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 |
|---|---|---|---|---|---|
| Smith Anglin Financial, LLC | 13,712 | $607.2 萬 | 1.15% | +49+0.4% | 加碼 |
| Financial Engines Advisors L.L.C. | 13,542 | $601.9 萬 | 0.02% | −15,433−53.3% | 減碼 |
| Busey Wealth Management | 13,517 | $598.5 萬 | 0.27% | 00.0% | 不變 |
| Colorado Capital Management, Inc. | 13,536 | $597.6 萬 | 4.98% | −376−2.7% | 減碼 |
| Chesley Taft & Associates LLC | 13,409 | $593.7 萬 | 0.41% | +179+1.4% | 加碼 |
| Community Bank, N.A. | 13,283 | $588.1 萬 | 0.82% | −222−1.6% | 減碼 |
| Montz Harcus Wealth Management LLC | 13,122 | $581.0 萬 | 5.76% | −195−1.5% | 減碼 |
| Ameritas Investment Partners, Inc. | 12,045 | $568.6 萬 | 0.23% | +1,000+9.1% | 加碼 |
| Staley Capital Advisers Inc | 12,706 | $562.6 萬 | 0.34% | −57−0.4% | 減碼 |
| Retirement Income Solutions, Inc | 12,422 | $550.0 萬 | 1.75% | −515−4.0% | 減碼 |
| Lincoln National Corp | 12,374 | $547.9 萬 | 0.12% | −410−3.2% | 減碼 |
| Franklin Resources Inc | 12,325 | $545.7 萬 | 0.00% | −75−0.6% | 減碼 |
| RMR Wealth Builders | 12,262 | $542.9 萬 | 1.23% | +579+5.0% | 加碼 |
| Bank of New Hampshire | 12,100 | $535.8 萬 | 1.61% | −1,283−9.6% | 減碼 |
| First Horizon Advisors, Inc. | 12,003 | $531.5 萬 | 0.20% | 00.0% | 不變 |
| Mill Creek Capital Advisors, LLC | 11,955 | $529.4 萬 | 0.22% | +11,955 | 新進 |
| Sand Hill Global Advisors, LLC | 11,888 | $526.4 萬 | 0.30% | 00.0% | 不變 |
| All Terrain Financial Advisors, LLC | 11,570 | $512.3 萬 | 2.60% | −306−2.6% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 11,516 | $509.9 萬 | 0.77% | −290−2.5% | 減碼 |
| Peak Asset Management, LLC | 11,370 | $503.5 萬 | 1.31% | −26−0.2% | 減碼 |
| Wealthspire Advisors, LLC | 11,259 | $498.6 萬 | 0.09% | −1,847−14.1% | 減碼 |
| Vantage Financial Partners Ltd., Inc. | 11,186 | $495.3 萬 | 2.85% | +1,952+21.1% | 加碼 |
| Journey Strategic Wealth LLC | 11,152 | $493.8 萬 | 0.58% | 00.0% | 不變 |
| Motco | 11,138 | $493.2 萬 | 0.37% | −18−0.2% | 減碼 |
| Latigo Investments, LLC | 10,962 | $485.4 萬 | 3.70% | 00.0% | 不變 |
| Adirondack Trust Co | 10,955 | $485.1 萬 | 2.51% | −186−1.7% | 減碼 |
| RVW Wealth, LLC | 10,770 | $476.9 萬 | 0.61% | +10,770 | 新進 |
| Central Trust Co | 10,740 | $475.6 萬 | 0.15% | −322−2.9% | 減碼 |
| CIBC Private Wealth Group, LLC | 18,724 | $475.1 萬 | 0.02% | +231+1.2% | 加碼 |
| KMG Fiduciary Partners, LLC | 10,660 | $472.0 萬 | 0.78% | −712−6.3% | 減碼 |
| Firestone Capital Management | 10,521 | $465.8 萬 | 1.73% | −25−0.2% | 減碼 |
| Cape Cod Five Cents Savings Bank | 10,509 | $465.3 萬 | 0.52% | −125−1.2% | 減碼 |
| Lodestar Private Asset Management LLC | 10,508 | $465.3 萬 | 0.89% | +10,508 | 新進 |
| Diversified Portfolios, Inc. | 10,438 | $462.2 萬 | 1.06% | +163+1.6% | 加碼 |
| Oppenheimer & Co Inc | 10,371 | $459.2 萬 | 0.10% | +2,117+25.6% | 加碼 |
| Bridgeworth, LLC | 10,369 | $459.1 萬 | 0.73% | −3,757−26.6% | 減碼 |
| Baltimore-Washington Financial Advisors, Inc. | 10,325 | $457.1 萬 | 0.45% | −130−1.2% | 減碼 |
| Gries Financial LLC | 10,301 | $456.1 萬 | 1.51% | +161+1.6% | 加碼 |
| Mayflower Financial Advisors, LLC | 10,286 | $455.4 萬 | 0.63% | +266+2.7% | 加碼 |
| Associated Banc-Corp | 10,273 | $454.9 萬 | 0.19% | +307+3.1% | 加碼 |
| Coco Enterprises, LLC | 63,462 | $454.1 萬 | 3.80% | +2,342+3.8% | 加碼 |
| Intrepid Financial Planning Group LLC | 10,190 | $451.2 萬 | 2.45% | −543−5.1% | 減碼 |
| Flputnam Investment Management Co | 10,150 | $449.4 萬 | 0.16% | −259−2.5% | 減碼 |
| Savant Capital, LLC | 10,018 | $443.6 萬 | 0.11% | −613−5.8% | 減碼 |
| RBF Capital, LLC | 10,000 | $442.8 萬 | 0.33% | 00.0% | 不變 |
| Synovus Financial Corp | 9,998 | $442.7 萬 | 0.05% | +234+2.4% | 加碼 |
| Sageworth Trust Co | 9,953 | $440.7 萬 | 0.35% | +806+8.8% | 加碼 |
| HB Wealth Management, LLC | 9,934 | $439.9 萬 | 0.08% | +618+6.6% | 加碼 |
| Hudson Valley Investment Advisors Inc | 9,903 | $438.5 萬 | 0.66% | −206−2.0% | 減碼 |
| Resonant Capital Advisors, LLC | 9,803 | $437.3 萬 | 0.55% | −132−1.3% | 減碼 |
| Modera Wealth Management, LLC | 9,838 | $435.6 萬 | 0.18% | −1,335−11.9% | 減碼 |
| Raffa Wealth Management, LLC | 9,834 | $435.4 萬 | 1.78% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 9,751 | $431.9 萬 | 0.08% | +924+10.5% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 9,444 | $418.2 萬 | 0.04% | 00.0% | 不變 |
| United Capital Financial Advisers, LLC | 9,271 | $410.5 萬 | 0.02% | −334−3.5% | 減碼 |
| Balboa Wealth Partners | 9,207 | $407.7 萬 | 1.84% | −364−3.8% | 減碼 |
| Mercer Global Advisors Inc | 9,077 | $401.9 萬 | 0.02% | +107+1.2% | 加碼 |
| Sonata Capital Group Inc | 9,041 | $400.3 萬 | 2.23% | −889−9.0% | 減碼 |
| Granite FO LLC | 8,472 | $398.6 萬 | 3.07% | +8,472 | 新進 |
| Harbour Investments, Inc. | 8,980 | $397.6 萬 | 0.24% | +1,032+13.0% | 加碼 |
| Newport Capital Group, LLC | 8,974 | $397.4 萬 | 3.96% | −8,262−47.9% | 減碼 |
| Connolly Sarah T. | 8,961 | $396.8 萬 | 2.70% | 00.0% | 不變 |
| Allworth Financial LP | 8,938 | $395.8 萬 | 0.04% | −1,069−10.7% | 減碼 |
| EP Wealth Advisors, LLC | 8,885 | $393.4 萬 | 0.07% | +8,885 | 新進 |
| CWM, LLC | 8,816 | $390.4 萬 | 0.03% | +3,202+57.0% | 加碼 |
| Altfest L J & Co Inc | 8,741 | $387.0 萬 | 0.64% | +6,750+339.0% | 加碼 |
| One + One Wealth Management, LLC | 8,726 | $386.4 萬 | 2.70% | +8,726 | 新進 |
| Court Place Advisors, LLC | 8,613 | $381.4 萬 | 1.38% | +70+0.8% | 加碼 |
| Benchmark Financial Wealth Advisors, LLC | 8,607 | $381.1 萬 | 2.07% | −496−5.4% | 減碼 |
| Highview Capital Management LLC | 8,539 | $378.1 萬 | 2.30% | +1,984+30.3% | 加碼 |
| Salomon & Ludwin, LLC | 8,529 | $377.7 萬 | 0.48% | +178+2.1% | 加碼 |
| GenTrust, LLC | 8,434 | $376.3 萬 | 0.34% | +8+0.1% | 加碼 |
| Evensky & Katz LLC | 8,440 | $373.7 萬 | 0.34% | −254−2.9% | 減碼 |
| Segment Wealth Management, LLC | 8,303 | $367.6 萬 | 0.43% | −100−1.2% | 減碼 |
| AMG National Trust Bank | 8,200 | $363.1 萬 | 0.13% | −5,360−39.5% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 8,190 | $362.6 萬 | 0.15% | +232+2.9% | 加碼 |
| Edmond de Rothschild Holding S.A. | 8,145 | $360.7 萬 | 0.08% | 00.0% | 不變 |
| Barrett & Company, Inc. | 8,126 | $359.8 萬 | 2.38% | 00.0% | 不變 |
| CMG Global Holdings, LLC | 8,097 | $358.5 萬 | 3.40% | +81+1.0% | 加碼 |
| Davis R M Inc | 8,038 | $355.9 萬 | 0.10% | −9−0.1% | 減碼 |
| Renaissance Investment Group LLC | 7,971 | $352.9 萬 | 1.05% | −117−1.4% | 減碼 |
| Houlihan Financial Resource Group, Ltd. | 7,734 | $352.6 萬 | 2.03% | 00.0% | 不變 |
| Segall Bryant & Hamill, LLC | 7,848 | $347.5 萬 | 0.04% | +30.0% | 加碼 |
| Callan Family Office, LLC | 7,837 | $347.0 萬 | 1.12% | +7,837 | 新進 |
| National Asset Management, Inc. | 7,808 | $346.7 萬 | 0.10% | +950+13.9% | 加碼 |
| Chilton Investment Co LLC | 7,773 | $344.2 萬 | 0.11% | 00.0% | 不變 |
| Highland Capital Management, LLC | 7,713 | $341.5 萬 | 0.24% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 7,710 | $341.4 萬 | 0.16% | +214+2.9% | 加碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 7,708 | $341.3 萬 | 2.14% | −1,139−12.9% | 減碼 |
| Stock Yards Bank & Trust Co | 7,587 | $336.0 萬 | 0.13% | −53−0.7% | 減碼 |
| Keybank National Association | 7,545 | $334.1 萬 | 0.02% | −461−5.8% | 減碼 |
| Taylor, Cottrill, Erickson & Associates, Inc. | 7,511 | $332.6 萬 | 1.14% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 7,504 | $332.3 萬 | 0.26% | +3,633+93.9% | 加碼 |
| Lido Advisors, LLC | 7,438 | $329.4 萬 | 0.06% | +448+6.4% | 加碼 |
| Wetherby Asset Management Inc | 7,394 | $327.4 萬 | 0.21% | −119−1.6% | 減碼 |
| Gould Asset Management LLC | 7,351 | $325.5 萬 | 0.98% | +115+1.6% | 加碼 |
| Stephenson National Bank & Trust | 7,166 | $317.3 萬 | 2.00% | −310−4.1% | 減碼 |
| Parallax Volatility Advisers, L.P. | 7,151 | $316.6 萬 | 0.08% | +5,761+414.5% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 7,113 | $315.0 萬 | 0.31% | +198+2.9% | 加碼 |
| Ti-Trust, Inc | 7,089 | $313.9 萬 | 2.99% | +282+4.1% | 加碼 |