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 | 1,127 | $136.8 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 |
|---|---|---|---|---|---|
| CIC Wealth, LLC | 2,467 | $118.2 萬 | 0.41% | −25−1.0% | 減碼 |
| Middleton & Co Inc | 2,461 | $117.9 萬 | 0.16% | 00.0% | 不變 |
| Stephens Inc | 2,458 | $117.7 萬 | 0.02% | −160−6.1% | 減碼 |
| Baker Avenue Asset Management, LP | 2,445 | $117.1 萬 | 0.06% | −739−23.2% | 減碼 |
| Lyell Wealth Management, LP | 2,440 | $116.9 萬 | 0.15% | −63−2.5% | 減碼 |
| North Star Investment Management Corp. | 2,433 | $116.5 萬 | 0.09% | +10.0% | 加碼 |
| Cozad Asset Management Inc | 2,403 | $115.1 萬 | 0.14% | 00.0% | 不變 |
| Sentinus, LLC | 2,400 | $114.9 萬 | 0.36% | +924+62.6% | 加碼 |
| RFG Advisory, LLC | 2,390 | $114.5 萬 | 0.05% | 00.0% | 不變 |
| TruWealth Advisors, LLC | 2,384 | $114.2 萬 | 0.10% | −31−1.3% | 減碼 |
| White Pine Capital LLC | 2,378 | $113.9 萬 | 0.42% | −82−3.3% | 減碼 |
| Osborne Partners Capital Management, LLC | 2,372 | $113.6 萬 | 0.08% | −421−15.1% | 減碼 |
| Prime Capital Investment Advisors, LLC | 2,354 | $112.7 萬 | 0.02% | +1,099+87.6% | 加碼 |
| Fidelis Capital Partners, LLC | 2,351 | $112.6 萬 | 0.41% | 00.0% | 不變 |
| Becker Capital Management Inc | 2,334 | $112.1 萬 | 0.04% | −65−2.7% | 減碼 |
| Howe & Rusling Inc | 2,319 | $111.1 萬 | 0.12% | −61−2.6% | 減碼 |
| Scotia Capital Inc. | 2,316 | $110.9 萬 | 0.01% | +352+17.9% | 加碼 |
| Truepoint, Inc. | 2,281 | $109.2 萬 | 0.04% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 2,264 | $108.8 萬 | 0.04% | +22+1.0% | 加碼 |
| Zhang Financial LLC | 2,230 | $108.4 萬 | 0.11% | +2+0.1% | 加碼 |
| 9258 Wealth Management, LLC | 2,254 | $107.9 萬 | 0.20% | 00.0% | 不變 |
| Dorsey & Whitney Trust CO LLC | 2,234 | $107.0 萬 | 0.09% | −16−0.7% | 減碼 |
| LBMC Investment Advisors, LLC | 2,220 | $106.3 萬 | 0.10% | 00.0% | 不變 |
| ARS Investment Partners, LLC | 2,215 | $106.1 萬 | 0.12% | +6+0.3% | 加碼 |
| Cannon Global Investment Management, LLC | 2,200 | $105.4 萬 | 5.48% | +2,200 | 新進 |
| Viawealth, LLC | 2,193 | $105.0 萬 | 0.78% | 00.0% | 不變 |
| Wedbush Securities Inc | 2,192 | $105.0 萬 | 0.05% | −8−0.4% | 減碼 |
| Sawtooth Solutions, LLC | 2,192 | $105.0 萬 | 0.03% | +414+23.3% | 加碼 |
| First Western Trust Bank | 2,191 | $104.9 萬 | 0.05% | 00.0% | 不變 |
| Braun Stacey Associates Inc | 2,182 | $104.5 萬 | 0.05% | −1,984−47.6% | 減碼 |
| Warner Financial, Inc | 2,161 | $103.5 萬 | 0.67% | +10.0% | 加碼 |
| HM Payson & Co | 2,152 | $103.1 萬 | 0.02% | −50−2.3% | 減碼 |
| Crestwood Advisors Group LLC | 2,150 | $103.0 萬 | 0.03% | +1,490+225.8% | 加碼 |
| Forza Wealth Management, LLC | 2,140 | $102.5 萬 | 0.52% | −30−1.4% | 減碼 |
| STAR Financial Bank | 2,136 | $102.3 萬 | 0.96% | −8−0.4% | 減碼 |
| Ameritas Advisory Services, LLC | 2,147 | $102.0 萬 | 0.13% | +10.0% | 加碼 |
| Astoria Portfolio Advisors LLC. | 2,051 | $101.0 萬 | 0.39% | −2−0.1% | 減碼 |
| Beacon Financial Advisory LLC | 2,101 | $100.6 萬 | 0.58% | +4+0.2% | 加碼 |
| NCM Capital Management, LLC | 2,088 | $100.0 萬 | 0.69% | 00.0% | 不變 |
| First National Bank of Mount Dora, Trust Investment Services | 2,072 | $99.2 萬 | 0.28% | 00.0% | 不變 |
| Texas Capital Bank Wealth Management Services Inc | 2,068 | $99.0 萬 | 0.11% | −103−4.7% | 減碼 |
| Frisch Financial Group, Inc. | 2,064 | $98.9 萬 | 0.47% | +240+13.2% | 加碼 |
| Glassman Wealth Services | 2,049 | $98.1 萬 | 0.16% | 00.0% | 不變 |
| White Pine Investment CO | 2,049 | $98.1 萬 | 0.34% | +115+5.9% | 加碼 |
| Clear Harbor Asset Management, LLC | 2,032 | $97.3 萬 | 0.10% | 00.0% | 不變 |
| Bank of Stockton | 2,028 | $97.1 萬 | 0.33% | −1,020−33.5% | 減碼 |
| Rockland Trust Co | 2,020 | $96.7 萬 | 0.06% | −7−0.3% | 減碼 |
| Clifford Swan Investment Counsel LLC | 2,012 | $96.4 萬 | 0.04% | 00.0% | 不變 |
| Altfest L J & Co Inc | 1,976 | $94.6 萬 | 0.14% | +44+2.3% | 加碼 |
| Omega Financial Group, LLC | 1,960 | $93.9 萬 | 0.43% | +48+2.5% | 加碼 |
| Bill Few Associates, Inc. | 1,946 | $93.2 萬 | 0.48% | 00.0% | 不變 |
| ZRC Wealth Management, LLC | 1,944 | $93.1 萬 | 0.78% | −4−0.2% | 減碼 |
| Beacon Bridge Wealth Partners, LLC | 1,941 | $93.0 萬 | 0.48% | −508−20.7% | 減碼 |
| Essex Financial Services, Inc. | 1,937 | $92.8 萬 | 0.11% | +7+0.4% | 加碼 |
| Pacific Financial Group Inc | 1,932 | $92.5 萬 | 0.61% | −260−11.9% | 減碼 |
| Tennessee Valley Asset Management Partners | 1,931 | $92.5 萬 | 0.30% | −68−3.4% | 減碼 |
| Lynch & Associates | 1,928 | $92.3 萬 | 0.24% | 00.0% | 不變 |
| Evanson Asset Management, LLC | 1,923 | $92.1 萬 | 0.09% | +150+8.5% | 加碼 |
| Maltin Wealth Management, Inc. | 1,919 | $91.9 萬 | 0.65% | +4+0.2% | 加碼 |
| Choate Investment Advisors | 1,918 | $91.9 萬 | 0.04% | −60−3.0% | 減碼 |
| Frank, Rimerman Advisors LLC | 1,914 | $91.7 萬 | 0.22% | −183−8.7% | 減碼 |
| We Are One Seven, LLC | 1,907 | $91.3 萬 | 0.08% | −359−15.8% | 減碼 |
| Tompkins Financial Corp | 1,904 | $91.2 萬 | 0.14% | 00.0% | 不變 |
| Pathstone Family Office, LLC | 1,901 | $91.0 萬 | 0.01% | 00.0% | 不變 |
| Private Wealth Group, LLC | 1,887 | $90.4 萬 | 0.93% | 00.0% | 不變 |
| CIBC World Markets Inc. | 1,885 | $90.3 萬 | 0.00% | −396−17.4% | 減碼 |
| Howland Capital Management LLC | 1,877 | $90.2 萬 | 0.05% | −16−0.8% | 減碼 |
| Prosperity Planning, Inc. | 1,878 | $89.9 萬 | 0.37% | −1−0.1% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 1,863 | $89.4 萬 | 0.09% | +488+35.5% | 加碼 |
| Independent Financial Group, LLC | 1,856 | $88.9 萬 | 0.06% | +15+0.8% | 加碼 |
| Stratos Wealth Advisors, LLC | 1,843 | $88.3 萬 | 0.06% | 00.0% | 不變 |
| BancorpSouth Bank | 1,828 | $87.5 萬 | 0.08% | +2+0.1% | 加碼 |
| InTrack Investment Management Inc | 1,821 | $87.2 萬 | 0.71% | −20−1.1% | 減碼 |
| Arthur M. Cohen & Associates, LLC | 1,816 | $87.1 萬 | 0.22% | +1+0.1% | 加碼 |
| Bradley Foster & Sargent Inc | 1,815 | $86.9 萬 | 0.02% | 00.0% | 不變 |
| Moors & Cabot, Inc. | 1,810 | $86.7 萬 | 0.06% | −119−6.2% | 減碼 |
| LaSalle St. Investment Advisors, LLC | 1,802 | $86.3 萬 | 0.38% | −7−0.4% | 減碼 |
| LCNB Corp | 1,790 | $85.7 萬 | 0.37% | 00.0% | 不變 |
| Baldwin Brothers Inc | 1,777 | $85.1 萬 | 0.07% | −5−0.3% | 減碼 |
| Dana Investment Advisors, Inc. | 1,768 | $84.7 萬 | 0.04% | +1+0.1% | 加碼 |
| Bleakley Financial Group, LLC | 1,762 | $84.4 萬 | 0.03% | −16−0.9% | 減碼 |
| HBK Sorce Advisory LLC | 1,757 | $84.2 萬 | 0.04% | +11+0.6% | 加碼 |
| Journey Advisory Group, LLC | 1,752 | $83.9 萬 | 0.13% | +4+0.2% | 加碼 |
| Carolinas Wealth Consulting LLC | 1,736 | $83.1 萬 | 0.16% | +1+0.1% | 加碼 |
| BKD Wealth Advisors, LLC | 1,727 | $82.7 萬 | 0.02% | 00.0% | 不變 |
| Legacy Private Trust Co. | 1,709 | $81.8 萬 | 0.07% | +43+2.6% | 加碼 |
| Capital Investment Advisory Services, LLC | 1,709 | $81.8 萬 | 0.08% | +1,102+181.5% | 加碼 |
| Peak Planning Group, LLC | 1,704 | $81.6 萬 | 0.61% | +213+14.3% | 加碼 |
| M. Kraus & Co | 1,700 | $81.4 萬 | 0.27% | −141−7.7% | 減碼 |
| Arkadios Wealth Advisors | 1,678 | $80.4 萬 | 0.09% | +3+0.2% | 加碼 |
| Parsons Capital Management Inc | 1,656 | $79.3 萬 | 0.06% | −10−0.6% | 減碼 |
| Sawgrass Asset Management LLC | 1,655 | $79.3 萬 | 0.10% | 00.0% | 不變 |
| Alesco Advisors LLC | 1,648 | $78.9 萬 | 0.03% | 00.0% | 不變 |
| Petix & Botte Co | 1,640 | $78.5 萬 | 0.24% | +820+100.0% | 加碼 |
| Axxcess Wealth Management, LLC | 1,639 | $78.5 萬 | 0.06% | +46+2.9% | 加碼 |
| Vista Wealth Management Group, LLC | 1,634 | $78.3 萬 | 0.08% | 00.0% | 不變 |
| First Business Financial Services, Inc. | 1,633 | $78.2 萬 | 0.10% | 00.0% | 不變 |
| Old North State Trust, LLC | 1,619 | $77.5 萬 | 0.57% | +168+11.6% | 加碼 |
| Gator Capital Management, LLC | 1,607 | $77.0 萬 | 0.54% | 00.0% | 不變 |
| Berger Financial Group, Inc | 1,606 | $76.9 萬 | 0.09% | +1+0.1% | 加碼 |