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 |
|---|---|---|---|---|---|
| Mill Creek Capital Advisors, LLC | 13,226 | $604.0 萬 | 0.20% | −120−0.9% | 減碼 |
| Private Advisor Group, LLC | 13,227 | $603.8 萬 | 0.05% | +42+0.3% | 加碼 |
| Williams Jones Wealth Management, LLC. | 13,153 | $600.6 萬 | 0.09% | −843−6.0% | 減碼 |
| Goelzer Investment Management, Inc. | 12,945 | $591.1 萬 | 0.42% | −204−1.6% | 減碼 |
| RMR Wealth Builders | 12,880 | $588.2 萬 | 0.94% | +488+3.9% | 加碼 |
| Wealthspire Advisors, LLC | 12,734 | $581.5 萬 | 0.10% | −215−1.7% | 減碼 |
| Community Bank, N.A. | 12,601 | $575.4 萬 | 0.81% | −262−2.0% | 減碼 |
| Boston Private Wealth LLC | 12,504 | $571.0 萬 | 0.13% | −5,143−29.1% | 減碼 |
| Staley Capital Advisers Inc | 12,372 | $565.0 萬 | 0.31% | −405−3.2% | 減碼 |
| Franklin Resources Inc | 12,315 | $562.4 萬 | 0.00% | −245−2.0% | 減碼 |
| Csenge Advisory Group | 11,966 | $546.4 萬 | 0.37% | +183+1.6% | 加碼 |
| First Horizon Advisors, Inc. | 11,943 | $545.4 萬 | 0.20% | −24−0.2% | 減碼 |
| GFS Advisors, LLC | 11,928 | $544.7 萬 | 0.85% | +7,553+172.6% | 加碼 |
| Sand Hill Global Advisors, LLC | 11,888 | $542.9 萬 | 0.30% | 00.0% | 不變 |
| Retirement Income Solutions, Inc | 11,660 | $532.4 萬 | 1.49% | −113−1.0% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 11,474 | $523.9 萬 | 0.68% | −252−2.1% | 減碼 |
| Lincoln National Corp | 11,282 | $515.2 萬 | 0.10% | −725−6.0% | 減碼 |
| Diversified Portfolios, Inc. | 11,152 | $509.3 萬 | 0.96% | −13−0.1% | 減碼 |
| Journey Strategic Wealth LLC | 11,152 | $509.2 萬 | 0.24% | 00.0% | 不變 |
| Peak Asset Management, LLC | 11,100 | $506.9 萬 | 1.22% | −164−1.5% | 減碼 |
| Highland Capital Management, LLC | 11,071 | $505.5 萬 | 0.35% | +50+0.5% | 加碼 |
| Scarborough Advisors, LLC | 11,023 | $503.4 萬 | 1.22% | +11,023 | 新進 |
| Latigo Investments, LLC | 10,962 | $500.6 萬 | 3.05% | 00.0% | 不變 |
| Adirondack Trust Co | 10,774 | $492.0 萬 | 2.46% | −161−1.5% | 減碼 |
| HB Wealth Management, LLC | 10,583 | $483.3 萬 | 0.08% | −63−0.6% | 減碼 |
| AE Wealth Management LLC | 10,485 | $478.8 萬 | 0.03% | −2,211−17.4% | 減碼 |
| Bank of New Hampshire | 10,395 | $474.7 萬 | 1.42% | −238−2.2% | 減碼 |
| Flputnam Investment Management Co | 10,369 | $473.5 萬 | 0.13% | +25+0.2% | 加碼 |
| Associated Banc-Corp | 10,332 | $471.8 萬 | 0.18% | −140−1.3% | 減碼 |
| Gries Financial LLC | 10,319 | $471.2 萬 | 1.27% | +24+0.2% | 加碼 |
| Firestone Capital Management | 10,312 | $470.9 萬 | 1.61% | +40.0% | 加碼 |
| TKG Advisors, LLC | 10,254 | $468.2 萬 | 3.12% | +145+1.4% | 加碼 |
| Bridgeworth, LLC | 10,213 | $466.4 萬 | 0.52% | −53−0.5% | 減碼 |
| Bokf, NA | 10,758 | $465.3 萬 | 0.10% | +42+0.4% | 加碼 |
| Mayflower Financial Advisors, LLC | 10,149 | $463.4 萬 | 0.69% | −49−0.5% | 減碼 |
| Callan Family Office, LLC | 10,128 | $462.5 萬 | 1.23% | +30+0.3% | 加碼 |
| Savant Capital, LLC | 10,111 | $461.7 萬 | 0.07% | −255−2.5% | 減碼 |
| Central Trust Co | 10,081 | $460.3 萬 | 0.13% | −197−1.9% | 減碼 |
| Lodestar Private Asset Management LLC | 10,069 | $459.8 萬 | 0.79% | −219−2.1% | 減碼 |
| Ameritas Investment Partners, Inc. | 10,045 | $458.7 萬 | 0.18% | −4,000−28.5% | 減碼 |
| Beacon Pointe Advisors, LLC | 10,040 | $458.5 萬 | 0.06% | +438+4.6% | 加碼 |
| RBF Capital, LLC | 10,000 | $456.6 萬 | 0.30% | 00.0% | 不變 |
| Sageworth Trust Co | 9,931 | $453.5 萬 | 0.33% | −22−0.2% | 減碼 |
| Raffa Wealth Management, LLC | 9,834 | $449.1 萬 | 1.53% | 00.0% | 不變 |
| Resonant Capital Advisors, LLC | 9,752 | $446.8 萬 | 0.48% | −14−0.1% | 減碼 |
| Motco | 9,714 | $443.6 萬 | 0.30% | −241−2.4% | 減碼 |
| Qube Research & Technologies Ltd | 9,626 | $439.6 萬 | 0.01% | +9,626 | 新進 |
| Financial Engines Advisors L.L.C. | 9,585 | $439.2 萬 | 0.01% | −1,626−14.5% | 減碼 |
| Balboa Wealth Partners | 9,475 | $432.7 萬 | 1.62% | +72+0.8% | 加碼 |
| Prospera Financial Services Inc | 9,462 | $432.2 萬 | 0.17% | −10,137−51.7% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 9,444 | $431.3 萬 | 0.04% | 00.0% | 不變 |
| Sonata Capital Group Inc | 9,176 | $419.0 萬 | 2.24% | +34+0.4% | 加碼 |
| Modera Wealth Management, LLC | 9,165 | $418.5 萬 | 0.08% | −293−3.1% | 減碼 |
| United Capital Financial Advisers, LLC | 8,980 | $410.1 萬 | 0.03% | −48−0.5% | 減碼 |
| Newport Capital Group, LLC | 8,945 | $408.5 萬 | 3.80% | −227−2.5% | 減碼 |
| Intrepid Financial Planning Group LLC | 8,874 | $405.2 萬 | 2.10% | −615−6.5% | 減碼 |
| KMG Fiduciary Partners, LLC | 8,841 | $403.7 萬 | 0.53% | −223−2.5% | 減碼 |
| Granite FO LLC | 8,798 | $401.8 萬 | 2.82% | +314+3.7% | 加碼 |
| Mercer Global Advisors Inc | 8,792 | $401.5 萬 | 0.02% | −1,165−11.7% | 減碼 |
| Court Place Advisors, LLC | 8,782 | $401.0 萬 | 1.42% | +331+3.9% | 加碼 |
| RVW Wealth, LLC | 8,736 | $398.9 萬 | 0.48% | −178−2.0% | 減碼 |
| Allworth Financial LP | 8,698 | $397.2 萬 | 0.03% | −36−0.4% | 減碼 |
| Haverford Trust Co | 8,641 | $394.6 萬 | 0.05% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 8,570 | $391.3 萬 | 0.08% | −250−2.8% | 減碼 |
| G&S Capital LLC | 8,559 | $390.8 萬 | 1.99% | −43−0.5% | 減碼 |
| Two Sigma Securities, LLC | 8,546 | $390.2 萬 | 0.18% | +8,546 | 新進 |
| Cetera Investment Advisers | 8,496 | $388.0 萬 | 0.03% | −709−7.7% | 減碼 |
| AMG National Trust Bank | 8,351 | $381.3 萬 | 0.13% | −50−0.6% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 8,280 | $378.1 萬 | 0.13% | −128−1.5% | 減碼 |
| Keybank National Association | 8,242 | $376.4 萬 | 0.02% | −182−2.2% | 減碼 |
| Barrett & Company, Inc. | 8,235 | $376.0 萬 | 2.21% | +115+1.4% | 加碼 |
| Salomon & Ludwin, LLC | 8,150 | $372.2 萬 | 0.39% | −392−4.6% | 減碼 |
| CMG Global Holdings, LLC | 8,131 | $371.3 萬 | 3.17% | +89+1.1% | 加碼 |
| Highview Capital Management LLC | 8,118 | $370.7 萬 | 2.12% | −234−2.8% | 減碼 |
| Benchmark Financial Wealth Advisors, LLC | 8,099 | $369.9 萬 | 1.74% | +57+0.7% | 加碼 |
| Evensky & Katz LLC | 8,061 | $368.1 萬 | 0.31% | −404−4.8% | 減碼 |
| Hudson Valley Investment Advisors Inc | 8,013 | $365.9 萬 | 0.52% | −1,037−11.5% | 減碼 |
| Victory Capital Management Inc | 7,880 | $359.8 萬 | 0.00% | −12,550−61.4% | 減碼 |
| Segment Wealth Management, LLC | 7,871 | $359.4 萬 | 0.37% | −402−4.9% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 7,850 | $358.5 萬 | 0.26% | −98−1.2% | 減碼 |
| Chilton Investment Co LLC | 7,773 | $354.9 萬 | 0.11% | 00.0% | 不變 |
| Connolly Sarah T. | 7,711 | $352.1 萬 | 2.32% | −7−0.1% | 減碼 |
| Edmond de Rothschild Holding S.A. | 7,706 | $351.9 萬 | 0.07% | 00.0% | 不變 |
| Ti-Trust, Inc | 7,650 | $349.3 萬 | 3.33% | +160+2.1% | 加碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 7,643 | $349.0 萬 | 2.24% | +20.0% | 加碼 |
| Bank of Nova Scotia | 7,626 | $348.3 萬 | 0.01% | −2,510−24.8% | 減碼 |
| Renaissance Investment Group LLC | 7,571 | $345.7 萬 | 0.96% | −145−1.9% | 減碼 |
| Select Equity Group, L.P. | 7,547 | $344.6 萬 | 0.01% | +2,175+40.5% | 加碼 |
| Houlihan Financial Resource Group, Ltd. | 7,675 | $342.2 萬 | 1.83% | −208,825−96.5% | 減碼 |
| Stock Yards Bank & Trust Co | 7,406 | $338.2 萬 | 0.13% | −65−0.9% | 減碼 |
| Bay Rivers Group | 7,403 | $338.1 萬 | 2.60% | +44+0.6% | 加碼 |
| Davis R M Inc | 7,383 | $337.1 萬 | 0.08% | −385−5.0% | 減碼 |
| Wetherby Asset Management Inc | 7,264 | $331.7 萬 | 0.19% | 00.0% | 不變 |
| Insigneo Advisory Services, LLC | 7,217 | $330.7 萬 | 0.67% | −255−3.4% | 減碼 |
| Harbour Investments, Inc. | 7,147 | $326.4 萬 | 0.16% | −149−2.0% | 減碼 |
| Resources Investment Advisors, LLC. | 7,133 | $325.7 萬 | 0.07% | −284−3.8% | 減碼 |
| Union Savings Bank | 7,078 | $323.2 萬 | 2.01% | −6−0.1% | 減碼 |
| Leavell Investment Management, Inc. | 7,032 | $322.2 萬 | 0.23% | −4−0.1% | 減碼 |
| Midwest Financial Group LLC | 7,038 | $321.4 萬 | 2.72% | +271+4.0% | 加碼 |
| Gould Asset Management LLC | 7,021 | $320.6 萬 | 0.91% | −65−0.9% | 減碼 |