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 |
|---|---|---|---|---|---|
| Bay Rivers Group | 7,059 | $312.6 萬 | 3.17% | −6−0.1% | 減碼 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 6,437 | $307.5 萬 | 1.35% | −109−1.7% | 減碼 |
| Avalon Investment & Advisory | 6,923 | $306.5 萬 | 0.09% | −72−1.0% | 減碼 |
| Veracity Capital LLC | 6,907 | $305.8 萬 | 1.47% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 6,895 | $305.3 萬 | 0.83% | −39−0.6% | 減碼 |
| Resources Investment Advisors, LLC. | 6,862 | $303.8 萬 | 0.09% | +1,606+30.6% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 6,847 | $303.2 萬 | 0.15% | +6,847 | 新進 |
| Bailard, Inc. | 6,778 | $300.1 萬 | 0.11% | −74−1.1% | 減碼 |
| Wolverine Trading, LLC | 6,732 | $298.1 萬 | 0.05% | +5,719+564.6% | 加碼 |
| Relative Value Partners Group, LLC | 6,701 | $296.7 萬 | 0.21% | −100−1.5% | 減碼 |
| Summit Wealth Partners, LLC | 6,692 | $296.3 萬 | 0.79% | −17−0.3% | 減碼 |
| Ballentine Partners, LLC | 6,688 | $296.1 萬 | 0.09% | −85−1.3% | 減碼 |
| GFS Advisors, LLC | 6,600 | $292.2 萬 | 0.66% | −1,370−17.2% | 減碼 |
| Meridian Wealth Management, LLC | 6,450 | $285.6 萬 | 0.28% | −423−6.2% | 減碼 |
| Bristlecone Advisors, LLC | 6,320 | $279.8 萬 | 0.34% | −152−2.3% | 減碼 |
| Keystone Financial Group | 6,309 | $279.4 萬 | 0.55% | 00.0% | 不變 |
| Sepio Capital, LP | 6,300 | $279.0 萬 | 0.24% | 00.0% | 不變 |
| Silvercrest Asset Management Group LLC | 6,294 | $278.7 萬 | 0.02% | −557−8.1% | 減碼 |
| Apollon Wealth Management, LLC | 6,251 | $276.8 萬 | 0.20% | −58−0.9% | 減碼 |
| St. Johns Investment Management Company, LLC | 6,234 | $276.0 萬 | 1.65% | −92−1.5% | 減碼 |
| Northstar Asset Management LLC | 6,215 | $275.2 萬 | 0.87% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 19,659 | $274.4 萬 | 0.03% | +503+2.6% | 加碼 |
| IFG Advisory, LLC | 6,178 | $273.5 萬 | 0.27% | −31,789−83.7% | 減碼 |
| Equitable Holdings, Inc. | 6,147 | $272.2 萬 | 0.05% | −1,593−20.6% | 減碼 |
| Larson Financial Group LLC | 6,121 | $271.0 萬 | 0.32% | +5,659+1,224.9% | 加碼 |
| Intercontinental Wealth Advisors, LLC | 6,099 | $270.1 萬 | 0.80% | −15−0.2% | 減碼 |
| Pegasus Asset Management, Inc. | 5,999 | $265.6 萬 | 1.43% | −27−0.4% | 減碼 |
| Charter Research & Investment Group, Inc. | 5,990 | $265.2 萬 | 2.54% | −22−0.4% | 減碼 |
| Naples Global Advisors, LLC | 5,837 | $259.4 萬 | 0.33% | −15−0.3% | 減碼 |
| Insigneo Advisory Services, LLC | 5,814 | $259.4 萬 | 0.98% | +5,814 | 新進 |
| Whalerock Point Partners, LLC | 5,849 | $259.0 萬 | 1.05% | +204+3.6% | 加碼 |
| Pinnacle Family Advisors, LLC | 5,825 | $257.9 萬 | 1.84% | +3,059+110.6% | 加碼 |
| Hoylecohen, LLC | 5,809 | $257.2 萬 | 0.26% | −23−0.4% | 減碼 |
| Disciplined Investments, LLC | 5,808 | $257.2 萬 | 1.26% | −419−6.7% | 減碼 |
| Romano Brothers and Company | 5,794 | $256.6 萬 | 0.39% | −76−1.3% | 減碼 |
| Coastline Trust Co | 5,780 | $255.9 萬 | 0.38% | +100+1.8% | 加碼 |
| Sterling Investment Advisors, Ltd. | 5,738 | $254.1 萬 | 0.91% | −40−0.7% | 減碼 |
| Summit Financial, LLC | 5,716 | $253.1 萬 | 0.24% | −28−0.5% | 減碼 |
| Regents of the University of California | 5,600 | $248.0 萬 | 0.47% | 00.0% | 不變 |
| Matrix Asset Advisors Inc | 5,598 | $247.9 萬 | 0.37% | −167−2.9% | 減碼 |
| Shoker Investment Counsel, Inc. | 5,596 | $247.8 萬 | 1.11% | −789−12.4% | 減碼 |
| NewEdge Wealth, LLC | 5,532 | $245.0 萬 | 0.11% | +5,532 | 新進 |
| Means Investment Co., Inc. | 5,471 | $242.3 萬 | 0.49% | +3,703+209.4% | 加碼 |
| Ieq Capital, LLC | 5,461 | $241.8 萬 | 0.07% | +20.0% | 加碼 |
| Private Trust Co NA | 5,455 | $241.5 萬 | 0.36% | −404−6.9% | 減碼 |
| Argent Trust Co | 5,321 | $235.6 萬 | 0.16% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 5,249 | $232.4 萬 | 0.16% | +16+0.3% | 加碼 |
| Baron Financial Group, LLC | 5,233 | $231.7 萬 | 1.54% | −100−1.9% | 減碼 |
| Victory Capital Management Inc | 5,204 | $230.4 萬 | 0.00% | −56,504−91.6% | 減碼 |
| Fiduciary Trust Co | 5,087 | $225.2 萬 | 0.04% | −362−6.6% | 減碼 |
| Winthrop Advisory Group LLC | 5,030 | $224.4 萬 | 0.43% | +21+0.4% | 加碼 |
| Joel Isaacson & Co., LLC | 5,054 | $223.8 萬 | 0.17% | +1,077+27.1% | 加碼 |
| First Citizens Bank & Trust Co | 5,000 | $221.4 萬 | 0.07% | −287−5.4% | 減碼 |
| Diversified Trust Co | 4,989 | $220.9 萬 | 0.09% | 00.0% | 不變 |
| Csenge Advisory Group | 4,976 | $220.3 萬 | 0.17% | +179+3.7% | 加碼 |
| Gilman Hill Asset Management, LLC | 4,963 | $219.8 萬 | 0.45% | −20−0.4% | 減碼 |
| Spinnaker Trust | 4,933 | $218.4 萬 | 0.17% | −4−0.1% | 減碼 |
| Tower View Investment Management & Research LLC | 4,896 | $216.8 萬 | 1.52% | +144+3.0% | 加碼 |
| Eldridge Investment Advisors, Inc. | 4,878 | $216.0 萬 | 0.76% | −90−1.8% | 減碼 |
| Connecticut Wealth Management, LLC | 4,846 | $214.6 萬 | 0.18% | −318−6.2% | 減碼 |
| Asset Management Group, Inc. | 4,845 | $214.5 萬 | 0.50% | +19+0.4% | 加碼 |
| West Paces Advisors Inc. | 4,787 | $212.0 萬 | 0.67% | 00.0% | 不變 |
| JMG Financial Group, Ltd. | 4,768 | $211.1 萬 | 0.12% | −275−5.5% | 減碼 |
| New England Private Wealth Advisors LLC | 4,717 | $208.9 萬 | 0.44% | +305+6.9% | 加碼 |
| Guardian Capital Advisors LP | 4,435 | $207.7 萬 | 0.24% | −2,925−39.7% | 減碼 |
| Qube Research & Technologies Ltd | 4,691 | $207.7 萬 | 0.01% | −4,370−48.2% | 減碼 |
| Courier Capital LLC | 4,685 | $207.4 萬 | 0.24% | 00.0% | 不變 |
| Sage Financial Management Group, Inc. | 4,649 | $205.9 萬 | 1.44% | +951+25.7% | 加碼 |
| Audent Global Asset Management, LLC | 4,646 | $205.7 萬 | 4.53% | −1,743−27.3% | 減碼 |
| Harvest Investment Services, LLC | 4,632 | $205.1 萬 | 2.19% | +1,858+67.0% | 加碼 |
| American Institute for Advanced Investment Management, LLP | 4,582 | $202.9 萬 | 1.87% | −180−3.8% | 減碼 |
| Cullen/Frost Bankers, Inc. | 4,575 | $202.6 萬 | 0.04% | 00.0% | 不變 |
| Bank of Stockton | 4,573 | $202.5 萬 | 0.71% | +3,098+210.0% | 加碼 |
| Capital Advisory Group Advisory Services, LLC | 4,557 | $201.8 萬 | 1.37% | −15−0.3% | 減碼 |
| Private Asset Management Inc | 4,547 | $201.4 萬 | 0.34% | −138−2.9% | 減碼 |
| Johnson Financial Group, Inc. | 4,534 | $201.0 萬 | 0.16% | −168−3.6% | 減碼 |
| Private Advisor Group, LLC | 13,490 | $199.4 萬 | 0.10% | +896+7.1% | 加碼 |
| Element Pointe Advisors, LLC | 4,500 | $199.3 萬 | 0.71% | 00.0% | 不變 |
| Davidson Trust Co | 4,495 | $199.0 萬 | 1.76% | −10−0.2% | 減碼 |
| Buckingham Strategic Partners | 4,494 | $199.0 萬 | 0.15% | −627−12.2% | 減碼 |
| Harbor Advisory Corp | 4,478 | $198.3 萬 | 0.81% | +230+5.4% | 加碼 |
| ZWJ Investment Counsel Inc | 4,443 | $196.7 萬 | 0.11% | −303−6.4% | 減碼 |
| Sunflower Bank, N.A. | 4,358 | $193.0 萬 | 0.42% | −903−17.2% | 減碼 |
| LeJeune Puetz Investment Counsel LLC | 4,358 | $193.0 萬 | 0.72% | +47+1.1% | 加碼 |
| Weil Company, Inc. | 4,357 | $192.9 萬 | 0.88% | +3,817+706.9% | 加碼 |
| TD Waterhouse Canada Inc. | 4,250 | $191.6 萬 | 0.02% | −55−1.3% | 減碼 |
| Financial Architects, Inc | 4,320 | $191.3 萬 | 0.32% | +17+0.4% | 加碼 |
| Verition Fund Management LLC | 4,310 | $190.8 萬 | 0.04% | −32,701−88.4% | 減碼 |
| Northwest Bancshares, Inc. | 4,292 | $190.0 萬 | 0.38% | −275−6.0% | 減碼 |
| Soltis Investment Advisors LLC | 4,288 | $189.9 萬 | 0.25% | +4,288 | 新進 |
| Nixon Peabody Trust Co | 4,270 | $189.1 萬 | 1.53% | −21−0.5% | 減碼 |
| Cambridge Trust Co | 4,257 | $188.5 萬 | 0.08% | −89−2.0% | 減碼 |
| Element Wealth, LLC | 4,255 | $188.4 萬 | 1.54% | +361+9.3% | 加碼 |
| Cambridge Advisors Inc. | 4,210 | $186.4 萬 | 0.50% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 4,197 | $186.3 萬 | 0.08% | 00.0% | 不變 |
| Renaissance Technologies LLC | 4,200 | $186.0 萬 | 0.00% | +2,300+121.1% | 加碼 |
| Wade G W & Inc | 4,180 | $185.1 萬 | 0.08% | +10.0% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 4,149 | $183.7 萬 | 0.52% | −173−4.0% | 減碼 |
| CIBC World Markets Inc. | 4,148 | $183.7 萬 | 0.01% | +2,247+118.2% | 加碼 |
| Perigon Wealth Management, LLC | 4,131 | $182.9 萬 | 0.11% | +502+13.8% | 加碼 |