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。
2023 年第 1 季 13F 持有人
SPDR S&P Midcap 400 ETF Trust 在 2023/3/31 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
- 1,137
- 較 2022 年第 4 季 +9 家
- 持有股數
- 2,484 萬
- 較 2022 年第 4 季 −48.2 萬 (−1.9%)
- 總市值
- $113.0 億
- 較 2022 年第 4 季 +$3.30 億 (+3.0%)
- 新進機構
- 78
- 另有 304 家加碼
- 清倉機構
- 69
- 另有 416 家減碼
另有 19 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 | 1,126 | $136.7 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 |
2023 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bank of America Corp | 2,150,267 | $9.86 億 | 0.11% | +149,577+7.5% | 加碼 |
| Wells Fargo & Company | 1,533,965 | $7.03 億 | 0.22% | −73,481−4.6% | 減碼 |
| Morgan Stanley | 1,269,962 | $5.82 億 | 0.06% | +129,058+11.3% | 加碼 |
| Northern Trust Corp | 1,184,758 | $5.43 億 | 0.11% | −15,600−1.3% | 減碼 |
| US Bancorp | 1,110,012 | $5.09 億 | 0.86% | −5,854−0.5% | 減碼 |
| Veritable, L.P. | 971,224 | $4.45 億 | 7.65% | −2,691−0.3% | 減碼 |
| The PNC Financial Services Group, Inc. | 831,133 | $3.81 億 | 0.33% | −7,640−0.9% | 減碼 |
| UBS Group AG | 686,929 | $3.15 億 | 0.15% | +92,213+15.5% | 加碼 |
| Bank of Montreal | 498,090 | $2.28 億 | 0.15% | −12,925−2.5% | 減碼 |
| Goldman Sachs Group Inc | 462,906 | $2.12 億 | 0.06% | −91,777−16.5% | 減碼 |
| Northwestern Mutual Wealth Management Co | 462,392 | $2.12 億 | 0.30% | +16,726+3.8% | 加碼 |
| Royal Bank of Canada | 453,829 | $2.08 億 | 0.06% | +62,181+15.9% | 加碼 |
| Creative Planning | 423,544 | $1.94 億 | 0.28% | −13,606−3.1% | 減碼 |
| Raymond James & Associates | 352,384 | $1.62 億 | 0.14% | −53,882−13.3% | 減碼 |
| JPMorgan Chase & Co | 283,398 | $1.30 億 | 0.02% | +151,772+115.3% | 加碼 |
| Arvest Trust Co N A | 279,929 | $1.28 億 | 8.00% | −8,667−3.0% | 減碼 |
| Conservest Capital Advisors, Inc. | 250,288 | $1.15 億 | 13.68% | +4,116+1.7% | 加碼 |
| First Republic Investment Management, Inc. | 246,716 | $1.13 億 | 0.24% | −2,110−0.8% | 減碼 |
| CI Private Wealth, LLC | 244,614 | $1.12 億 | 0.30% | +114,527+88.0% | 加碼 |
| BNP Paribas Arbitrage, SA | 207,545 | $9,514 萬 | 0.21% | −80,037−27.8% | 減碼 |
| MAI Capital Management | 205,431 | $9,417 萬 | 1.50% | −738−0.4% | 減碼 |
| Bank of New York Mellon Corp | 188,227 | $8,629 萬 | 0.02% | −12,918−6.4% | 減碼 |
| Citadel Advisors LLC | 180,833 | $8,290 萬 | 0.09% | +91,113+101.6% | 加碼 |
| Welch & Forbes LLC | 159,821 | $7,326 萬 | 1.24% | +1,449+0.9% | 加碼 |
| Whittier Trust Co | 152,873 | $7,008 萬 | 1.28% | −14,405−8.6% | 減碼 |
| Truist Financial Corp | 144,804 | $6,638 萬 | 0.11% | −715−0.5% | 減碼 |
| LPL Financial LLC | 141,693 | $6,495 萬 | 0.05% | −2,170−1.5% | 減碼 |
| HighTower Advisors, LLC | 140,125 | $6,425 萬 | 0.14% | −6,199−4.2% | 減碼 |
| Hills Bank & Trust Co | 136,728 | $6,268 萬 | 8.67% | +6,054+4.6% | 加碼 |
| FineMark National Bank & Trust | 136,567 | $6,260 萬 | 2.67% | −2,318−1.7% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 136,381 | $6,252 萬 | 0.12% | +18,726+15.9% | 加碼 |
| Brown Advisory Inc | 136,188 | $6,243 萬 | 0.11% | +1,542+1.1% | 加碼 |
| Waddell & Associates, LLC | 135,452 | $6,209 萬 | 9.71% | −390−0.3% | 減碼 |
| Alliancebernstein L.P. | 130,078 | $5,963 萬 | 0.03% | +1,191+0.9% | 加碼 |
| Ameriprise Financial Inc | 113,377 | $5,197 萬 | 0.02% | +10,176+9.9% | 加碼 |
| Citigroup Inc | 110,842 | $5,081 萬 | 0.07% | −25,382−18.6% | 減碼 |
| Montag A & Associates Inc | 110,104 | $5,060 萬 | 3.31% | −657−0.6% | 減碼 |
| Washington Trust Co | 104,924 | $4,810 萬 | 2.17% | +2,837+2.8% | 加碼 |
| Sandy Spring Bank | 100,075 | $4,588 萬 | 2.61% | −4,729−4.5% | 減碼 |
| Commonwealth Equity Services, LLC | 96,234 | $4,411 萬 | 0.10% | −45,950−32.3% | 減碼 |
| Mariner, LLC | 92,877 | $4,258 萬 | 0.12% | +2,371+2.6% | 加碼 |
| State Street Corp | 91,328 | $4,190 萬 | 0.00% | −1,195−1.3% | 減碼 |
| MetLife Investment Management | 90,700 | $4,158 萬 | 0.30% | +9,500+11.7% | 加碼 |
| Cerity Partners LLC | 88,277 | $4,047 萬 | 0.19% | +21,151+31.5% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 83,967 | $3,848 萬 | 0.11% | −278,060−76.8% | 減碼 |
| Portland Global Advisors LLC | 82,712 | $3,792 萬 | 6.49% | −1,233−1.5% | 減碼 |
| Advisor Group Holdings, Inc. | 80,160 | $3,671 萬 | 0.07% | +2,442+3.1% | 加碼 |
| Squarepoint Ops LLC | 78,019 | $3,576 萬 | 0.25% | +78,019 | 新進 |
| Hyman Charles D | 75,647 | $3,468 萬 | 2.31% | +85+0.1% | 加碼 |
| Henshaw Capital LLC | 75,150 | $3,445 萬 | 2.12% | 00.0% | 不變 |
| Financial Counselors Inc | 73,786 | $3,382 萬 | 0.73% | −4,539−5.8% | 減碼 |
| Blair William & Co | 73,196 | $3,355 萬 | 0.13% | −5,829−7.4% | 減碼 |
| Barclays PLC | 70,396 | $3,226 萬 | 0.03% | +51,486+272.3% | 加碼 |
| Waldron Private Wealth LLC | 69,520 | $3,187 萬 | 1.55% | +5,796+9.1% | 加碼 |
| Whittier Trust Co of Nevada Inc | 68,642 | $3,147 萬 | 1.16% | −7,925−10.4% | 減碼 |
| Captrust Financial Advisors | 68,409 | $3,136 萬 | 0.14% | +24,865+57.1% | 加碼 |
| Pittenger & Anderson Inc | 68,317 | $3,132 萬 | 1.62% | +3,056+4.7% | 加碼 |
| Pinnacle Associates Ltd | 67,136 | $3,078 萬 | 0.63% | −629−0.9% | 減碼 |
| Envestnet Asset Management Inc | 65,960 | $3,024 萬 | 0.01% | −916−1.4% | 減碼 |
| Peapack Gladstone Financial Corp | 64,929 | $2,976 萬 | 0.57% | −380−0.6% | 減碼 |
| Stifel Financial Corp | 62,998 | $2,891 萬 | 0.04% | −18,976−23.1% | 減碼 |
| Conning Inc. | 59,907 | $2,746 萬 | 0.92% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 59,778 | $2,740 萬 | 0.07% | −612−1.0% | 減碼 |
| First Hawaiian Bank | 58,985 | $2,704 萬 | 0.92% | −1,353−2.2% | 減碼 |
| Smith, Moore & Co. | 58,924 | $2,701 萬 | 3.67% | −231−0.4% | 減碼 |
| Brookfield Asset Management Inc. | 58,439 | $2,679 萬 | 0.10% | +7,037+13.7% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 57,458 | $2,641 萬 | 0.51% | 00.0% | 不變 |
| Bartlett & Co. LLC | 57,458 | $2,641 萬 | 0.51% | 00.0% | 不變 |
| Heritage Investors Management Corp | 57,225 | $2,623 萬 | 1.12% | −253−0.4% | 減碼 |
| Moreno Evelyn V | 56,907 | $2,609 萬 | 5.91% | +3,314+6.2% | 加碼 |
| Clearstead Advisors, LLC | 55,067 | $2,524 萬 | 1.84% | +3,111+6.0% | 加碼 |
| Ascent Wealth Partners, LLC | 53,550 | $2,455 萬 | 4.93% | +1,100+2.1% | 加碼 |
| Divergent Planning, LLC | 52,602 | $2,411 萬 | 13.57% | +52,602 | 新進 |
| M&T Bank Corp | 51,875 | $2,378 萬 | 0.09% | −3,338−6.0% | 減碼 |
| Citizens Financial Group Inc | 49,253 | $2,258 萬 | 0.83% | −13,199−21.1% | 減碼 |
| Crewe Advisors LLC | 48,837 | $2,239 萬 | 3.27% | +80.0% | 加碼 |
| Edge Capital Group, LLC | 47,890 | $2,195 萬 | 1.35% | +259+0.5% | 加碼 |
| Oldfather Financial Services, LLC | 47,647 | $2,184 萬 | 11.29% | +1,819+4.0% | 加碼 |
| Financial Advisory Group | 46,977 | $2,153 萬 | 4.35% | −935−2.0% | 減碼 |
| Retirement Systems of Alabama | 46,630 | $2,138 萬 | 0.09% | +75+0.2% | 加碼 |
| Klingman & Associates, LLC | 46,176 | $2,117 萬 | 1.82% | −153−0.3% | 減碼 |
| Bessemer Group Inc | 45,208 | $2,073 萬 | 0.05% | −125,041−73.4% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 45,000 | $2,063 萬 | 0.12% | −137,000−75.3% | 減碼 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 44,157 | $2,024 萬 | 4.05% | −120.0% | 減碼 |
| Miracle Mile Advisors, LLC | 43,142 | $1,978 萬 | 0.64% | −1,487−3.3% | 減碼 |
| Chicago Partners Investment Group LLC | 43,181 | $1,970 萬 | 1.15% | +1,005+2.4% | 加碼 |
| Estate Counselors, LLC | 42,135 | $1,932 萬 | 2.55% | +11,689+38.4% | 加碼 |
| Cumberland Advisors Inc | 41,124 | $1,885 萬 | 7.73% | −405−1.0% | 減碼 |
| Boston Private Wealth LLC | 40,358 | $1,850 萬 | 0.26% | −1,734−4.1% | 減碼 |
| Granite Bay Wealth Management, LLC | 39,986 | $1,833 萬 | 12.81% | +2,263+6.0% | 加碼 |
| Susquehanna International Group, LLP | 39,252 | $1,799 萬 | 0.03% | −7,738−16.5% | 減碼 |
| SG Americas Securities, LLC | 38,318 | $1,757 萬 | 0.24% | −45,265−54.2% | 減碼 |
| LCM Capital Management Inc | 37,612 | $1,724 萬 | 15.06% | +906+2.5% | 加碼 |
| Johnson Investment Counsel Inc | 37,573 | $1,722 萬 | 0.23% | +478+1.3% | 加碼 |
| 1st Source Bank | 37,310 | $1,710 萬 | 1.14% | +47+0.1% | 加碼 |
| Kowal Investment Group, LLC | 37,107 | $1,701 萬 | 4.82% | +10,902+41.6% | 加碼 |
| Prio Wealth Limited Partnership | 36,419 | $1,669 萬 | 0.64% | −480−1.3% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 36,297 | $1,664 萬 | 6.22% | −131−0.4% | 減碼 |
| Means Investment Co., Inc. | 36,167 | $1,658 萬 | 2.91% | +30,696+561.1% | 加碼 |
| Buckingham Strategic Wealth, LLC | 36,878 | $1,633 萬 | 0.30% | 00.0% | 不變 |