202+57.0% | 加碼 |
| EP Wealth Advisors, LLC | 8,885 | $393.4 萬 | 0.07% | +8,885 | 新進 |
| Allworth Financial LP | 8,938 | $395.8 萬 | 0.04% | −1,069−10.7% | 減碼 |
| Connolly Sarah T. | 8,961 | $396.8 萬 | 2.70% | 00.0% | 不變 |
| Newport Capital Group, LLC | 8,974 | $397.4 萬 | 3.96% | −8,262−47.9% | 減碼 |
| Harbour Investments, Inc. | 8,980 | $397.6 萬 | 0.24% | +1,032+13.0% | 加碼 |
| Granite FO LLC | 8,472 | $398.6 萬 | 3.07% | +8,472 | 新進 |
| Sonata Capital Group Inc | 9,041 | $400.3 萬 | 2.23% | −889−9.0% | 減碼 |
| Mercer Global Advisors Inc | 9,077 | $401.9 萬 | 0.02% | +107+1.2% | 加碼 |
| Balboa Wealth Partners | 9,207 | $407.7 萬 | 1.84% | −364−3.8% | 減碼 |
| United Capital Financial Advisers, LLC | 9,271 | $410.5 萬 | 0.02% | −334−3.5% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 9,444 | $418.2 萬 | 0.04% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 9,751 | $431.9 萬 | 0.08% | +924+10.5% | 加碼 |
| Raffa Wealth Management, LLC | 9,834 | $435.4 萬 | 1.78% | 00.0% | 不變 |
| Modera Wealth Management, LLC | 9,838 | $435.6 萬 | 0.18% | −1,335−11.9% | 減碼 |
| Resonant Capital Advisors, LLC | 9,803 | $437.3 萬 | 0.55% | −132−1.3% | 減碼 |
| Hudson Valley Investment Advisors Inc | 9,903 | $438.5 萬 | 0.66% | −206−2.0% | 減碼 |
| HB Wealth Management, LLC | 9,934 | $439.9 萬 | 0.08% | +618+6.6% | 加碼 |
| Sageworth Trust Co | 9,953 | $440.7 萬 | 0.35% | +806+8.8% | 加碼 |
| Synovus Financial Corp | 9,998 | $442.7 萬 | 0.05% | +234+2.4% | 加碼 |