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 |
|---|---|---|---|---|---|
| Meridian Wealth Advisors, LLC | 13,364 | $612.6 萬 | 1.53% | −1,267−8.7% | 減碼 |
| Community Bank, N.A. | 13,093 | $600.2 萬 | 0.81% | −190−1.4% | 減碼 |
| Montz Harcus Wealth Management LLC | 13,041 | $597.8 萬 | 5.52% | −81−0.6% | 減碼 |
| Pinkerton Retirement Specialists, LLC | 12,994 | $595.7 萬 | 1.11% | +12,994 | 新進 |
| Staley Capital Advisers Inc | 12,767 | $585.3 萬 | 0.33% | +61+0.5% | 加碼 |
| CWM, LLC | 12,617 | $578.4 萬 | 0.04% | +3,801+43.1% | 加碼 |
| Franklin Resources Inc | 12,490 | $572.6 萬 | 0.00% | +165+1.3% | 加碼 |
| Lincoln National Corp | 12,403 | $568.6 萬 | 0.12% | +29+0.2% | 加碼 |
| Financial Engines Advisors L.L.C. | 12,246 | $562.9 萬 | 0.01% | −1,296−9.6% | 減碼 |
| RMR Wealth Builders | 12,185 | $558.6 萬 | 1.06% | −77−0.6% | 減碼 |
| Ameritas Investment Partners, Inc. | 12,045 | $552.2 萬 | 0.22% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 11,967 | $548.6 萬 | 0.20% | −36−0.3% | 減碼 |
| Retirement Income Solutions, Inc | 11,929 | $546.8 萬 | 1.59% | −493−4.0% | 減碼 |
| Sand Hill Global Advisors, LLC | 11,888 | $545.0 萬 | 0.29% | 00.0% | 不變 |
| All Terrain Financial Advisors, LLC | 11,655 | $534.3 萬 | 2.59% | +85+0.7% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 11,641 | $533.7 萬 | 0.72% | +125+1.1% | 加碼 |
| Bokf, NA | 11,497 | $527.0 萬 | 0.11% | −3,590−23.8% | 減碼 |
| Diversified Portfolios, Inc. | 11,344 | $520.0 萬 | 1.16% | +906+8.7% | 加碼 |
| Peak Asset Management, LLC | 11,240 | $515.3 萬 | 1.26% | −130−1.1% | 減碼 |
| Balboa Wealth Partners | 11,161 | $511.6 萬 | 1.93% | +1,954+21.2% | 加碼 |
| Journey Strategic Wealth LLC | 11,152 | $511.2 萬 | 0.54% | 00.0% | 不變 |
| Vantage Financial Partners Ltd., Inc. | 11,146 | $511.0 萬 | 3.02% | −40−0.4% | 減碼 |
| Oppenheimer & Co Inc | 11,059 | $507.0 萬 | 0.11% | +688+6.6% | 加碼 |
| Highland Capital Management, LLC | 11,038 | $506.0 萬 | 0.37% | +3,325+43.1% | 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 |
| Baltimore-Washington Financial Advisors, Inc. | 10,753 | $492.9 萬 | 0.44% | +428+4.1% | 加碼 |
| Central Trust Co | 10,654 | $488.4 萬 | 0.14% | −86−0.8% | 減碼 |
| Associated Banc-Corp | 10,654 | $488.4 萬 | 0.20% | +381+3.7% | 加碼 |
| Adirondack Trust Co | 10,644 | $487.9 萬 | 2.47% | −311−2.8% | 減碼 |
| RVW Wealth, LLC | 10,601 | $486.0 萬 | 0.60% | −169−1.6% | 減碼 |
| Bank of New Hampshire | 10,594 | $485.6 萬 | 1.46% | −1,506−12.4% | 減碼 |
| Cape Cod Five Cents Savings Bank | 10,485 | $480.6 萬 | 0.52% | −24−0.2% | 減碼 |
| Savant Capital, LLC | 10,381 | $475.9 萬 | 0.09% | +363+3.6% | 加碼 |
| Firestone Capital Management | 10,380 | $475.8 萬 | 1.71% | −141−1.3% | 減碼 |
| Lodestar Private Asset Management LLC | 10,351 | $474.5 萬 | 0.85% | −157−1.5% | 減碼 |
| Motco | 10,332 | $473.6 萬 | 0.32% | −806−7.2% | 減碼 |
| Bridgeworth, LLC | 10,309 | $472.6 萬 | 0.60% | −60−0.6% | 減碼 |
| Gries Financial LLC | 10,253 | $470.0 萬 | 1.39% | −48−0.5% | 減碼 |
| KMG Fiduciary Partners, LLC | 10,201 | $467.6 萬 | 0.67% | −459−4.3% | 減碼 |
| Verition Fund Management LLC | 10,198 | $467.5 萬 | 0.07% | +5,888+136.6% | 加碼 |
| Mayflower Financial Advisors, LLC | 10,196 | $467.4 萬 | 0.61% | −90−0.9% | 減碼 |
| Bank of Nova Scotia | 10,186 | $466.7 萬 | 0.01% | −7,379−42.0% | 減碼 |
| Flputnam Investment Management Co | 10,135 | $464.6 萬 | 0.15% | −15−0.1% | 減碼 |
| HB Wealth Management, LLC | 10,098 | $462.9 萬 | 0.08% | +164+1.7% | 加碼 |
| Callan Family Office, LLC | 10,096 | $462.8 萬 | 1.12% | +2,259+28.8% | 加碼 |
| Coco Enterprises, LLC | 65,179 | $460.4 萬 | 3.68% | +1,717+2.7% | 加碼 |
| RBF Capital, LLC | 10,000 | $458.4 萬 | 0.33% | 00.0% | 不變 |
| Sageworth Trust Co | 9,953 | $456.3 萬 | 0.34% | 00.0% | 不變 |
| Victory Capital Management Inc | 9,900 | $453.8 萬 | 0.01% | +4,696+90.2% | 加碼 |
| Raffa Wealth Management, LLC | 9,834 | $450.8 萬 | 1.64% | 00.0% | 不變 |
| Resonant Capital Advisors, LLC | 9,803 | $450.5 萬 | 0.51% | 00.0% | 不變 |
| Redhawk Wealth Advisors, Inc. | 9,784 | $448.5 萬 | 1.51% | +9,784 | 新進 |
| One + One Wealth Management, LLC | 9,709 | $445.1 萬 | 3.16% | +983+11.3% | 加碼 |
| Clear Creek Financial Management, LLC | 9,609 | $440.5 萬 | 0.84% | +7,560+369.0% | 加碼 |
| Intrepid Financial Planning Group LLC | 9,596 | $439.9 萬 | 2.22% | −594−5.8% | 減碼 |
| Csenge Advisory Group | 9,589 | $439.6 萬 | 0.32% | +4,613+92.7% | 加碼 |
| Synovus Financial Corp | 9,483 | $434.7 萬 | 0.05% | −515−5.2% | 減碼 |
| Hudson Valley Investment Advisors Inc | 9,468 | $434.0 萬 | 0.61% | −435−4.4% | 減碼 |
| Beacon Pointe Advisors, LLC | 9,452 | $433.5 萬 | 0.07% | −299−3.1% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 9,444 | $432.9 萬 | 0.04% | 00.0% | 不變 |
| Harbour Investments, Inc. | 9,275 | $425.2 萬 | 0.23% | +295+3.3% | 加碼 |
| United Capital Financial Advisers, LLC | 9,121 | $418.1 萬 | 0.02% | −150−1.6% | 減碼 |
| Sonata Capital Group Inc | 9,044 | $414.6 萬 | 2.24% | +30.0% | 加碼 |
| Mercer Global Advisors Inc | 9,037 | $414.3 萬 | 0.02% | −40−0.4% | 減碼 |
| Allworth Financial LP | 8,949 | $410.2 萬 | 0.04% | +11+0.1% | 加碼 |
| Haverford Trust Co | 8,888 | $407.4 萬 | 0.05% | +5,176+139.4% | 加碼 |
| Evensky & Katz LLC | 8,818 | $404.2 萬 | 0.33% | +378+4.5% | 加碼 |
| Modera Wealth Management, LLC | 8,655 | $396.7 萬 | 0.15% | −1,183−12.0% | 減碼 |
| Salomon & Ludwin, LLC | 8,561 | $392.4 萬 | 0.47% | +32+0.4% | 加碼 |
| Court Place Advisors, LLC | 8,495 | $389.4 萬 | 1.41% | −118−1.4% | 減碼 |
| Keybank National Association | 8,423 | $386.1 萬 | 0.02% | +878+11.6% | 加碼 |
| Granite FO LLC | 8,484 | $385.8 萬 | 2.38% | +12+0.1% | 加碼 |
| Highview Capital Management LLC | 8,367 | $383.6 萬 | 2.22% | −172−2.0% | 減碼 |
| Benchmark Financial Wealth Advisors, LLC | 8,330 | $381.8 萬 | 1.96% | −277−3.2% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 8,315 | $381.2 萬 | 0.14% | +125+1.5% | 加碼 |
| Segment Wealth Management, LLC | 8,283 | $379.7 萬 | 0.43% | −20−0.2% | 減碼 |
| AMG National Trust Bank | 8,207 | $376.2 萬 | 0.13% | +7+0.1% | 加碼 |
| Barrett & Company, Inc. | 8,187 | $375.3 萬 | 2.39% | +61+0.8% | 加碼 |
| Wolverine Trading, LLC | 8,198 | $369.3 萬 | 0.11% | +1,466+21.8% | 加碼 |
| CMG Global Holdings, LLC | 8,043 | $368.7 萬 | 3.34% | −54−0.7% | 減碼 |
| GenTrust, LLC | 7,974 | $366.5 萬 | 0.26% | −460−5.5% | 減碼 |
| Davis R M Inc | 7,968 | $365.3 萬 | 0.09% | −70−0.9% | 減碼 |
| Madison Asset Management, LLC | 7,957 | $364.8 萬 | 0.06% | −13,210−62.4% | 減碼 |
| Edmond de Rothschild Holding S.A. | 7,927 | $363.4 萬 | 0.08% | −218−2.7% | 減碼 |
| Renaissance Investment Group LLC | 7,888 | $361.6 萬 | 1.02% | −83−1.0% | 減碼 |
| Segall Bryant & Hamill, LLC | 7,852 | $359.9 萬 | 0.04% | +4+0.1% | 加碼 |
| Chilton Investment Co LLC | 7,773 | $356.3 萬 | 0.11% | 00.0% | 不變 |
| National Asset Management, Inc. | 7,743 | $355.6 萬 | 0.09% | −65−0.8% | 減碼 |
| Connolly Sarah T. | 7,718 | $353.8 萬 | 2.24% | −1,243−13.9% | 減碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 7,710 | $353.4 萬 | 2.19% | +20.0% | 加碼 |
| Houlihan Financial Resource Group, Ltd. | 7,684 | $352.2 萬 | 1.92% | −50−0.6% | 減碼 |
| Avalon Investment & Advisory | 7,594 | $348.1 萬 | 0.10% | +671+9.7% | 加碼 |
| Stock Yards Bank & Trust Co | 7,556 | $346.4 萬 | 0.13% | −31−0.4% | 減碼 |
| Taylor, Cottrill, Erickson & Associates, Inc. | 7,511 | $344.3 萬 | 1.11% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 7,438 | $341.0 萬 | 0.08% | +576+8.4% | 加碼 |
| Wetherby Asset Management Inc | 7,384 | $338.5 萬 | 0.20% | −10−0.1% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 7,316 | $335.4 萬 | 0.29% | +203+2.9% | 加碼 |
| Ti-Trust, Inc | 7,308 | $335.0 萬 | 3.15% | +219+3.1% | 加碼 |
| Insigneo Advisory Services, LLC | 7,199 | $330.9 萬 | 1.05% | +1,385+23.8% | 加碼 |