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 | 1,127 | $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 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 |
|---|---|---|---|---|---|
| Resonant Capital Advisors, LLC | 9,766 | $469.2 萬 | 0.51% | −37−0.4% | 減碼 |
| Raffa Wealth Management, LLC | 9,834 | $471.0 萬 | 1.61% | 00.0% | 不變 |
| Sageworth Trust Co | 9,953 | $476.7 萬 | 0.34% | 00.0% | 不變 |
| Motco | 9,955 | $476.8 萬 | 0.31% | −377−3.6% | 減碼 |
| Mercer Global Advisors Inc | 9,957 | $476.9 萬 | 0.02% | +920+10.2% | 加碼 |
| RBF Capital, LLC | 10,000 | $478.9 萬 | 0.30% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 10,014 | $479.6 萬 | 0.05% | −3,907−28.1% | 減碼 |
| Callan Family Office, LLC | 10,098 | $483.6 萬 | 1.27% | +20.0% | 加碼 |
| TKG Advisors, LLC | 10,109 | $484.1 萬 | 3.15% | −5,780−36.4% | 減碼 |
| Bank of Nova Scotia | 10,136 | $485.4 萬 | 0.01% | −50−0.5% | 減碼 |
| Mayflower Financial Advisors, LLC | 10,198 | $488.4 萬 | 0.63% | +20.0% | 加碼 |
| Bridgeworth, LLC | 10,266 | $491.6 萬 | 0.54% | −43−0.4% | 減碼 |
| Central Trust Co | 10,278 | $492.2 萬 | 0.14% | −376−3.5% | 減碼 |
| Lodestar Private Asset Management LLC | 10,288 | $492.7 萬 | 0.83% | −63−0.6% | 減碼 |
| Gries Financial LLC | 10,295 | $493.0 萬 | 1.36% | +42+0.4% | 加碼 |
| Flputnam Investment Management Co | 10,344 | $495.4 萬 | 0.13% | +209+2.1% | 加碼 |
| Savant Capital, LLC | 10,366 | $496.4 萬 | 0.08% | −15−0.1% | 減碼 |
| Associated Banc-Corp | 10,472 | $501.5 萬 | 0.19% | −182−1.7% | 減碼 |
| Cape Cod Five Cents Savings Bank | 10,473 | $501.6 萬 | 0.53% | −12−0.1% | 減碼 |
| Firestone Capital Management | 10,308 | $506.3 萬 | 1.65% | −72−0.7% | 減碼 |
| Bank of New Hampshire | 10,633 | $509.2 萬 | 1.46% | +39+0.4% | 加碼 |
| HB Wealth Management, LLC | 10,646 | $509.9 萬 | 0.08% | +548+5.4% | 加碼 |
| Bokf, NA | 10,716 | $513.2 萬 | 0.10% | −781−6.8% | 減碼 |
| Latigo Investments, LLC | 10,962 | $525.0 萬 | 3.22% | 00.0% | 不變 |
| Highland Capital Management, LLC | 11,021 | $527.8 萬 | 0.34% | −17−0.2% | 減碼 |
| Fifth Third Bancorp | 11,029 | $528.2 萬 | 0.02% | −5,790−34.4% | 減碼 |
| Journey Strategic Wealth LLC | 11,152 | $534.1 萬 | 0.24% | 00.0% | 不變 |
| Diversified Portfolios, Inc. | 11,165 | $534.7 萬 | 1.07% | −179−1.6% | 減碼 |
| Financial Engines Advisors L.L.C. | 11,211 | $538.6 萬 | 0.01% | −1,035−8.5% | 減碼 |
| Peak Asset Management, LLC | 11,264 | $539.5 萬 | 1.25% | +24+0.2% | 加碼 |
| Adirondack Trust Co | 10,935 | $544.9 萬 | 2.55% | +291+2.7% | 加碼 |
| Texas Permanent School Fund | 11,442 | $548.0 萬 | 0.05% | +11,442 | 新進 |
| All Terrain Financial Advisors, LLC | 11,655 | $558.2 萬 | 2.51% | 00.0% | 不變 |
| Pinnacle Wealth Management Advisory Group, LLC | 11,726 | $561.6 萬 | 0.70% | +85+0.7% | 加碼 |
| Retirement Income Solutions, Inc | 11,773 | $563.8 萬 | 1.51% | −156−1.3% | 減碼 |
| Csenge Advisory Group | 11,783 | $564.3 萬 | 0.38% | +2,194+22.9% | 加碼 |
| Sand Hill Global Advisors, LLC | 11,888 | $569.4 萬 | 0.28% | 00.0% | 不變 |
| Vantage Financial Partners Ltd., Inc. | 11,891 | $569.5 萬 | 3.16% | +745+6.7% | 加碼 |
| First Horizon Advisors, Inc. | 11,967 | $573.1 萬 | 0.20% | 00.0% | 不變 |
| Lincoln National Corp | 12,007 | $575.0 萬 | 0.11% | −396−3.2% | 減碼 |
| RMR Wealth Builders | 12,392 | $593.5 萬 | 1.01% | +207+1.7% | 加碼 |
| Franklin Resources Inc | 12,560 | $601.5 萬 | 0.00% | +70+0.6% | 加碼 |
| CWM, LLC | 12,659 | $606.3 萬 | 0.04% | +42+0.3% | 加碼 |
| AE Wealth Management LLC | 12,696 | $608.0 萬 | 0.04% | −2,147−14.5% | 減碼 |
| Staley Capital Advisers Inc | 12,777 | $611.9 萬 | 0.33% | +10+0.1% | 加碼 |
| Community Bank, N.A. | 12,863 | $616.0 萬 | 0.81% | −230−1.8% | 減碼 |
| Rhumbline Advisers | 12,940 | $619.7 萬 | 0.01% | −3,960−23.4% | 減碼 |
| Wealthspire Advisors, LLC | 12,949 | $620.2 萬 | 0.10% | −656−4.8% | 減碼 |
| Goelzer Investment Management, Inc. | 13,149 | $629.7 萬 | 0.53% | −560−4.1% | 減碼 |
| Putnam Investments LLC | 13,172 | $630.8 萬 | 0.01% | +8,695+194.2% | 加碼 |
| Mill Creek Capital Advisors, LLC | 13,346 | $639.1 萬 | 0.21% | −1,367−9.3% | 減碼 |
| Private Advisor Group, LLC | 13,185 | $640.0 萬 | 0.06% | −195−1.5% | 減碼 |
| Colorado Capital Management, Inc. | 13,407 | $642.0 萬 | 4.74% | −73−0.5% | 減碼 |
| Busey Wealth Management | 13,459 | $644.6 萬 | 0.26% | −58−0.4% | 減碼 |
| Montz Harcus Wealth Management LLC | 13,474 | $645.3 萬 | 5.34% | +433+3.3% | 加碼 |
| Chesley Taft & Associates LLC | 13,530 | $648.0 萬 | 0.40% | 00.0% | 不變 |
| GTS Securities LLC | 13,597 | $650.7 萬 | 0.21% | +13,597 | 新進 |
| Smith Anglin Financial, LLC | 13,737 | $657.9 萬 | 0.80% | +29+0.2% | 加碼 |
| Meridian Wealth Advisors, LLC | 13,743 | $658.1 萬 | 1.59% | +379+2.8% | 加碼 |
| Arbor Trust Wealth Advisors, LLC | 13,740 | $660.1 萬 | 4.20% | −307−2.2% | 減碼 |
| Boyd Watterson Asset Management LLC | 13,930 | $667.1 萬 | 2.65% | 00.0% | 不變 |
| Meitav Dash Investments Ltd | 15,340 | $669.9 萬 | 0.05% | +15,340 | 新進 |
| Williams Jones Wealth Management, LLC. | 13,996 | $670.3 萬 | 0.10% | −147−1.0% | 減碼 |
| Ameritas Investment Partners, Inc. | 14,045 | $672.6 萬 | 0.25% | +2,000+16.6% | 加碼 |
| Unionview, LLC | 14,081 | $674.4 萬 | 6.16% | +176+1.3% | 加碼 |
| Legal & General Group Plc | 14,200 | $680.1 萬 | 0.00% | 00.0% | 不變 |
| Pacific Center for Financial Services | 14,553 | $696.9 萬 | 2.29% | +48+0.3% | 加碼 |
| Palisade Asset Management, LLC | 15,049 | $720.7 萬 | 0.84% | 00.0% | 不變 |
| Howard Capital Management Inc. | 15,108 | $723.5 萬 | 0.98% | +197+1.3% | 加碼 |
| Peddock Capital Advisors, LLC | 15,203 | $728.1 萬 | 2.40% | −673−4.2% | 減碼 |
| Dakota Wealth Management | 15,267 | $731.1 萬 | 0.34% | −107−0.7% | 減碼 |
| Atria Wealth Solutions, Inc. | 15,646 | $751.3 萬 | 0.10% | +458+3.0% | 加碼 |
| Telemus Capital, LLC | 15,971 | $764.9 萬 | 0.65% | −41−0.3% | 減碼 |
| Raymond James Trust N.A. | 16,114 | $771.7 萬 | 0.22% | −88−0.5% | 減碼 |
| Yousif Capital Management, LLC | 16,286 | $780.0 萬 | 0.09% | −7,105−30.4% | 減碼 |
| Fifth Third Securities, Inc. | 16,438 | $787.2 萬 | 0.86% | +1,026+6.7% | 加碼 |
| Pegasus Partners Ltd. | 16,443 | $787.5 萬 | 1.16% | −2,930−15.1% | 減碼 |
| Capstone Financial Advisors, Inc. | 16,455 | $788.1 萬 | 0.59% | −433−2.6% | 減碼 |
| Legacy Advisors, LLC | 16,594 | $794.7 萬 | 1.18% | +70.0% | 加碼 |
| KCM Investment Advisors LLC | 16,615 | $795.7 萬 | 0.32% | −1,238−6.9% | 減碼 |
| Boston Financial Mangement LLC | 16,730 | $801.2 萬 | 0.29% | 00.0% | 不變 |
| Tiaa, FSB | 16,759 | $802.6 萬 | 0.03% | +156+0.9% | 加碼 |
| Hummer Financial Advisory Services Inc | 16,973 | $815.4 萬 | 7.98% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 17,133 | $820.5 萬 | 0.02% | +234+1.4% | 加碼 |
| Boston Private Wealth LLC | 17,647 | $845.1 萬 | 0.15% | −22,711−56.3% | 減碼 |
| Credit Suisse AG | 17,782 | $851.6 萬 | 0.01% | +962+5.7% | 加碼 |
| NBT Bank N A | 18,073 | $865.5 萬 | 1.24% | −516−2.8% | 減碼 |
| Grove Bank & Trust | 18,366 | $879.6 萬 | 1.78% | −22−0.1% | 減碼 |
| HSBC Holdings PLC | 18,556 | $888.9 萬 | 0.01% | −5,429−22.6% | 減碼 |
| Boston Family Office LLC | 18,674 | $894.4 萬 | 0.69% | −2,624−12.3% | 減碼 |
| Trifecta Capital Advisors, LLC | 19,202 | $919.6 萬 | 2.96% | 00.0% | 不變 |
| Wexford Capital LP | 19,225 | $920.7 萬 | 1.84% | +19,225 | 新進 |
| Terry L. Blaker | 19,282 | $923.4 萬 | 0.78% | −293−1.5% | 減碼 |
| Bordeaux Wealth Advisors LLC | 19,479 | $932.9 萬 | 3.83% | −1,687−8.0% | 減碼 |
| Prospera Financial Services Inc | 19,599 | $938.8 萬 | 0.36% | −6,595−25.2% | 減碼 |
| Mechanics Bank Trust Department | 19,633 | $940.2 萬 | 1.50% | −123−0.6% | 減碼 |
| jvl associates llc | 20,005 | $958.1 萬 | 4.66% | −129−0.6% | 減碼 |
| Glenmede Trust Co NA | 20,920 | $959.0 萬 | 0.05% | 00.0% | 不變 |
| Lutz Financial Services LLC | 20,045 | $960.0 萬 | 1.03% | 00.0% | 不變 |
| Old National Bancorp | 20,173 | $966.1 萬 | 0.28% | −248−1.2% | 減碼 |