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 |
|---|---|---|---|---|---|
| Joel Isaacson & Co., LLC | 5,067 | $242.7 萬 | 0.16% | +7+0.1% | 加碼 |
| Argent Trust Co | 5,186 | $248.4 萬 | 0.13% | −123−2.3% | 減碼 |
| Global Retirement Partners, LLC | 5,231 | $250.5 萬 | 0.12% | −16−0.3% | 減碼 |
| Shoker Investment Counsel, Inc. | 5,293 | $253.5 萬 | 1.06% | −314−5.6% | 減碼 |
| Private Trust Co NA | 5,321 | $254.8 萬 | 0.32% | −59−1.1% | 減碼 |
| Coastline Trust Co | 5,342 | $255.8 萬 | 0.36% | −435−7.5% | 減碼 |
| Sterling Investment Advisors, Ltd. | 5,342 | $255.8 萬 | 0.85% | −182−3.3% | 減碼 |
| Select Equity Group, L.P. | 5,372 | $257.3 萬 | 0.01% | +5,372 | 新進 |
| Northstar Asset Management LLC | 5,500 | $263.4 萬 | 0.72% | −160−2.8% | 減碼 |
| Sigma Planning Corp | 5,513 | $264.0 萬 | 0.09% | +2,117+62.3% | 加碼 |
| National Asset Management, Inc. | 5,546 | $266.3 萬 | 0.06% | −2,197−28.4% | 減碼 |
| Disciplined Investments, LLC | 5,585 | $267.4 萬 | 1.43% | −129−2.3% | 減碼 |
| Regents of the University of California | 5,600 | $268.2 萬 | 0.34% | 00.0% | 不變 |
| Matrix Asset Advisors Inc | 5,630 | $269.6 萬 | 0.37% | −6−0.1% | 減碼 |
| Equitable Holdings, Inc. | 5,673 | $271.7 萬 | 0.04% | −14−0.2% | 減碼 |
| St. Johns Investment Management Company, LLC | 5,679 | $272.0 萬 | 1.48% | −145−2.5% | 減碼 |
| IFG Advisory, LLC | 5,681 | $272.1 萬 | 0.24% | −74−1.3% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,698 | $272.9 萬 | 0.03% | −105−1.8% | 減碼 |
| Silvercrest Asset Management Group LLC | 5,723 | $274.1 萬 | 0.02% | −574−9.1% | 減碼 |
| Romano Brothers and Company | 5,848 | $280.1 萬 | 0.42% | +80+1.4% | 加碼 |
| Whalerock Point Partners, LLC | 5,849 | $280.1 萬 | 0.95% | 00.0% | 不變 |
| Pegasus Asset Management, Inc. | 5,875 | $281.4 萬 | 1.25% | −69−1.2% | 減碼 |
| Meridian Wealth Management, LLC | 5,950 | $285.0 萬 | 0.24% | −488−7.6% | 減碼 |
| Intercontinental Wealth Advisors, LLC | 5,953 | $285.1 萬 | 0.68% | −113−1.9% | 減碼 |
| Audent Global Asset Management, LLC | 5,968 | $285.8 萬 | 3.41% | −72−1.2% | 減碼 |
| Larson Financial Group LLC | 6,014 | $288.0 萬 | 0.29% | −104−1.7% | 減碼 |
| Naples Global Advisors, LLC | 6,002 | $288.3 萬 | 0.34% | −10−0.2% | 減碼 |
| Apollon Wealth Management, LLC | 6,058 | $290.1 萬 | 0.14% | −249−3.9% | 減碼 |
| Fiduciary Trust Co | 6,065 | $290.5 萬 | 0.05% | +1,098+22.1% | 加碼 |
| Wealthcare Advisory Partners LLC | 6,118 | $293.0 萬 | 0.13% | −55−0.9% | 減碼 |
| Baltimore-Washington Financial Advisors, Inc. | 6,128 | $293.5 萬 | 0.23% | −4,625−43.0% | 減碼 |
| Perigon Wealth Management, LLC | 6,149 | $294.5 萬 | 0.12% | +1,655+36.8% | 加碼 |
| Segall Bryant & Hamill, LLC | 6,193 | $296.6 萬 | 0.03% | −1,659−21.1% | 減碼 |
| Madison Asset Management, LLC | 6,268 | $300.2 萬 | 0.04% | −1,689−21.2% | 減碼 |
| Merit Financial Group, LLC | 6,284 | $300.9 萬 | 0.10% | +2,319+58.5% | 加碼 |
| Sepio Capital, LP | 6,300 | $301.7 萬 | 0.25% | 00.0% | 不變 |
| Keystone Financial Group | 6,309 | $302.1 萬 | 0.51% | +6,309 | 新進 |
| Bristlecone Advisors, LLC | 6,320 | $302.7 萬 | 0.30% | 00.0% | 不變 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 6,183 | $302.9 萬 | 1.33% | +45+0.7% | 加碼 |
| Charter Research & Investment Group, Inc. | 6,381 | $305.6 萬 | 2.54% | +161+2.6% | 加碼 |
| D.A. Davidson & Co. | 6,389 | $306.0 萬 | 0.03% | +4,691+276.3% | 加碼 |
| Relative Value Partners Group, LLC | 6,467 | $309.7 萬 | 0.20% | 00.0% | 不變 |
| Stephenson National Bank & Trust | 6,610 | $316.6 萬 | 1.73% | −474−6.7% | 減碼 |
| Glen Eagle Advisors, LLC | 6,640 | $318.0 萬 | 0.73% | −113−1.7% | 減碼 |
| Ballentine Partners, LLC | 6,687 | $320.3 萬 | 0.07% | −10.0% | 減碼 |
| Summit Wealth Partners, LLC | 6,693 | $320.5 萬 | 0.80% | 00.0% | 不變 |
| Bailard, Inc. | 6,753 | $323.4 萬 | 0.11% | −105−1.5% | 減碼 |
| Midwest Financial Group LLC | 6,767 | $324.1 萬 | 2.75% | +371+5.8% | 加碼 |
| Paladin Advisory Group, LLC | 6,841 | $327.6 萬 | 2.63% | −23−0.3% | 減碼 |
| Veracity Capital LLC | 6,907 | $330.8 萬 | 1.41% | 00.0% | 不變 |
| Ieq Capital, LLC | 6,953 | $333.0 萬 | 0.07% | +1,099+18.8% | 加碼 |
| Leavell Investment Management, Inc. | 7,036 | $337.6 萬 | 0.23% | +2,605+58.8% | 加碼 |
| Gould Asset Management LLC | 7,086 | $339.4 萬 | 0.95% | −15−0.2% | 減碼 |
| GenTrust, LLC | 7,225 | $347.1 萬 | 0.24% | −749−9.4% | 減碼 |
| Wetherby Asset Management Inc | 7,264 | $347.9 萬 | 0.19% | −120−1.6% | 減碼 |
| Harbour Investments, Inc. | 7,296 | $349.4 萬 | 0.17% | −1,979−21.3% | 減碼 |
| Bay Rivers Group | 7,359 | $352.4 萬 | 2.64% | +286+4.0% | 加碼 |
| Union Savings Bank | 7,084 | $353.0 萬 | 2.11% | +7,084 | 新進 |
| Resources Investment Advisors, LLC. | 7,417 | $355.2 萬 | 0.08% | −21−0.3% | 減碼 |
| Stock Yards Bank & Trust Co | 7,471 | $357.8 萬 | 0.13% | −85−1.1% | 減碼 |
| Lionsbridge Wealth Management LLC | 7,474 | $357.9 萬 | 3.20% | +1,857+33.1% | 加碼 |
| Ti-Trust, Inc | 7,490 | $358.7 萬 | 3.30% | +182+2.5% | 加碼 |
| Insigneo Advisory Services, LLC | 7,472 | $359.0 萬 | 0.69% | +273+3.8% | 加碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 7,641 | $365.9 萬 | 2.29% | −69−0.9% | 減碼 |
| Edmond de Rothschild Holding S.A. | 7,706 | $369.0 萬 | 0.07% | −221−2.8% | 減碼 |
| Renaissance Investment Group LLC | 7,716 | $369.5 萬 | 0.97% | −172−2.2% | 減碼 |
| Connolly Sarah T. | 7,718 | $369.6 萬 | 2.23% | 00.0% | 不變 |
| Davis R M Inc | 7,768 | $372.0 萬 | 0.09% | −200−2.5% | 減碼 |
| Chilton Investment Co LLC | 7,773 | $372.3 萬 | 0.11% | 00.0% | 不變 |
| Ashton Thomas Private Wealth, LLC | 7,948 | $380.6 萬 | 0.29% | +632+8.6% | 加碼 |
| Benchmark Financial Wealth Advisors, LLC | 8,042 | $385.1 萬 | 1.79% | −288−3.5% | 減碼 |
| CMG Global Holdings, LLC | 8,042 | $385.1 萬 | 3.15% | −10.0% | 減碼 |
| Barrett & Company, Inc. | 8,120 | $388.9 萬 | 2.25% | −67−0.8% | 減碼 |
| Segment Wealth Management, LLC | 8,273 | $396.2 萬 | 0.41% | −10−0.1% | 減碼 |
| Highview Capital Management LLC | 8,352 | $400.0 萬 | 2.15% | −15−0.2% | 減碼 |
| AMG National Trust Bank | 8,401 | $402.3 萬 | 0.13% | +194+2.4% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 8,408 | $402.7 萬 | 0.13% | +93+1.1% | 加碼 |
| Keybank National Association | 8,424 | $403.4 萬 | 0.02% | +10.0% | 加碼 |
| Court Place Advisors, LLC | 8,451 | $404.7 萬 | 1.42% | −44−0.5% | 減碼 |
| Evensky & Katz LLC | 8,465 | $405.4 萬 | 0.31% | −353−4.0% | 減碼 |
| Granite FO LLC | 8,484 | $406.3 萬 | 2.78% | 00.0% | 不變 |
| Salomon & Ludwin, LLC | 8,542 | $409.1 萬 | 0.44% | −19−0.2% | 減碼 |
| G&S Capital LLC | 8,602 | $411.9 萬 | 1.98% | −5,981−41.0% | 減碼 |
| Haverford Trust Co | 8,641 | $413.8 萬 | 0.05% | −247−2.8% | 減碼 |
| Allworth Financial LP | 8,734 | $418.3 萬 | 0.04% | −215−2.4% | 減碼 |
| Synovus Financial Corp | 8,758 | $419.4 萬 | 0.05% | −725−7.6% | 減碼 |
| Oppenheimer & Co Inc | 8,820 | $422.4 萬 | 0.08% | −2,239−20.2% | 減碼 |
| RVW Wealth, LLC | 8,914 | $426.9 萬 | 0.50% | −1,687−15.9% | 減碼 |
| Prescott Group Capital Management, L.L.C. | 9,000 | $431.0 萬 | 0.95% | +9,000 | 新進 |
| United Capital Financial Advisers, LLC | 9,028 | $432.4 萬 | 0.02% | −93−1.0% | 減碼 |
| Hudson Valley Investment Advisors Inc | 9,050 | $433.4 萬 | 0.59% | −418−4.4% | 減碼 |
| KMG Fiduciary Partners, LLC | 9,064 | $434.1 萬 | 0.56% | −1,137−11.1% | 減碼 |
| Sonata Capital Group Inc | 9,142 | $437.8 萬 | 2.26% | +98+1.1% | 加碼 |
| Newport Capital Group, LLC | 9,172 | $439.3 萬 | 2.21% | +9,172 | 新進 |
| Cetera Investment Advisers | 9,205 | $440.8 萬 | 0.04% | −6,181−40.2% | 減碼 |
| Balboa Wealth Partners | 9,403 | $450.3 萬 | 1.57% | −1,758−15.8% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 9,444 | $452.3 萬 | 0.04% | 00.0% | 不變 |
| Modera Wealth Management, LLC | 9,458 | $452.9 萬 | 0.08% | +803+9.3% | 加碼 |
| Intrepid Financial Planning Group LLC | 9,489 | $454.5 萬 | 2.18% | −107−1.1% | 減碼 |
| Beacon Pointe Advisors, LLC | 9,602 | $459.9 萬 | 0.08% | +150+1.6% | 加碼 |