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 |
|---|---|---|---|---|---|
| Prio Wealth Limited Partnership | 36,111 | $1,729 萬 | 0.62% | −308−0.8% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 35,949 | $1,722 萬 | 6.08% | −348−1.0% | 減碼 |
| Buckingham Strategic Wealth, LLC | 35,037 | $1,678 萬 | 0.24% | −1,841−5.0% | 減碼 |
| Means Investment Co., Inc. | 34,583 | $1,656 萬 | 2.62% | −1,584−4.4% | 減碼 |
| BDO Wealth Advisors, LLC | 34,320 | $1,644 萬 | 1.89% | −160−0.5% | 減碼 |
| SG Americas Securities, LLC | 33,838 | $1,621 萬 | 0.14% | −4,480−11.7% | 減碼 |
| Vestor Capital, LLC | 33,790 | $1,618 萬 | 1.71% | −931−2.7% | 減碼 |
| IFG Advisors, LLC | 33,714 | $1,615 萬 | 5.73% | +1,413+4.4% | 加碼 |
| Camden Capital, LLC | 33,572 | $1,608 萬 | 1.83% | −38−0.1% | 減碼 |
| Shapiro Capital Management LLC | 33,500 | $1,604 萬 | 0.42% | +13,500+67.5% | 加碼 |
| GYL Financial Synergies, LLC | 33,450 | $1,602 萬 | 1.46% | +405+1.2% | 加碼 |
| Pinnacle Financial Partners Inc | 33,365 | $1,598 萬 | 0.40% | +5,316+19.0% | 加碼 |
| Massmutual Trust Co FSB | 32,752 | $1,569 萬 | 0.56% | +1,393+4.4% | 加碼 |
| Tandem Wealth Advisors LLC | 32,125 | $1,538 萬 | 9.30% | +294+0.9% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 32,000 | $1,533 萬 | 0.07% | −13,000−28.9% | 減碼 |
| Trustmark National Bank Trust Department | 31,822 | $1,524 萬 | 1.41% | −159−0.5% | 減碼 |
| Huntington National Bank | – | $1,502 萬 | 0.14% | – | – |
| Curbstone Financial Management Corp | 31,222 | $1,495 萬 | 3.56% | −150−0.5% | 減碼 |
| Capital Fund Management S.A. | 30,532 | $1,462 萬 | 0.23% | +2,029+7.1% | 加碼 |
| Wolverine Trading, LLC | 30,210 | $1,437 萬 | 0.19% | +22,012+268.5% | 加碼 |
| Hancock Whitney Corp | 29,617 | $1,418 萬 | 0.56% | −1,548−5.0% | 減碼 |
| Wellspring Financial Advisors, LLC | 28,833 | $1,381 萬 | 3.91% | −1,448−4.8% | 減碼 |
| Carnegie Capital Asset Management, LLC | 28,572 | $1,368 萬 | 0.51% | −80−0.3% | 減碼 |
| Lido Advisors, LLC | 28,106 | $1,346 萬 | 0.15% | +1,669+6.3% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 27,701 | $1,327 萬 | 0.06% | −6,122−18.1% | 減碼 |
| Commerce Bank | 27,539 | $1,319 萬 | 0.10% | −848−3.0% | 減碼 |
| Simmons Bank | 26,734 | $1,280 萬 | 1.08% | −616−2.3% | 減碼 |
| MML Investors Services, LLC | 26,542 | $1,271 萬 | 0.07% | −2,962−10.0% | 減碼 |
| Green Square Capital Advisors LLC | 26,499 | $1,269 萬 | 1.60% | −1,936−6.8% | 減碼 |
| RMB Capital Management, LLC | 26,245 | $1,257 萬 | 0.41% | −202−0.8% | 減碼 |
| American International Group, Inc. | 26,000 | $1,245 萬 | 0.08% | −9,200−26.1% | 減碼 |
| Linscomb & Williams, Inc. | 25,008 | $1,198 萬 | 0.65% | −1,565−5.9% | 減碼 |
| Youngs Advisory Group, Inc. | 24,725 | $1,184 萬 | 6.45% | +65+0.3% | 加碼 |
| Cetera Advisor Networks LLC | 24,590 | $1,178 萬 | 0.08% | −4,587−15.7% | 減碼 |
| Caldwell Trust Co | 24,329 | $1,165 萬 | 1.52% | −751−3.0% | 減碼 |
| Steward Partners Investment Advisory, LLC | 24,042 | $1,151 萬 | 0.17% | +316+1.3% | 加碼 |
| MCF Advisors LLC | 23,812 | $1,142 萬 | 1.03% | −696−2.8% | 減碼 |
| First Financial Bank - Trust Division | 23,367 | $1,119 萬 | 1.17% | −361−1.5% | 減碼 |
| Country Club Bank | 23,462 | $1,116 萬 | 0.89% | −168−0.7% | 減碼 |
| Cresset Asset Management, LLC | 23,024 | $1,104 萬 | 0.08% | +2,893+14.4% | 加碼 |
| Exchange Capital Management, Inc. | 22,861 | $1,095 萬 | 2.03% | −415−1.8% | 減碼 |
| Central Bank & Trust Co | 22,076 | $1,057 萬 | 1.79% | −33−0.1% | 減碼 |
| Agf Management Ltd | 21,714 | $1,040 萬 | 0.08% | −85−0.4% | 減碼 |
| Brown Brothers Harriman & Co | 21,371 | $1,023 萬 | 0.08% | 00.0% | 不變 |
| Linker Capital Management Inc. | 21,292 | $1,020 萬 | 10.76% | 00.0% | 不變 |
| SlateStone Wealth, LLC | 21,180 | $1,014 萬 | 1.90% | 00.0% | 不變 |
| Jane Street Group, LLC | 20,850 | $998.5 萬 | 0.01% | +19,957+2,234.8% | 加碼 |
| Millennium Management LLC | 20,844 | $998.2 萬 | 0.01% | +20,844 | 新進 |
| EP Wealth Advisors, LLC | 6,791 | $996.8 萬 | 0.15% | −9,386−58.0% | 減碼 |
| Dumont & Blake Investment Advisors LLC | 20,765 | $994.5 萬 | 3.23% | +55+0.3% | 加碼 |
| Avantax Advisory Services, Inc. | 20,672 | $990.0 萬 | 0.11% | +1,379+7.1% | 加碼 |
| Cetera Advisors LLC | 20,626 | $987.8 萬 | 0.16% | +640+3.2% | 加碼 |
| Evercore Wealth Management, LLC | 20,496 | $981.6 萬 | 0.18% | −167−0.8% | 減碼 |
| Victory Capital Management Inc | 20,430 | $978.4 萬 | 0.01% | +10,530+106.4% | 加碼 |
| FMR LLC | 20,398 | $976.9 萬 | 0.00% | −1,149−5.3% | 減碼 |
| Old National Bancorp | 20,173 | $966.1 萬 | 0.28% | −248−1.2% | 減碼 |
| Lutz Financial Services LLC | 20,045 | $960.0 萬 | 1.03% | 00.0% | 不變 |
| Glenmede Trust Co NA | 20,920 | $959.0 萬 | 0.05% | 00.0% | 不變 |
| jvl associates llc | 20,005 | $958.1 萬 | 4.66% | −129−0.6% | 減碼 |
| Mechanics Bank Trust Department | 19,633 | $940.2 萬 | 1.50% | −123−0.6% | 減碼 |
| Prospera Financial Services Inc | 19,599 | $938.8 萬 | 0.36% | −6,595−25.2% | 減碼 |
| Bordeaux Wealth Advisors LLC | 19,479 | $932.9 萬 | 3.83% | −1,687−8.0% | 減碼 |
| Terry L. Blaker | 19,282 | $923.4 萬 | 0.78% | −293−1.5% | 減碼 |
| Wexford Capital LP | 19,225 | $920.7 萬 | 1.84% | +19,225 | 新進 |
| Trifecta Capital Advisors, LLC | 19,202 | $919.6 萬 | 2.96% | 00.0% | 不變 |
| Boston Family Office LLC | 18,674 | $894.4 萬 | 0.69% | −2,624−12.3% | 減碼 |
| HSBC Holdings PLC | 18,556 | $888.9 萬 | 0.01% | −5,429−22.6% | 減碼 |
| Grove Bank & Trust | 18,366 | $879.6 萬 | 1.78% | −22−0.1% | 減碼 |
| NBT Bank N A | 18,073 | $865.5 萬 | 1.24% | −516−2.8% | 減碼 |
| Credit Suisse AG | 17,782 | $851.6 萬 | 0.01% | +962+5.7% | 加碼 |
| Boston Private Wealth LLC | 17,647 | $845.1 萬 | 0.15% | −22,711−56.3% | 減碼 |
| CIBC Private Wealth Group, LLC | 17,133 | $820.5 萬 | 0.02% | +234+1.4% | 加碼 |
| Hummer Financial Advisory Services Inc | 16,973 | $815.4 萬 | 7.98% | 00.0% | 不變 |
| Tiaa, FSB | 16,759 | $802.6 萬 | 0.03% | +156+0.9% | 加碼 |
| Boston Financial Mangement LLC | 16,730 | $801.2 萬 | 0.29% | 00.0% | 不變 |
| KCM Investment Advisors LLC | 16,615 | $795.7 萬 | 0.32% | −1,238−6.9% | 減碼 |
| Legacy Advisors, LLC | 16,594 | $794.7 萬 | 1.18% | +70.0% | 加碼 |
| Capstone Financial Advisors, Inc. | 16,455 | $788.1 萬 | 0.59% | −433−2.6% | 減碼 |
| Pegasus Partners Ltd. | 16,443 | $787.5 萬 | 1.16% | −2,930−15.1% | 減碼 |
| Fifth Third Securities, Inc. | 16,438 | $787.2 萬 | 0.86% | +1,026+6.7% | 加碼 |
| Yousif Capital Management, LLC | 16,286 | $780.0 萬 | 0.09% | −7,105−30.4% | 減碼 |
| Raymond James Trust N.A. | 16,114 | $771.7 萬 | 0.22% | −88−0.5% | 減碼 |
| Telemus Capital, LLC | 15,971 | $764.9 萬 | 0.65% | −41−0.3% | 減碼 |
| Atria Wealth Solutions, Inc. | 15,646 | $751.3 萬 | 0.10% | +458+3.0% | 加碼 |
| Dakota Wealth Management | 15,267 | $731.1 萬 | 0.34% | −107−0.7% | 減碼 |
| Peddock Capital Advisors, LLC | 15,203 | $728.1 萬 | 2.40% | −673−4.2% | 減碼 |
| Howard Capital Management Inc. | 15,108 | $723.5 萬 | 0.98% | +197+1.3% | 加碼 |
| Palisade Asset Management, LLC | 15,049 | $720.7 萬 | 0.84% | 00.0% | 不變 |
| Pacific Center for Financial Services | 14,553 | $696.9 萬 | 2.29% | +48+0.3% | 加碼 |
| Legal & General Group Plc | 14,200 | $680.1 萬 | 0.00% | 00.0% | 不變 |
| Unionview, LLC | 14,081 | $674.4 萬 | 6.16% | +176+1.3% | 加碼 |
| Ameritas Investment Partners, Inc. | 14,045 | $672.6 萬 | 0.25% | +2,000+16.6% | 加碼 |
| Williams Jones Wealth Management, LLC. | 13,996 | $670.3 萬 | 0.10% | −147−1.0% | 減碼 |
| Meitav Dash Investments Ltd | 15,340 | $669.9 萬 | 0.05% | +15,340 | 新進 |
| Boyd Watterson Asset Management LLC | 13,930 | $667.1 萬 | 2.65% | 00.0% | 不變 |
| Arbor Trust Wealth Advisors, LLC | 13,740 | $660.1 萬 | 4.20% | −307−2.2% | 減碼 |
| Meridian Wealth Advisors, LLC | 13,743 | $658.1 萬 | 1.59% | +379+2.8% | 加碼 |
| Smith Anglin Financial, LLC | 13,737 | $657.9 萬 | 0.80% | +29+0.2% | 加碼 |
| GTS Securities LLC | 13,597 | $650.7 萬 | 0.21% | +13,597 | 新進 |
| Chesley Taft & Associates LLC | 13,530 | $648.0 萬 | 0.40% | 00.0% | 不變 |