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 |
|---|---|---|---|---|---|
| American International Group, Inc. | 35,200 | $1,614 萬 | 0.11% | +2,800+8.6% | 加碼 |
| Janney Montgomery Scott LLC | 34,799 | $1,595 萬 | 0.07% | −4,700−11.9% | 減碼 |
| Vestor Capital, LLC | 34,721 | $1,592 萬 | 1.87% | −363−1.0% | 減碼 |
| BDO Wealth Advisors, LLC | 34,480 | $1,581 萬 | 1.94% | −655−1.9% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 33,823 | $1,551 萬 | 0.08% | −1,731−4.9% | 減碼 |
| Camden Capital, LLC | 33,610 | $1,541 萬 | 2.28% | −355−1.0% | 減碼 |
| GYL Financial Synergies, LLC | 33,045 | $1,515 萬 | 1.82% | +32,229+3,949.6% | 加碼 |
| Rockefeller Capital Management L.P. | 33,005 | $1,513 萬 | 0.07% | +2,175+7.1% | 加碼 |
| IFG Advisors, LLC | 32,301 | $1,481 萬 | 5.83% | +490+1.5% | 加碼 |
| Trustmark National Bank Trust Department | 31,981 | $1,466 萬 | 1.33% | +483+1.5% | 加碼 |
| Tandem Wealth Advisors LLC | 31,831 | $1,459 萬 | 9.08% | +6,285+24.6% | 加碼 |
| Curbstone Financial Management Corp | 31,372 | $1,438 萬 | 3.50% | −370−1.2% | 減碼 |
| Massmutual Trust Co FSB | 31,359 | $1,438 萬 | 0.55% | +2,022+6.9% | 加碼 |
| Hancock Whitney Corp | 31,165 | $1,429 萬 | 0.57% | −2,893−8.5% | 減碼 |
| Huntington National Bank | – | $1,420 萬 | 0.14% | – | – |
| Wellspring Financial Advisors, LLC | 30,281 | $1,388 萬 | 4.12% | −847−2.7% | 減碼 |
| MML Investors Services, LLC | 29,504 | $1,353 萬 | 0.10% | +9,218+45.4% | 加碼 |
| Cetera Advisor Networks LLC | 29,177 | $1,338 萬 | 0.10% | +4,988+20.6% | 加碼 |
| Carnegie Capital Asset Management, LLC | 28,652 | $1,313 萬 | 0.52% | −4,201−12.8% | 減碼 |
| Capital Fund Management S.A. | 28,503 | $1,307 萬 | 0.26% | +7,100+33.2% | 加碼 |
| Green Square Capital Advisors LLC | 28,435 | $1,303 萬 | 1.74% | −1,969−6.5% | 減碼 |
| Commerce Bank | 28,387 | $1,301 萬 | 0.10% | +1,202+4.4% | 加碼 |
| Pinnacle Financial Partners Inc | 28,049 | $1,286 萬 | 0.35% | +1,451+5.5% | 加碼 |
| Simmons Bank | 27,350 | $1,254 萬 | 1.07% | −1,188−4.2% | 減碼 |
| Linscomb & Williams, Inc. | 26,573 | $1,218 萬 | 0.64% | −235−0.9% | 減碼 |
| RMB Capital Management, LLC | 26,447 | $1,212 萬 | 0.42% | +795+3.1% | 加碼 |
| Lido Advisors, LLC | 26,437 | $1,212 萬 | 0.17% | +18,999+255.4% | 加碼 |
| Prospera Financial Services Inc | 26,194 | $1,201 萬 | 0.49% | +24,490+1,437.2% | 加碼 |
| Caldwell Trust Co | 25,080 | $1,150 萬 | 1.60% | −435−1.7% | 減碼 |
| Youngs Advisory Group, Inc. | 24,660 | $1,130 萬 | 6.33% | +13+0.1% | 加碼 |
| MCF Advisors LLC | 24,508 | $1,125 萬 | 1.05% | −220−0.9% | 減碼 |
| HSBC Holdings PLC | 23,985 | $1,096 萬 | 0.01% | −2,211−8.4% | 減碼 |
| First Financial Bank - Trust Division | 23,728 | $1,088 萬 | 1.16% | −165−0.7% | 減碼 |
| Steward Partners Investment Advisory, LLC | 23,726 | $1,088 萬 | 0.17% | +1,078+4.8% | 加碼 |
| Yousif Capital Management, LLC | 23,391 | $1,072 萬 | 0.14% | −23,740−50.4% | 減碼 |
| Balyasny Asset Management LLC | 23,389 | $1,072 萬 | 0.04% | +23,389 | 新進 |
| Exchange Capital Management, Inc. | 23,276 | $1,067 萬 | 2.17% | −118−0.5% | 減碼 |
| Country Club Bank | 23,630 | $1,064 萬 | 0.88% | −1,952−7.6% | 減碼 |
| Central Bank & Trust Co | 22,109 | $1,013 萬 | 1.80% | +340+1.6% | 加碼 |
| Agf Management Ltd | 21,799 | $999.3 萬 | 0.07% | −528−2.4% | 減碼 |
| FMR LLC | 21,547 | $987.7 萬 | 0.00% | +841+4.1% | 加碼 |
| Brown Brothers Harriman & Co | 21,371 | $979.7 萬 | 0.08% | −157−0.7% | 減碼 |
| Boston Family Office LLC | 21,298 | $976.4 萬 | 0.78% | −398−1.8% | 減碼 |
| Linker Capital Management Inc. | 21,292 | $976.0 萬 | 10.70% | 00.0% | 不變 |
| SlateStone Wealth, LLC | 21,180 | $970.9 萬 | 2.01% | 00.0% | 不變 |
| Bordeaux Wealth Advisors LLC | 21,166 | $970.3 萬 | 5.00% | 00.0% | 不變 |
| Glenmede Trust Co NA | 20,920 | $959.0 萬 | 0.05% | −5,288−20.2% | 減碼 |
| Dumont & Blake Investment Advisors LLC | 20,710 | $949.4 萬 | 3.22% | −97−0.5% | 減碼 |
| Evercore Wealth Management, LLC | 20,663 | $947.2 萬 | 0.19% | −75−0.4% | 減碼 |
| Old National Bancorp | 20,421 | $936.1 萬 | 0.29% | −667−3.2% | 減碼 |
| Cresset Asset Management, LLC | 20,131 | $923.6 萬 | 0.18% | +472+2.4% | 加碼 |
| jvl associates llc | 20,134 | $923.0 萬 | 4.87% | +191+1.0% | 加碼 |
| Lutz Financial Services LLC | 20,045 | $918.9 萬 | 1.05% | −15−0.1% | 減碼 |
| Shapiro Capital Management LLC | 20,000 | $916.8 萬 | 0.23% | +20,000 | 新進 |
| Cetera Advisors LLC | 19,986 | $916.2 萬 | 0.15% | −437−2.1% | 減碼 |
| Mechanics Bank Trust Department | 19,756 | $905.6 萬 | 1.52% | −532−2.6% | 減碼 |
| Terry L. Blaker | 19,575 | $897.3 萬 | 0.80% | −424−2.1% | 減碼 |
| Pegasus Partners Ltd. | 19,373 | $888.1 萬 | 1.41% | −860−4.3% | 減碼 |
| BlackRock Inc. | 19,371 | $888.0 萬 | 0.00% | −22,271−53.5% | 減碼 |
| Avantax Advisory Services, Inc. | 19,293 | $884.4 萬 | 0.11% | −228−1.2% | 減碼 |
| Trifecta Capital Advisors, LLC | 19,202 | $880.2 萬 | 3.10% | +100+0.5% | 加碼 |
| NBT Bank N A | 18,589 | $852.1 萬 | 1.25% | +197+1.1% | 加碼 |
| Grove Bank & Trust | 18,388 | $842.9 萬 | 1.78% | −22−0.1% | 減碼 |
| KCM Investment Advisors LLC | 17,853 | $818.4 萬 | 0.33% | +1,172+7.0% | 加碼 |
| Hummer Financial Advisory Services Inc | 16,973 | $780.1 萬 | 8.29% | −80−0.5% | 減碼 |
| Rhumbline Advisers | 16,900 | $774.7 萬 | 0.01% | −2,295−12.0% | 減碼 |
| Capstone Financial Advisors, Inc. | 16,888 | $774.2 萬 | 0.61% | +392+2.4% | 加碼 |
| Credit Suisse AG | 16,820 | $771.0 萬 | 0.01% | −77,098−82.1% | 減碼 |
| Fifth Third Bancorp | 16,819 | $771.0 萬 | 0.04% | −158−0.9% | 減碼 |
| Boston Financial Mangement LLC | 16,730 | $766.9 萬 | 0.30% | +200+1.2% | 加碼 |
| Tiaa, FSB | 16,603 | $761.1 萬 | 0.03% | −1,901−10.3% | 減碼 |
| Legacy Advisors, LLC | 16,587 | $760.4 萬 | 1.40% | −961−5.5% | 減碼 |
| Raymond James Trust N.A. | 16,202 | $742.7 萬 | 0.24% | +364+2.3% | 加碼 |
| Telemus Capital, LLC | 16,012 | $734.0 萬 | 0.65% | −409−2.5% | 減碼 |
| TKG Advisors, LLC | 15,889 | $728.4 萬 | 4.54% | +455+2.9% | 加碼 |
| Peddock Capital Advisors, LLC | 15,876 | $727.7 萬 | 2.53% | +1,314+9.0% | 加碼 |
| Fifth Third Securities, Inc. | 15,412 | $706.5 萬 | 0.81% | +714+4.9% | 加碼 |
| Cetera Investment Advisers | 15,386 | $705.3 萬 | 0.06% | +115+0.8% | 加碼 |
| Dakota Wealth Management | 15,374 | $704.8 萬 | 0.47% | −809−5.0% | 減碼 |
| Atria Wealth Solutions, Inc. | 15,188 | $697.7 萬 | 0.10% | +416+2.8% | 加碼 |
| Palisade Asset Management, LLC | 15,049 | $689.9 萬 | 0.85% | −160−1.1% | 減碼 |
| Howard Capital Management Inc. | 14,911 | $685.2 萬 | 1.18% | −126−0.8% | 減碼 |
| AE Wealth Management LLC | 14,843 | $680.4 萬 | 0.04% | +816+5.8% | 加碼 |
| Mill Creek Capital Advisors, LLC | 14,713 | $674.5 萬 | 0.25% | +2,758+23.1% | 加碼 |
| G&S Capital LLC | 14,583 | $668.5 萬 | 2.96% | −279−1.9% | 減碼 |
| Pacific Center for Financial Services | 14,505 | $664.9 萬 | 2.29% | +14,505 | 新進 |
| Financial & Tax Architects, LLC | 14,390 | $659.7 萬 | 2.17% | −574−3.8% | 減碼 |
| Legal & General Group Plc | 14,200 | $650.9 萬 | 0.00% | 00.0% | 不變 |
| Williams Jones Wealth Management, LLC. | 14,143 | $648.3 萬 | 0.10% | +240+1.7% | 加碼 |
| Arbor Trust Wealth Advisors, LLC | 14,047 | $645.6 萬 | 4.24% | −27−0.2% | 減碼 |
| Boyd Watterson Asset Management LLC | 13,930 | $638.6 萬 | 2.60% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 13,921 | $638.1 萬 | 0.07% | −3,186−18.6% | 減碼 |
| Unionview, LLC | 13,905 | $637.4 萬 | 5.98% | +83+0.6% | 加碼 |
| Goelzer Investment Management, Inc. | 13,709 | $628.4 萬 | 0.55% | −137−1.0% | 減碼 |
| Smith Anglin Financial, LLC | 13,708 | $628.4 萬 | 0.94% | −40.0% | 減碼 |
| Wealthspire Advisors, LLC | 13,605 | $623.7 萬 | 0.11% | +2,346+20.8% | 加碼 |
| Chesley Taft & Associates LLC | 13,530 | $620.2 萬 | 0.41% | +121+0.9% | 加碼 |
| Busey Wealth Management | 13,517 | $619.6 萬 | 0.26% | 00.0% | 不變 |
| Colorado Capital Management, Inc. | 13,480 | $617.9 萬 | 4.79% | −56−0.4% | 減碼 |
| Private Advisor Group, LLC | 13,380 | $613.4 萬 | 0.06% | −110−0.8% | 減碼 |