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 |
|---|---|---|---|---|---|
| Lyell Wealth Management, LP | 2,503 | $114.7 萬 | 0.16% | −219−8.0% | 減碼 |
| Montecito Bank & Trust | 2,502 | $114.7 萬 | 0.27% | +146+6.2% | 加碼 |
| TD Private Client Wealth LLC | 2,499 | $114.6 萬 | 0.05% | −137−5.2% | 減碼 |
| CIC Wealth, LLC | 2,492 | $114.2 萬 | 0.43% | −84−3.3% | 減碼 |
| CX Institutional | 2,472 | $113.3 萬 | 0.06% | 00.0% | 不變 |
| Providence First Trust Co | 2,462 | $112.9 萬 | 0.65% | +713+40.8% | 加碼 |
| Middleton & Co Inc | 2,461 | $112.8 萬 | 0.16% | 00.0% | 不變 |
| White Pine Capital LLC | 2,460 | $112.8 萬 | 0.44% | −98−3.8% | 減碼 |
| Beacon Bridge Wealth Partners, LLC | 2,449 | $112.3 萬 | 0.67% | −609−19.9% | 減碼 |
| Harvest Investment Services, LLC | 2,448 | $112.2 萬 | 0.87% | −2,184−47.2% | 減碼 |
| North Star Investment Management Corp. | 2,432 | $111.5 萬 | 0.09% | 00.0% | 不變 |
| TruWealth Advisors, LLC | 2,415 | $110.7 萬 | 0.10% | 00.0% | 不變 |
| Becker Capital Management Inc | 2,399 | $110.3 萬 | 0.04% | +2,399 | 新進 |
| Cozad Asset Management Inc | 2,403 | $110.2 萬 | 0.15% | 00.0% | 不變 |
| Baystate Wealth Management LLC | 2,396 | $109.9 萬 | 0.10% | +38+1.6% | 加碼 |
| RFG Advisory, LLC | 2,390 | $109.6 萬 | 0.05% | −16−0.7% | 減碼 |
| Howe & Rusling Inc | 2,380 | $109.1 萬 | 0.13% | 00.0% | 不變 |
| Fidelis Capital Partners, LLC | 2,351 | $105.7 萬 | 0.45% | +1,557+196.1% | 加碼 |
| CIBC World Markets Inc. | 2,281 | $104.6 萬 | 0.00% | −1,867−45.0% | 減碼 |
| Truepoint, Inc. | 2,281 | $104.6 萬 | 0.04% | −10.0% | 減碼 |
| We Are One Seven, LLC | 2,266 | $103.9 萬 | 0.07% | +297+15.1% | 加碼 |
| 9258 Wealth Management, LLC | 2,254 | $103.3 萬 | 0.21% | −91−3.9% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 2,250 | $103.1 萬 | 0.09% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 2,242 | $102.8 萬 | 0.04% | +2,242 | 新進 |
| Zhang Financial LLC | 2,228 | $102.1 萬 | 0.12% | +21+1.0% | 加碼 |
| LBMC Investment Advisors, LLC | 2,220 | $101.8 萬 | 0.10% | 00.0% | 不變 |
| ARS Investment Partners, LLC | 2,209 | $101.3 萬 | 0.12% | +8+0.4% | 加碼 |
| HM Payson & Co | 2,202 | $100.9 萬 | 0.02% | +160+7.8% | 加碼 |
| Wedbush Securities Inc | 2,200 | $100.9 萬 | 0.05% | +314+16.6% | 加碼 |
| Viawealth, LLC | 2,193 | $100.5 萬 | 0.80% | 00.0% | 不變 |
| Pacific Financial Group Inc | 2,192 | $100.5 萬 | 0.76% | −32−1.4% | 減碼 |
| First Western Trust Bank | 2,191 | $100.4 萬 | 0.05% | −170−7.2% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 2,171 | $99.5 萬 | 0.12% | 00.0% | 不變 |
| Forza Wealth Management, LLC | 2,170 | $99.5 萬 | 0.51% | +2,170 | 新進 |
| Warner Financial, Inc | 2,160 | $99.0 萬 | 0.69% | +10.0% | 加碼 |
| Ameritas Advisory Services, LLC | 2,146 | $98.4 萬 | 0.05% | −1,531−41.6% | 減碼 |
| STAR Financial Bank | 2,144 | $98.3 萬 | 0.96% | −311−12.7% | 減碼 |
| Congress Wealth Management LLC | 2,123 | $97.3 萬 | 0.02% | −191−8.3% | 減碼 |
| Frank, Rimerman Advisors LLC | 2,097 | $96.2 萬 | 0.27% | +183+9.6% | 加碼 |
| Beacon Financial Advisory LLC | 2,097 | $96.1 萬 | 0.61% | +33+1.6% | 加碼 |
| NCM Capital Management, LLC | 2,088 | $95.7 萬 | 0.72% | 00.0% | 不變 |
| First National Bank of Mount Dora, Trust Investment Services | 2,072 | $95.0 萬 | 0.29% | −50−2.4% | 減碼 |
| Glassman Wealth Services | 2,049 | $93.9 萬 | 0.16% | 00.0% | 不變 |
| Clear Harbor Asset Management, LLC | 2,032 | $93.1 萬 | 0.10% | 00.0% | 不變 |
| Rockland Trust Co | 2,027 | $92.9 萬 | 0.06% | −41−2.0% | 減碼 |
| Astoria Portfolio Advisors LLC. | 2,053 | $92.5 萬 | 0.39% | 00.0% | 不變 |
| Clifford Swan Investment Counsel LLC | 2,012 | $92.2 萬 | 0.04% | −77−3.7% | 減碼 |
| Tennessee Valley Asset Management Partners | 1,999 | $91.7 萬 | 0.30% | 00.0% | 不變 |
| Choate Investment Advisors | 1,978 | $90.7 萬 | 0.04% | −129−6.1% | 減碼 |
| Scotia Capital Inc. | 1,964 | $90.1 萬 | 0.01% | +564+40.3% | 加碼 |
| ZRC Wealth Management, LLC | 1,948 | $89.3 萬 | 0.82% | +1,948 | 新進 |
| Bill Few Associates, Inc. | 1,946 | $89.2 萬 | 0.50% | 00.0% | 不變 |
| White Pine Investment CO | 1,934 | $88.7 萬 | 0.32% | +193+11.1% | 加碼 |
| Altfest L J & Co Inc | 1,932 | $88.6 萬 | 0.14% | −6,809−77.9% | 減碼 |
| Essex Financial Services, Inc. | 1,930 | $88.5 萬 | 0.09% | −18−0.9% | 減碼 |
| Moors & Cabot, Inc. | 1,929 | $88.4 萬 | 0.06% | −18−0.9% | 減碼 |
| Lynch & Associates | 1,928 | $88.4 萬 | 0.23% | 00.0% | 不變 |
| Maltin Wealth Management, Inc. | 1,915 | $87.8 萬 | 0.63% | +6+0.3% | 加碼 |
| Omega Financial Group, LLC | 1,912 | $87.6 萬 | 0.40% | +2+0.1% | 加碼 |
| Tompkins Financial Corp | 1,904 | $87.3 萬 | 0.14% | 00.0% | 不變 |
| Pathstone Family Office, LLC | 1,901 | $87.1 萬 | 0.01% | −21−1.1% | 減碼 |
| Parcion Private Wealth LLC | 1,899 | $87.1 萬 | 0.09% | 00.0% | 不變 |
| Howland Capital Management LLC | 1,893 | $87.0 萬 | 0.05% | +100+5.6% | 加碼 |
| Private Wealth Group, LLC | 1,887 | $86.5 萬 | 1.19% | 00.0% | 不變 |
| Prosperity Planning, Inc. | 1,879 | $86.1 萬 | 0.38% | −30−1.6% | 減碼 |
| Stratos Wealth Advisors, LLC | 1,843 | $84.5 萬 | 0.07% | +67+3.8% | 加碼 |
| Independent Financial Group, LLC | 1,841 | $84.4 萬 | 0.07% | −620−25.2% | 減碼 |
| M. Kraus & Co | 1,841 | $84.4 萬 | 0.30% | −23−1.2% | 減碼 |
| BancorpSouth Bank | 1,826 | $83.7 萬 | 0.08% | 00.0% | 不變 |
| Frisch Financial Group, Inc. | 1,824 | $83.6 萬 | 0.32% | −78−4.1% | 減碼 |
| First Heartland Consultants, Inc. | 1,815 | $83.2 萬 | 0.13% | +377+26.2% | 加碼 |
| Bradley Foster & Sargent Inc | 1,815 | $83.2 萬 | 0.02% | −62−3.3% | 減碼 |
| Arthur M. Cohen & Associates, LLC | 1,815 | $83.0 萬 | 0.22% | +2+0.1% | 加碼 |
| InTrack Investment Management Inc | 1,841 | $82.9 萬 | 0.76% | +323+21.3% | 加碼 |
| LaSalle St. Investment Advisors, LLC | 1,809 | $82.9 萬 | 0.37% | +6+0.3% | 加碼 |
| Zions Bancorporation, N.A. | 1,798 | $82.4 萬 | 0.07% | 00.0% | 不變 |
| LCNB Corp | 1,790 | $82.1 萬 | 0.37% | −35−1.9% | 減碼 |
| Baldwin Brothers Inc | 1,782 | $81.7 萬 | 0.07% | +128+7.7% | 加碼 |
| Bleakley Financial Group, LLC | 1,778 | $81.5 萬 | 0.03% | −34−1.9% | 減碼 |
| Sawtooth Solutions, LLC | 1,778 | $81.5 萬 | 0.02% | +1,778 | 新進 |
| Evanson Asset Management, LLC | 1,773 | $81.3 萬 | 0.08% | +6+0.3% | 加碼 |
| Dana Investment Advisors, Inc. | 1,767 | $81.0 萬 | 0.04% | +2+0.1% | 加碼 |
| Journey Advisory Group, LLC | 1,748 | $80.1 萬 | 0.13% | 00.0% | 不變 |
| HBK Sorce Advisory LLC | 1,746 | $80.0 萬 | 0.04% | −1,790−50.6% | 減碼 |
| Carolinas Wealth Consulting LLC | 1,735 | $79.8 萬 | 0.17% | −10−0.6% | 減碼 |
| BKD Wealth Advisors, LLC | 1,727 | $79.2 萬 | 0.03% | −197−10.2% | 減碼 |
| D.A. Davidson & Co. | 1,698 | $77.9 萬 | 0.01% | −39−2.2% | 減碼 |
| Arkadios Wealth Advisors | 1,675 | $76.8 萬 | 0.09% | −14−0.8% | 減碼 |
| Parsons Capital Management Inc | 1,666 | $76.4 萬 | 0.06% | −128−7.1% | 減碼 |
| Legacy Private Trust Co. | 1,666 | $76.4 萬 | 0.07% | 00.0% | 不變 |
| Sawgrass Asset Management LLC | 1,655 | $75.9 萬 | 0.10% | 00.0% | 不變 |
| Alesco Advisors LLC | 1,648 | $75.5 萬 | 0.03% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 1,634 | $75.1 萬 | 0.03% | −32−1.9% | 減碼 |
| Vista Wealth Management Group, LLC | 1,634 | $74.9 萬 | 0.08% | 00.0% | 不變 |
| First Business Financial Services, Inc. | 1,633 | $74.9 萬 | 0.09% | 00.0% | 不變 |
| Cornerstone Wealth Management, LLC | 1,610 | $73.8 萬 | 0.07% | +1,610 | 新進 |
| River Wealth Advisors LLC | 1,607 | $73.7 萬 | 0.13% | −20−1.2% | 減碼 |
| Gator Capital Management, LLC | 1,607 | $73.7 萬 | 0.57% | 00.0% | 不變 |
| Berger Financial Group, Inc | 1,605 | $73.6 萬 | 0.09% | +1+0.1% | 加碼 |
| Andrews, Lucia Wealth Management LLC | 1,604 | $73.5 萬 | 0.65% | +1+0.1% | 加碼 |