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 |
|---|---|---|---|---|---|
| Wealth Alliance Advisory Group, LLC | 36,825 | $1,682 萬 | 4.99% | +876+2.4% | 加碼 |
| 1st Source Bank | 36,415 | $1,663 萬 | 1.13% | −551−1.5% | 減碼 |
| Boothbay Fund Management, LLC | 36,170 | $1,652 萬 | 0.58% | −3,410−8.6% | 減碼 |
| Flow Traders U.S. LLC | 35,961 | $1,642 萬 | 0.77% | +35,961 | 新進 |
| Prio Wealth Limited Partnership | 35,791 | $1,634 萬 | 0.63% | −320−0.9% | 減碼 |
| Pinnacle Financial Partners Inc | 35,383 | $1,616 萬 | 0.42% | +2,018+6.0% | 加碼 |
| Buckingham Strategic Wealth, LLC | 34,952 | $1,596 萬 | 0.23% | −85−0.2% | 減碼 |
| IFG Advisors, LLC | 34,555 | $1,578 萬 | 5.61% | +841+2.5% | 加碼 |
| Massmutual Trust Co FSB | 34,466 | $1,574 萬 | 0.58% | +1,714+5.2% | 加碼 |
| Camden Capital, LLC | 33,502 | $1,530 萬 | 1.81% | −70−0.2% | 減碼 |
| Vestor Capital, LLC | 33,373 | $1,524 萬 | 1.65% | −417−1.2% | 減碼 |
| Bessemer Group Inc | 33,065 | $1,510 萬 | 0.03% | −4,735−12.5% | 減碼 |
| Tandem Wealth Advisors LLC | 33,053 | $1,509 萬 | 9.22% | +928+2.9% | 加碼 |
| GYL Financial Synergies, LLC | 32,759 | $1,496 萬 | 1.45% | −691−2.1% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 32,000 | $1,461 萬 | 0.07% | 00.0% | 不變 |
| Trustmark National Bank Trust Department | 31,822 | $1,453 萬 | 1.43% | 00.0% | 不變 |
| Huntington National Bank | – | $1,433 萬 | 0.14% | – | – |
| BlackRock Inc. | 30,863 | $1,409 萬 | 0.00% | −77,415−71.5% | 減碼 |
| Curbstone Financial Management Corp | 30,722 | $1,403 萬 | 3.47% | −500−1.6% | 減碼 |
| EP Wealth Advisors, LLC | 30,158 | $1,377 萬 | 0.21% | +23,367+344.1% | 加碼 |
| Hancock Whitney Corp | 28,828 | $1,316 萬 | 0.54% | −789−2.7% | 減碼 |
| Lido Advisors, LLC | 28,702 | $1,311 萬 | 0.15% | +596+2.1% | 加碼 |
| Wellspring Financial Advisors, LLC | 28,698 | $1,310 萬 | 3.83% | −135−0.5% | 減碼 |
| Means Investment Co., Inc. | 27,896 | $1,274 萬 | 2.09% | −6,687−19.3% | 減碼 |
| Commerce Bank | 27,738 | $1,267 萬 | 0.10% | +199+0.7% | 加碼 |
| Carnegie Capital Asset Management, LLC | 27,144 | $1,240 萬 | 0.48% | −1,428−5.0% | 減碼 |
| Cetera Advisor Networks LLC | 26,418 | $1,206 萬 | 0.08% | +1,828+7.4% | 加碼 |
| Simmons Bank | 26,324 | $1,202 萬 | 1.07% | −410−1.5% | 減碼 |
| Capital Fund Management S.A. | 26,132 | $1,193 萬 | 0.16% | −4,400−14.4% | 減碼 |
| RMB Capital Management, LLC | 25,943 | $1,185 萬 | 0.41% | −302−1.2% | 減碼 |
| MML Investors Services, LLC | 25,553 | $1,167 萬 | 0.06% | −989−3.7% | 減碼 |
| Kestra Advisory Services, LLC | 25,351 | $1,158 萬 | 0.11% | +15,337+153.2% | 加碼 |
| Jane Street Group, LLC | 25,301 | $1,155 萬 | 0.02% | +4,451+21.3% | 加碼 |
| Youngs Advisory Group, Inc. | 25,020 | $1,143 萬 | 6.21% | +295+1.2% | 加碼 |
| Caldwell Trust Co | 24,713 | $1,128 萬 | 1.54% | +384+1.6% | 加碼 |
| Estate Counselors, LLC | 24,645 | $1,125 萬 | 1.50% | −16,900−40.7% | 減碼 |
| Steward Partners Investment Advisory, LLC | 23,881 | $1,091 萬 | 0.17% | −161−0.7% | 減碼 |
| MCF Advisors LLC | 23,411 | $1,071 萬 | 0.97% | −401−1.7% | 減碼 |
| Cresset Asset Management, LLC | 23,242 | $1,063 萬 | 0.07% | +218+0.9% | 加碼 |
| First Financial Bank - Trust Division | 23,203 | $1,060 萬 | 1.16% | −164−0.7% | 減碼 |
| Country Club Bank | 22,965 | $1,053 萬 | 0.86% | −497−2.1% | 減碼 |
| American International Group, Inc. | 23,000 | $1,050 萬 | 0.07% | −3,000−11.5% | 減碼 |
| SlateStone Wealth, LLC | 22,875 | $1,045 萬 | 1.52% | +1,695+8.0% | 加碼 |
| Exchange Capital Management, Inc. | 22,682 | $1,036 萬 | 1.95% | −179−0.8% | 減碼 |
| Glenmede Trust Co NA | 21,909 | $1,000 萬 | 0.06% | +989+4.7% | 加碼 |
| Cetera Advisors LLC | 21,497 | $981.6 萬 | 0.15% | +871+4.2% | 加碼 |
| FMR LLC | 21,252 | $970.5 萬 | 0.00% | +854+4.2% | 加碼 |
| Linscomb & Williams, Inc. | 21,129 | $964.8 萬 | 0.56% | −3,879−15.5% | 減碼 |
| Central Bank & Trust Co | 20,981 | $958.1 萬 | 1.67% | −1,095−5.0% | 減碼 |
| Brown Brothers Harriman & Co | 20,946 | $956.5 萬 | 0.08% | −425−2.0% | 減碼 |
| Dumont & Blake Investment Advisors LLC | 20,837 | $951.5 萬 | 3.22% | +72+0.3% | 加碼 |
| HSBC Holdings PLC | 20,736 | $948.4 萬 | 0.01% | +2,180+11.7% | 加碼 |
| Credit Suisse AG | 20,726 | $946.4 萬 | 0.01% | +2,944+16.6% | 加碼 |
| Cape Cod Five Cents Savings Bank | 20,626 | $941.9 萬 | 0.51% | +10,153+96.9% | 加碼 |
| Agf Management Ltd | 20,264 | $925.3 萬 | 0.07% | −1,450−6.7% | 減碼 |
| Evercore Wealth Management, LLC | 20,251 | $924.7 萬 | 0.17% | −245−1.2% | 減碼 |
| Avantax Advisory Services, Inc. | 20,115 | $918.5 萬 | 0.10% | −557−2.7% | 減碼 |
| Old National Bancorp | 20,114 | $918.5 萬 | 0.27% | −59−0.3% | 減碼 |
| jvl associates llc | 20,005 | $913.5 萬 | 4.70% | 00.0% | 不變 |
| Lutz Financial Services LLC | 19,734 | $901.1 萬 | 0.98% | −311−1.6% | 減碼 |
| Bordeaux Wealth Advisors LLC | 19,479 | $889.5 萬 | 3.60% | 00.0% | 不變 |
| Mechanics Bank Trust Department | 19,466 | $888.9 萬 | 1.48% | −167−0.9% | 減碼 |
| Green Square Capital Advisors LLC | 19,427 | $887.1 萬 | 1.19% | −7,072−26.7% | 減碼 |
| Trifecta Capital Advisors, LLC | 19,272 | $880.0 萬 | 2.83% | +70+0.4% | 加碼 |
| Terry L. Blaker | 18,512 | $845.3 萬 | 0.75% | −770−4.0% | 減碼 |
| NBT Bank N A | 18,307 | $836.0 萬 | 0.80% | +234+1.3% | 加碼 |
| Fifth Third Securities, Inc. | 17,626 | $807.6 萬 | 0.90% | +1,188+7.2% | 加碼 |
| Yousif Capital Management, LLC | 17,246 | $787.5 萬 | 0.10% | +960+5.9% | 加碼 |
| Hummer Financial Advisory Services Inc | 16,973 | $777.7 萬 | 7.93% | 00.0% | 不變 |
| Legacy Advisors, LLC | 16,930 | $773.1 萬 | 1.25% | +336+2.0% | 加碼 |
| Atria Wealth Solutions, Inc. | 16,748 | $767.0 萬 | 0.11% | +1,102+7.0% | 加碼 |
| Tiaa Trust, National Association | 16,756 | $765.1 萬 | 0.03% | +16,756 | 新進 |
| Boston Family Office LLC | 16,720 | $763.5 萬 | 0.63% | −1,954−10.5% | 減碼 |
| KCM Investment Advisors LLC | 16,591 | $757.6 萬 | 0.33% | −24−0.1% | 減碼 |
| Capstone Financial Advisors, Inc. | 16,318 | $745.2 萬 | 0.59% | −137−0.8% | 減碼 |
| Boston Financial Mangement LLC | 16,305 | $744.6 萬 | 0.28% | −425−2.5% | 減碼 |
| CIBC Private Wealth Group, LLC | 16,141 | $737.1 萬 | 0.02% | −992−5.8% | 減碼 |
| Prescott Group Capital Management, L.L.C. | 16,000 | $730.6 萬 | 1.62% | +7,000+77.8% | 加碼 |
| Grove Bank & Trust | 15,875 | $724.9 萬 | 1.48% | −2,491−13.6% | 減碼 |
| Peddock Capital Advisors, LLC | 15,808 | $721.9 萬 | 2.41% | +605+4.0% | 加碼 |
| Raymond James Trust N.A. | 15,621 | $713.3 萬 | 0.21% | −493−3.1% | 減碼 |
| Pegasus Partners Ltd. | 15,620 | $713.3 萬 | 1.00% | −823−5.0% | 減碼 |
| Howard Capital Management Inc. | 15,520 | $708.7 萬 | 0.96% | +412+2.7% | 加碼 |
| CWM, LLC | 15,468 | $706.3 萬 | 0.04% | +2,809+22.2% | 加碼 |
| Palisade Asset Management, LLC | 14,958 | $683.0 萬 | 0.83% | −91−0.6% | 減碼 |
| Dakota Wealth Management | 14,826 | $677.0 萬 | 0.30% | −441−2.9% | 減碼 |
| Telemus Capital, LLC | 14,644 | $668.7 萬 | 0.62% | −1,327−8.3% | 減碼 |
| Pacific Center for Financial Services | 14,455 | $660.1 萬 | 2.24% | −98−0.7% | 減碼 |
| Unionview, LLC | 14,454 | $660.0 萬 | 6.24% | +373+2.6% | 加碼 |
| GTS Securities LLC | 14,288 | $652.6 萬 | 0.14% | +691+5.1% | 加碼 |
| Vantage Financial Partners Ltd., Inc. | 14,231 | $649.9 萬 | 3.74% | +2,340+19.7% | 加碼 |
| Legal & General Group Plc | 14,200 | $648.4 萬 | 0.00% | 00.0% | 不變 |
| Montz Harcus Wealth Management LLC | 14,143 | $645.8 萬 | 5.52% | +669+5.0% | 加碼 |
| Boyd Watterson Asset Management LLC | 13,930 | $636.1 萬 | 2.78% | 00.0% | 不變 |
| Smith Anglin Financial, LLC | 13,773 | $628.9 萬 | 0.76% | +36+0.3% | 加碼 |
| Meridian Wealth Advisors, LLC | 13,705 | $625.8 萬 | 1.56% | −38−0.3% | 減碼 |
| Arbor Trust Wealth Advisors, LLC | 13,485 | $617.9 萬 | 4.07% | −255−1.9% | 減碼 |
| Chesley Taft & Associates LLC | 13,490 | $616.0 萬 | 0.40% | −40−0.3% | 減碼 |
| Busey Wealth Management | 13,459 | $614.6 萬 | 0.26% | 00.0% | 不變 |
| Colorado Capital Management, Inc. | 13,437 | $613.6 萬 | 4.65% | +30+0.2% | 加碼 |