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 |
|---|---|---|---|---|---|
| International Assets Investment Management, LLC | 3,196 | $145.0 萬 | 0.20% | +125+4.1% | 加碼 |
| Summit Trail Advisors, LLC | 3,172 | $145.4 萬 | 0.05% | −2−0.1% | 減碼 |
| Cyndeo Wealth Partners, LLC | 3,187 | $145.5 萬 | 0.15% | −446−12.3% | 減碼 |
| Regions Financial Corp | 3,190 | $145.7 萬 | 0.01% | −89−2.7% | 減碼 |
| Farmers & Merchants Trust Co of Long Beach | 3,220 | $147.0 萬 | 0.43% | −17−0.5% | 減碼 |
| GEM Asset Management, LLC | 3,253 | $148.5 萬 | 1.18% | 00.0% | 不變 |
| McKinley Carter Wealth Services, Inc. | 3,267 | $149.2 萬 | 0.12% | −65−2.0% | 減碼 |
| Nwam LLC | 3,308 | $151.1 萬 | 0.15% | −180−5.2% | 減碼 |
| Oxford Financial Group Ltd | 3,319 | $151.6 萬 | 0.13% | −435−11.6% | 減碼 |
| Alpine Global Management, LLC | 3,345 | $152.7 萬 | 0.35% | +2,379+246.3% | 加碼 |
| Capital Planning Advisors, LLC | 3,375 | $154.1 萬 | 0.32% | 00.0% | 不變 |
| Meridian Investment Counsel Inc. | 3,380 | $154.4 萬 | 0.58% | −20−0.6% | 減碼 |
| Kelman-Lazarov, Inc. | 3,384 | $154.5 萬 | 0.37% | −57−1.7% | 減碼 |
| Wesbanco Bank Inc | 3,387 | $154.7 萬 | 0.07% | −283−7.7% | 減碼 |
| Lindbrook Capital, LLC | 3,393 | $154.9 萬 | 0.17% | −100−2.9% | 減碼 |
| Tiemann Investment Advisors, LLC | 3,394 | $155.0 萬 | 0.83% | −2−0.1% | 減碼 |
| Paragon Capital Management Ltd | 3,400 | $155.3 萬 | 0.35% | 00.0% | 不變 |
| Meridian Financial, LLC | 3,412 | $155.8 萬 | 1.45% | −44−1.3% | 減碼 |
| Proficio Capital Partners LLC | 3,415 | $155.9 萬 | 0.21% | 00.0% | 不變 |
| Sunflower Bank, N.A. | 3,420 | $156.2 萬 | 0.38% | −101−2.9% | 減碼 |
| Connectus Wealth, LLC | 3,434 | $156.8 萬 | 0.03% | +741+27.5% | 加碼 |
| PFG Advisors | 3,442 | $157.2 萬 | 0.14% | +147+4.5% | 加碼 |
| EverSource Wealth Advisors, LLC | 3,456 | $157.8 萬 | 0.17% | +405+13.3% | 加碼 |
| Darrow Company, Inc. | 3,517 | $160.6 萬 | 1.41% | 00.0% | 不變 |
| GenTrust, LLC | 3,503 | $160.7 萬 | 0.11% | −3,722−51.5% | 減碼 |
| Compass Wealth Management LLC | 3,521 | $160.8 萬 | 0.50% | −261−6.9% | 減碼 |
| Freestone Capital Holdings, LLC | 3,530 | $161.2 萬 | 0.09% | −23−0.6% | 減碼 |
| Moloney Securities Asset Management, LLC | 3,544 | $161.9 萬 | 0.29% | +495+16.2% | 加碼 |
| TSFG, LLC | 3,549 | $162.1 萬 | 0.58% | 00.0% | 不變 |
| Kingfisher Capital LLC | 3,558 | $162.5 萬 | 0.44% | +8+0.2% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 3,598 | $164.3 萬 | 0.07% | +3,127+663.9% | 加碼 |
| Rosenblum Silverman Sutton S F Inc | 3,602 | $164.5 萬 | 0.56% | −10−0.3% | 減碼 |
| Northern Oak Wealth Management Inc | 3,616 | $165.1 萬 | 0.21% | −15−0.4% | 減碼 |
| Focus Financial Network, Inc. | 3,609 | $165.3 萬 | 0.09% | −45−1.2% | 減碼 |
| Quantum Private Wealth, LLC | 3,655 | $166.9 萬 | 0.80% | 00.0% | 不變 |
| Investment Advisory Group, LLC | 3,660 | $167.1 萬 | 0.87% | −10.0% | 減碼 |
| Crescent Sterling, Ltd. | 3,662 | $167.2 萬 | 1.77% | −101−2.7% | 減碼 |
| Kingsview Wealth Management, LLC | 3,707 | $169.3 萬 | 0.06% | +344+10.2% | 加碼 |
| Clientfirst Wealth Management, LLC | 3,789 | $169.9 萬 | 2.07% | 00.0% | 不變 |
| Texas Permanent School Fund | 3,737 | $170.6 萬 | 0.02% | −7,705−67.3% | 減碼 |
| Old Second National Bank of Aurora | 3,745 | $171.0 萬 | 0.52% | −22−0.6% | 減碼 |
| Signature Securities Group Corporation | 3,754 | $172.0 萬 | 0.65% | −24−0.6% | 減碼 |
| Northwest Bancshares, Inc. | 3,767 | $172.0 萬 | 0.33% | −37−1.0% | 減碼 |
| Lowe Wealth Advisors, LLC | 3,809 | $173.9 萬 | 0.92% | +117+3.2% | 加碼 |
| Jordan Park Group LLC | 3,810 | $174.0 萬 | 0.13% | 00.0% | 不變 |
| CAPROCK Group, Inc. | 3,821 | $175.1 萬 | 0.13% | 00.0% | 不變 |
| WealthBridge Capital Management, LLC | 3,861 | $176.3 萬 | 0.73% | +121+3.2% | 加碼 |
| Putnam Investments LLC | 3,861 | $176.3 萬 | 0.00% | −9,311−70.7% | 減碼 |
| Sovereign Financial Group, Inc. | 3,863 | $176.4 萬 | 0.63% | −15−0.4% | 減碼 |
| Intelligent Financial Strategies | 3,851 | $176.5 萬 | 1.31% | +4+0.1% | 加碼 |
| First Citizens Bank & Trust Co | 3,867 | $176.6 萬 | 0.03% | −16−0.4% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 3,872 | $176.8 萬 | 0.01% | +3,872 | 新進 |
| American Institute for Advanced Investment Management, LLP | 3,921 | $179.0 萬 | 1.66% | −475−10.8% | 減碼 |
| Eldridge Investment Advisors, Inc. | 3,934 | $179.7 萬 | 0.60% | −630−13.8% | 減碼 |
| Cambridge Trust Co | 3,949 | $180.3 萬 | 0.08% | −135−3.3% | 減碼 |
| Soltis Investment Advisors LLC | 3,958 | $180.7 萬 | 0.23% | 00.0% | 不變 |
| Paulson Wealth Management Inc. | 3,971 | $181.3 萬 | 0.63% | +428+12.1% | 加碼 |
| TD Waterhouse Canada Inc. | 3,892 | $181.9 萬 | 0.02% | −575−12.9% | 減碼 |
| Graypoint LLC | 3,990 | $182.2 萬 | 0.17% | +45+1.1% | 加碼 |
| Revolve Wealth Partners, LLC | 3,993 | $182.3 萬 | 0.42% | +10+0.3% | 加碼 |
| Moneta Group Investment Advisors LLC | 4,085 | $186.5 萬 | 0.04% | −72−1.7% | 減碼 |
| Umb Bank N A | 4,085 | $186.5 萬 | 0.03% | 00.0% | 不變 |
| Cambridge Advisors Inc. | 4,109 | $187.6 萬 | 0.50% | 00.0% | 不變 |
| Taylor, Cottrill, Erickson & Associates, Inc. | 4,150 | $189.5 萬 | 0.63% | 00.0% | 不變 |
| Transatlantique Private Wealth LLC | 4,155 | $189.7 萬 | 1.02% | 00.0% | 不變 |
| Hobart Private Capital, LLC | 4,158 | $189.9 萬 | 0.72% | +4,158 | 新進 |
| Wade G W & Inc | 4,179 | $190.9 萬 | 0.07% | 00.0% | 不變 |
| Johnson Financial Group, Inc. | 4,185 | $191.5 萬 | 0.13% | −316−7.0% | 減碼 |
| Advisory Services Network, LLC | 4,196 | $191.6 萬 | 0.05% | +341+8.8% | 加碼 |
| Tower View Investment Management & Research LLC | 4,208 | $192.1 萬 | 1.35% | −177−4.0% | 減碼 |
| Salem Investment Counselors Inc | 4,197 | $192.3 萬 | 0.07% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 4,247 | $193.9 萬 | 0.15% | +4,247 | 新進 |
| Keeley-Teton Advisors, LLC | 4,289 | $195.9 萬 | 0.27% | +174+4.2% | 加碼 |
| Harbor Advisory Corp | 4,295 | $196.1 萬 | 0.71% | −223−4.9% | 減碼 |
| Buckingham Strategic Partners | 4,363 | $199.3 萬 | 0.10% | +103+2.4% | 加碼 |
| Lloyd Advisory Services, LLC. | 4,377 | $199.9 萬 | 0.66% | +4,377 | 新進 |
| Norden Group LLC | 4,377 | $199.9 萬 | 0.66% | +4,377 | 新進 |
| Element Wealth, LLC | 4,417 | $201.7 萬 | 1.46% | +261+6.3% | 加碼 |
| Diversified Trust Co | 4,459 | $203.6 萬 | 0.08% | −328−6.9% | 減碼 |
| Coastline Trust Co | 4,470 | $204.1 萬 | 0.30% | −872−16.3% | 減碼 |
| Woodstock Corp | 4,487 | $204.9 萬 | 0.26% | +385+9.4% | 加碼 |
| Sage Financial Management Group, Inc. | 4,489 | $205.0 萬 | 1.23% | −85−1.9% | 減碼 |
| Davidson Trust Co | 4,495 | $205.3 萬 | 1.52% | 00.0% | 不變 |
| ZWJ Investment Counsel Inc | 4,499 | $205.4 萬 | 0.11% | +118+2.7% | 加碼 |
| Element Pointe Advisors, LLC | 4,500 | $205.5 萬 | 0.65% | 00.0% | 不變 |
| Summit Financial, LLC | 4,486 | $205.5 萬 | 0.15% | +42+0.9% | 加碼 |
| West Paces Advisors Inc. | 4,562 | $208.3 萬 | 0.65% | 00.0% | 不變 |
| Capital Advisory Group Advisory Services, LLC | 4,568 | $208.6 萬 | 1.18% | +4,568 | 新進 |
| Hoylecohen, LLC | 4,581 | $209.2 萬 | 0.19% | −261−5.4% | 減碼 |
| Delta Financial Group, Inc. | 4,626 | $211.2 萬 | 0.73% | +355+8.3% | 加碼 |
| All Terrain Financial Advisors, LLC | 4,699 | $214.6 萬 | 1.09% | −6,956−59.7% | 減碼 |
| New England Private Wealth Advisors LLC | 4,720 | $215.5 萬 | 0.45% | +20.0% | 加碼 |
| Baron Financial Group, LLC | 4,752 | $217.0 萬 | 1.41% | −129−2.6% | 減碼 |
| Spinnaker Trust | 4,766 | $217.6 萬 | 0.16% | −156−3.2% | 減碼 |
| Adviser Investments LLC | 4,781 | $218.3 萬 | 0.05% | +58+1.2% | 加碼 |
| Asset Management Group, Inc. | 4,831 | $220.6 萬 | 0.49% | +14+0.3% | 加碼 |
| Courier Capital LLC | 4,857 | $221.8 萬 | 0.18% | 00.0% | 不變 |
| Breakwater Capital Group | 5,123 | $222.9 萬 | 0.77% | +2,073+68.0% | 加碼 |
| Greenleaf Trust | 4,888 | $223.2 萬 | 0.03% | +98+2.0% | 加碼 |
| Audent Global Asset Management, LLC | 4,898 | $223.7 萬 | 2.57% | −1,070−17.9% | 減碼 |