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 2 季 13F 持有人
SPDR S&P Midcap 400 ETF Trust 在 2023/6/30 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
- 1,155
- 較 2023 年第 1 季 +23 家
- 持有股數
- 2,477 萬
- 較 2023 年第 1 季 −5.18 萬 (−0.2%)
- 總市值
- $118.9 億
- 較 2023 年第 1 季 +$5.91 億 (+5.2%)
- 新進機構
- 73
- 另有 283 家加碼
- 清倉機構
- 50
- 另有 406 家減碼
另有 5 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bank of America Corp | 2,090,258 | $10.0 億 | 0.12% | −60,009−2.8% | 減碼 |
| Wells Fargo & Company | 1,461,349 | $7.00 億 | 0.20% | −72,616−4.7% | 減碼 |
| Morgan Stanley | 1,340,670 | $6.42 億 | 0.06% | +70,708+5.6% | 加碼 |
| Northern Trust Corp | 1,165,713 | $5.58 億 | 0.11% | −19,045−1.6% | 減碼 |
| US Bancorp | 1,096,026 | $5.25 億 | 0.85% | −13,986−1.3% | 減碼 |
| Veritable, L.P. | 966,257 | $4.63 億 | 7.50% | −4,967−0.5% | 減碼 |
| The PNC Financial Services Group, Inc. | 804,884 | $3.85 億 | 0.33% | −26,249−3.2% | 減碼 |
| UBS Group AG | 608,977 | $2.92 億 | 0.13% | −77,952−11.3% | 減碼 |
| Bank of Montreal | 501,782 | $2.40 億 | 0.15% | +3,692+0.7% | 加碼 |
| Northwestern Mutual Wealth Management Co | 477,907 | $2.29 億 | 0.30% | +15,515+3.4% | 加碼 |
| Raymond James & Associates | 359,000 | $1.72 億 | 0.14% | +6,616+1.9% | 加碼 |
| Goldman Sachs Group Inc | 353,362 | $1.69 億 | 0.04% | −109,544−23.7% | 減碼 |
| BNP Paribas Arbitrage, SA | 317,173 | $1.52 億 | 0.30% | +109,628+52.8% | 加碼 |
| Creative Planning | 309,961 | $1.48 億 | 0.20% | −113,583−26.8% | 減碼 |
| JPMorgan Chase & Co | 300,097 | $1.44 億 | 0.02% | +16,699+5.9% | 加碼 |
| Arvest Trust Co N A | 270,062 | $1.35 億 | 8.02% | −9,867−3.5% | 減碼 |
| Royal Bank of Canada | 274,012 | $1.31 億 | 0.04% | −179,817−39.6% | 減碼 |
| Citadel Advisors LLC | 267,202 | $1.28 億 | 0.14% | +86,369+47.8% | 加碼 |
| Conservest Capital Advisors, Inc. | 253,444 | $1.21 億 | 14.05% | +3,156+1.3% | 加碼 |
| CI Private Wealth, LLC | 250,546 | $1.20 億 | 0.28% | +5,932+2.4% | 加碼 |
| MAI Capital Management | 207,517 | $9,938 萬 | 1.47% | +2,086+1.0% | 加碼 |
| Houlihan Financial Resource Group, Ltd. | 216,500 | $9,867 萬 | 3.07% | +208,816+2,717.5% | 加碼 |
| Barclays PLC | 202,741 | $9,703 萬 | 0.06% | +132,345+188.0% | 加碼 |
| Bank of New York Mellon Corp | 197,087 | $9,439 萬 | 0.02% | +8,860+4.7% | 加碼 |
| First Republic Investment Management, Inc. | 195,525 | $9,364 萬 | 0.49% | −51,191−20.7% | 減碼 |
| Citigroup Inc | 164,674 | $7,886 萬 | 0.10% | +53,832+48.6% | 加碼 |
| Welch & Forbes LLC | 161,265 | $7,723 萬 | 1.22% | +1,444+0.9% | 加碼 |
| Whittier Trust Co | 146,934 | $7,037 萬 | 1.22% | −5,939−3.9% | 減碼 |
| Truist Financial Corp | 144,599 | $6,925 萬 | 0.12% | −205−0.1% | 減碼 |
| HighTower Advisors, LLC | 142,783 | $6,837 萬 | 0.13% | +2,658+1.9% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 141,769 | $6,789 萬 | 0.12% | +5,388+4.0% | 加碼 |
| Hills Bank & Trust Co | 141,477 | $6,775 萬 | 8.71% | +4,749+3.5% | 加碼 |
| LPL Financial LLC | 138,907 | $6,652 萬 | 0.05% | −2,786−2.0% | 減碼 |
| Alliancebernstein L.P. | 138,145 | $6,616 萬 | 0.03% | +8,067+6.2% | 加碼 |
| Waddell & Associates, LLC | 136,717 | $6,548 萬 | 9.61% | +1,265+0.9% | 加碼 |
| FineMark National Bank & Trust | 134,420 | $6,438 萬 | 2.65% | −2,147−1.6% | 減碼 |
| Susquehanna International Group, LLP | 126,997 | $6,082 萬 | 0.10% | +87,745+223.5% | 加碼 |
| Brown Advisory Inc | 117,758 | $5,640 萬 | 0.09% | −18,430−13.5% | 減碼 |
| Ameriprise Financial Inc | 113,738 | $5,447 萬 | 0.02% | +361+0.3% | 加碼 |
| Montag A & Associates Inc | 109,853 | $5,278 萬 | 3.25% | −251−0.2% | 減碼 |
| BlackRock Inc. | 108,278 | $5,186 萬 | 0.00% | +88,907+459.0% | 加碼 |
| Washington Trust Co | 105,949 | $5,074 萬 | 2.14% | +1,025+1.0% | 加碼 |
| Sandy Spring Bank | 99,341 | $4,758 萬 | 2.53% | −734−0.7% | 減碼 |
| Commonwealth Equity Services, LLC | 96,424 | $4,618 萬 | 0.09% | +190+0.2% | 加碼 |
| MetLife Investment Management | 94,100 | $4,507 萬 | 0.33% | +3,400+3.7% | 加碼 |
| Cerity Partners LLC | 93,855 | $4,500 萬 | 0.18% | +5,578+6.3% | 加碼 |
| Mariner, LLC | 93,856 | $4,495 萬 | 0.12% | +979+1.1% | 加碼 |
| Portland Global Advisors LLC | 82,212 | $3,937 萬 | 6.45% | −500−0.6% | 減碼 |
| Squarepoint Ops LLC | 77,333 | $3,704 萬 | 0.21% | −686−0.9% | 減碼 |
| Hyman Charles D | 75,567 | $3,619 萬 | 2.27% | −80−0.1% | 減碼 |
| Henshaw Capital LLC | 75,150 | $3,599 萬 | 2.07% | 00.0% | 不變 |
| Captrust Financial Advisors | 72,240 | $3,460 萬 | 0.14% | +3,831+5.6% | 加碼 |
| Advisor Group Holdings, Inc. | 71,498 | $3,427 萬 | 0.06% | −8,662−10.8% | 減碼 |
| Financial Counselors Inc | 70,128 | $3,359 萬 | 0.68% | −3,658−5.0% | 減碼 |
| Pittenger & Anderson Inc | 69,110 | $3,310 萬 | 1.59% | +793+1.2% | 加碼 |
| Waldron Private Wealth LLC | 68,539 | $3,293 萬 | 1.64% | −981−1.4% | 減碼 |
| Whittier Trust Co of Nevada Inc | 67,890 | $3,251 萬 | 1.10% | −752−1.1% | 減碼 |
| Blair William & Co | 67,774 | $3,246 萬 | 0.12% | −5,422−7.4% | 減碼 |
| Envestnet Asset Management Inc | 67,612 | $3,238 萬 | 0.01% | +1,652+2.5% | 加碼 |
| Pinnacle Associates Ltd | 67,139 | $3,215 萬 | 0.56% | +30.0% | 加碼 |
| Brookfield Asset Management Inc. | 65,241 | $3,124 萬 | 0.12% | +6,802+11.6% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 65,240 | $3,122 萬 | 0.09% | −18,727−22.3% | 減碼 |
| Peapack Gladstone Financial Corp | 63,459 | $3,039 萬 | 0.54% | −1,470−2.3% | 減碼 |
| Stifel Financial Corp | 60,995 | $2,921 萬 | 0.04% | −2,003−3.2% | 減碼 |
| State Street Corp | 60,807 | $2,912 萬 | 0.00% | −30,521−33.4% | 減碼 |
| Bartlett & Co. LLC | 59,671 | $2,867 萬 | 0.50% | +2,213+3.9% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 59,671 | $2,867 萬 | 0.50% | +2,213+3.9% | 加碼 |
| Baird Financial Group, Inc. | 57,132 | $2,736 萬 | 0.07% | −2,646−4.4% | 減碼 |
| Smith, Moore & Co. | 58,182 | $2,731 萬 | 3.48% | −742−1.3% | 減碼 |
| Heritage Investors Management Corp | 56,750 | $2,718 萬 | 1.09% | −475−0.8% | 減碼 |
| Ascent Wealth Partners, LLC | 56,023 | $2,683 萬 | 4.73% | +2,473+4.6% | 加碼 |
| Moreno Evelyn V | 55,093 | $2,638 萬 | 5.63% | −1,814−3.2% | 減碼 |
| Clearstead Advisors, LLC | 53,956 | $2,584 萬 | 1.57% | −1,111−2.0% | 減碼 |
| Divergent Planning, LLC | 53,599 | $2,567 萬 | 13.44% | +997+1.9% | 加碼 |
| Edge Capital Group, LLC | 50,190 | $2,404 萬 | 1.38% | +2,300+4.8% | 加碼 |
| First Hawaiian Bank | 49,410 | $2,366 萬 | 0.77% | −9,575−16.2% | 減碼 |
| Crewe Advisors LLC | 48,821 | $2,338 萬 | 3.28% | −160.0% | 減碼 |
| Oldfather Financial Services, LLC | 48,611 | $2,328 萬 | 11.38% | +964+2.0% | 加碼 |
| Conning Inc. | 48,607 | $2,328 萬 | 0.78% | −11,300−18.9% | 減碼 |
| Citizens Financial Group Inc | 48,518 | $2,324 萬 | 0.85% | −735−1.5% | 減碼 |
| M&T Bank Corp | 47,084 | $2,255 萬 | 0.08% | −4,791−9.2% | 減碼 |
| Retirement Systems of Alabama | 46,744 | $2,239 萬 | 0.10% | +114+0.2% | 加碼 |
| Financial Advisory Group | 46,501 | $2,227 萬 | 4.40% | −476−1.0% | 減碼 |
| Klingman & Associates, LLC | 46,099 | $2,208 萬 | 1.78% | −77−0.2% | 減碼 |
| Chicago Partners Investment Group LLC | 44,579 | $2,190 萬 | 1.14% | +1,398+3.2% | 加碼 |
| HRT Financial LP | 45,693 | $2,188 萬 | 0.20% | +40,643+804.8% | 加碼 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 44,632 | $2,137 萬 | 4.05% | +475+1.1% | 加碼 |
| Employees Retirement System of Texas | 44,500 | $2,131 萬 | 0.29% | +44,500 | 新進 |
| Cumberland Advisors Inc | 43,519 | $2,084 萬 | 9.52% | +2,395+5.8% | 加碼 |
| Miracle Mile Advisors, LLC | 41,888 | $2,006 萬 | 0.61% | −1,254−2.9% | 減碼 |
| Estate Counselors, LLC | 41,545 | $1,990 萬 | 2.52% | −590−1.4% | 減碼 |
| Boothbay Fund Management, LLC | 39,580 | $1,896 萬 | 0.65% | +39,580 | 新進 |
| Kowal Investment Group, LLC | 39,563 | $1,895 萬 | 5.07% | +2,456+6.6% | 加碼 |
| Granite Bay Wealth Management, LLC | 39,250 | $1,880 萬 | 17.50% | −736−1.8% | 減碼 |
| LCM Capital Management Inc | 38,730 | $1,855 萬 | 15.06% | +1,118+3.0% | 加碼 |
| Bessemer Group Inc | 37,800 | $1,810 萬 | 0.04% | −7,408−16.4% | 減碼 |
| Rockefeller Capital Management L.P. | 38,561 | $1,792 萬 | 0.07% | +5,556+16.8% | 加碼 |
| Johnson Investment Counsel Inc | 37,366 | $1,789 萬 | 0.22% | −207−0.6% | 減碼 |
| Janney Montgomery Scott LLC | 37,053 | $1,775 萬 | 0.06% | +2,254+6.5% | 加碼 |
| 1st Source Bank | 36,966 | $1,770 萬 | 1.14% | −344−0.9% | 減碼 |