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 |
|---|---|---|---|---|---|
| Pacific Financial Group Inc | 1,932 | $92.5 萬 | 0.61% | −260−11.9% | 減碼 |
| Essex Financial Services, Inc. | 1,937 | $92.8 萬 | 0.11% | +7+0.4% | 加碼 |
| Beacon Bridge Wealth Partners, LLC | 1,941 | $93.0 萬 | 0.48% | −508−20.7% | 減碼 |
| ZRC Wealth Management, LLC | 1,944 | $93.1 萬 | 0.78% | −4−0.2% | 減碼 |
| Bill Few Associates, Inc. | 1,946 | $93.2 萬 | 0.48% | 00.0% | 不變 |
| Omega Financial Group, LLC | 1,960 | $93.9 萬 | 0.43% | +48+2.5% | 加碼 |
| Altfest L J & Co Inc | 1,976 | $94.6 萬 | 0.14% | +44+2.3% | 加碼 |
| Clifford Swan Investment Counsel LLC | 2,012 | $96.4 萬 | 0.04% | 00.0% | 不變 |
| Rockland Trust Co | 2,020 | $96.7 萬 | 0.06% | −7−0.3% | 減碼 |
| Bank of Stockton | 2,028 | $97.1 萬 | 0.33% | −1,020−33.5% | 減碼 |
| Clear Harbor Asset Management, LLC | 2,032 | $97.3 萬 | 0.10% | 00.0% | 不變 |
| White Pine Investment CO | 2,049 | $98.1 萬 | 0.34% | +115+5.9% | 加碼 |
| Glassman Wealth Services | 2,049 | $98.1 萬 | 0.16% | 00.0% | 不變 |
| Frisch Financial Group, Inc. | 2,064 | $98.9 萬 | 0.47% | +240+13.2% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 2,068 | $99.0 萬 | 0.11% | −103−4.7% | 減碼 |
| First National Bank of Mount Dora, Trust Investment Services | 2,072 | $99.2 萬 | 0.28% | 00.0% | 不變 |
| NCM Capital Management, LLC | 2,088 | $100.0 萬 | 0.69% | 00.0% | 不變 |
| Beacon Financial Advisory LLC | 2,101 | $100.6 萬 | 0.58% | +4+0.2% | 加碼 |
| Astoria Portfolio Advisors LLC. | 2,051 | $101.0 萬 | 0.39% | −2−0.1% | 減碼 |
| Ameritas Advisory Services, LLC | 2,147 | $102.0 萬 | 0.13% | +10.0% | 加碼 |
| STAR Financial Bank | 2,136 | $102.3 萬 | 0.96% | −8−0.4% | 減碼 |
| Forza Wealth Management, LLC | 2,140 | $102.5 萬 | 0.52% | −30−1.4% | 減碼 |
| Crestwood Advisors Group LLC | 2,150 | $103.0 萬 | 0.03% | +1,490+225.8% | 加碼 |
| HM Payson & Co | 2,152 | $103.1 萬 | 0.02% | −50−2.3% | 減碼 |
| Warner Financial, Inc | 2,161 | $103.5 萬 | 0.67% | +10.0% | 加碼 |
| Braun Stacey Associates Inc | 2,182 | $104.5 萬 | 0.05% | −1,984−47.6% | 減碼 |
| First Western Trust Bank | 2,191 | $104.9 萬 | 0.05% | 00.0% | 不變 |
| Sawtooth Solutions, LLC | 2,192 | $105.0 萬 | 0.03% | +414+23.3% | 加碼 |
| Wedbush Securities Inc | 2,192 | $105.0 萬 | 0.05% | −8−0.4% | 減碼 |
| Viawealth, LLC | 2,193 | $105.0 萬 | 0.78% | 00.0% | 不變 |
| Cannon Global Investment Management, LLC | 2,200 | $105.4 萬 | 5.48% | +2,200 | 新進 |
| ARS Investment Partners, LLC | 2,215 | $106.1 萬 | 0.12% | +6+0.3% | 加碼 |
| LBMC Investment Advisors, LLC | 2,220 | $106.3 萬 | 0.10% | 00.0% | 不變 |
| Dorsey & Whitney Trust CO LLC | 2,234 | $107.0 萬 | 0.09% | −16−0.7% | 減碼 |
| 9258 Wealth Management, LLC | 2,254 | $107.9 萬 | 0.20% | 00.0% | 不變 |
| Zhang Financial LLC | 2,230 | $108.4 萬 | 0.11% | +2+0.1% | 加碼 |
| RSM US Wealth Management LLC | 2,264 | $108.8 萬 | 0.04% | +22+1.0% | 加碼 |
| Truepoint, Inc. | 2,281 | $109.2 萬 | 0.04% | 00.0% | 不變 |
| Scotia Capital Inc. | 2,316 | $110.9 萬 | 0.01% | +352+17.9% | 加碼 |
| Howe & Rusling Inc | 2,319 | $111.1 萬 | 0.12% | −61−2.6% | 減碼 |
| Becker Capital Management Inc | 2,334 | $112.1 萬 | 0.04% | −65−2.7% | 減碼 |
| Fidelis Capital Partners, LLC | 2,351 | $112.6 萬 | 0.41% | 00.0% | 不變 |
| Prime Capital Investment Advisors, LLC | 2,354 | $112.7 萬 | 0.02% | +1,099+87.6% | 加碼 |
| Osborne Partners Capital Management, LLC | 2,372 | $113.6 萬 | 0.08% | −421−15.1% | 減碼 |
| White Pine Capital LLC | 2,378 | $113.9 萬 | 0.42% | −82−3.3% | 減碼 |
| TruWealth Advisors, LLC | 2,384 | $114.2 萬 | 0.10% | −31−1.3% | 減碼 |
| RFG Advisory, LLC | 2,390 | $114.5 萬 | 0.05% | 00.0% | 不變 |
| Sentinus, LLC | 2,400 | $114.9 萬 | 0.36% | +924+62.6% | 加碼 |
| Cozad Asset Management Inc | 2,403 | $115.1 萬 | 0.14% | 00.0% | 不變 |
| North Star Investment Management Corp. | 2,433 | $116.5 萬 | 0.09% | +10.0% | 加碼 |
| Lyell Wealth Management, LP | 2,440 | $116.9 萬 | 0.15% | −63−2.5% | 減碼 |
| Baker Avenue Asset Management, LP | 2,445 | $117.1 萬 | 0.06% | −739−23.2% | 減碼 |
| Stephens Inc | 2,458 | $117.7 萬 | 0.02% | −160−6.1% | 減碼 |
| Middleton & Co Inc | 2,461 | $117.9 萬 | 0.16% | 00.0% | 不變 |
| CIC Wealth, LLC | 2,467 | $118.2 萬 | 0.41% | −25−1.0% | 減碼 |
| CX Institutional | 2,472 | $118.4 萬 | 0.06% | 00.0% | 不變 |
| Montecito Bank & Trust | 2,492 | $119.3 萬 | 0.27% | −10−0.4% | 減碼 |
| SOL Capital Management CO | 2,540 | $121.6 萬 | 0.18% | 00.0% | 不變 |
| Moody Lynn & Lieberson, LLC | 2,545 | $121.9 萬 | 0.10% | +16+0.6% | 加碼 |
| GWM Advisors LLC | 2,550 | $122.1 萬 | 0.01% | −555−17.9% | 減碼 |
| TCTC Holdings, LLC | 2,597 | $124.4 萬 | 0.05% | 00.0% | 不變 |
| Marble Harbor Investment Counsel, LLC | 2,600 | $124.5 萬 | 0.16% | −950−26.8% | 減碼 |
| Glaxis Capital Management, LLC | 2,600 | $124.5 萬 | 4.72% | +1,600+160.0% | 加碼 |
| Zions Bancorporation, N.A. | 2,617 | $125.3 萬 | 0.11% | +819+45.6% | 加碼 |
| Beaumont Financial Advisors, LLC | 2,628 | $125.9 萬 | 0.12% | 00.0% | 不變 |
| Nixon Peabody Trust Co | 2,638 | $126.3 萬 | 1.02% | −1,130−30.0% | 減碼 |
| Deutsche Bank AG | 2,671 | $127.9 萬 | 0.00% | 00.0% | 不變 |
| Watershed Private Wealth LLC | 2,690 | $128.8 萬 | 0.78% | −17−0.6% | 減碼 |
| Connectus Wealth, LLC | 2,693 | $129.0 萬 | 0.03% | −16−0.6% | 減碼 |
| NorthRock Partners, LLC | 2,734 | $130.9 萬 | 0.14% | −872−24.2% | 減碼 |
| High Falls Advisors, Inc | 2,737 | $131.1 萬 | 0.37% | −100−3.5% | 減碼 |
| Stratos Wealth Partners, LTD. | 2,753 | $131.8 萬 | 0.03% | +11+0.4% | 加碼 |
| Neuberger Berman Group LLC | 2,756 | $132.0 萬 | 0.00% | +1,675+154.9% | 加碼 |
| Hardy Reed LLC | 2,775 | $132.9 萬 | 0.23% | 00.0% | 不變 |
| Patriot Investment Management Inc. | 2,788 | $133.5 萬 | 0.11% | 00.0% | 不變 |
| Colony Group LLC | 2,796 | $133.9 萬 | 0.02% | −61−2.1% | 減碼 |
| Advus Financial Partners, LLC | 2,834 | $136.2 萬 | 0.72% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 2,855 | $136.7 萬 | 0.06% | +356+14.2% | 加碼 |
| Tiedemann Advisors, LLC | 2,849 | $136.9 萬 | 0.06% | +18+0.6% | 加碼 |
| Providence First Trust Co | 2,881 | $138.0 萬 | 0.76% | +419+17.0% | 加碼 |
| Coyle Financial Counsel LLC | 2,909 | $139.3 萬 | 0.63% | −115−3.8% | 減碼 |
| Manchester Capital Management LLC | 2,928 | $140.2 萬 | 0.19% | 00.0% | 不變 |
| Avantax Planning Partners, Inc. | 2,985 | $143.0 萬 | 0.06% | −23−0.8% | 減碼 |
| Wunderlich Capital Managemnt | 3,011 | $144.2 萬 | 0.71% | −62−2.0% | 減碼 |
| Bremer Bank National Association | 3,025 | $144.9 萬 | 0.28% | −45−1.5% | 減碼 |
| Change Path, LLC | 3,043 | $145.7 萬 | 0.07% | −122−3.9% | 減碼 |
| SOA Wealth Advisors, LLC. | 3,044 | $145.8 萬 | 0.34% | −421−12.2% | 減碼 |
| Moloney Securities Asset Management, LLC | 3,049 | $146.0 萬 | 0.26% | +256+9.2% | 加碼 |
| Breakwater Capital Group | 3,050 | $146.1 萬 | 0.53% | −442−12.7% | 減碼 |
| EverSource Wealth Advisors, LLC | 3,051 | $146.1 萬 | 0.16% | −96−3.1% | 減碼 |
| International Assets Investment Management, LLC | 3,071 | $147.1 萬 | 0.20% | +345+12.7% | 加碼 |
| Aspiriant, LLC | 3,076 | $147.3 萬 | 0.07% | 00.0% | 不變 |
| L.M. Kohn & Company | 3,082 | $147.6 萬 | 0.56% | +81+2.7% | 加碼 |
| Horizon Investments, LLC | 3,087 | $147.8 萬 | 0.04% | −52−1.7% | 減碼 |
| United Bank | 3,095 | $148.2 萬 | 0.18% | 00.0% | 不變 |
| Verition Fund Management LLC | 3,111 | $149.0 萬 | 0.02% | −7,087−69.5% | 減碼 |
| Integrated Advisors Network LLC | 3,120 | $149.4 萬 | 0.09% | +65+2.1% | 加碼 |
| Founders Financial Securities LLC | 3,149 | $150.8 萬 | 0.20% | −221−6.6% | 減碼 |
| Mathes Company, Inc. | 3,150 | $150.9 萬 | 0.66% | +3,150 | 新進 |
| GM Advisory Group, Inc. | 3,181 | $152.3 萬 | 0.13% | −193−5.7% | 減碼 |