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 | 1,127 | $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 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 |
|---|---|---|---|---|---|
| jvl associates llc | 20,005 | $913.5 萬 | 4.70% | 00.0% | 不變 |
| Old National Bancorp | 20,114 | $918.5 萬 | 0.27% | −59−0.3% | 減碼 |
| Avantax Advisory Services, Inc. | 20,115 | $918.5 萬 | 0.10% | −557−2.7% | 減碼 |
| Evercore Wealth Management, LLC | 20,251 | $924.7 萬 | 0.17% | −245−1.2% | 減碼 |
| Agf Management Ltd | 20,264 | $925.3 萬 | 0.07% | −1,450−6.7% | 減碼 |
| Cape Cod Five Cents Savings Bank | 20,626 | $941.9 萬 | 0.51% | +10,153+96.9% | 加碼 |
| Credit Suisse AG | 20,726 | $946.4 萬 | 0.01% | +2,944+16.6% | 加碼 |
| HSBC Holdings PLC | 20,736 | $948.4 萬 | 0.01% | +2,180+11.7% | 加碼 |
| Dumont & Blake Investment Advisors LLC | 20,837 | $951.5 萬 | 3.22% | +72+0.3% | 加碼 |
| Brown Brothers Harriman & Co | 20,946 | $956.5 萬 | 0.08% | −425−2.0% | 減碼 |
| Central Bank & Trust Co | 20,981 | $958.1 萬 | 1.67% | −1,095−5.0% | 減碼 |
| Linscomb & Williams, Inc. | 21,129 | $964.8 萬 | 0.56% | −3,879−15.5% | 減碼 |
| FMR LLC | 21,252 | $970.5 萬 | 0.00% | +854+4.2% | 加碼 |
| Cetera Advisors LLC | 21,497 | $981.6 萬 | 0.15% | +871+4.2% | 加碼 |
| Glenmede Trust Co NA | 21,909 | $1,000 萬 | 0.06% | +989+4.7% | 加碼 |
| Exchange Capital Management, Inc. | 22,682 | $1,036 萬 | 1.95% | −179−0.8% | 減碼 |
| SlateStone Wealth, LLC | 22,875 | $1,045 萬 | 1.52% | +1,695+8.0% | 加碼 |
| American International Group, Inc. | 23,000 | $1,050 萬 | 0.07% | −3,000−11.5% | 減碼 |
| Country Club Bank | 22,965 | $1,053 萬 | 0.86% | −497−2.1% | 減碼 |
| First Financial Bank - Trust Division | 23,203 | $1,060 萬 | 1.16% | −164−0.7% | 減碼 |
| Cresset Asset Management, LLC | 23,242 | $1,063 萬 | 0.07% | +218+0.9% | 加碼 |
| MCF Advisors LLC | 23,411 | $1,071 萬 | 0.97% | −401−1.7% | 減碼 |
| Steward Partners Investment Advisory, LLC | 23,881 | $1,091 萬 | 0.17% | −161−0.7% | 減碼 |
| Estate Counselors, LLC | 24,645 | $1,125 萬 | 1.50% | −16,900−40.7% | 減碼 |
| Caldwell Trust Co | 24,713 | $1,128 萬 | 1.54% | +384+1.6% | 加碼 |
| Youngs Advisory Group, Inc. | 25,020 | $1,143 萬 | 6.21% | +295+1.2% | 加碼 |
| Jane Street Group, LLC | 25,301 | $1,155 萬 | 0.02% | +4,451+21.3% | 加碼 |
| Kestra Advisory Services, LLC | 25,351 | $1,158 萬 | 0.11% | +15,337+153.2% | 加碼 |
| MML Investors Services, LLC | 25,553 | $1,167 萬 | 0.06% | −989−3.7% | 減碼 |
| RMB Capital Management, LLC | 25,943 | $1,185 萬 | 0.41% | −302−1.2% | 減碼 |
| Capital Fund Management S.A. | 26,132 | $1,193 萬 | 0.16% | −4,400−14.4% | 減碼 |
| Simmons Bank | 26,324 | $1,202 萬 | 1.07% | −410−1.5% | 減碼 |
| Cetera Advisor Networks LLC | 26,418 | $1,206 萬 | 0.08% | +1,828+7.4% | 加碼 |
| Carnegie Capital Asset Management, LLC | 27,144 | $1,240 萬 | 0.48% | −1,428−5.0% | 減碼 |
| Commerce Bank | 27,738 | $1,267 萬 | 0.10% | +199+0.7% | 加碼 |
| Means Investment Co., Inc. | 27,896 | $1,274 萬 | 2.09% | −6,687−19.3% | 減碼 |
| Wellspring Financial Advisors, LLC | 28,698 | $1,310 萬 | 3.83% | −135−0.5% | 減碼 |
| Lido Advisors, LLC | 28,702 | $1,311 萬 | 0.15% | +596+2.1% | 加碼 |
| Hancock Whitney Corp | 28,828 | $1,316 萬 | 0.54% | −789−2.7% | 減碼 |
| EP Wealth Advisors, LLC | 30,158 | $1,377 萬 | 0.21% | +23,367+344.1% | 加碼 |
| Curbstone Financial Management Corp | 30,722 | $1,403 萬 | 3.47% | −500−1.6% | 減碼 |
| BlackRock Inc. | 30,863 | $1,409 萬 | 0.00% | −77,415−71.5% | 減碼 |
| Huntington National Bank | – | $1,433 萬 | 0.14% | – | – |
| Trustmark National Bank Trust Department | 31,822 | $1,453 萬 | 1.43% | 00.0% | 不變 |
| Healthcare of Ontario Pension Plan Trust Fund | 32,000 | $1,461 萬 | 0.07% | 00.0% | 不變 |
| GYL Financial Synergies, LLC | 32,759 | $1,496 萬 | 1.45% | −691−2.1% | 減碼 |
| Tandem Wealth Advisors LLC | 33,053 | $1,509 萬 | 9.22% | +928+2.9% | 加碼 |
| Bessemer Group Inc | 33,065 | $1,510 萬 | 0.03% | −4,735−12.5% | 減碼 |
| Vestor Capital, LLC | 33,373 | $1,524 萬 | 1.65% | −417−1.2% | 減碼 |
| Camden Capital, LLC | 33,502 | $1,530 萬 | 1.81% | −70−0.2% | 減碼 |
| Massmutual Trust Co FSB | 34,466 | $1,574 萬 | 0.58% | +1,714+5.2% | 加碼 |
| IFG Advisors, LLC | 34,555 | $1,578 萬 | 5.61% | +841+2.5% | 加碼 |
| Buckingham Strategic Wealth, LLC | 34,952 | $1,596 萬 | 0.23% | −85−0.2% | 減碼 |
| Pinnacle Financial Partners Inc | 35,383 | $1,616 萬 | 0.42% | +2,018+6.0% | 加碼 |
| Prio Wealth Limited Partnership | 35,791 | $1,634 萬 | 0.63% | −320−0.9% | 減碼 |
| Flow Traders U.S. LLC | 35,961 | $1,642 萬 | 0.77% | +35,961 | 新進 |
| Boothbay Fund Management, LLC | 36,170 | $1,652 萬 | 0.58% | −3,410−8.6% | 減碼 |
| 1st Source Bank | 36,415 | $1,663 萬 | 1.13% | −551−1.5% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 36,825 | $1,682 萬 | 4.99% | +876+2.4% | 加碼 |
| Johnson Investment Counsel Inc | 37,278 | $1,702 萬 | 0.22% | −88−0.2% | 減碼 |
| Janney Montgomery Scott LLC | 37,498 | $1,712 萬 | 0.06% | +445+1.2% | 加碼 |
| Kowal Investment Group, LLC | 40,691 | $1,858 萬 | 5.01% | +1,128+2.9% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 40,805 | $1,863 萬 | 0.06% | +40,805 | 新進 |
| LCM Capital Management Inc | 40,846 | $1,865 萬 | 15.21% | +2,116+5.5% | 加碼 |
| Rockefeller Capital Management L.P. | 40,865 | $1,866 萬 | 0.07% | +2,304+6.0% | 加碼 |
| Miracle Mile Advisors, LLC | 41,596 | $1,899 萬 | 0.59% | −292−0.7% | 減碼 |
| M&T Bank Corp | 41,899 | $1,913 萬 | 0.08% | −5,185−11.0% | 減碼 |
| Wolverine Trading, LLC | 42,563 | $1,944 萬 | 0.19% | +12,353+40.9% | 加碼 |
| Bartlett & Co. LLC | 43,121 | $1,976 萬 | 0.35% | −16,550−27.7% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 43,121 | $1,976 萬 | 0.35% | −16,550−27.7% | 減碼 |
| Cumberland Advisors Inc | 43,849 | $2,002 萬 | 8.88% | +330+0.8% | 加碼 |
| Chicago Partners Investment Group LLC | 46,238 | $2,002 萬 | 1.08% | +1,659+3.7% | 加碼 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 44,432 | $2,029 萬 | 3.97% | −200−0.4% | 減碼 |
| Twin Tree Management, LP | 45,347 | $2,071 萬 | 0.69% | +45,347 | 新進 |
| Klingman & Associates, LLC | 45,749 | $2,089 萬 | 1.69% | −350−0.8% | 減碼 |
| Financial Advisory Group | 45,954 | $2,098 萬 | 4.32% | −547−1.2% | 減碼 |
| Retirement Systems of Alabama | 46,909 | $2,142 萬 | 0.10% | +165+0.4% | 加碼 |
| First Hawaiian Bank | 48,095 | $2,196 萬 | 0.75% | −1,315−2.7% | 減碼 |
| Citizens Financial Group Inc | 48,309 | $2,206 萬 | 0.90% | −209−0.4% | 減碼 |
| Conning Inc. | 48,607 | $2,220 萬 | 0.81% | 00.0% | 不變 |
| Crewe Advisors LLC | 48,867 | $2,231 萬 | 3.86% | +46+0.1% | 加碼 |
| Comerica Bank | 49,049 | $2,240 萬 | 0.12% | +49,049 | 新進 |
| Edge Capital Group, LLC | 50,334 | $2,298 萬 | 1.49% | +144+0.3% | 加碼 |
| Oldfather Financial Services, LLC | 50,629 | $2,312 萬 | 11.73% | +2,018+4.2% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 52,453 | $2,395 萬 | 0.11% | +24,752+89.4% | 加碼 |
| Susquehanna International Group, LLP | 53,197 | $2,429 萬 | 0.04% | −73,800−58.1% | 減碼 |
| Clearstead Advisors, LLC | 53,855 | $2,459 萬 | 1.51% | −101−0.2% | 減碼 |
| MetLife Investment Management | 53,900 | $2,461 萬 | 0.19% | −40,200−42.7% | 減碼 |
| Divergent Planning, LLC | 55,679 | $2,516 萬 | 13.55% | +2,080+3.9% | 加碼 |
| Moreno Evelyn V | 55,411 | $2,530 萬 | 5.51% | +318+0.6% | 加碼 |
| Ascent Wealth Partners, LLC | 55,801 | $2,548 萬 | 4.69% | −222−0.4% | 減碼 |
| Heritage Investors Management Corp | 55,800 | $2,548 萬 | 1.07% | −950−1.7% | 減碼 |
| State Street Corp | 55,979 | $2,556 萬 | 0.00% | −4,828−7.9% | 減碼 |
| HRT Financial LP | 56,351 | $2,573 萬 | 0.26% | +10,658+23.3% | 加碼 |
| Smith, Moore & Co. | 58,644 | $2,623 萬 | 3.46% | +462+0.8% | 加碼 |
| Stifel Financial Corp | 57,728 | $2,636 萬 | 0.04% | −3,267−5.4% | 減碼 |
| Baird Financial Group, Inc. | 58,913 | $2,690 萬 | 0.07% | +1,781+3.1% | 加碼 |
| Peapack Gladstone Financial Corp | 63,326 | $2,892 萬 | 0.54% | −133−0.2% | 減碼 |
| SG Americas Securities, LLC | 63,654 | $2,907 萬 | 0.39% | +29,816+88.1% | 加碼 |
| Envestnet Asset Management Inc | 63,701 | $2,909 萬 | 0.01% | −3,911−5.8% | 減碼 |