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 |
|---|---|---|---|---|---|
| RFG Advisory, LLC | 2,406 | $118.8 萬 | 0.06% | +89+3.8% | 加碼 |
| Paulson Wealth Management Inc. | 2,678 | $118.6 萬 | 0.58% | +2,012+302.1% | 加碼 |
| EverSource Wealth Advisors, LLC | 2,678 | $118.6 萬 | 0.18% | +2,494+1,355.4% | 加碼 |
| TD Private Client Wealth LLC | 2,636 | $116.7 萬 | 0.06% | +473+21.9% | 加碼 |
| Moloney Securities Asset Management, LLC | 2,633 | $116.6 萬 | 0.26% | +50+1.9% | 加碼 |
| Spire Wealth Management | 2,630 | $116.4 萬 | 0.07% | +609+30.1% | 加碼 |
| Beaumont Financial Advisors, LLC | 2,628 | $116.4 萬 | 0.12% | +2,628 | 新進 |
| EWG Elevate Inc. | 2,623 | $116.1 萬 | 0.58% | +449+20.7% | 加碼 |
| CIC Wealth, LLC | 2,576 | $114.1 萬 | 0.47% | +2,576 | 新進 |
| White Pine Capital LLC | 2,558 | $113.3 萬 | 0.44% | 00.0% | 不變 |
| Regions Financial Corp | 2,549 | $112.9 萬 | 0.01% | +23+0.9% | 加碼 |
| SOL Capital Management CO | 2,540 | $112.5 萬 | 0.20% | −375−12.9% | 減碼 |
| Moody Lynn & Lieberson, LLC | 2,529 | $111.9 萬 | 0.10% | 00.0% | 不變 |
| CX Institutional | 2,472 | $109.5 萬 | 0.07% | −491−16.6% | 減碼 |
| Independent Financial Group, LLC | 2,461 | $109.0 萬 | 0.09% | +440+21.8% | 加碼 |
| Middleton & Co Inc | 2,461 | $109.0 萬 | 0.16% | 00.0% | 不變 |
| STAR Financial Bank | 2,455 | $108.7 萬 | 1.08% | +2,455 | 新進 |
| North Star Investment Management Corp. | 2,432 | $107.7 萬 | 0.10% | +10.0% | 加碼 |
| TruWealth Advisors, LLC | 2,415 | $106.9 萬 | 0.10% | +9+0.4% | 加碼 |
| Stephens Inc | 2,409 | $106.7 萬 | 0.02% | +20+0.8% | 加碼 |
| Cozad Asset Management Inc | 2,403 | $106.4 萬 | 0.15% | 00.0% | 不變 |
| Howe & Rusling Inc | 2,380 | $105.4 萬 | 0.13% | 00.0% | 不變 |
| First Western Trust Bank | 2,361 | $104.5 萬 | 0.06% | 00.0% | 不變 |
| Baystate Wealth Management LLC | 2,358 | $104.4 萬 | 0.10% | +9+0.4% | 加碼 |
| Montecito Bank & Trust | 2,356 | $104.3 萬 | 0.25% | −201−7.9% | 減碼 |
| 9258 Wealth Management, LLC | 2,345 | $103.8 萬 | 0.22% | +91+4.0% | 加碼 |
| Congress Wealth Management LLC | 2,314 | $102.5 萬 | 0.03% | +178+8.3% | 加碼 |
| Truepoint, Inc. | 2,282 | $101.0 萬 | 0.04% | +666+41.2% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 2,250 | $99.6 萬 | 0.10% | 00.0% | 不變 |
| Viawealth, LLC | 2,193 | $99.6 萬 | 0.82% | +2,193 | 新進 |
| Sentinel Trust Co Lba | 2,240 | $99.2 萬 | 0.16% | +2,240 | 新進 |
| Pacific Financial Group Inc | 2,224 | $98.5 萬 | 0.74% | +273+14.0% | 加碼 |
| LBMC Investment Advisors, LLC | 2,220 | $98.3 萬 | 0.10% | +2,220 | 新進 |
| Zhang Financial LLC | 2,207 | $97.7 萬 | 0.12% | 00.0% | 不變 |
| Sigma Investment Counselors Inc | 2,206 | $97.7 萬 | 0.08% | −194−8.1% | 減碼 |
| ARS Investment Partners, LLC | 2,201 | $97.4 萬 | 0.13% | +15+0.7% | 加碼 |
| First County Bank | 2,177 | $96.4 萬 | 0.46% | +2,177 | 新進 |
| Texas Capital Bank Wealth Management Services Inc | 2,171 | $96.1 萬 | 0.12% | 00.0% | 不變 |
| Astoria Portfolio Advisors LLC. | 2,053 | $95.7 萬 | 0.45% | −49−2.3% | 減碼 |
| Warner Financial, Inc | 2,159 | $95.6 萬 | 0.73% | −143−6.2% | 減碼 |
| Shufro Rose & Co LLC | 2,156 | $95.5 萬 | 0.08% | −30−1.4% | 減碼 |
| First National Bank of Mount Dora, Trust Investment Services | 2,122 | $94.0 萬 | 0.31% | +32+1.5% | 加碼 |
| Choate Investment Advisors | 2,107 | $93.3 萬 | 0.06% | +99+4.9% | 加碼 |
| Prime Capital Investment Advisors, LLC | 2,099 | $92.9 萬 | 0.04% | +1,099+109.9% | 加碼 |
| Meeder Asset Management Inc | 2,093 | $92.7 萬 | 0.08% | +840+67.0% | 加碼 |
| NCM Capital Management, LLC | 2,088 | $92.5 萬 | 0.61% | 00.0% | 不變 |
| Clifford Swan Investment Counsel LLC | 2,089 | $92.5 萬 | 0.04% | 00.0% | 不變 |
| Rockland Trust Co | 2,068 | $91.6 萬 | 0.06% | −36−1.7% | 減碼 |
| Beacon Financial Advisory LLC | 2,064 | $91.4 萬 | 0.65% | −89−4.1% | 減碼 |
| Clear Creek Financial Management, LLC | 2,049 | $90.7 萬 | 0.20% | −19−0.9% | 減碼 |
| Glassman Wealth Services | 2,049 | $90.7 萬 | 0.17% | 00.0% | 不變 |
| Aureus Asset Management, LLC | 2,044 | $90.5 萬 | 0.08% | +2,044 | 新進 |
| HM Payson & Co | 2,042 | $90.4 萬 | 0.02% | 00.0% | 不變 |
| TCTC Holdings, LLC | 2,038 | $90.2 萬 | 0.04% | 00.0% | 不變 |
| Clear Harbor Asset Management, LLC | 2,032 | $90.0 萬 | 0.11% | 00.0% | 不變 |
| Royal Fund Management, LLC | 2,000 | $88.6 萬 | 0.15% | +2,000 | 新進 |
| Tennessee Valley Asset Management Partners | 1,999 | $88.5 萬 | 0.31% | 00.0% | 不變 |
| We Are One Seven, LLC | 1,969 | $87.2 萬 | 0.09% | +88+4.7% | 加碼 |
| Moors & Cabot, Inc. | 1,947 | $86.2 萬 | 0.06% | −363−15.7% | 減碼 |
| Essex Financial Services, Inc. | 1,948 | $86.2 萬 | 0.09% | 00.0% | 不變 |
| Bill Few Associates, Inc. | 1,946 | $86.2 萬 | 0.51% | −25−1.3% | 減碼 |
| Lynch & Associates | 1,928 | $85.4 萬 | 0.22% | 00.0% | 不變 |
| BKD Wealth Advisors, LLC | 1,924 | $85.2 萬 | 0.03% | 00.0% | 不變 |
| Frank, Rimerman Advisors LLC | 1,914 | $84.8 萬 | 0.26% | 00.0% | 不變 |
| J. Goldman & Co LP | 1,913 | $84.7 萬 | 0.06% | +1,913 | 新進 |
| Omega Financial Group, LLC | 1,910 | $84.6 萬 | 0.44% | +1,219+176.4% | 加碼 |
| Maltin Wealth Management, Inc. | 1,909 | $84.5 萬 | 0.62% | +6+0.3% | 加碼 |
| Tompkins Financial Corp | 1,904 | $84.3 萬 | 0.13% | 00.0% | 不變 |
| Frisch Financial Group, Inc. | 1,902 | $84.2 萬 | 0.32% | +32+1.7% | 加碼 |
| Parcion Private Wealth LLC | 1,899 | $84.1 萬 | 0.09% | 00.0% | 不變 |
| Private Wealth Group, LLC | 1,887 | $83.6 萬 | 1.19% | 00.0% | 不變 |
| Wedbush Securities Inc | 1,886 | $83.5 萬 | 0.05% | +306+19.4% | 加碼 |
| Prosperity Planning, Inc. | 1,909 | $83.4 萬 | 0.41% | 00.0% | 不變 |
| Bradley Foster & Sargent Inc | 1,877 | $83.1 萬 | 0.02% | −31−1.6% | 減碼 |
| M. Kraus & Co | 1,864 | $82.5 萬 | 0.30% | 00.0% | 不變 |
| Summit Financial Wealth Advisors, LLC | 1,853 | $82.0 萬 | 0.20% | +2+0.1% | 加碼 |
| BancorpSouth Bank | 1,826 | $80.9 萬 | 0.07% | 00.0% | 不變 |
| LCNB Corp | 1,825 | $80.8 萬 | 0.38% | −25−1.4% | 減碼 |
| Arthur M. Cohen & Associates, LLC | 1,813 | $80.3 萬 | 0.22% | +2+0.1% | 加碼 |
| Flynn Zito Capital Management, LLC | 1,812 | $80.3 萬 | 0.67% | −16−0.9% | 減碼 |
| Bleakley Financial Group, LLC | 1,812 | $80.2 萬 | 0.03% | +1,812 | 新進 |
| LaSalle St. Investment Advisors, LLC | 1,803 | $79.8 萬 | 0.38% | +1,803 | 新進 |
| Howland Capital Management LLC | 1,793 | $79.7 萬 | 0.05% | +260+17.0% | 加碼 |
| Zions Bancorporation, N.A. | 1,798 | $79.6 萬 | 0.06% | 00.0% | 不變 |
| Parsons Capital Management Inc | 1,794 | $79.4 萬 | 0.07% | 00.0% | 不變 |
| Stratos Wealth Advisors, LLC | 1,776 | $78.6 萬 | 0.07% | +1,776 | 新進 |
| Evanson Asset Management, LLC | 1,767 | $78.2 萬 | 0.09% | +7+0.4% | 加碼 |
| Dana Investment Advisors, Inc. | 1,765 | $78.2 萬 | 0.04% | +2+0.1% | 加碼 |
| Braun Stacey Associates Inc | 1,765 | $78.2 萬 | 0.04% | +4+0.2% | 加碼 |
| Carolinas Wealth Consulting LLC | 1,745 | $77.6 萬 | 0.18% | 00.0% | 不變 |
| Providence First Trust Co | 1,749 | $77.4 萬 | 0.45% | −30−1.7% | 減碼 |
| Journey Advisory Group, LLC | 1,748 | $77.4 萬 | 0.19% | +133+8.2% | 加碼 |
| White Pine Investment CO | 1,741 | $77.1 萬 | 0.29% | +379+27.8% | 加碼 |
| D.A. Davidson & Co. | 1,737 | $76.9 萬 | 0.01% | −36−2.0% | 減碼 |
| Fulcrum Capital LLC | 1,717 | $76.0 萬 | 0.22% | −16,748−90.7% | 減碼 |
| Prospera Financial Services Inc | 1,704 | $75.5 萬 | 0.04% | −646−27.5% | 減碼 |
| Arkadios Wealth Advisors | 1,689 | $74.8 萬 | 0.10% | +121+7.7% | 加碼 |
| Holistic Financial Partners | 1,683 | $74.5 萬 | 0.67% | +6+0.4% | 加碼 |
| Summit Trail Advisors, LLC | 1,666 | $74.3 萬 | 0.03% | −223−11.8% | 減碼 |
| Legacy Private Trust Co. | 1,666 | $73.8 萬 | 0.07% | 00.0% | 不變 |