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 | 1,127 | $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 |
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 |
|---|---|---|---|---|---|
| Motco | 10,332 | $473.6 萬 | 0.32% | −806−7.2% | 減碼 |
| Lodestar Private Asset Management LLC | 10,351 | $474.5 萬 | 0.85% | −157−1.5% | 減碼 |
| Firestone Capital Management | 10,380 | $475.8 萬 | 1.71% | −141−1.3% | 減碼 |
| Savant Capital, LLC | 10,381 | $475.9 萬 | 0.09% | +363+3.6% | 加碼 |
| Cape Cod Five Cents Savings Bank | 10,485 | $480.6 萬 | 0.52% | −24−0.2% | 減碼 |
| Bank of New Hampshire | 10,594 | $485.6 萬 | 1.46% | −1,506−12.4% | 減碼 |
| RVW Wealth, LLC | 10,601 | $486.0 萬 | 0.60% | −169−1.6% | 減碼 |
| Adirondack Trust Co | 10,644 | $487.9 萬 | 2.47% | −311−2.8% | 減碼 |
| Associated Banc-Corp | 10,654 | $488.4 萬 | 0.20% | +381+3.7% | 加碼 |
| Central Trust Co | 10,654 | $488.4 萬 | 0.14% | −86−0.8% | 減碼 |
| Baltimore-Washington Financial Advisors, Inc. | 10,753 | $492.9 萬 | 0.44% | +428+4.1% | 加碼 |
| Latigo Investments, LLC | 10,962 | $502.5 萬 | 3.61% | 00.0% | 不變 |
| Glassy Mountain Advisors, Inc. | 10,962 | $502.5 萬 | 3.61% | +10,962 | 新進 |
| Highland Capital Management, LLC | 11,038 | $506.0 萬 | 0.37% | +3,325+43.1% | 加碼 |
| Oppenheimer & Co Inc | 11,059 | $507.0 萬 | 0.11% | +688+6.6% | 加碼 |
| Vantage Financial Partners Ltd., Inc. | 11,146 | $511.0 萬 | 3.02% | −40−0.4% | 減碼 |
| Journey Strategic Wealth LLC | 11,152 | $511.2 萬 | 0.54% | 00.0% | 不變 |
| Balboa Wealth Partners | 11,161 | $511.6 萬 | 1.93% | +1,954+21.2% | 加碼 |
| Peak Asset Management, LLC | 11,240 | $515.3 萬 | 1.26% | −130−1.1% | 減碼 |
| Diversified Portfolios, Inc. | 11,344 | $520.0 萬 | 1.16% | +906+8.7% | 加碼 |
| Bokf, NA | 11,497 | $527.0 萬 | 0.11% | −3,590−23.8% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 11,641 | $533.7 萬 | 0.72% | +125+1.1% | 加碼 |
| All Terrain Financial Advisors, LLC | 11,655 | $534.3 萬 | 2.59% | +85+0.7% | 加碼 |
| Sand Hill Global Advisors, LLC | 11,888 | $545.0 萬 | 0.29% | 00.0% | 不變 |
| Retirement Income Solutions, Inc | 11,929 | $546.8 萬 | 1.59% | −493−4.0% | 減碼 |
| First Horizon Advisors, Inc. | 11,967 | $548.6 萬 | 0.20% | −36−0.3% | 減碼 |
| Ameritas Investment Partners, Inc. | 12,045 | $552.2 萬 | 0.22% | 00.0% | 不變 |
| RMR Wealth Builders | 12,185 | $558.6 萬 | 1.06% | −77−0.6% | 減碼 |
| Financial Engines Advisors L.L.C. | 12,246 | $562.9 萬 | 0.01% | −1,296−9.6% | 減碼 |
| Lincoln National Corp | 12,403 | $568.6 萬 | 0.12% | +29+0.2% | 加碼 |
| Franklin Resources Inc | 12,490 | $572.6 萬 | 0.00% | +165+1.3% | 加碼 |
| CWM, LLC | 12,617 | $578.4 萬 | 0.04% | +3,801+43.1% | 加碼 |
| Staley Capital Advisers Inc | 12,767 | $585.3 萬 | 0.33% | +61+0.5% | 加碼 |
| Pinkerton Retirement Specialists, LLC | 12,994 | $595.7 萬 | 1.11% | +12,994 | 新進 |
| Montz Harcus Wealth Management LLC | 13,041 | $597.8 萬 | 5.52% | −81−0.6% | 減碼 |
| Community Bank, N.A. | 13,093 | $600.2 萬 | 0.81% | −190−1.4% | 減碼 |
| Meridian Wealth Advisors, LLC | 13,364 | $612.6 萬 | 1.53% | −1,267−8.7% | 減碼 |
| Private Advisor Group, LLC | 13,380 | $613.4 萬 | 0.06% | −110−0.8% | 減碼 |
| Colorado Capital Management, Inc. | 13,480 | $617.9 萬 | 4.79% | −56−0.4% | 減碼 |
| Busey Wealth Management | 13,517 | $619.6 萬 | 0.26% | 00.0% | 不變 |
| Chesley Taft & Associates LLC | 13,530 | $620.2 萬 | 0.41% | +121+0.9% | 加碼 |
| Wealthspire Advisors, LLC | 13,605 | $623.7 萬 | 0.11% | +2,346+20.8% | 加碼 |
| Smith Anglin Financial, LLC | 13,708 | $628.4 萬 | 0.94% | −40.0% | 減碼 |
| Goelzer Investment Management, Inc. | 13,709 | $628.4 萬 | 0.55% | −137−1.0% | 減碼 |
| Unionview, LLC | 13,905 | $637.4 萬 | 5.98% | +83+0.6% | 加碼 |
| Kestra Advisory Services, LLC | 13,921 | $638.1 萬 | 0.07% | −3,186−18.6% | 減碼 |
| Boyd Watterson Asset Management LLC | 13,930 | $638.6 萬 | 2.60% | 00.0% | 不變 |
| Arbor Trust Wealth Advisors, LLC | 14,047 | $645.6 萬 | 4.24% | −27−0.2% | 減碼 |
| Williams Jones Wealth Management, LLC. | 14,143 | $648.3 萬 | 0.10% | +240+1.7% | 加碼 |
| Legal & General Group Plc | 14,200 | $650.9 萬 | 0.00% | 00.0% | 不變 |
| Financial & Tax Architects, LLC | 14,390 | $659.7 萬 | 2.17% | −574−3.8% | 減碼 |
| Pacific Center for Financial Services | 14,505 | $664.9 萬 | 2.29% | +14,505 | 新進 |
| G&S Capital LLC | 14,583 | $668.5 萬 | 2.96% | −279−1.9% | 減碼 |
| Mill Creek Capital Advisors, LLC | 14,713 | $674.5 萬 | 0.25% | +2,758+23.1% | 加碼 |
| AE Wealth Management LLC | 14,843 | $680.4 萬 | 0.04% | +816+5.8% | 加碼 |
| Howard Capital Management Inc. | 14,911 | $685.2 萬 | 1.18% | −126−0.8% | 減碼 |
| Palisade Asset Management, LLC | 15,049 | $689.9 萬 | 0.85% | −160−1.1% | 減碼 |
| Atria Wealth Solutions, Inc. | 15,188 | $697.7 萬 | 0.10% | +416+2.8% | 加碼 |
| Dakota Wealth Management | 15,374 | $704.8 萬 | 0.47% | −809−5.0% | 減碼 |
| Cetera Investment Advisers | 15,386 | $705.3 萬 | 0.06% | +115+0.8% | 加碼 |
| Fifth Third Securities, Inc. | 15,412 | $706.5 萬 | 0.81% | +714+4.9% | 加碼 |
| Peddock Capital Advisors, LLC | 15,876 | $727.7 萬 | 2.53% | +1,314+9.0% | 加碼 |
| TKG Advisors, LLC | 15,889 | $728.4 萬 | 4.54% | +455+2.9% | 加碼 |
| Telemus Capital, LLC | 16,012 | $734.0 萬 | 0.65% | −409−2.5% | 減碼 |
| Raymond James Trust N.A. | 16,202 | $742.7 萬 | 0.24% | +364+2.3% | 加碼 |
| Legacy Advisors, LLC | 16,587 | $760.4 萬 | 1.40% | −961−5.5% | 減碼 |
| Tiaa, FSB | 16,603 | $761.1 萬 | 0.03% | −1,901−10.3% | 減碼 |
| Boston Financial Mangement LLC | 16,730 | $766.9 萬 | 0.30% | +200+1.2% | 加碼 |
| Fifth Third Bancorp | 16,819 | $771.0 萬 | 0.04% | −158−0.9% | 減碼 |
| Credit Suisse AG | 16,820 | $771.0 萬 | 0.01% | −77,098−82.1% | 減碼 |
| Capstone Financial Advisors, Inc. | 16,888 | $774.2 萬 | 0.61% | +392+2.4% | 加碼 |
| Rhumbline Advisers | 16,900 | $774.7 萬 | 0.01% | −2,295−12.0% | 減碼 |
| Hummer Financial Advisory Services Inc | 16,973 | $780.1 萬 | 8.29% | −80−0.5% | 減碼 |
| KCM Investment Advisors LLC | 17,853 | $818.4 萬 | 0.33% | +1,172+7.0% | 加碼 |
| Grove Bank & Trust | 18,388 | $842.9 萬 | 1.78% | −22−0.1% | 減碼 |
| NBT Bank N A | 18,589 | $852.1 萬 | 1.25% | +197+1.1% | 加碼 |
| Trifecta Capital Advisors, LLC | 19,202 | $880.2 萬 | 3.10% | +100+0.5% | 加碼 |
| Avantax Advisory Services, Inc. | 19,293 | $884.4 萬 | 0.11% | −228−1.2% | 減碼 |
| BlackRock Inc. | 19,371 | $888.0 萬 | 0.00% | −22,271−53.5% | 減碼 |
| Pegasus Partners Ltd. | 19,373 | $888.1 萬 | 1.41% | −860−4.3% | 減碼 |
| Terry L. Blaker | 19,575 | $897.3 萬 | 0.80% | −424−2.1% | 減碼 |
| Mechanics Bank Trust Department | 19,756 | $905.6 萬 | 1.52% | −532−2.6% | 減碼 |
| Cetera Advisors LLC | 19,986 | $916.2 萬 | 0.15% | −437−2.1% | 減碼 |
| Shapiro Capital Management LLC | 20,000 | $916.8 萬 | 0.23% | +20,000 | 新進 |
| Lutz Financial Services LLC | 20,045 | $918.9 萬 | 1.05% | −15−0.1% | 減碼 |
| jvl associates llc | 20,134 | $923.0 萬 | 4.87% | +191+1.0% | 加碼 |
| Cresset Asset Management, LLC | 20,131 | $923.6 萬 | 0.18% | +472+2.4% | 加碼 |
| Old National Bancorp | 20,421 | $936.1 萬 | 0.29% | −667−3.2% | 減碼 |
| Evercore Wealth Management, LLC | 20,663 | $947.2 萬 | 0.19% | −75−0.4% | 減碼 |
| Dumont & Blake Investment Advisors LLC | 20,710 | $949.4 萬 | 3.22% | −97−0.5% | 減碼 |
| Glenmede Trust Co NA | 20,920 | $959.0 萬 | 0.05% | −5,288−20.2% | 減碼 |
| Bordeaux Wealth Advisors LLC | 21,166 | $970.3 萬 | 5.00% | 00.0% | 不變 |
| SlateStone Wealth, LLC | 21,180 | $970.9 萬 | 2.01% | 00.0% | 不變 |
| Linker Capital Management Inc. | 21,292 | $976.0 萬 | 10.70% | 00.0% | 不變 |
| Boston Family Office LLC | 21,298 | $976.4 萬 | 0.78% | −398−1.8% | 減碼 |
| Brown Brothers Harriman & Co | 21,371 | $979.7 萬 | 0.08% | −157−0.7% | 減碼 |
| FMR LLC | 21,547 | $987.7 萬 | 0.00% | +841+4.1% | 加碼 |
| Agf Management Ltd | 21,799 | $999.3 萬 | 0.07% | −528−2.4% | 減碼 |
| Central Bank & Trust Co | 22,109 | $1,013 萬 | 1.80% | +340+1.6% | 加碼 |
| Country Club Bank | 23,630 | $1,064 萬 | 0.88% | −1,952−7.6% | 減碼 |