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 |
|---|---|---|---|---|---|
| Montz Harcus Wealth Management LLC | 13,474 | $645.3 萬 | 5.34% | +433+3.3% | 加碼 |
| Busey Wealth Management | 13,459 | $644.6 萬 | 0.26% | −58−0.4% | 減碼 |
| Colorado Capital Management, Inc. | 13,407 | $642.0 萬 | 4.74% | −73−0.5% | 減碼 |
| Private Advisor Group, LLC | 13,185 | $640.0 萬 | 0.06% | −195−1.5% | 減碼 |
| Mill Creek Capital Advisors, LLC | 13,346 | $639.1 萬 | 0.21% | −1,367−9.3% | 減碼 |
| Putnam Investments LLC | 13,172 | $630.8 萬 | 0.01% | +8,695+194.2% | 加碼 |
| Goelzer Investment Management, Inc. | 13,149 | $629.7 萬 | 0.53% | −560−4.1% | 減碼 |
| Wealthspire Advisors, LLC | 12,949 | $620.2 萬 | 0.10% | −656−4.8% | 減碼 |
| Rhumbline Advisers | 12,940 | $619.7 萬 | 0.01% | −3,960−23.4% | 減碼 |
| Community Bank, N.A. | 12,863 | $616.0 萬 | 0.81% | −230−1.8% | 減碼 |
| Staley Capital Advisers Inc | 12,777 | $611.9 萬 | 0.33% | +10+0.1% | 加碼 |
| AE Wealth Management LLC | 12,696 | $608.0 萬 | 0.04% | −2,147−14.5% | 減碼 |
| CWM, LLC | 12,659 | $606.3 萬 | 0.04% | +42+0.3% | 加碼 |
| Franklin Resources Inc | 12,560 | $601.5 萬 | 0.00% | +70+0.6% | 加碼 |
| RMR Wealth Builders | 12,392 | $593.5 萬 | 1.01% | +207+1.7% | 加碼 |
| Lincoln National Corp | 12,007 | $575.0 萬 | 0.11% | −396−3.2% | 減碼 |
| First Horizon Advisors, Inc. | 11,967 | $573.1 萬 | 0.20% | 00.0% | 不變 |
| Vantage Financial Partners Ltd., Inc. | 11,891 | $569.5 萬 | 3.16% | +745+6.7% | 加碼 |
| Sand Hill Global Advisors, LLC | 11,888 | $569.4 萬 | 0.28% | 00.0% | 不變 |
| Csenge Advisory Group | 11,783 | $564.3 萬 | 0.38% | +2,194+22.9% | 加碼 |
| Retirement Income Solutions, Inc | 11,773 | $563.8 萬 | 1.51% | −156−1.3% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 11,726 | $561.6 萬 | 0.70% | +85+0.7% | 加碼 |
| All Terrain Financial Advisors, LLC | 11,655 | $558.2 萬 | 2.51% | 00.0% | 不變 |
| Texas Permanent School Fund | 11,442 | $548.0 萬 | 0.05% | +11,442 | 新進 |
| Adirondack Trust Co | 10,935 | $544.9 萬 | 2.55% | +291+2.7% | 加碼 |
| Peak Asset Management, LLC | 11,264 | $539.5 萬 | 1.25% | +24+0.2% | 加碼 |
| Financial Engines Advisors L.L.C. | 11,211 | $538.6 萬 | 0.01% | −1,035−8.5% | 減碼 |
| Diversified Portfolios, Inc. | 11,165 | $534.7 萬 | 1.07% | −179−1.6% | 減碼 |
| Journey Strategic Wealth LLC | 11,152 | $534.1 萬 | 0.24% | 00.0% | 不變 |
| Fifth Third Bancorp | 11,029 | $528.2 萬 | 0.02% | −5,790−34.4% | 減碼 |
| Highland Capital Management, LLC | 11,021 | $527.8 萬 | 0.34% | −17−0.2% | 減碼 |
| Latigo Investments, LLC | 10,962 | $525.0 萬 | 3.22% | 00.0% | 不變 |
| Bokf, NA | 10,716 | $513.2 萬 | 0.10% | −781−6.8% | 減碼 |
| HB Wealth Management, LLC | 10,646 | $509.9 萬 | 0.08% | +548+5.4% | 加碼 |
| Bank of New Hampshire | 10,633 | $509.2 萬 | 1.46% | +39+0.4% | 加碼 |
| Firestone Capital Management | 10,308 | $506.3 萬 | 1.65% | −72−0.7% | 減碼 |
| Cape Cod Five Cents Savings Bank | 10,473 | $501.6 萬 | 0.53% | −12−0.1% | 減碼 |
| Associated Banc-Corp | 10,472 | $501.5 萬 | 0.19% | −182−1.7% | 減碼 |
| Savant Capital, LLC | 10,366 | $496.4 萬 | 0.08% | −15−0.1% | 減碼 |
| Flputnam Investment Management Co | 10,344 | $495.4 萬 | 0.13% | +209+2.1% | 加碼 |
| Gries Financial LLC | 10,295 | $493.0 萬 | 1.36% | +42+0.4% | 加碼 |
| Lodestar Private Asset Management LLC | 10,288 | $492.7 萬 | 0.83% | −63−0.6% | 減碼 |
| Central Trust Co | 10,278 | $492.2 萬 | 0.14% | −376−3.5% | 減碼 |
| Bridgeworth, LLC | 10,266 | $491.6 萬 | 0.54% | −43−0.4% | 減碼 |
| Mayflower Financial Advisors, LLC | 10,198 | $488.4 萬 | 0.63% | +20.0% | 加碼 |
| Bank of Nova Scotia | 10,136 | $485.4 萬 | 0.01% | −50−0.5% | 減碼 |
| TKG Advisors, LLC | 10,109 | $484.1 萬 | 3.15% | −5,780−36.4% | 減碼 |
| Callan Family Office, LLC | 10,098 | $483.6 萬 | 1.27% | +20.0% | 加碼 |
| Kestra Advisory Services, LLC | 10,014 | $479.6 萬 | 0.05% | −3,907−28.1% | 減碼 |
| RBF Capital, LLC | 10,000 | $478.9 萬 | 0.30% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 9,957 | $476.9 萬 | 0.02% | +920+10.2% | 加碼 |
| Motco | 9,955 | $476.8 萬 | 0.31% | −377−3.6% | 減碼 |
| Sageworth Trust Co | 9,953 | $476.7 萬 | 0.34% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 9,834 | $471.0 萬 | 1.61% | 00.0% | 不變 |
| Resonant Capital Advisors, LLC | 9,766 | $469.2 萬 | 0.51% | −37−0.4% | 減碼 |
| Beacon Pointe Advisors, LLC | 9,602 | $459.9 萬 | 0.08% | +150+1.6% | 加碼 |
| Intrepid Financial Planning Group LLC | 9,489 | $454.5 萬 | 2.18% | −107−1.1% | 減碼 |
| Modera Wealth Management, LLC | 9,458 | $452.9 萬 | 0.08% | +803+9.3% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 9,444 | $452.3 萬 | 0.04% | 00.0% | 不變 |
| Balboa Wealth Partners | 9,403 | $450.3 萬 | 1.57% | −1,758−15.8% | 減碼 |
| Cetera Investment Advisers | 9,205 | $440.8 萬 | 0.04% | −6,181−40.2% | 減碼 |
| Newport Capital Group, LLC | 9,172 | $439.3 萬 | 2.21% | +9,172 | 新進 |
| Sonata Capital Group Inc | 9,142 | $437.8 萬 | 2.26% | +98+1.1% | 加碼 |
| KMG Fiduciary Partners, LLC | 9,064 | $434.1 萬 | 0.56% | −1,137−11.1% | 減碼 |
| Hudson Valley Investment Advisors Inc | 9,050 | $433.4 萬 | 0.59% | −418−4.4% | 減碼 |
| United Capital Financial Advisers, LLC | 9,028 | $432.4 萬 | 0.02% | −93−1.0% | 減碼 |
| Prescott Group Capital Management, L.L.C. | 9,000 | $431.0 萬 | 0.95% | +9,000 | 新進 |
| RVW Wealth, LLC | 8,914 | $426.9 萬 | 0.50% | −1,687−15.9% | 減碼 |
| Oppenheimer & Co Inc | 8,820 | $422.4 萬 | 0.08% | −2,239−20.2% | 減碼 |
| Synovus Financial Corp | 8,758 | $419.4 萬 | 0.05% | −725−7.6% | 減碼 |
| Allworth Financial LP | 8,734 | $418.3 萬 | 0.04% | −215−2.4% | 減碼 |
| Haverford Trust Co | 8,641 | $413.8 萬 | 0.05% | −247−2.8% | 減碼 |
| G&S Capital LLC | 8,602 | $411.9 萬 | 1.98% | −5,981−41.0% | 減碼 |
| Salomon & Ludwin, LLC | 8,542 | $409.1 萬 | 0.44% | −19−0.2% | 減碼 |
| Granite FO LLC | 8,484 | $406.3 萬 | 2.78% | 00.0% | 不變 |
| Evensky & Katz LLC | 8,465 | $405.4 萬 | 0.31% | −353−4.0% | 減碼 |
| Court Place Advisors, LLC | 8,451 | $404.7 萬 | 1.42% | −44−0.5% | 減碼 |
| Keybank National Association | 8,424 | $403.4 萬 | 0.02% | +10.0% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 8,408 | $402.7 萬 | 0.13% | +93+1.1% | 加碼 |
| AMG National Trust Bank | 8,401 | $402.3 萬 | 0.13% | +194+2.4% | 加碼 |
| Highview Capital Management LLC | 8,352 | $400.0 萬 | 2.15% | −15−0.2% | 減碼 |
| Segment Wealth Management, LLC | 8,273 | $396.2 萬 | 0.41% | −10−0.1% | 減碼 |
| Barrett & Company, Inc. | 8,120 | $388.9 萬 | 2.25% | −67−0.8% | 減碼 |
| CMG Global Holdings, LLC | 8,042 | $385.1 萬 | 3.15% | −10.0% | 減碼 |
| Benchmark Financial Wealth Advisors, LLC | 8,042 | $385.1 萬 | 1.79% | −288−3.5% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 7,948 | $380.6 萬 | 0.29% | +632+8.6% | 加碼 |
| Chilton Investment Co LLC | 7,773 | $372.3 萬 | 0.11% | 00.0% | 不變 |
| Davis R M Inc | 7,768 | $372.0 萬 | 0.09% | −200−2.5% | 減碼 |
| Connolly Sarah T. | 7,718 | $369.6 萬 | 2.23% | 00.0% | 不變 |
| Renaissance Investment Group LLC | 7,716 | $369.5 萬 | 0.97% | −172−2.2% | 減碼 |
| Edmond de Rothschild Holding S.A. | 7,706 | $369.0 萬 | 0.07% | −221−2.8% | 減碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 7,641 | $365.9 萬 | 2.29% | −69−0.9% | 減碼 |
| Insigneo Advisory Services, LLC | 7,472 | $359.0 萬 | 0.69% | +273+3.8% | 加碼 |
| Ti-Trust, Inc | 7,490 | $358.7 萬 | 3.30% | +182+2.5% | 加碼 |
| Lionsbridge Wealth Management LLC | 7,474 | $357.9 萬 | 3.20% | +1,857+33.1% | 加碼 |
| Stock Yards Bank & Trust Co | 7,471 | $357.8 萬 | 0.13% | −85−1.1% | 減碼 |
| Resources Investment Advisors, LLC. | 7,417 | $355.2 萬 | 0.08% | −21−0.3% | 減碼 |
| Union Savings Bank | 7,084 | $353.0 萬 | 2.11% | +7,084 | 新進 |
| Bay Rivers Group | 7,359 | $352.4 萬 | 2.64% | +286+4.0% | 加碼 |
| Harbour Investments, Inc. | 7,296 | $349.4 萬 | 0.17% | −1,979−21.3% | 減碼 |