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 3 季 13F 持有人
SPDR S&P Midcap 400 ETF Trust 在 2023/9/30 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
- 1,159
- 較 2023 年第 2 季 +20 家
- 持有股數
- 2,730 萬
- 較 2023 年第 2 季 +262.5 萬 (+10.6%)
- 總市值
- $125.5 億
- 較 2023 年第 2 季 +$7.04 億 (+5.9%)
- 新進機構
- 67
- 另有 297 家加碼
- 清倉機構
- 47
- 另有 402 家減碼
另有 16 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 8,792 | $401.5 萬 | 0.02% | −1,165−11.7% | 減碼 |
| Granite FO LLC | 8,798 | $401.8 萬 | 2.82% | +314+3.7% | 加碼 |
| KMG Fiduciary Partners, LLC | 8,841 | $403.7 萬 | 0.53% | −223−2.5% | 減碼 |
| Intrepid Financial Planning Group LLC | 8,874 | $405.2 萬 | 2.10% | −615−6.5% | 減碼 |
| Newport Capital Group, LLC | 8,945 | $408.5 萬 | 3.80% | −227−2.5% | 減碼 |
| United Capital Financial Advisers, LLC | 8,980 | $410.1 萬 | 0.03% | −48−0.5% | 減碼 |
| Modera Wealth Management, LLC | 9,165 | $418.5 萬 | 0.08% | −293−3.1% | 減碼 |
| Sonata Capital Group Inc | 9,176 | $419.0 萬 | 2.24% | +34+0.4% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 9,444 | $431.3 萬 | 0.04% | 00.0% | 不變 |
| Prospera Financial Services Inc | 9,462 | $432.2 萬 | 0.17% | −10,137−51.7% | 減碼 |
| Balboa Wealth Partners | 9,475 | $432.7 萬 | 1.62% | +72+0.8% | 加碼 |
| Financial Engines Advisors L.L.C. | 9,585 | $439.2 萬 | 0.01% | −1,626−14.5% | 減碼 |
| Qube Research & Technologies Ltd | 9,626 | $439.6 萬 | 0.01% | +9,626 | 新進 |
| Motco | 9,714 | $443.6 萬 | 0.30% | −241−2.4% | 減碼 |
| Resonant Capital Advisors, LLC | 9,752 | $446.8 萬 | 0.48% | −14−0.1% | 減碼 |
| Raffa Wealth Management, LLC | 9,834 | $449.1 萬 | 1.53% | 00.0% | 不變 |
| Sageworth Trust Co | 9,931 | $453.5 萬 | 0.33% | −22−0.2% | 減碼 |
| RBF Capital, LLC | 10,000 | $456.6 萬 | 0.30% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 10,040 | $458.5 萬 | 0.06% | +438+4.6% | 加碼 |
| Ameritas Investment Partners, Inc. | 10,045 | $458.7 萬 | 0.18% | −4,000−28.5% | 減碼 |
| Lodestar Private Asset Management LLC | 10,069 | $459.8 萬 | 0.79% | −219−2.1% | 減碼 |
| Central Trust Co | 10,081 | $460.3 萬 | 0.13% | −197−1.9% | 減碼 |
| Savant Capital, LLC | 10,111 | $461.7 萬 | 0.07% | −255−2.5% | 減碼 |
| Callan Family Office, LLC | 10,128 | $462.5 萬 | 1.23% | +30+0.3% | 加碼 |
| Mayflower Financial Advisors, LLC | 10,149 | $463.4 萬 | 0.69% | −49−0.5% | 減碼 |
| Bokf, NA | 10,758 | $465.3 萬 | 0.10% | +42+0.4% | 加碼 |
| Bridgeworth, LLC | 10,213 | $466.4 萬 | 0.52% | −53−0.5% | 減碼 |
| TKG Advisors, LLC | 10,254 | $468.2 萬 | 3.12% | +145+1.4% | 加碼 |
| Firestone Capital Management | 10,312 | $470.9 萬 | 1.61% | +40.0% | 加碼 |
| Gries Financial LLC | 10,319 | $471.2 萬 | 1.27% | +24+0.2% | 加碼 |
| Associated Banc-Corp | 10,332 | $471.8 萬 | 0.18% | −140−1.3% | 減碼 |
| Flputnam Investment Management Co | 10,369 | $473.5 萬 | 0.13% | +25+0.2% | 加碼 |
| Bank of New Hampshire | 10,395 | $474.7 萬 | 1.42% | −238−2.2% | 減碼 |
| AE Wealth Management LLC | 10,485 | $478.8 萬 | 0.03% | −2,211−17.4% | 減碼 |
| HB Wealth Management, LLC | 10,583 | $483.3 萬 | 0.08% | −63−0.6% | 減碼 |
| Adirondack Trust Co | 10,774 | $492.0 萬 | 2.46% | −161−1.5% | 減碼 |
| Latigo Investments, LLC | 10,962 | $500.6 萬 | 3.05% | 00.0% | 不變 |
| Scarborough Advisors, LLC | 11,023 | $503.4 萬 | 1.22% | +11,023 | 新進 |
| Highland Capital Management, LLC | 11,071 | $505.5 萬 | 0.35% | +50+0.5% | 加碼 |
| Peak Asset Management, LLC | 11,100 | $506.9 萬 | 1.22% | −164−1.5% | 減碼 |
| Journey Strategic Wealth LLC | 11,152 | $509.2 萬 | 0.24% | 00.0% | 不變 |
| Diversified Portfolios, Inc. | 11,152 | $509.3 萬 | 0.96% | −13−0.1% | 減碼 |
| Lincoln National Corp | 11,282 | $515.2 萬 | 0.10% | −725−6.0% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 11,474 | $523.9 萬 | 0.68% | −252−2.1% | 減碼 |
| Retirement Income Solutions, Inc | 11,660 | $532.4 萬 | 1.49% | −113−1.0% | 減碼 |
| Sand Hill Global Advisors, LLC | 11,888 | $542.9 萬 | 0.30% | 00.0% | 不變 |
| GFS Advisors, LLC | 11,928 | $544.7 萬 | 0.85% | +7,553+172.6% | 加碼 |
| First Horizon Advisors, Inc. | 11,943 | $545.4 萬 | 0.20% | −24−0.2% | 減碼 |
| Csenge Advisory Group | 11,966 | $546.4 萬 | 0.37% | +183+1.6% | 加碼 |
| Franklin Resources Inc | 12,315 | $562.4 萬 | 0.00% | −245−2.0% | 減碼 |
| Staley Capital Advisers Inc | 12,372 | $565.0 萬 | 0.31% | −405−3.2% | 減碼 |
| Boston Private Wealth LLC | 12,504 | $571.0 萬 | 0.13% | −5,143−29.1% | 減碼 |
| Community Bank, N.A. | 12,601 | $575.4 萬 | 0.81% | −262−2.0% | 減碼 |
| Wealthspire Advisors, LLC | 12,734 | $581.5 萬 | 0.10% | −215−1.7% | 減碼 |
| RMR Wealth Builders | 12,880 | $588.2 萬 | 0.94% | +488+3.9% | 加碼 |
| Goelzer Investment Management, Inc. | 12,945 | $591.1 萬 | 0.42% | −204−1.6% | 減碼 |
| Williams Jones Wealth Management, LLC. | 13,153 | $600.6 萬 | 0.09% | −843−6.0% | 減碼 |
| Private Advisor Group, LLC | 13,227 | $603.8 萬 | 0.05% | +42+0.3% | 加碼 |
| Mill Creek Capital Advisors, LLC | 13,226 | $604.0 萬 | 0.20% | −120−0.9% | 減碼 |
| Colorado Capital Management, Inc. | 13,437 | $613.6 萬 | 4.65% | +30+0.2% | 加碼 |
| Busey Wealth Management | 13,459 | $614.6 萬 | 0.26% | 00.0% | 不變 |
| Chesley Taft & Associates LLC | 13,490 | $616.0 萬 | 0.40% | −40−0.3% | 減碼 |
| Arbor Trust Wealth Advisors, LLC | 13,485 | $617.9 萬 | 4.07% | −255−1.9% | 減碼 |
| Meridian Wealth Advisors, LLC | 13,705 | $625.8 萬 | 1.56% | −38−0.3% | 減碼 |
| Smith Anglin Financial, LLC | 13,773 | $628.9 萬 | 0.76% | +36+0.3% | 加碼 |
| Boyd Watterson Asset Management LLC | 13,930 | $636.1 萬 | 2.78% | 00.0% | 不變 |
| Montz Harcus Wealth Management LLC | 14,143 | $645.8 萬 | 5.52% | +669+5.0% | 加碼 |
| Legal & General Group Plc | 14,200 | $648.4 萬 | 0.00% | 00.0% | 不變 |
| Vantage Financial Partners Ltd., Inc. | 14,231 | $649.9 萬 | 3.74% | +2,340+19.7% | 加碼 |
| GTS Securities LLC | 14,288 | $652.6 萬 | 0.14% | +691+5.1% | 加碼 |
| Unionview, LLC | 14,454 | $660.0 萬 | 6.24% | +373+2.6% | 加碼 |
| Pacific Center for Financial Services | 14,455 | $660.1 萬 | 2.24% | −98−0.7% | 減碼 |
| Telemus Capital, LLC | 14,644 | $668.7 萬 | 0.62% | −1,327−8.3% | 減碼 |
| Dakota Wealth Management | 14,826 | $677.0 萬 | 0.30% | −441−2.9% | 減碼 |
| Palisade Asset Management, LLC | 14,958 | $683.0 萬 | 0.83% | −91−0.6% | 減碼 |
| CWM, LLC | 15,468 | $706.3 萬 | 0.04% | +2,809+22.2% | 加碼 |
| Howard Capital Management Inc. | 15,520 | $708.7 萬 | 0.96% | +412+2.7% | 加碼 |
| Pegasus Partners Ltd. | 15,620 | $713.3 萬 | 1.00% | −823−5.0% | 減碼 |
| Raymond James Trust N.A. | 15,621 | $713.3 萬 | 0.21% | −493−3.1% | 減碼 |
| Peddock Capital Advisors, LLC | 15,808 | $721.9 萬 | 2.41% | +605+4.0% | 加碼 |
| Grove Bank & Trust | 15,875 | $724.9 萬 | 1.48% | −2,491−13.6% | 減碼 |
| Prescott Group Capital Management, L.L.C. | 16,000 | $730.6 萬 | 1.62% | +7,000+77.8% | 加碼 |
| CIBC Private Wealth Group, LLC | 16,141 | $737.1 萬 | 0.02% | −992−5.8% | 減碼 |
| Boston Financial Mangement LLC | 16,305 | $744.6 萬 | 0.28% | −425−2.5% | 減碼 |
| Capstone Financial Advisors, Inc. | 16,318 | $745.2 萬 | 0.59% | −137−0.8% | 減碼 |
| KCM Investment Advisors LLC | 16,591 | $757.6 萬 | 0.33% | −24−0.1% | 減碼 |
| Boston Family Office LLC | 16,720 | $763.5 萬 | 0.63% | −1,954−10.5% | 減碼 |
| Tiaa Trust, National Association | 16,756 | $765.1 萬 | 0.03% | +16,756 | 新進 |
| Atria Wealth Solutions, Inc. | 16,748 | $767.0 萬 | 0.11% | +1,102+7.0% | 加碼 |
| Legacy Advisors, LLC | 16,930 | $773.1 萬 | 1.25% | +336+2.0% | 加碼 |
| Hummer Financial Advisory Services Inc | 16,973 | $777.7 萬 | 7.93% | 00.0% | 不變 |
| Yousif Capital Management, LLC | 17,246 | $787.5 萬 | 0.10% | +960+5.9% | 加碼 |
| Fifth Third Securities, Inc. | 17,626 | $807.6 萬 | 0.90% | +1,188+7.2% | 加碼 |
| NBT Bank N A | 18,307 | $836.0 萬 | 0.80% | +234+1.3% | 加碼 |
| Terry L. Blaker | 18,512 | $845.3 萬 | 0.75% | −770−4.0% | 減碼 |
| Trifecta Capital Advisors, LLC | 19,272 | $880.0 萬 | 2.83% | +70+0.4% | 加碼 |
| Green Square Capital Advisors LLC | 19,427 | $887.1 萬 | 1.19% | −7,072−26.7% | 減碼 |
| Mechanics Bank Trust Department | 19,466 | $888.9 萬 | 1.48% | −167−0.9% | 減碼 |
| Bordeaux Wealth Advisors LLC | 19,479 | $889.5 萬 | 3.60% | 00.0% | 不變 |
| Lutz Financial Services LLC | 19,734 | $901.1 萬 | 0.98% | −311−1.6% | 減碼 |