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 |
|---|---|---|---|---|---|
| Summit Trail Advisors, LLC | 3,174 | $152.5 萬 | 0.06% | +1,540+94.2% | 加碼 |
| Paradigm, Strategies in Wealth Management, LLC | 3,211 | $153.8 萬 | 1.04% | −55−1.7% | 減碼 |
| Farmers & Merchants Trust Co of Long Beach | 3,237 | $155.0 萬 | 0.41% | −12−0.4% | 減碼 |
| GEM Asset Management, LLC | 3,253 | $155.8 萬 | 1.20% | +531+19.5% | 加碼 |
| Regions Financial Corp | 3,279 | $157.0 萬 | 0.01% | −22−0.7% | 減碼 |
| PFG Advisors | 3,295 | $157.8 萬 | 0.12% | −34−1.0% | 減碼 |
| Private Asset Management Inc | 3,296 | $157.9 萬 | 0.30% | −1,015−23.5% | 減碼 |
| McKinley Carter Wealth Services, Inc. | 3,332 | $159.6 萬 | 0.12% | −40−1.2% | 減碼 |
| Kingsview Wealth Management, LLC | 3,363 | $161.1 萬 | 0.06% | −56−1.6% | 減碼 |
| Capital Planning Advisors, LLC | 3,375 | $161.6 萬 | 0.33% | 00.0% | 不變 |
| Tiemann Investment Advisors, LLC | 3,396 | $162.6 萬 | 0.83% | −10−0.3% | 減碼 |
| Meridian Investment Counsel Inc. | 3,400 | $162.8 萬 | 0.58% | −10−0.3% | 減碼 |
| Paragon Capital Management Ltd | 3,400 | $162.8 萬 | 0.35% | 00.0% | 不變 |
| Proficio Capital Partners LLC | 3,415 | $163.5 萬 | 0.22% | 00.0% | 不變 |
| Spire Wealth Management | 3,430 | $164.2 萬 | 0.06% | −37−1.1% | 減碼 |
| Kelman-Lazarov, Inc. | 3,441 | $164.8 萬 | 0.40% | −300−8.0% | 減碼 |
| Meridian Financial, LLC | 3,456 | $165.5 萬 | 1.49% | +3+0.1% | 加碼 |
| Nwam LLC | 3,488 | $167.1 萬 | 0.14% | +2,425+228.1% | 加碼 |
| Lindbrook Capital, LLC | 3,493 | $167.3 萬 | 0.18% | −18−0.5% | 減碼 |
| Darrow Company, Inc. | 3,517 | $168.4 萬 | 1.40% | −118−3.2% | 減碼 |
| Sunflower Bank, N.A. | 3,521 | $168.6 萬 | 0.39% | −805−18.6% | 減碼 |
| Cullen/Frost Bankers, Inc. | 3,540 | $169.5 萬 | 0.03% | −1,000−22.0% | 減碼 |
| Paulson Wealth Management Inc. | 3,543 | $169.7 萬 | 0.58% | +425+13.6% | 加碼 |
| TSFG, LLC | 3,549 | $170.0 萬 | 0.63% | −54−1.5% | 減碼 |
| Kingfisher Capital LLC | 3,550 | $170.0 萬 | 0.44% | +6+0.2% | 加碼 |
| Freestone Capital Holdings, LLC | 3,553 | $170.2 萬 | 0.07% | +55+1.6% | 加碼 |
| Rosenblum Silverman Sutton S F Inc | 3,612 | $173.0 萬 | 0.57% | +22+0.6% | 加碼 |
| Northern Oak Wealth Management Inc | 3,631 | $173.9 萬 | 0.21% | −489−11.9% | 減碼 |
| Cyndeo Wealth Partners, LLC | 3,633 | $174.0 萬 | 0.18% | −75−2.0% | 減碼 |
| XML Financial, LLC | 3,643 | $174.5 萬 | 0.20% | −92−2.5% | 減碼 |
| Quantum Private Wealth, LLC | 3,655 | $175.0 萬 | 0.81% | 00.0% | 不變 |
| Investment Advisory Group, LLC | 3,661 | $175.3 萬 | 0.90% | −18−0.5% | 減碼 |
| Focus Financial Network, Inc. | 3,654 | $175.6 萬 | 0.10% | −213−5.5% | 減碼 |
| Wesbanco Bank Inc | 3,670 | $175.7 萬 | 0.07% | +574+18.5% | 加碼 |
| Lowe Wealth Advisors, LLC | 3,692 | $176.8 萬 | 0.90% | −48−1.3% | 減碼 |
| WealthBridge Capital Management, LLC | 3,740 | $179.1 萬 | 0.72% | +130+3.6% | 加碼 |
| Oxford Financial Group Ltd | 3,754 | $179.8 萬 | 0.17% | +376+11.1% | 加碼 |
| Crescent Sterling, Ltd. | 3,763 | $180.2 萬 | 1.71% | +553+17.2% | 加碼 |
| Old Second National Bank of Aurora | 3,767 | $180.4 萬 | 0.52% | −6−0.2% | 減碼 |
| Compass Wealth Management LLC | 3,782 | $181.1 萬 | 0.55% | −6−0.2% | 減碼 |
| Signature Securities Group Corporation | 3,778 | $181.4 萬 | 0.68% | −216−5.4% | 減碼 |
| Northwest Bancshares, Inc. | 3,804 | $182.2 萬 | 0.33% | −188−4.7% | 減碼 |
| Man Group plc | 3,804 | $182.2 萬 | 0.01% | +3,804 | 新進 |
| Jordan Park Group LLC | 3,810 | $182.5 萬 | 0.12% | 00.0% | 不變 |
| CAPROCK Group, Inc. | 3,821 | $183.6 萬 | 0.13% | 00.0% | 不變 |
| Advisory Services Network, LLC | 3,855 | $184.6 萬 | 0.05% | +322+9.1% | 加碼 |
| Intelligent Financial Strategies | 3,847 | $184.8 萬 | 1.35% | +4+0.1% | 加碼 |
| Clientfirst Wealth Management, LLC | 3,789 | $184.9 萬 | 2.20% | 00.0% | 不變 |
| Sovereign Financial Group, Inc. | 3,878 | $185.7 萬 | 0.61% | +3+0.1% | 加碼 |
| First Citizens Bank & Trust Co | 3,883 | $186.0 萬 | 0.03% | +646+20.0% | 加碼 |
| Harvest Investment Services, LLC | 3,898 | $186.7 萬 | 1.06% | +1,450+59.2% | 加碼 |
| Graypoint LLC | 3,945 | $188.9 萬 | 0.19% | +652+19.8% | 加碼 |
| Soltis Investment Advisors LLC | 3,958 | $189.6 萬 | 0.22% | −330−7.7% | 減碼 |
| Revolve Wealth Partners, LLC | 3,983 | $190.7 萬 | 0.45% | −97−2.4% | 減碼 |
| Penobscot Investment Management Company, Inc. | 4,014 | $192.2 萬 | 0.32% | +10+0.2% | 加碼 |
| Toroso Investments, LLC | 4,071 | $195.0 萬 | 0.06% | +4,071 | 新進 |
| Cambridge Trust Co | 4,084 | $195.6 萬 | 0.09% | −65−1.6% | 減碼 |
| Umb Bank N A | 4,085 | $195.6 萬 | 0.03% | −20−0.5% | 減碼 |
| Woodstock Corp | 4,102 | $196.4 萬 | 0.23% | +86+2.1% | 加碼 |
| Cambridge Advisors Inc. | 4,109 | $196.8 萬 | 0.50% | −50−1.2% | 減碼 |
| Keeley-Teton Advisors, LLC | 4,115 | $197.1 萬 | 0.25% | +55+1.4% | 加碼 |
| Taylor, Cottrill, Erickson & Associates, Inc. | 4,150 | $198.7 萬 | 0.65% | −3,361−44.7% | 減碼 |
| Transatlantique Private Wealth LLC | 4,155 | $199.0 萬 | 1.04% | 00.0% | 不變 |
| Element Wealth, LLC | 4,156 | $199.0 萬 | 1.39% | −115−2.7% | 減碼 |
| Moneta Group Investment Advisors LLC | 4,157 | $199.1 萬 | 0.04% | 00.0% | 不變 |
| Wade G W & Inc | 4,179 | $200.1 萬 | 0.07% | −20−0.5% | 減碼 |
| Salem Investment Counselors Inc | 4,197 | $201.6 萬 | 0.07% | 00.0% | 不變 |
| Financial Architects, Inc | 4,235 | $202.8 萬 | 0.31% | −24−0.6% | 減碼 |
| Buckingham Strategic Partners | 4,260 | $204.0 萬 | 0.11% | +1,080+34.0% | 加碼 |
| Delta Financial Group, Inc. | 4,271 | $204.6 萬 | 2.40% | +265+6.6% | 加碼 |
| GFS Advisors, LLC | 4,375 | $209.5 萬 | 0.47% | −2,225−33.7% | 減碼 |
| ZWJ Investment Counsel Inc | 4,381 | $209.8 萬 | 0.11% | −35−0.8% | 減碼 |
| Tower View Investment Management & Research LLC | 4,385 | $210.0 萬 | 1.42% | −608−12.2% | 減碼 |
| American Institute for Advanced Investment Management, LLP | 4,396 | $210.5 萬 | 1.84% | −105−2.3% | 減碼 |
| J. Goldman & Co LP | 4,419 | $211.6 萬 | 0.12% | +4,419 | 新進 |
| Summit Financial, LLC | 4,444 | $213.5 萬 | 0.16% | −1,479−25.0% | 減碼 |
| Davidson Trust Co | 4,495 | $215.3 萬 | 1.56% | 00.0% | 不變 |
| Connecticut Wealth Management, LLC | 4,500 | $215.5 萬 | 0.15% | −113−2.4% | 減碼 |
| Element Pointe Advisors, LLC | 4,500 | $215.5 萬 | 0.69% | 00.0% | 不變 |
| Johnson Financial Group, Inc. | 4,501 | $215.7 萬 | 0.15% | −25−0.6% | 減碼 |
| Harbor Advisory Corp | 4,518 | $216.4 萬 | 0.76% | +40+0.9% | 加碼 |
| West Paces Advisors Inc. | 4,562 | $218.5 萬 | 0.64% | 00.0% | 不變 |
| Eldridge Investment Advisors, Inc. | 4,564 | $218.6 萬 | 0.71% | −46−1.0% | 減碼 |
| Sage Financial Management Group, Inc. | 4,574 | $219.1 萬 | 13.15% | +1,398+44.0% | 加碼 |
| TD Waterhouse Canada Inc. | 4,467 | $220.6 萬 | 0.02% | +8+0.2% | 加碼 |
| JMG Financial Group, Ltd. | 4,685 | $224.4 萬 | 0.11% | −35−0.7% | 減碼 |
| New England Private Wealth Advisors LLC | 4,718 | $226.0 萬 | 0.46% | 00.0% | 不變 |
| Adviser Investments LLC | 4,723 | $226.2 萬 | 0.05% | +3,863+449.2% | 加碼 |
| Diversified Trust Co | 4,787 | $229.3 萬 | 0.08% | −110−2.2% | 減碼 |
| Greenleaf Trust | 4,790 | $229.4 萬 | 0.02% | +2,156+81.9% | 加碼 |
| Asset Management Group, Inc. | 4,817 | $230.7 萬 | 0.49% | +12+0.2% | 加碼 |
| Hoylecohen, LLC | 4,842 | $231.9 萬 | 0.20% | −701−12.6% | 減碼 |
| Courier Capital LLC | 4,857 | $232.6 萬 | 0.18% | 00.0% | 不變 |
| Baron Financial Group, LLC | 4,881 | $233.8 萬 | 1.44% | −178−3.5% | 減碼 |
| Spinnaker Trust | 4,922 | $235.7 萬 | 0.17% | −10−0.2% | 減碼 |
| J.W. Cole Advisors, Inc. | 4,927 | $236.0 萬 | 0.17% | +500+11.3% | 加碼 |
| Vanguard Group Inc | 4,937 | $236.4 萬 | 0.00% | 00.0% | 不變 |
| Gilman Hill Asset Management, LLC | 4,968 | $237.9 萬 | 0.44% | 00.0% | 不變 |
| Quantbot Technologies LP | 5,000 | $239.5 萬 | 0.16% | +5,000 | 新進 |
| Winthrop Advisory Group LLC | 4,994 | $239.9 萬 | 0.38% | −26−0.5% | 減碼 |