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 |
|---|---|---|---|---|---|
| STAR Financial Bank | 2,144 | $98.3 萬 | 0.96% | −311−12.7% | 減碼 |
| Ameritas Advisory Services, LLC | 2,146 | $98.4 萬 | 0.05% | −1,531−41.6% | 減碼 |
| Warner Financial, Inc | 2,160 | $99.0 萬 | 0.69% | +10.0% | 加碼 |
| Forza Wealth Management, LLC | 2,170 | $99.5 萬 | 0.51% | +2,170 | 新進 |
| Texas Capital Bank Wealth Management Services Inc | 2,171 | $99.5 萬 | 0.12% | 00.0% | 不變 |
| First Western Trust Bank | 2,191 | $100.4 萬 | 0.05% | −170−7.2% | 減碼 |
| Pacific Financial Group Inc | 2,192 | $100.5 萬 | 0.76% | −32−1.4% | 減碼 |
| Viawealth, LLC | 2,193 | $100.5 萬 | 0.80% | 00.0% | 不變 |
| Wedbush Securities Inc | 2,200 | $100.9 萬 | 0.05% | +314+16.6% | 加碼 |
| HM Payson & Co | 2,202 | $100.9 萬 | 0.02% | +160+7.8% | 加碼 |
| ARS Investment Partners, LLC | 2,209 | $101.3 萬 | 0.12% | +8+0.4% | 加碼 |
| LBMC Investment Advisors, LLC | 2,220 | $101.8 萬 | 0.10% | 00.0% | 不變 |
| Zhang Financial LLC | 2,228 | $102.1 萬 | 0.12% | +21+1.0% | 加碼 |
| RSM US Wealth Management LLC | 2,242 | $102.8 萬 | 0.04% | +2,242 | 新進 |
| Dorsey & Whitney Trust CO LLC | 2,250 | $103.1 萬 | 0.09% | 00.0% | 不變 |
| 9258 Wealth Management, LLC | 2,254 | $103.3 萬 | 0.21% | −91−3.9% | 減碼 |
| We Are One Seven, LLC | 2,266 | $103.9 萬 | 0.07% | +297+15.1% | 加碼 |
| Truepoint, Inc. | 2,281 | $104.6 萬 | 0.04% | −10.0% | 減碼 |
| CIBC World Markets Inc. | 2,281 | $104.6 萬 | 0.00% | −1,867−45.0% | 減碼 |
| Fidelis Capital Partners, LLC | 2,351 | $105.7 萬 | 0.45% | +1,557+196.1% | 加碼 |
| Howe & Rusling Inc | 2,380 | $109.1 萬 | 0.13% | 00.0% | 不變 |
| RFG Advisory, LLC | 2,390 | $109.6 萬 | 0.05% | −16−0.7% | 減碼 |
| Baystate Wealth Management LLC | 2,396 | $109.9 萬 | 0.10% | +38+1.6% | 加碼 |
| Cozad Asset Management Inc | 2,403 | $110.2 萬 | 0.15% | 00.0% | 不變 |
| Becker Capital Management Inc | 2,399 | $110.3 萬 | 0.04% | +2,399 | 新進 |
| TruWealth Advisors, LLC | 2,415 | $110.7 萬 | 0.10% | 00.0% | 不變 |
| North Star Investment Management Corp. | 2,432 | $111.5 萬 | 0.09% | 00.0% | 不變 |
| Harvest Investment Services, LLC | 2,448 | $112.2 萬 | 0.87% | −2,184−47.2% | 減碼 |
| Beacon Bridge Wealth Partners, LLC | 2,449 | $112.3 萬 | 0.67% | −609−19.9% | 減碼 |
| White Pine Capital LLC | 2,460 | $112.8 萬 | 0.44% | −98−3.8% | 減碼 |
| Middleton & Co Inc | 2,461 | $112.8 萬 | 0.16% | 00.0% | 不變 |
| Providence First Trust Co | 2,462 | $112.9 萬 | 0.65% | +713+40.8% | 加碼 |
| CX Institutional | 2,472 | $113.3 萬 | 0.06% | 00.0% | 不變 |
| CIC Wealth, LLC | 2,492 | $114.2 萬 | 0.43% | −84−3.3% | 減碼 |
| TD Private Client Wealth LLC | 2,499 | $114.6 萬 | 0.05% | −137−5.2% | 減碼 |
| Montecito Bank & Trust | 2,502 | $114.7 萬 | 0.27% | +146+6.2% | 加碼 |
| Lyell Wealth Management, LP | 2,503 | $114.7 萬 | 0.16% | −219−8.0% | 減碼 |
| Moody Lynn & Lieberson, LLC | 2,529 | $115.9 萬 | 0.10% | 00.0% | 不變 |
| SOL Capital Management CO | 2,540 | $116.4 萬 | 0.19% | 00.0% | 不變 |
| TCTC Holdings, LLC | 2,597 | $119.0 萬 | 0.05% | +559+27.4% | 加碼 |
| Stephens Inc | 2,618 | $120.0 萬 | 0.02% | +209+8.7% | 加碼 |
| Beaumont Financial Advisors, LLC | 2,628 | $120.5 萬 | 0.12% | 00.0% | 不變 |
| Greenleaf Trust | 2,634 | $120.7 萬 | 0.01% | −213−7.5% | 減碼 |
| Deutsche Bank AG | 2,671 | $122.4 萬 | 0.00% | −19−0.7% | 減碼 |
| Coldstream Capital Management Inc | 2,690 | $123.3 萬 | 0.04% | +1,178+77.9% | 加碼 |
| Watershed Private Wealth LLC | 2,707 | $124.1 萬 | 0.84% | +17+0.6% | 加碼 |
| Connectus Wealth, LLC | 2,709 | $124.2 萬 | 0.03% | −5−0.2% | 減碼 |
| GEM Asset Management, LLC | 2,722 | $124.8 萬 | 1.01% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 2,726 | $124.9 萬 | 0.18% | −194−6.6% | 減碼 |
| Stratos Wealth Partners, LTD. | 2,742 | $125.7 萬 | 0.03% | −655−19.3% | 減碼 |
| Hardy Reed LLC | 2,775 | $127.2 萬 | 0.22% | 00.0% | 不變 |
| Patriot Investment Management Inc. | 2,788 | $127.8 萬 | 0.11% | 00.0% | 不變 |
| Moloney Securities Asset Management, LLC | 2,793 | $128.0 萬 | 0.24% | +160+6.1% | 加碼 |
| Osborne Partners Capital Management, LLC | 2,793 | $128.0 萬 | 0.09% | −17−0.6% | 減碼 |
| Simplex Trading, LLC | 2,821 | $129.3 萬 | 0.06% | −415−12.8% | 減碼 |
| High Falls Advisors, Inc | 2,837 | $130.1 萬 | 0.39% | 00.0% | 不變 |
| Tiedemann Advisors, LLC | 2,831 | $130.1 萬 | 0.06% | 00.0% | 不變 |
| Advus Financial Partners, LLC | 2,834 | $130.3 萬 | 0.72% | −34−1.2% | 減碼 |
| EP Wealth Advisors, LLC | 16,177 | $130.4 萬 | 0.03% | +7,292+82.1% | 加碼 |
| Colony Group LLC | 2,857 | $131.0 萬 | 0.02% | −29,590−91.2% | 減碼 |
| Proequities, Inc. | 2,896 | $133.1 萬 | 0.10% | +2,689+1,299.0% | 加碼 |
| Manchester Capital Management LLC | 2,928 | $134.2 萬 | 0.18% | 00.0% | 不變 |
| Marshall Wace, LLP | 3,000 | $137.5 萬 | 0.00% | +3,000 | 新進 |
| L.M. Kohn & Company | 3,001 | $137.5 萬 | 0.57% | 00.0% | 不變 |
| Avantax Planning Partners, Inc. | 3,008 | $137.9 萬 | 0.06% | −44−1.4% | 減碼 |
| Coyle Financial Counsel LLC | 3,024 | $138.6 萬 | 0.64% | −315−9.4% | 減碼 |
| Bank of Stockton | 3,048 | $139.7 萬 | 0.49% | −1,525−33.3% | 減碼 |
| Integrated Advisors Network LLC | 3,055 | $140.1 萬 | 0.08% | +30+1.0% | 加碼 |
| Bremer Bank National Association | 3,070 | $140.7 萬 | 0.27% | 00.0% | 不變 |
| Wunderlich Capital Managemnt | 3,073 | $140.9 萬 | 0.73% | +54+1.8% | 加碼 |
| Aspiriant, LLC | 3,076 | $141.0 萬 | 0.07% | 00.0% | 不變 |
| GWM Advisors LLC | 3,105 | $141.4 萬 | 0.02% | +191+6.6% | 加碼 |
| United Bank | 3,095 | $141.9 萬 | 0.18% | 00.0% | 不變 |
| Wesbanco Bank Inc | 3,096 | $141.9 萬 | 0.06% | −136−4.2% | 減碼 |
| Paulson Wealth Management Inc. | 3,118 | $142.9 萬 | 0.64% | +440+16.4% | 加碼 |
| Horizon Investments, LLC | 3,139 | $143.9 萬 | 0.04% | −517−14.1% | 減碼 |
| EverSource Wealth Advisors, LLC | 3,147 | $144.3 萬 | 0.18% | +469+17.5% | 加碼 |
| Change Path, LLC | 3,165 | $145.1 萬 | 0.07% | +160+5.3% | 加碼 |
| Sage Financial Management Group, Inc. | 3,176 | $145.6 萬 | 1.17% | −1,473−31.7% | 減碼 |
| Buckingham Strategic Partners | 3,180 | $145.8 萬 | 0.09% | −1,314−29.2% | 減碼 |
| Baker Avenue Asset Management, LP | 3,184 | $145.9 萬 | 0.08% | +470+17.3% | 加碼 |
| Crescent Sterling, Ltd. | 3,210 | $147.1 萬 | 1.43% | +3,210 | 新進 |
| First Citizens Bank & Trust Co | 3,237 | $148.4 萬 | 0.03% | −1,763−35.3% | 減碼 |
| Farmers & Merchants Trust Co of Long Beach | 3,249 | $148.9 萬 | 0.41% | −900−21.7% | 減碼 |
| Paradigm, Strategies in Wealth Management, LLC | 3,266 | $149.7 萬 | 1.18% | −51−1.5% | 減碼 |
| Graypoint LLC | 3,293 | $151.0 萬 | 0.16% | −367−10.0% | 減碼 |
| Regions Financial Corp | 3,301 | $151.3 萬 | 0.01% | +752+29.5% | 加碼 |
| PFG Advisors | 3,329 | $152.6 萬 | 0.13% | +288+9.5% | 加碼 |
| Belpointe Asset Management LLC | 3,334 | $152.9 萬 | 0.08% | −499−13.0% | 減碼 |
| Centaurus Financial, Inc. | 3,341 | $153.1 萬 | 0.12% | +2,438+270.0% | 加碼 |
| Founders Financial Securities LLC | 3,370 | $154.5 萬 | 0.22% | −348−9.4% | 減碼 |
| McKinley Carter Wealth Services, Inc. | 3,372 | $154.6 萬 | 0.12% | 00.0% | 不變 |
| GM Advisory Group, Inc. | 3,374 | $154.6 萬 | 0.14% | +1,895+128.1% | 加碼 |
| Capital Planning Advisors, LLC | 3,375 | $154.7 萬 | 0.33% | 00.0% | 不變 |
| Oxford Financial Group Ltd | 3,378 | $154.9 萬 | 0.17% | 00.0% | 不變 |
| Sigma Planning Corp | 3,396 | $155.7 萬 | 0.05% | −65−1.9% | 減碼 |
| Paragon Capital Management Ltd | 3,400 | $155.9 萬 | 0.36% | 00.0% | 不變 |
| Tiemann Investment Advisors, LLC | 3,406 | $156.1 萬 | 0.85% | −220−6.1% | 減碼 |
| Meridian Investment Counsel Inc. | 3,410 | $156.3 萬 | 0.59% | −149−4.2% | 減碼 |
| Proficio Capital Partners LLC | 3,415 | $156.5 萬 | 0.25% | 00.0% | 不變 |