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 |
|---|---|---|---|---|---|
| FMR LLC | 20,398 | $976.9 萬 | 0.00% | −1,149−5.3% | 減碼 |
| Victory Capital Management Inc | 20,430 | $978.4 萬 | 0.01% | +10,530+106.4% | 加碼 |
| Evercore Wealth Management, LLC | 20,496 | $981.6 萬 | 0.18% | −167−0.8% | 減碼 |
| Cetera Advisors LLC | 20,626 | $987.8 萬 | 0.16% | +640+3.2% | 加碼 |
| Avantax Advisory Services, Inc. | 20,672 | $990.0 萬 | 0.11% | +1,379+7.1% | 加碼 |
| Dumont & Blake Investment Advisors LLC | 20,765 | $994.5 萬 | 3.23% | +55+0.3% | 加碼 |
| EP Wealth Advisors, LLC | 6,791 | $996.8 萬 | 0.15% | −9,386−58.0% | 減碼 |
| Millennium Management LLC | 20,844 | $998.2 萬 | 0.01% | +20,844 | 新進 |
| Jane Street Group, LLC | 20,850 | $998.5 萬 | 0.01% | +19,957+2,234.8% | 加碼 |
| SlateStone Wealth, LLC | 21,180 | $1,014 萬 | 1.90% | 00.0% | 不變 |
| Linker Capital Management Inc. | 21,292 | $1,020 萬 | 10.76% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 21,371 | $1,023 萬 | 0.08% | 00.0% | 不變 |
| Agf Management Ltd | 21,714 | $1,040 萬 | 0.08% | −85−0.4% | 減碼 |
| Central Bank & Trust Co | 22,076 | $1,057 萬 | 1.79% | −33−0.1% | 減碼 |
| Exchange Capital Management, Inc. | 22,861 | $1,095 萬 | 2.03% | −415−1.8% | 減碼 |
| Cresset Asset Management, LLC | 23,024 | $1,104 萬 | 0.08% | +2,893+14.4% | 加碼 |
| Country Club Bank | 23,462 | $1,116 萬 | 0.89% | −168−0.7% | 減碼 |
| First Financial Bank - Trust Division | 23,367 | $1,119 萬 | 1.17% | −361−1.5% | 減碼 |
| MCF Advisors LLC | 23,812 | $1,142 萬 | 1.03% | −696−2.8% | 減碼 |
| Steward Partners Investment Advisory, LLC | 24,042 | $1,151 萬 | 0.17% | +316+1.3% | 加碼 |
| Caldwell Trust Co | 24,329 | $1,165 萬 | 1.52% | −751−3.0% | 減碼 |
| Cetera Advisor Networks LLC | 24,590 | $1,178 萬 | 0.08% | −4,587−15.7% | 減碼 |
| Youngs Advisory Group, Inc. | 24,725 | $1,184 萬 | 6.45% | +65+0.3% | 加碼 |
| Linscomb & Williams, Inc. | 25,008 | $1,198 萬 | 0.65% | −1,565−5.9% | 減碼 |
| American International Group, Inc. | 26,000 | $1,245 萬 | 0.08% | −9,200−26.1% | 減碼 |
| RMB Capital Management, LLC | 26,245 | $1,257 萬 | 0.41% | −202−0.8% | 減碼 |
| Green Square Capital Advisors LLC | 26,499 | $1,269 萬 | 1.60% | −1,936−6.8% | 減碼 |
| MML Investors Services, LLC | 26,542 | $1,271 萬 | 0.07% | −2,962−10.0% | 減碼 |
| Simmons Bank | 26,734 | $1,280 萬 | 1.08% | −616−2.3% | 減碼 |
| Commerce Bank | 27,539 | $1,319 萬 | 0.10% | −848−3.0% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 27,701 | $1,327 萬 | 0.06% | −6,122−18.1% | 減碼 |
| Lido Advisors, LLC | 28,106 | $1,346 萬 | 0.15% | +1,669+6.3% | 加碼 |
| Carnegie Capital Asset Management, LLC | 28,572 | $1,368 萬 | 0.51% | −80−0.3% | 減碼 |
| Wellspring Financial Advisors, LLC | 28,833 | $1,381 萬 | 3.91% | −1,448−4.8% | 減碼 |
| Hancock Whitney Corp | 29,617 | $1,418 萬 | 0.56% | −1,548−5.0% | 減碼 |
| Wolverine Trading, LLC | 30,210 | $1,437 萬 | 0.19% | +22,012+268.5% | 加碼 |
| Capital Fund Management S.A. | 30,532 | $1,462 萬 | 0.23% | +2,029+7.1% | 加碼 |
| Curbstone Financial Management Corp | 31,222 | $1,495 萬 | 3.56% | −150−0.5% | 減碼 |
| Huntington National Bank | – | $1,502 萬 | 0.14% | – | – |
| Trustmark National Bank Trust Department | 31,822 | $1,524 萬 | 1.41% | −159−0.5% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 32,000 | $1,533 萬 | 0.07% | −13,000−28.9% | 減碼 |
| Tandem Wealth Advisors LLC | 32,125 | $1,538 萬 | 9.30% | +294+0.9% | 加碼 |
| Massmutual Trust Co FSB | 32,752 | $1,569 萬 | 0.56% | +1,393+4.4% | 加碼 |
| Pinnacle Financial Partners Inc | 33,365 | $1,598 萬 | 0.40% | +5,316+19.0% | 加碼 |
| GYL Financial Synergies, LLC | 33,450 | $1,602 萬 | 1.46% | +405+1.2% | 加碼 |
| Shapiro Capital Management LLC | 33,500 | $1,604 萬 | 0.42% | +13,500+67.5% | 加碼 |
| Camden Capital, LLC | 33,572 | $1,608 萬 | 1.83% | −38−0.1% | 減碼 |
| IFG Advisors, LLC | 33,714 | $1,615 萬 | 5.73% | +1,413+4.4% | 加碼 |
| Vestor Capital, LLC | 33,790 | $1,618 萬 | 1.71% | −931−2.7% | 減碼 |
| SG Americas Securities, LLC | 33,838 | $1,621 萬 | 0.14% | −4,480−11.7% | 減碼 |
| BDO Wealth Advisors, LLC | 34,320 | $1,644 萬 | 1.89% | −160−0.5% | 減碼 |
| Means Investment Co., Inc. | 34,583 | $1,656 萬 | 2.62% | −1,584−4.4% | 減碼 |
| Buckingham Strategic Wealth, LLC | 35,037 | $1,678 萬 | 0.24% | −1,841−5.0% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 35,949 | $1,722 萬 | 6.08% | −348−1.0% | 減碼 |
| Prio Wealth Limited Partnership | 36,111 | $1,729 萬 | 0.62% | −308−0.8% | 減碼 |
| 1st Source Bank | 36,966 | $1,770 萬 | 1.14% | −344−0.9% | 減碼 |
| Janney Montgomery Scott LLC | 37,053 | $1,775 萬 | 0.06% | +2,254+6.5% | 加碼 |
| Johnson Investment Counsel Inc | 37,366 | $1,789 萬 | 0.22% | −207−0.6% | 減碼 |
| Rockefeller Capital Management L.P. | 38,561 | $1,792 萬 | 0.07% | +5,556+16.8% | 加碼 |
| Bessemer Group Inc | 37,800 | $1,810 萬 | 0.04% | −7,408−16.4% | 減碼 |
| LCM Capital Management Inc | 38,730 | $1,855 萬 | 15.06% | +1,118+3.0% | 加碼 |
| Granite Bay Wealth Management, LLC | 39,250 | $1,880 萬 | 17.50% | −736−1.8% | 減碼 |
| Kowal Investment Group, LLC | 39,563 | $1,895 萬 | 5.07% | +2,456+6.6% | 加碼 |
| Boothbay Fund Management, LLC | 39,580 | $1,896 萬 | 0.65% | +39,580 | 新進 |
| Estate Counselors, LLC | 41,545 | $1,990 萬 | 2.52% | −590−1.4% | 減碼 |
| Miracle Mile Advisors, LLC | 41,888 | $2,006 萬 | 0.61% | −1,254−2.9% | 減碼 |
| Cumberland Advisors Inc | 43,519 | $2,084 萬 | 9.52% | +2,395+5.8% | 加碼 |
| Employees Retirement System of Texas | 44,500 | $2,131 萬 | 0.29% | +44,500 | 新進 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 44,632 | $2,137 萬 | 4.05% | +475+1.1% | 加碼 |
| HRT Financial LP | 45,693 | $2,188 萬 | 0.20% | +40,643+804.8% | 加碼 |
| Chicago Partners Investment Group LLC | 44,579 | $2,190 萬 | 1.14% | +1,398+3.2% | 加碼 |
| Klingman & Associates, LLC | 46,099 | $2,208 萬 | 1.78% | −77−0.2% | 減碼 |
| Financial Advisory Group | 46,501 | $2,227 萬 | 4.40% | −476−1.0% | 減碼 |
| Retirement Systems of Alabama | 46,744 | $2,239 萬 | 0.10% | +114+0.2% | 加碼 |
| M&T Bank Corp | 47,084 | $2,255 萬 | 0.08% | −4,791−9.2% | 減碼 |
| Citizens Financial Group Inc | 48,518 | $2,324 萬 | 0.85% | −735−1.5% | 減碼 |
| Conning Inc. | 48,607 | $2,328 萬 | 0.78% | −11,300−18.9% | 減碼 |
| Oldfather Financial Services, LLC | 48,611 | $2,328 萬 | 11.38% | +964+2.0% | 加碼 |
| Crewe Advisors LLC | 48,821 | $2,338 萬 | 3.28% | −160.0% | 減碼 |
| First Hawaiian Bank | 49,410 | $2,366 萬 | 0.77% | −9,575−16.2% | 減碼 |
| Edge Capital Group, LLC | 50,190 | $2,404 萬 | 1.38% | +2,300+4.8% | 加碼 |
| Divergent Planning, LLC | 53,599 | $2,567 萬 | 13.44% | +997+1.9% | 加碼 |
| Clearstead Advisors, LLC | 53,956 | $2,584 萬 | 1.57% | −1,111−2.0% | 減碼 |
| Moreno Evelyn V | 55,093 | $2,638 萬 | 5.63% | −1,814−3.2% | 減碼 |
| Ascent Wealth Partners, LLC | 56,023 | $2,683 萬 | 4.73% | +2,473+4.6% | 加碼 |
| Heritage Investors Management Corp | 56,750 | $2,718 萬 | 1.09% | −475−0.8% | 減碼 |
| Smith, Moore & Co. | 58,182 | $2,731 萬 | 3.48% | −742−1.3% | 減碼 |
| Baird Financial Group, Inc. | 57,132 | $2,736 萬 | 0.07% | −2,646−4.4% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 59,671 | $2,867 萬 | 0.50% | +2,213+3.9% | 加碼 |
| Bartlett & Co. LLC | 59,671 | $2,867 萬 | 0.50% | +2,213+3.9% | 加碼 |
| State Street Corp | 60,807 | $2,912 萬 | 0.00% | −30,521−33.4% | 減碼 |
| Stifel Financial Corp | 60,995 | $2,921 萬 | 0.04% | −2,003−3.2% | 減碼 |
| Peapack Gladstone Financial Corp | 63,459 | $3,039 萬 | 0.54% | −1,470−2.3% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 65,240 | $3,122 萬 | 0.09% | −18,727−22.3% | 減碼 |
| Brookfield Asset Management Inc. | 65,241 | $3,124 萬 | 0.12% | +6,802+11.6% | 加碼 |
| Pinnacle Associates Ltd | 67,139 | $3,215 萬 | 0.56% | +30.0% | 加碼 |
| Envestnet Asset Management Inc | 67,612 | $3,238 萬 | 0.01% | +1,652+2.5% | 加碼 |
| Blair William & Co | 67,774 | $3,246 萬 | 0.12% | −5,422−7.4% | 減碼 |
| Whittier Trust Co of Nevada Inc | 67,890 | $3,251 萬 | 1.10% | −752−1.1% | 減碼 |
| Waldron Private Wealth LLC | 68,539 | $3,293 萬 | 1.64% | −981−1.4% | 減碼 |