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 |
|---|---|---|---|---|---|
| Gould Asset Management LLC | 7,101 | $325.5 萬 | 0.93% | −250−3.4% | 減碼 |
| EWG Elevate Inc. | 7,094 | $325.2 萬 | 1.39% | +4,471+170.5% | 加碼 |
| Stephenson National Bank & Trust | 7,084 | $324.7 萬 | 2.01% | −82−1.1% | 減碼 |
| Bay Rivers Group | 7,073 | $324.2 萬 | 2.83% | +14+0.2% | 加碼 |
| Veracity Capital LLC | 6,907 | $316.6 萬 | 1.46% | 00.0% | 不變 |
| Paladin Advisory Group, LLC | 6,864 | $314.7 萬 | 2.62% | +6,864 | 新進 |
| Bailard, Inc. | 6,858 | $314.4 萬 | 0.11% | +80+1.2% | 加碼 |
| Glen Eagle Advisors, LLC | 6,753 | $309.5 萬 | 0.78% | −142−2.1% | 減碼 |
| Summit Wealth Partners, LLC | 6,693 | $306.8 萬 | 0.79% | +10.0% | 加碼 |
| Ballentine Partners, LLC | 6,688 | $306.6 萬 | 0.08% | 00.0% | 不變 |
| GFS Advisors, LLC | 6,600 | $302.6 萬 | 0.70% | 00.0% | 不變 |
| Relative Value Partners Group, LLC | 6,467 | $296.5 萬 | 0.20% | −234−3.5% | 減碼 |
| Meridian Wealth Management, LLC | 6,438 | $295.1 萬 | 0.26% | −12−0.2% | 減碼 |
| Midwest Financial Group LLC | 6,396 | $293.2 萬 | 2.70% | +6,396 | 新進 |
| Bristlecone Advisors, LLC | 6,320 | $289.7 萬 | 0.32% | 00.0% | 不變 |
| Pinnacle Family Advisors, LLC | 6,316 | $289.5 萬 | 1.76% | +491+8.4% | 加碼 |
| Apollon Wealth Management, LLC | 6,307 | $289.1 萬 | 0.18% | +56+0.9% | 加碼 |
| Sepio Capital, LP | 6,300 | $288.8 萬 | 0.27% | 00.0% | 不變 |
| Silvercrest Asset Management Group LLC | 6,297 | $288.7 萬 | 0.02% | +30.0% | 加碼 |
| CIBC Private Wealth Group, LLC | 16,899 | $288.2 萬 | 0.01% | −1,825−9.7% | 減碼 |
| Charter Research & Investment Group, Inc. | 6,220 | $285.1 萬 | 2.50% | +230+3.8% | 加碼 |
| Wealthcare Advisory Partners LLC | 6,173 | $283.0 萬 | 0.12% | −1,537−19.9% | 減碼 |
| Barber Financial Group, Inc. | 6,140 | $281.4 萬 | 0.50% | +2,161+54.3% | 加碼 |
| Larson Financial Group LLC | 6,118 | $280.5 萬 | 0.30% | −30.0% | 減碼 |
| Intercontinental Wealth Advisors, LLC | 6,066 | $278.1 萬 | 0.71% | −33−0.5% | 減碼 |
| Audent Global Asset Management, LLC | 6,040 | $276.9 萬 | 3.89% | +1,394+30.0% | 加碼 |
| Naples Global Advisors, LLC | 6,012 | $276.3 萬 | 0.34% | +175+3.0% | 加碼 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 6,138 | $274.6 萬 | 1.25% | −299−4.6% | 減碼 |
| Pegasus Asset Management, Inc. | 5,944 | $272.5 萬 | 1.35% | −55−0.9% | 減碼 |
| Summit Financial, LLC | 5,923 | $272.2 萬 | 0.24% | +207+3.6% | 加碼 |
| Ieq Capital, LLC | 5,854 | $268.3 萬 | 0.06% | +393+7.2% | 加碼 |
| Whalerock Point Partners, LLC | 5,849 | $268.1 萬 | 1.00% | 00.0% | 不變 |
| St. Johns Investment Management Company, LLC | 5,824 | $267.0 萬 | 1.55% | −410−6.6% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,803 | $266.0 萬 | 0.03% | +1,773+44.0% | 加碼 |
| Coastline Trust Co | 5,777 | $264.8 萬 | 0.39% | −3−0.1% | 減碼 |
| Romano Brothers and Company | 5,768 | $264.4 萬 | 0.41% | −26−0.4% | 減碼 |
| IFG Advisory, LLC | 5,755 | $263.9 萬 | 0.25% | −423−6.8% | 減碼 |
| Disciplined Investments, LLC | 5,714 | $261.9 萬 | 1.10% | −94−1.6% | 減碼 |
| Equitable Holdings, Inc. | 5,687 | $260.7 萬 | 0.04% | −460−7.5% | 減碼 |
| Northstar Asset Management LLC | 5,660 | $259.5 萬 | 0.76% | −555−8.9% | 減碼 |
| Matrix Asset Advisors Inc | 5,636 | $258.4 萬 | 0.38% | +38+0.7% | 加碼 |
| Lionsbridge Wealth Management LLC | 5,617 | $257.5 萬 | 2.38% | +2,094+59.4% | 加碼 |
| Shoker Investment Counsel, Inc. | 5,607 | $257.0 萬 | 1.12% | +11+0.2% | 加碼 |
| Regents of the University of California | 5,600 | $256.7 萬 | 0.48% | 00.0% | 不變 |
| Hoylecohen, LLC | 5,543 | $254.1 萬 | 0.24% | −266−4.6% | 減碼 |
| Sterling Investment Advisors, Ltd. | 5,524 | $253.2 萬 | 0.85% | −214−3.7% | 減碼 |
| Flow Traders U.S. LLC | 5,505 | $252.4 萬 | 0.10% | +5,505 | 新進 |
| Riggs Asset Managment Co. Inc. | 5,458 | $250.2 萬 | 0.97% | +2,747+101.3% | 加碼 |
| Private Trust Co NA | 5,380 | $246.6 萬 | 0.34% | −75−1.4% | 減碼 |
| Argent Trust Co | 5,309 | $243.4 萬 | 0.15% | −12−0.2% | 減碼 |
| Global Retirement Partners, LLC | 5,247 | $235.0 萬 | 0.12% | −20.0% | 減碼 |
| Joel Isaacson & Co., LLC | 5,060 | $232.0 萬 | 0.17% | +6+0.1% | 加碼 |
| Baron Financial Group, LLC | 5,059 | $231.9 萬 | 1.47% | −174−3.3% | 減碼 |
| HRT Financial LP | 5,050 | $231.4 萬 | 0.03% | −20,167−80.0% | 減碼 |
| Winthrop Advisory Group LLC | 5,020 | $230.7 萬 | 0.41% | −10−0.2% | 減碼 |
| Tower View Investment Management & Research LLC | 4,993 | $228.9 萬 | 1.54% | +97+2.0% | 加碼 |
| Gilman Hill Asset Management, LLC | 4,968 | $227.7 萬 | 0.46% | +5+0.1% | 加碼 |
| Fiduciary Trust Co | 4,967 | $227.7 萬 | 0.04% | −120−2.4% | 減碼 |
| Vanguard Group Inc | 4,937 | $226.3 萬 | 0.00% | +4,937 | 新進 |
| Spinnaker Trust | 4,932 | $226.1 萬 | 0.17% | −10.0% | 減碼 |
| Diversified Trust Co | 4,897 | $224.5 萬 | 0.09% | −92−1.8% | 減碼 |
| Courier Capital LLC | 4,857 | $222.6 萬 | 0.25% | +172+3.7% | 加碼 |
| Asset Management Group, Inc. | 4,805 | $220.3 萬 | 0.49% | −40−0.8% | 減碼 |
| JMG Financial Group, Ltd. | 4,720 | $216.4 萬 | 0.11% | −48−1.0% | 減碼 |
| New England Private Wealth Advisors LLC | 4,718 | $216.3 萬 | 0.44% | +10.0% | 加碼 |
| Connecticut Wealth Management, LLC | 4,613 | $211.5 萬 | 0.16% | −233−4.8% | 減碼 |
| Eldridge Investment Advisors, Inc. | 4,610 | $211.3 萬 | 0.73% | −268−5.5% | 減碼 |
| TD Waterhouse Canada Inc. | 4,459 | $210.5 萬 | 0.02% | +209+4.9% | 加碼 |
| West Paces Advisors Inc. | 4,562 | $209.1 萬 | 0.65% | −225−4.7% | 減碼 |
| Cullen/Frost Bankers, Inc. | 4,540 | $208.1 萬 | 0.04% | −35−0.8% | 減碼 |
| Johnson Financial Group, Inc. | 4,526 | $207.6 萬 | 0.15% | −8−0.2% | 減碼 |
| Capital Advisory Group Advisory Services, LLC | 4,514 | $206.9 萬 | 1.24% | −43−0.9% | 減碼 |
| Waterloo Capital, L.P. | 4,501 | $206.3 萬 | 0.64% | +4,501 | 新進 |
| Element Pointe Advisors, LLC | 4,500 | $206.3 萬 | 0.69% | 00.0% | 不變 |
| Davidson Trust Co | 4,495 | $206.1 萬 | 1.59% | 00.0% | 不變 |
| Perigon Wealth Management, LLC | 4,494 | $206.0 萬 | 0.12% | +363+8.8% | 加碼 |
| Harbor Advisory Corp | 4,478 | $205.3 萬 | 0.78% | 00.0% | 不變 |
| Putnam Investments LLC | 4,477 | $205.2 萬 | 0.00% | +1,548+52.9% | 加碼 |
| Leavell Investment Management, Inc. | 4,431 | $203.7 萬 | 0.15% | +600+15.7% | 加碼 |
| J.W. Cole Advisors, Inc. | 4,427 | $203.0 萬 | 0.14% | −3,077−41.0% | 減碼 |
| ZWJ Investment Counsel Inc | 4,416 | $202.4 萬 | 0.11% | −27−0.6% | 減碼 |
| American Institute for Advanced Investment Management, LLP | 4,501 | $202.2 萬 | 2.16% | −81−1.8% | 減碼 |
| LeJeune Puetz Investment Counsel LLC | 4,349 | $199.4 萬 | 0.71% | −9−0.2% | 減碼 |
| Sunflower Bank, N.A. | 4,326 | $198.3 萬 | 0.45% | −32−0.7% | 減碼 |
| Private Asset Management Inc | 4,311 | $197.7 萬 | 0.33% | −236−5.2% | 減碼 |
| Soltis Investment Advisors LLC | 4,288 | $196.6 萬 | 0.25% | 00.0% | 不變 |
| Element Wealth, LLC | 4,271 | $195.8 萬 | 1.46% | +16+0.4% | 加碼 |
| Financial Architects, Inc | 4,259 | $195.2 萬 | 0.31% | −61−1.4% | 減碼 |
| Salem Investment Counselors Inc | 4,197 | $192.7 萬 | 0.08% | 00.0% | 不變 |
| Wade G W & Inc | 4,199 | $192.5 萬 | 0.07% | +19+0.5% | 加碼 |
| Braun Stacey Associates Inc | 4,166 | $191.0 萬 | 0.05% | +2,401+136.0% | 加碼 |
| Cambridge Advisors Inc. | 4,159 | $190.7 萬 | 0.49% | −51−1.2% | 減碼 |
| Moneta Group Investment Advisors LLC | 4,157 | $190.6 萬 | 0.05% | +405+10.8% | 加碼 |
| Transatlantique Private Wealth LLC | 4,155 | $190.5 萬 | 1.05% | +360+9.5% | 加碼 |
| Cambridge Trust Co | 4,149 | $190.2 萬 | 0.09% | −108−2.5% | 減碼 |
| Venturi Wealth Management, LLC | 4,147 | $190.1 萬 | 0.16% | +100+2.5% | 加碼 |
| Northern Oak Wealth Management Inc | 4,120 | $188.9 萬 | 0.23% | 00.0% | 不變 |
| Umb Bank N A | 4,105 | $188.2 萬 | 0.03% | +20+0.5% | 加碼 |
| Revolve Wealth Partners, LLC | 4,080 | $187.0 萬 | 0.48% | −50−1.2% | 減碼 |
| Keeley-Teton Advisors, LLC | 4,060 | $186.1 萬 | 0.23% | −9−0.2% | 減碼 |