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 | 1,127 | $136.8 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 |
|---|---|---|---|---|---|
| Wealth Alliance Advisory Group, LLC | 36,428 | $1,613 萬 | 6.17% | +2,281+6.7% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 35,554 | $1,574 萬 | 0.08% | +4,868+15.9% | 加碼 |
| BDO Wealth Advisors, LLC | 35,135 | $1,556 萬 | 1.93% | +107+0.3% | 加碼 |
| Vestor Capital, LLC | 35,084 | $1,554 萬 | 1.87% | −211−0.6% | 減碼 |
| Hancock Whitney Corp | 34,058 | $1,508 萬 | 0.58% | +899+2.7% | 加碼 |
| Camden Capital, LLC | 33,965 | $1,504 萬 | 2.39% | −367−1.1% | 減碼 |
| Carnegie Capital Asset Management, LLC | 32,853 | $1,455 萬 | 0.63% | −507−1.5% | 減碼 |
| Financial Partners Capital Management LLC | 32,830 | $1,454 萬 | 3.24% | −70.0% | 減碼 |
| Colony Group LLC | 32,447 | $1,437 萬 | 0.20% | +29,514+1,006.3% | 加碼 |
| American International Group, Inc. | 32,400 | $1,435 萬 | 0.10% | +4,100+14.5% | 加碼 |
| IFG Advisors, LLC | 31,811 | $1,409 萬 | 6.15% | +847+2.7% | 加碼 |
| Curbstone Financial Management Corp | 31,742 | $1,406 萬 | 3.52% | −220−0.7% | 減碼 |
| Trustmark National Bank Trust Department | 31,498 | $1,395 萬 | 1.29% | +232+0.7% | 加碼 |
| Wellspring Financial Advisors, LLC | 31,128 | $1,378 萬 | 4.59% | +348+1.1% | 加碼 |
| Rockefeller Capital Management L.P. | 30,830 | $1,365 萬 | 0.07% | −3,393−9.9% | 減碼 |
| Estate Counselors, LLC | 30,446 | $1,348 萬 | 1.89% | +21,221+230.0% | 加碼 |
| Green Square Capital Advisors LLC | 30,404 | $1,346 萬 | 1.91% | +1,213+4.2% | 加碼 |
| Huntington National Bank | – | $1,322 萬 | 0.14% | – | – |
| Massmutual Trust Co FSB | 29,337 | $1,299 萬 | 0.53% | +993+3.5% | 加碼 |
| Simmons Bank | 28,538 | $1,264 萬 | 1.09% | −1,006−3.4% | 減碼 |
| Commerce Bank | 27,185 | $1,204 萬 | 0.10% | +3,590+15.2% | 加碼 |
| Linscomb & Williams, Inc. | 26,808 | $1,187 萬 | 0.60% | −26−0.1% | 減碼 |
| Pinnacle Financial Partners Inc | 26,598 | $1,178 萬 | 0.34% | +65+0.2% | 加碼 |
| Glenmede Trust Co NA | 26,208 | $1,160 萬 | 0.07% | +1,880+7.7% | 加碼 |
| Kowal Investment Group, LLC | 26,205 | $1,160 萬 | 3.46% | +21,858+502.8% | 加碼 |
| HSBC Holdings PLC | 26,196 | $1,157 萬 | 0.01% | +7,354+39.0% | 加碼 |
| RMB Capital Management, LLC | 25,652 | $1,136 萬 | 0.40% | −539−2.1% | 減碼 |
| Country Club Bank | 25,582 | $1,133 萬 | 0.99% | −1,425−5.3% | 減碼 |
| Tandem Wealth Advisors LLC | 25,546 | $1,131 萬 | 7.19% | +25,546 | 新進 |
| Caldwell Trust Co | 25,515 | $1,130 萬 | 1.60% | +225+0.9% | 加碼 |
| HRT Financial LP | 25,217 | $1,117 萬 | 0.16% | −3,787−13.1% | 減碼 |
| MCF Advisors LLC | 24,728 | $1,097 萬 | 1.12% | −581−2.3% | 減碼 |
| Youngs Advisory Group, Inc. | 24,647 | $1,091 萬 | 6.44% | −540−2.1% | 減碼 |
| Cetera Advisor Networks LLC | 24,189 | $1,071 萬 | 0.09% | +2,313+10.6% | 加碼 |
| First Financial Bank - Trust Division | 23,893 | $1,058 萬 | 1.14% | −427−1.8% | 減碼 |
| Tower Research Capital LLC (TRC) | 23,668 | $1,048 萬 | 0.43% | +22,532+1,983.5% | 加碼 |
| Exchange Capital Management, Inc. | 23,394 | $1,036 萬 | 2.27% | +91+0.4% | 加碼 |
| Steward Partners Investment Advisory, LLC | 22,648 | $1,003 萬 | 0.17% | +7,483+49.3% | 加碼 |
| Agf Management Ltd | 22,327 | $988.6 萬 | 0.07% | +22,327 | 新進 |
| Central Bank & Trust Co | 21,769 | $963.9 萬 | 1.82% | −784−3.5% | 減碼 |
| Boston Family Office LLC | 21,696 | $960.7 萬 | 0.80% | −769−3.4% | 減碼 |
| Brown Brothers Harriman & Co | 21,528 | $953.2 萬 | 0.08% | −295−1.4% | 減碼 |
| Capital Fund Management S.A. | 21,403 | $947.7 萬 | 0.21% | +8,799+69.8% | 加碼 |
| Linker Capital Management Inc. | 21,292 | $942.8 萬 | 10.82% | 00.0% | 不變 |
| SlateStone Wealth, LLC | 21,180 | $937.8 萬 | 2.26% | 00.0% | 不變 |
| Madison Asset Management, LLC | 21,167 | $937.3 萬 | 0.15% | +4,995+30.9% | 加碼 |
| Bordeaux Wealth Advisors LLC | 21,166 | $937.2 萬 | 5.14% | 00.0% | 不變 |
| Old National Bancorp | 21,088 | $933.7 萬 | 0.29% | −127−0.6% | 減碼 |
| Dumont & Blake Investment Advisors LLC | 20,807 | $921.3 萬 | 3.26% | −622−2.9% | 減碼 |
| Evercore Wealth Management, LLC | 20,738 | $918.3 萬 | 0.19% | +530+2.6% | 加碼 |
| FMR LLC | 20,706 | $916.8 萬 | 0.00% | +334+1.6% | 加碼 |
| Sargent Bickham Lagudis LLC | 20,434 | $904.8 萬 | 0.74% | +2,211+12.1% | 加碼 |
| Cetera Advisors LLC | 20,423 | $904.3 萬 | 0.16% | +160+0.8% | 加碼 |
| Mechanics Bank Trust Department | 20,288 | $898.3 萬 | 1.55% | −22−0.1% | 減碼 |
| MML Investors Services, LLC | 20,286 | $898.2 萬 | 0.06% | +1,075+5.6% | 加碼 |
| Pegasus Partners Ltd. | 20,233 | $895.9 萬 | 1.47% | −65−0.3% | 減碼 |
| Lutz Financial Services LLC | 20,060 | $888.2 萬 | 1.09% | −21−0.1% | 減碼 |
| Terry L. Blaker | 19,999 | $885.5 萬 | 0.81% | +245+1.2% | 加碼 |
| jvl associates llc | 19,943 | $883.0 萬 | 5.14% | −498−2.4% | 減碼 |
| Avantax Advisory Services, Inc. | 19,521 | $864.4 萬 | 0.12% | −1,298−6.2% | 減碼 |
| Rhumbline Advisers | 19,195 | $849.9 萬 | 0.01% | +10,155+112.3% | 加碼 |
| Trifecta Capital Advisors, LLC | 19,102 | $845.8 萬 | 3.37% | +19,102 | 新進 |
| Barclays PLC | 18,910 | $837.6 萬 | 0.01% | −22,211−54.0% | 減碼 |
| Bank of the West | 18,535 | $820.7 萬 | 0.96% | +9,160+97.7% | 加碼 |
| Tiaa, FSB | 18,504 | $819.3 萬 | 0.03% | +165+0.9% | 加碼 |
| Grove Bank & Trust | 18,410 | $815.2 萬 | 1.80% | +267+1.5% | 加碼 |
| NBT Bank N A | 18,392 | $814.3 萬 | 1.19% | +807+4.6% | 加碼 |
| Bank of Nova Scotia | 17,565 | $777.8 萬 | 0.02% | +860+5.1% | 加碼 |
| Legacy Advisors, LLC | 17,548 | $777.0 萬 | 1.42% | +1,653+10.4% | 加碼 |
| Beirne Wealth Consulting Services, LLC | 511,942 | $767.5 萬 | 3.81% | +511,942 | 新進 |
| Midwest Professional Planners, LTD. | 17,225 | $762.7 萬 | 4.22% | −378−2.1% | 減碼 |
| Hummer Financial Advisory Services Inc | 17,053 | $757.9 萬 | 8.34% | −100−0.6% | 減碼 |
| Kestra Advisory Services, LLC | 17,107 | $757.5 萬 | 0.07% | −243−1.4% | 減碼 |
| Fifth Third Bancorp | 16,977 | $751.7 萬 | 0.04% | +4,459+35.6% | 加碼 |
| Telemus Capital, LLC | 16,421 | $745.7 萬 | 0.68% | −362−2.2% | 減碼 |
| KCM Investment Advisors LLC | 16,681 | $738.6 萬 | 0.32% | −159−0.9% | 減碼 |
| Boston Financial Mangement LLC | 16,530 | $731.9 萬 | 0.29% | −29−0.2% | 減碼 |
| Capstone Financial Advisors, Inc. | 16,496 | $730.4 萬 | 0.62% | −53−0.3% | 減碼 |
| Dakota Wealth Management | 16,183 | $716.6 萬 | 0.51% | −1,858−10.3% | 減碼 |
| Raymond James Trust N.A. | 15,838 | $701.3 萬 | 0.24% | −519−3.2% | 減碼 |
| Financial & Tax Architects, LLC | 14,964 | $697.6 萬 | 2.38% | +14,964 | 新進 |
| TKG Advisors, LLC | 15,434 | $683.4 萬 | 4.50% | −586−3.7% | 減碼 |
| Cetera Investment Advisers | 15,271 | $676.2 萬 | 0.06% | +1,215+8.6% | 加碼 |
| Palisade Asset Management, LLC | 15,209 | $673.4 萬 | 0.77% | −131−0.9% | 減碼 |
| Jane Street Group, LLC | 15,136 | $670.2 萬 | 0.01% | +12,875+569.4% | 加碼 |
| Bokf, NA | 15,087 | $668.0 萬 | 0.12% | +919+6.5% | 加碼 |
| Howard Capital Management Inc. | 15,037 | $665.8 萬 | 1.89% | −806−5.1% | 減碼 |
| Manatuck Hill Partners, LLC | 14,910 | $660.2 萬 | 3.13% | +14,910 | 新進 |
| G&S Capital LLC | 14,862 | $658.1 萬 | 2.91% | −276−1.8% | 減碼 |
| Atria Wealth Solutions, Inc. | 14,772 | $656.1 萬 | 0.11% | +669+4.7% | 加碼 |
| Fifth Third Securities, Inc. | 14,698 | $653.2 萬 | 0.86% | +225+1.6% | 加碼 |
| Meridian Wealth Advisors, LLC | 14,631 | $647.9 萬 | 1.67% | +2,046+16.3% | 加碼 |
| Peddock Capital Advisors, LLC | 14,562 | $644.8 萬 | 2.50% | −43−0.3% | 減碼 |
| Legal & General Group Plc | 14,200 | $628.8 萬 | 0.00% | 00.0% | 不變 |
| Arbor Trust Wealth Advisors, LLC | 14,074 | $625.5 萬 | 4.32% | +398+2.9% | 加碼 |
| AE Wealth Management LLC | 14,027 | $621.1 萬 | 0.04% | +2,251+19.1% | 加碼 |
| Boyd Watterson Asset Management LLC | 13,930 | $616.8 萬 | 2.54% | 00.0% | 不變 |
| Williams Jones Wealth Management, LLC. | 13,903 | $615.6 萬 | 0.10% | −2,073−13.0% | 減碼 |
| Goelzer Investment Management, Inc. | 13,846 | $613.1 萬 | 0.53% | −310−2.2% | 減碼 |
| Unionview, LLC | 13,822 | $612.0 萬 | 6.12% | +919+7.1% | 加碼 |