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 |
|---|---|---|---|---|---|
| Revolve Wealth Partners, LLC | 4,130 | $182.9 萬 | 0.52% | −5−0.1% | 減碼 |
| Northern Oak Wealth Management Inc | 4,120 | $182.4 萬 | 0.26% | 00.0% | 不變 |
| Merit Financial Group, LLC | 4,105 | $181.8 萬 | 0.07% | −79−1.9% | 減碼 |
| Moneta Group Investment Advisors LLC | 3,752 | $181.4 萬 | 0.05% | −52−1.4% | 減碼 |
| Signature Securities Group Corporation | 4,076 | $181.0 萬 | 0.64% | +5+0.1% | 加碼 |
| Umb Bank N A | 4,085 | $180.9 萬 | 0.03% | 00.0% | 不變 |
| Keeley-Teton Advisors, LLC | 4,069 | $180.2 萬 | 0.22% | −131−3.1% | 減碼 |
| Atria Investments LLC | 4,067 | $180.1 萬 | 0.04% | −4,649−53.3% | 減碼 |
| Venturi Wealth Management, LLC | 4,047 | $179.2 萬 | 0.16% | +190+4.9% | 加碼 |
| Penobscot Investment Management Company, Inc. | 4,042 | $179.0 萬 | 0.31% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,030 | $178.4 萬 | 0.02% | 00.0% | 不變 |
| NorthRock Partners, LLC | 3,997 | $177.0 萬 | 0.20% | −581−12.7% | 減碼 |
| Barber Financial Group, Inc. | 3,979 | $176.2 萬 | 0.49% | +625+18.6% | 加碼 |
| Compass Wealth Management LLC | 3,922 | $173.7 萬 | 0.57% | +3,922 | 新進 |
| Pathstone Family Office, LLC | 1,922 | $172.7 萬 | 0.03% | −1−0.1% | 減碼 |
| Focus Financial Network, Inc. | 3,882 | $172.5 萬 | 0.14% | −60−1.5% | 減碼 |
| Darrow Company, Inc. | 3,893 | $172.4 萬 | 1.70% | −66−1.7% | 減碼 |
| Sovereign Financial Group, Inc. | 3,871 | $171.4 萬 | 0.68% | −191−4.7% | 減碼 |
| Leavell Investment Management, Inc. | 3,831 | $170.9 萬 | 0.13% | −44−1.1% | 減碼 |
| Intelligent Financial Strategies | 3,838 | $170.6 萬 | 1.44% | 00.0% | 不變 |
| CAPROCK Group, Inc. | 3,821 | $170.5 萬 | 0.16% | −75−1.9% | 減碼 |
| Old Second National Bank of Aurora | 3,843 | $170.2 萬 | 0.50% | +2,899+307.1% | 加碼 |
| Belpointe Asset Management LLC | 3,833 | $169.7 萬 | 0.10% | +1,568+69.2% | 加碼 |
| Delta Financial Group, Inc. | 3,821 | $169.6 萬 | 0.75% | +3,821 | 新進 |
| XML Financial, LLC | 3,818 | $169.1 萬 | 0.21% | −14−0.4% | 減碼 |
| Kelman-Lazarov, Inc. | 3,818 | $169.1 萬 | 0.48% | −10.0% | 減碼 |
| Jordan Park Group LLC | 3,810 | $168.7 萬 | 0.13% | 00.0% | 不變 |
| Transatlantique Private Wealth LLC | 3,795 | $168.0 萬 | 1.01% | +2,045+116.9% | 加碼 |
| Clientfirst Wealth Management, LLC | 3,789 | $167.8 萬 | 2.13% | 00.0% | 不變 |
| Lowe Wealth Advisors, LLC | 3,725 | $164.9 萬 | 0.91% | +27+0.7% | 加碼 |
| Founders Financial Securities LLC | 3,718 | $164.6 萬 | 0.26% | −51−1.4% | 減碼 |
| Haverford Trust Co | 3,712 | $164.4 萬 | 0.02% | 00.0% | 不變 |
| Quantum Private Wealth, LLC | 3,705 | $164.1 萬 | 1.04% | 00.0% | 不變 |
| Investment Advisory Group, LLC | 3,679 | $162.9 萬 | 1.00% | −4−0.1% | 減碼 |
| Ameritas Advisory Services, LLC | 3,677 | $162.8 萬 | 0.08% | +1,389+60.7% | 加碼 |
| Breakwater Capital Group | 3,669 | $162.5 萬 | 0.85% | +3,669 | 新進 |
| Rosenblum Silverman Sutton S F Inc | 3,662 | $162.2 萬 | 0.59% | −163−4.3% | 減碼 |
| Graypoint LLC | 3,660 | $162.1 萬 | 0.19% | −2,537−40.9% | 減碼 |
| Horizon Investments, LLC | 3,656 | $161.9 萬 | 0.05% | −103−2.7% | 減碼 |
| TSFG, LLC | 3,633 | $160.9 萬 | 0.64% | −22−0.6% | 減碼 |
| Tiemann Investment Advisors, LLC | 3,626 | $160.6 萬 | 0.94% | −6−0.2% | 減碼 |
| WealthBridge Capital Management, LLC | 3,609 | $159.8 萬 | 0.67% | +125+3.6% | 加碼 |
| NorthCrest Asset Manangement, LLC | 3,605 | $159.6 萬 | 0.09% | +3,605 | 新進 |
| Meridian Investment Counsel Inc. | 3,559 | $157.6 萬 | 0.63% | +48+1.4% | 加碼 |
| Nwam LLC | 3,557 | $157.5 萬 | 0.14% | +8+0.2% | 加碼 |
| HBK Sorce Advisory LLC | 3,536 | $156.6 萬 | 0.04% | +1,768+100.0% | 加碼 |
| Kingfisher Capital LLC | 3,535 | $156.5 萬 | 0.42% | +8+0.2% | 加碼 |
| Lindbrook Capital, LLC | 3,523 | $156.0 萬 | 0.19% | +30+0.9% | 加碼 |
| Lionsbridge Wealth Management LLC | 3,523 | $156.0 萬 | 1.52% | +3,523 | 新進 |
| Freestone Capital Holdings, LLC | 3,504 | $155.2 萬 | 0.07% | −138−3.8% | 減碼 |
| Meridian Financial, LLC | 3,503 | $155.1 萬 | 1.63% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 3,462 | $153.3 萬 | 0.41% | +3+0.1% | 加碼 |
| Sigma Planning Corp | 3,461 | $153.3 萬 | 0.05% | +1,363+65.0% | 加碼 |
| Kingsview Wealth Management, LLC | 3,419 | $151.4 萬 | 0.07% | −5−0.1% | 減碼 |
| Proficio Capital Partners LLC | 3,415 | $151.2 萬 | 0.29% | 00.0% | 不變 |
| Woodstock Corp | 3,411 | $151.0 萬 | 0.20% | +180+5.6% | 加碼 |
| Paragon Capital Management Ltd | 3,400 | $150.5 萬 | 0.40% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 3,397 | $150.4 萬 | 0.04% | +37+1.1% | 加碼 |
| Northstar Advisory Group, LLC | 3,387 | $150.0 萬 | 1.19% | +3,387 | 新進 |
| Oxford Financial Group Ltd | 3,378 | $149.6 萬 | 0.17% | 00.0% | 不變 |
| Capital Planning Advisors, LLC | 3,375 | $149.4 萬 | 0.36% | 00.0% | 不變 |
| McKinley Carter Wealth Services, Inc. | 3,372 | $149.3 萬 | 0.13% | 00.0% | 不變 |
| Advisory Services Network, LLC | 3,367 | $149.1 萬 | 0.05% | +570+20.4% | 加碼 |
| Coyle Financial Counsel LLC | 3,339 | $147.8 萬 | 0.71% | −23−0.7% | 減碼 |
| Paradigm, Strategies in Wealth Management, LLC | 3,317 | $146.9 萬 | 1.31% | −47−1.4% | 減碼 |
| Simplex Trading, LLC | 3,236 | $143.2 萬 | 0.07% | −9,224−74.0% | 減碼 |
| Wesbanco Bank Inc | 3,232 | $143.1 萬 | 0.06% | +186+6.1% | 加碼 |
| Claro Advisors LLC | 3,193 | $141.4 萬 | 0.46% | +1,931+153.0% | 加碼 |
| Mathes Company, Inc. | 3,150 | $139.5 萬 | 0.70% | 00.0% | 不變 |
| Wealth Advisory Solutions, LLC | 3,120 | $138.2 萬 | 0.37% | 00.0% | 不變 |
| United Bank | 3,095 | $137.0 萬 | 0.19% | 00.0% | 不變 |
| Aspiriant, LLC | 3,076 | $136.2 萬 | 0.07% | −3−0.1% | 減碼 |
| Cyndeo Wealth Partners, LLC | 3,071 | $136.0 萬 | 0.16% | +3,071 | 新進 |
| Bremer Bank National Association | 3,070 | $135.9 萬 | 0.26% | −66−2.1% | 減碼 |
| Beacon Bridge Wealth Partners, LLC | 3,058 | $135.4 萬 | 0.98% | +3,058 | 新進 |
| Avantax Planning Partners, Inc. | 3,052 | $135.1 萬 | 0.05% | −951−23.8% | 減碼 |
| PFG Advisors | 3,041 | $134.7 萬 | 0.13% | −236−7.2% | 減碼 |
| Integrated Advisors Network LLC | 3,025 | $134.0 萬 | 0.09% | +125+4.3% | 加碼 |
| Wunderlich Capital Managemnt | 3,019 | $133.7 萬 | 0.74% | +75+2.5% | 加碼 |
| Patriot Investment Management Inc. | 2,788 | $133.2 萬 | 0.12% | +2,788 | 新進 |
| Change Path, LLC | 3,005 | $133.1 萬 | 0.07% | +4+0.1% | 加碼 |
| L.M. Kohn & Company | 3,001 | $132.9 萬 | 0.62% | +10.0% | 加碼 |
| Putnam Investments LLC | 2,929 | $129.7 萬 | 0.00% | −177−5.7% | 減碼 |
| Manchester Capital Management LLC | 2,928 | $129.6 萬 | 0.19% | +850+40.9% | 加碼 |
| International Assets Investment Management, LLC | 2,920 | $129.3 萬 | 0.13% | +342+13.3% | 加碼 |
| Advus Financial Partners, LLC | 2,868 | $127.5 萬 | 0.72% | −21−0.7% | 減碼 |
| Tiedemann Advisors, LLC | 2,831 | $126.3 萬 | 0.06% | 00.0% | 不變 |
| Greenleaf Trust | 2,847 | $126.1 萬 | 0.02% | +232+8.9% | 加碼 |
| High Falls Advisors, Inc | 2,837 | $125.6 萬 | 0.39% | −250−8.1% | 減碼 |
| Osborne Partners Capital Management, LLC | 2,810 | $124.4 萬 | 0.10% | −146−4.9% | 減碼 |
| GWM Advisors LLC | 2,914 | $124.2 萬 | 0.03% | −752−20.5% | 減碼 |
| Marble Harbor Investment Counsel, LLC | 2,800 | $124.0 萬 | 0.17% | 00.0% | 不變 |
| Hardy Reed LLC | 2,775 | $122.9 萬 | 0.23% | 00.0% | 不變 |
| Lyell Wealth Management, LP | 2,722 | $120.5 萬 | 0.19% | −86−3.1% | 減碼 |
| GEM Asset Management, LLC | 2,722 | $120.5 萬 | 1.03% | +2,722 | 新進 |
| Baker Avenue Asset Management, LP | 2,714 | $120.2 萬 | 0.07% | −680−20.0% | 減碼 |
| Connectus Wealth, LLC | 2,714 | $120.1 萬 | 0.03% | 00.0% | 不變 |
| Riggs Asset Managment Co. Inc. | 2,711 | $120.0 萬 | 0.49% | +2,711 | 新進 |
| Deutsche Bank AG | 2,690 | $119.1 萬 | 0.00% | 00.0% | 不變 |
| Watershed Private Wealth LLC | 2,690 | $119.1 萬 | 0.90% | +2,690 | 新進 |