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 |
|---|---|---|---|---|---|
| Wetherby Asset Management Inc | 7,264 | $347.9 萬 | 0.19% | −120−1.6% | 減碼 |
| GenTrust, LLC | 7,225 | $347.1 萬 | 0.24% | −749−9.4% | 減碼 |
| Gould Asset Management LLC | 7,086 | $339.4 萬 | 0.95% | −15−0.2% | 減碼 |
| Leavell Investment Management, Inc. | 7,036 | $337.6 萬 | 0.23% | +2,605+58.8% | 加碼 |
| Ieq Capital, LLC | 6,953 | $333.0 萬 | 0.07% | +1,099+18.8% | 加碼 |
| Veracity Capital LLC | 6,907 | $330.8 萬 | 1.41% | 00.0% | 不變 |
| Paladin Advisory Group, LLC | 6,841 | $327.6 萬 | 2.63% | −23−0.3% | 減碼 |
| Midwest Financial Group LLC | 6,767 | $324.1 萬 | 2.75% | +371+5.8% | 加碼 |
| Bailard, Inc. | 6,753 | $323.4 萬 | 0.11% | −105−1.5% | 減碼 |
| Summit Wealth Partners, LLC | 6,693 | $320.5 萬 | 0.80% | 00.0% | 不變 |
| Ballentine Partners, LLC | 6,687 | $320.3 萬 | 0.07% | −10.0% | 減碼 |
| Glen Eagle Advisors, LLC | 6,640 | $318.0 萬 | 0.73% | −113−1.7% | 減碼 |
| Stephenson National Bank & Trust | 6,610 | $316.6 萬 | 1.73% | −474−6.7% | 減碼 |
| Relative Value Partners Group, LLC | 6,467 | $309.7 萬 | 0.20% | 00.0% | 不變 |
| D.A. Davidson & Co. | 6,389 | $306.0 萬 | 0.03% | +4,691+276.3% | 加碼 |
| Charter Research & Investment Group, Inc. | 6,381 | $305.6 萬 | 2.54% | +161+2.6% | 加碼 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 6,183 | $302.9 萬 | 1.33% | +45+0.7% | 加碼 |
| Bristlecone Advisors, LLC | 6,320 | $302.7 萬 | 0.30% | 00.0% | 不變 |
| Keystone Financial Group | 6,309 | $302.1 萬 | 0.51% | +6,309 | 新進 |
| Sepio Capital, LP | 6,300 | $301.7 萬 | 0.25% | 00.0% | 不變 |
| Merit Financial Group, LLC | 6,284 | $300.9 萬 | 0.10% | +2,319+58.5% | 加碼 |
| Madison Asset Management, LLC | 6,268 | $300.2 萬 | 0.04% | −1,689−21.2% | 減碼 |
| Segall Bryant & Hamill, LLC | 6,193 | $296.6 萬 | 0.03% | −1,659−21.1% | 減碼 |
| Perigon Wealth Management, LLC | 6,149 | $294.5 萬 | 0.12% | +1,655+36.8% | 加碼 |
| Baltimore-Washington Financial Advisors, Inc. | 6,128 | $293.5 萬 | 0.23% | −4,625−43.0% | 減碼 |
| Wealthcare Advisory Partners LLC | 6,118 | $293.0 萬 | 0.13% | −55−0.9% | 減碼 |
| Fiduciary Trust Co | 6,065 | $290.5 萬 | 0.05% | +1,098+22.1% | 加碼 |
| Apollon Wealth Management, LLC | 6,058 | $290.1 萬 | 0.14% | −249−3.9% | 減碼 |
| Naples Global Advisors, LLC | 6,002 | $288.3 萬 | 0.34% | −10−0.2% | 減碼 |
| Larson Financial Group LLC | 6,014 | $288.0 萬 | 0.29% | −104−1.7% | 減碼 |
| Audent Global Asset Management, LLC | 5,968 | $285.8 萬 | 3.41% | −72−1.2% | 減碼 |
| Intercontinental Wealth Advisors, LLC | 5,953 | $285.1 萬 | 0.68% | −113−1.9% | 減碼 |
| Meridian Wealth Management, LLC | 5,950 | $285.0 萬 | 0.24% | −488−7.6% | 減碼 |
| Pegasus Asset Management, Inc. | 5,875 | $281.4 萬 | 1.25% | −69−1.2% | 減碼 |
| Whalerock Point Partners, LLC | 5,849 | $280.1 萬 | 0.95% | 00.0% | 不變 |
| Romano Brothers and Company | 5,848 | $280.1 萬 | 0.42% | +80+1.4% | 加碼 |
| Silvercrest Asset Management Group LLC | 5,723 | $274.1 萬 | 0.02% | −574−9.1% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,698 | $272.9 萬 | 0.03% | −105−1.8% | 減碼 |
| IFG Advisory, LLC | 5,681 | $272.1 萬 | 0.24% | −74−1.3% | 減碼 |
| St. Johns Investment Management Company, LLC | 5,679 | $272.0 萬 | 1.48% | −145−2.5% | 減碼 |
| Equitable Holdings, Inc. | 5,673 | $271.7 萬 | 0.04% | −14−0.2% | 減碼 |
| Matrix Asset Advisors Inc | 5,630 | $269.6 萬 | 0.37% | −6−0.1% | 減碼 |
| Regents of the University of California | 5,600 | $268.2 萬 | 0.34% | 00.0% | 不變 |
| Disciplined Investments, LLC | 5,585 | $267.4 萬 | 1.43% | −129−2.3% | 減碼 |
| National Asset Management, Inc. | 5,546 | $266.3 萬 | 0.06% | −2,197−28.4% | 減碼 |
| Sigma Planning Corp | 5,513 | $264.0 萬 | 0.09% | +2,117+62.3% | 加碼 |
| Northstar Asset Management LLC | 5,500 | $263.4 萬 | 0.72% | −160−2.8% | 減碼 |
| Select Equity Group, L.P. | 5,372 | $257.3 萬 | 0.01% | +5,372 | 新進 |
| Sterling Investment Advisors, Ltd. | 5,342 | $255.8 萬 | 0.85% | −182−3.3% | 減碼 |
| Coastline Trust Co | 5,342 | $255.8 萬 | 0.36% | −435−7.5% | 減碼 |
| Private Trust Co NA | 5,321 | $254.8 萬 | 0.32% | −59−1.1% | 減碼 |
| Shoker Investment Counsel, Inc. | 5,293 | $253.5 萬 | 1.06% | −314−5.6% | 減碼 |
| Global Retirement Partners, LLC | 5,231 | $250.5 萬 | 0.12% | −16−0.3% | 減碼 |
| Argent Trust Co | 5,186 | $248.4 萬 | 0.13% | −123−2.3% | 減碼 |
| Joel Isaacson & Co., LLC | 5,067 | $242.7 萬 | 0.16% | +7+0.1% | 加碼 |
| Winthrop Advisory Group LLC | 4,994 | $239.9 萬 | 0.38% | −26−0.5% | 減碼 |
| Quantbot Technologies LP | 5,000 | $239.5 萬 | 0.16% | +5,000 | 新進 |
| Gilman Hill Asset Management, LLC | 4,968 | $237.9 萬 | 0.44% | 00.0% | 不變 |
| Vanguard Group Inc | 4,937 | $236.4 萬 | 0.00% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 4,927 | $236.0 萬 | 0.17% | +500+11.3% | 加碼 |
| Spinnaker Trust | 4,922 | $235.7 萬 | 0.17% | −10−0.2% | 減碼 |
| Baron Financial Group, LLC | 4,881 | $233.8 萬 | 1.44% | −178−3.5% | 減碼 |
| Courier Capital LLC | 4,857 | $232.6 萬 | 0.18% | 00.0% | 不變 |
| Hoylecohen, LLC | 4,842 | $231.9 萬 | 0.20% | −701−12.6% | 減碼 |
| Asset Management Group, Inc. | 4,817 | $230.7 萬 | 0.49% | +12+0.2% | 加碼 |
| Greenleaf Trust | 4,790 | $229.4 萬 | 0.02% | +2,156+81.9% | 加碼 |
| Diversified Trust Co | 4,787 | $229.3 萬 | 0.08% | −110−2.2% | 減碼 |
| Adviser Investments LLC | 4,723 | $226.2 萬 | 0.05% | +3,863+449.2% | 加碼 |
| New England Private Wealth Advisors LLC | 4,718 | $226.0 萬 | 0.46% | 00.0% | 不變 |
| JMG Financial Group, Ltd. | 4,685 | $224.4 萬 | 0.11% | −35−0.7% | 減碼 |
| TD Waterhouse Canada Inc. | 4,467 | $220.6 萬 | 0.02% | +8+0.2% | 加碼 |
| Sage Financial Management Group, Inc. | 4,574 | $219.1 萬 | 13.15% | +1,398+44.0% | 加碼 |
| Eldridge Investment Advisors, Inc. | 4,564 | $218.6 萬 | 0.71% | −46−1.0% | 減碼 |
| West Paces Advisors Inc. | 4,562 | $218.5 萬 | 0.64% | 00.0% | 不變 |
| Harbor Advisory Corp | 4,518 | $216.4 萬 | 0.76% | +40+0.9% | 加碼 |
| Johnson Financial Group, Inc. | 4,501 | $215.7 萬 | 0.15% | −25−0.6% | 減碼 |
| 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 |
| Davidson Trust Co | 4,495 | $215.3 萬 | 1.56% | 00.0% | 不變 |
| Summit Financial, LLC | 4,444 | $213.5 萬 | 0.16% | −1,479−25.0% | 減碼 |
| J. Goldman & Co LP | 4,419 | $211.6 萬 | 0.12% | +4,419 | 新進 |
| American Institute for Advanced Investment Management, LLP | 4,396 | $210.5 萬 | 1.84% | −105−2.3% | 減碼 |
| Tower View Investment Management & Research LLC | 4,385 | $210.0 萬 | 1.42% | −608−12.2% | 減碼 |
| ZWJ Investment Counsel Inc | 4,381 | $209.8 萬 | 0.11% | −35−0.8% | 減碼 |
| GFS Advisors, LLC | 4,375 | $209.5 萬 | 0.47% | −2,225−33.7% | 減碼 |
| Delta Financial Group, Inc. | 4,271 | $204.6 萬 | 2.40% | +265+6.6% | 加碼 |
| Buckingham Strategic Partners | 4,260 | $204.0 萬 | 0.11% | +1,080+34.0% | 加碼 |
| Financial Architects, Inc | 4,235 | $202.8 萬 | 0.31% | −24−0.6% | 減碼 |
| Salem Investment Counselors Inc | 4,197 | $201.6 萬 | 0.07% | 00.0% | 不變 |
| Wade G W & Inc | 4,179 | $200.1 萬 | 0.07% | −20−0.5% | 減碼 |
| Moneta Group Investment Advisors LLC | 4,157 | $199.1 萬 | 0.04% | 00.0% | 不變 |
| Element Wealth, LLC | 4,156 | $199.0 萬 | 1.39% | −115−2.7% | 減碼 |
| Transatlantique Private Wealth LLC | 4,155 | $199.0 萬 | 1.04% | 00.0% | 不變 |
| Taylor, Cottrill, Erickson & Associates, Inc. | 4,150 | $198.7 萬 | 0.65% | −3,361−44.7% | 減碼 |
| Keeley-Teton Advisors, LLC | 4,115 | $197.1 萬 | 0.25% | +55+1.4% | 加碼 |
| Cambridge Advisors Inc. | 4,109 | $196.8 萬 | 0.50% | −50−1.2% | 減碼 |
| Woodstock Corp | 4,102 | $196.4 萬 | 0.23% | +86+2.1% | 加碼 |
| Umb Bank N A | 4,085 | $195.6 萬 | 0.03% | −20−0.5% | 減碼 |
| Cambridge Trust Co | 4,084 | $195.6 萬 | 0.09% | −65−1.6% | 減碼 |
| Toroso Investments, LLC | 4,071 | $195.0 萬 | 0.06% | +4,071 | 新進 |