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 |
|---|---|---|---|---|---|
| Mutual Advisors, LLC | 7,003 | $319.8 萬 | 0.12% | +6,233+809.5% | 加碼 |
| Veracity Capital LLC | 6,907 | $315.4 萬 | 1.47% | 00.0% | 不變 |
| Ieq Capital, LLC | 6,903 | $315.2 萬 | 0.06% | −50−0.7% | 減碼 |
| Paladin Advisory Group, LLC | 6,759 | $308.6 萬 | 2.60% | −82−1.2% | 減碼 |
| Bailard, Inc. | 6,718 | $306.8 萬 | 0.10% | −35−0.5% | 減碼 |
| Fifth Third Bancorp | 6,712 | $306.5 萬 | 0.01% | −4,317−39.1% | 減碼 |
| Ballentine Partners, LLC | 6,688 | $305.4 萬 | 0.07% | +10.0% | 加碼 |
| Summit Wealth Partners, LLC | 6,594 | $301.1 萬 | 0.77% | −99−1.5% | 減碼 |
| Fiduciary Trust Co | 6,582 | $300.6 萬 | 0.05% | +517+8.5% | 加碼 |
| Stephenson National Bank & Trust | 6,577 | $300.3 萬 | 1.68% | −33−0.5% | 減碼 |
| North Star Investment Management Corp. | 6,536 | $298.5 萬 | 0.25% | +4,103+168.6% | 加碼 |
| Glen Eagle Advisors, LLC | 6,534 | $298.4 萬 | 0.69% | −106−1.6% | 減碼 |
| Perigon Wealth Management, LLC | 6,482 | $296.0 萬 | 0.12% | +333+5.4% | 加碼 |
| Relative Value Partners Group, LLC | 6,467 | $295.3 萬 | 0.20% | 00.0% | 不變 |
| Shapiro Capital Management LLC | 6,400 | $292.2 萬 | 0.09% | −27,100−80.9% | 減碼 |
| Apollon Wealth Management, LLC | 6,357 | $290.3 萬 | 0.15% | +299+4.9% | 加碼 |
| J.W. Cole Advisors, Inc. | 6,343 | $289.7 萬 | 0.21% | +1,416+28.7% | 加碼 |
| Bristlecone Advisors, LLC | 6,320 | $288.6 萬 | 0.32% | 00.0% | 不變 |
| Keystone Financial Group | 6,309 | $288.1 萬 | 0.48% | 00.0% | 不變 |
| Sepio Capital, LP | 6,300 | $287.7 萬 | 0.25% | 00.0% | 不變 |
| Charter Research & Investment Group, Inc. | 6,295 | $287.5 萬 | 2.59% | −86−1.3% | 減碼 |
| Synovus Financial Corp | 6,205 | $283.4 萬 | 0.03% | −2,553−29.2% | 減碼 |
| Rhumbline Advisers | 6,200 | $283.1 萬 | 0.00% | −6,740−52.1% | 減碼 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 6,588 | $282.5 萬 | 1.32% | +405+6.6% | 加碼 |
| Wealthcare Advisory Partners LLC | 5,966 | $272.4 萬 | 0.13% | −152−2.5% | 減碼 |
| Equitable Holdings, Inc. | 5,902 | $269.5 萬 | 0.04% | +229+4.0% | 加碼 |
| Pegasus Asset Management, Inc. | 5,850 | $267.1 萬 | 1.24% | −25−0.4% | 減碼 |
| Whalerock Point Partners, LLC | 5,849 | $267.1 萬 | 0.93% | 00.0% | 不變 |
| Romano Brothers and Company | 5,848 | $267.0 萬 | 0.42% | 00.0% | 不變 |
| Lionsbridge Wealth Management LLC | 5,828 | $266.1 萬 | 2.52% | −1,646−22.0% | 減碼 |
| Renaissance Technologies LLC | 5,800 | $264.9 萬 | 0.00% | +5,800 | 新進 |
| Trexquant Investment LP | 5,787 | $264.3 萬 | 0.07% | +5,787 | 新進 |
| Baltimore-Washington Financial Advisors, Inc. | 5,774 | $263.7 萬 | 0.21% | −354−5.8% | 減碼 |
| Silvercrest Asset Management Group LLC | 5,716 | $261.0 萬 | 0.02% | −7−0.1% | 減碼 |
| Naples Global Advisors, LLC | 5,695 | $260.9 萬 | 0.32% | −307−5.1% | 減碼 |
| TownSquare Capital, LLC | 5,616 | $256.4 萬 | 0.05% | +4,139+280.2% | 加碼 |
| Regents of the University of California | 5,600 | $255.7 萬 | 0.33% | 00.0% | 不變 |
| St. Johns Investment Management Company, LLC | 5,585 | $255.0 萬 | 1.46% | −94−1.7% | 減碼 |
| IFG Advisory, LLC | 5,566 | $254.2 萬 | 0.21% | −115−2.0% | 減碼 |
| Matrix Asset Advisors Inc | 5,515 | $251.8 萬 | 0.36% | −115−2.0% | 減碼 |
| Northstar Asset Management LLC | 5,500 | $251.2 萬 | 0.72% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,575 | $247.7 萬 | 0.03% | −123−2.2% | 減碼 |
| Penobscot Investment Management Company, Inc. | 5,358 | $244.7 萬 | 0.33% | +1,344+33.5% | 加碼 |
| JMG Financial Group, Ltd. | 5,341 | $243.9 萬 | 0.12% | +656+14.0% | 加碼 |
| Joel Isaacson & Co., LLC | 5,330 | $243.4 萬 | 0.17% | +263+5.2% | 加碼 |
| Larson Financial Group LLC | 5,301 | $242.0 萬 | 0.24% | −713−11.9% | 減碼 |
| Madison Asset Management, LLC | 5,246 | $239.6 萬 | 0.04% | −1,022−16.3% | 減碼 |
| Sterling Investment Advisors, Ltd. | 5,246 | $239.6 萬 | 0.84% | −96−1.8% | 減碼 |
| Shoker Investment Counsel, Inc. | 5,234 | $239.0 萬 | 1.04% | −59−1.1% | 減碼 |
| Argent Trust Co | 5,172 | $236.2 萬 | 0.13% | −14−0.3% | 減碼 |
| Meridian Wealth Management, LLC | 5,144 | $235.0 萬 | 0.14% | −806−13.5% | 減碼 |
| Global Retirement Partners, LLC | 5,212 | $232.2 萬 | 0.12% | −19−0.4% | 減碼 |
| National Asset Management, Inc. | 5,024 | $230.2 萬 | 0.06% | −522−9.4% | 減碼 |
| Gilman Hill Asset Management, LLC | 5,031 | $229.7 萬 | 0.45% | +63+1.3% | 加碼 |
| Private Trust Co NA | 5,016 | $229.1 萬 | 0.30% | −305−5.7% | 減碼 |
| Connecticut Wealth Management, LLC | 4,996 | $228.1 萬 | 0.16% | +496+11.0% | 加碼 |
| Merit Financial Group, LLC | 4,980 | $227.4 萬 | 0.07% | −1,304−20.8% | 減碼 |
| Winthrop Advisory Group LLC | 4,945 | $226.6 萬 | 0.37% | −49−1.0% | 減碼 |
| Vanguard Group Inc | 4,937 | $225.4 萬 | 0.00% | 00.0% | 不變 |
| Audent Global Asset Management, LLC | 4,898 | $223.7 萬 | 2.57% | −1,070−17.9% | 減碼 |
| Greenleaf Trust | 4,888 | $223.2 萬 | 0.03% | +98+2.0% | 加碼 |
| Breakwater Capital Group | 5,123 | $222.9 萬 | 0.77% | +2,073+68.0% | 加碼 |
| Courier Capital LLC | 4,857 | $221.8 萬 | 0.18% | 00.0% | 不變 |
| Asset Management Group, Inc. | 4,831 | $220.6 萬 | 0.49% | +14+0.3% | 加碼 |
| Adviser Investments LLC | 4,781 | $218.3 萬 | 0.05% | +58+1.2% | 加碼 |
| Spinnaker Trust | 4,766 | $217.6 萬 | 0.16% | −156−3.2% | 減碼 |
| Baron Financial Group, LLC | 4,752 | $217.0 萬 | 1.41% | −129−2.6% | 減碼 |
| New England Private Wealth Advisors LLC | 4,720 | $215.5 萬 | 0.45% | +20.0% | 加碼 |
| All Terrain Financial Advisors, LLC | 4,699 | $214.6 萬 | 1.09% | −6,956−59.7% | 減碼 |
| Delta Financial Group, Inc. | 4,626 | $211.2 萬 | 0.73% | +355+8.3% | 加碼 |
| Hoylecohen, LLC | 4,581 | $209.2 萬 | 0.19% | −261−5.4% | 減碼 |
| Capital Advisory Group Advisory Services, LLC | 4,568 | $208.6 萬 | 1.18% | +4,568 | 新進 |
| West Paces Advisors Inc. | 4,562 | $208.3 萬 | 0.65% | 00.0% | 不變 |
| Summit Financial, LLC | 4,486 | $205.5 萬 | 0.15% | +42+0.9% | 加碼 |
| Element Pointe Advisors, LLC | 4,500 | $205.5 萬 | 0.65% | 00.0% | 不變 |
| ZWJ Investment Counsel Inc | 4,499 | $205.4 萬 | 0.11% | +118+2.7% | 加碼 |
| Davidson Trust Co | 4,495 | $205.3 萬 | 1.52% | 00.0% | 不變 |
| Sage Financial Management Group, Inc. | 4,489 | $205.0 萬 | 1.23% | −85−1.9% | 減碼 |
| Woodstock Corp | 4,487 | $204.9 萬 | 0.26% | +385+9.4% | 加碼 |
| Coastline Trust Co | 4,470 | $204.1 萬 | 0.30% | −872−16.3% | 減碼 |
| Diversified Trust Co | 4,459 | $203.6 萬 | 0.08% | −328−6.9% | 減碼 |
| Element Wealth, LLC | 4,417 | $201.7 萬 | 1.46% | +261+6.3% | 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 |
| Buckingham Strategic Partners | 4,363 | $199.3 萬 | 0.10% | +103+2.4% | 加碼 |
| Harbor Advisory Corp | 4,295 | $196.1 萬 | 0.71% | −223−4.9% | 減碼 |
| Keeley-Teton Advisors, LLC | 4,289 | $195.9 萬 | 0.27% | +174+4.2% | 加碼 |
| Venturi Wealth Management, LLC | 4,247 | $193.9 萬 | 0.15% | +4,247 | 新進 |
| Salem Investment Counselors Inc | 4,197 | $192.3 萬 | 0.07% | 00.0% | 不變 |
| Tower View Investment Management & Research LLC | 4,208 | $192.1 萬 | 1.35% | −177−4.0% | 減碼 |
| Advisory Services Network, LLC | 4,196 | $191.6 萬 | 0.05% | +341+8.8% | 加碼 |
| Johnson Financial Group, Inc. | 4,185 | $191.5 萬 | 0.13% | −316−7.0% | 減碼 |
| Wade G W & Inc | 4,179 | $190.9 萬 | 0.07% | 00.0% | 不變 |
| Hobart Private Capital, LLC | 4,158 | $189.9 萬 | 0.72% | +4,158 | 新進 |
| Transatlantique Private Wealth LLC | 4,155 | $189.7 萬 | 1.02% | 00.0% | 不變 |
| Taylor, Cottrill, Erickson & Associates, Inc. | 4,150 | $189.5 萬 | 0.63% | 00.0% | 不變 |
| Cambridge Advisors Inc. | 4,109 | $187.6 萬 | 0.50% | 00.0% | 不變 |
| Umb Bank N A | 4,085 | $186.5 萬 | 0.03% | 00.0% | 不變 |
| Moneta Group Investment Advisors LLC | 4,085 | $186.5 萬 | 0.04% | −72−1.7% | 減碼 |
| Revolve Wealth Partners, LLC | 3,993 | $182.3 萬 | 0.42% | +10+0.3% | 加碼 |