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 |
|---|---|---|---|---|---|
| Graypoint LLC | 3,990 | $182.2 萬 | 0.17% | +45+1.1% | 加碼 |
| TD Waterhouse Canada Inc. | 3,892 | $181.9 萬 | 0.02% | −575−12.9% | 減碼 |
| Paulson Wealth Management Inc. | 3,971 | $181.3 萬 | 0.63% | +428+12.1% | 加碼 |
| Soltis Investment Advisors LLC | 3,958 | $180.7 萬 | 0.23% | 00.0% | 不變 |
| Cambridge Trust Co | 3,949 | $180.3 萬 | 0.08% | −135−3.3% | 減碼 |
| Eldridge Investment Advisors, Inc. | 3,934 | $179.7 萬 | 0.60% | −630−13.8% | 減碼 |
| American Institute for Advanced Investment Management, LLP | 3,921 | $179.0 萬 | 1.66% | −475−10.8% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 3,872 | $176.8 萬 | 0.01% | +3,872 | 新進 |
| First Citizens Bank & Trust Co | 3,867 | $176.6 萬 | 0.03% | −16−0.4% | 減碼 |
| Intelligent Financial Strategies | 3,851 | $176.5 萬 | 1.31% | +4+0.1% | 加碼 |
| Sovereign Financial Group, Inc. | 3,863 | $176.4 萬 | 0.63% | −15−0.4% | 減碼 |
| Putnam Investments LLC | 3,861 | $176.3 萬 | 0.00% | −9,311−70.7% | 減碼 |
| WealthBridge Capital Management, LLC | 3,861 | $176.3 萬 | 0.73% | +121+3.2% | 加碼 |
| CAPROCK Group, Inc. | 3,821 | $175.1 萬 | 0.13% | 00.0% | 不變 |
| Jordan Park Group LLC | 3,810 | $174.0 萬 | 0.13% | 00.0% | 不變 |
| Lowe Wealth Advisors, LLC | 3,809 | $173.9 萬 | 0.92% | +117+3.2% | 加碼 |
| Northwest Bancshares, Inc. | 3,767 | $172.0 萬 | 0.33% | −37−1.0% | 減碼 |
| Signature Securities Group Corporation | 3,754 | $172.0 萬 | 0.65% | −24−0.6% | 減碼 |
| Old Second National Bank of Aurora | 3,745 | $171.0 萬 | 0.52% | −22−0.6% | 減碼 |
| Texas Permanent School Fund | 3,737 | $170.6 萬 | 0.02% | −7,705−67.3% | 減碼 |
| Clientfirst Wealth Management, LLC | 3,789 | $169.9 萬 | 2.07% | 00.0% | 不變 |
| Kingsview Wealth Management, LLC | 3,707 | $169.3 萬 | 0.06% | +344+10.2% | 加碼 |
| Crescent Sterling, Ltd. | 3,662 | $167.2 萬 | 1.77% | −101−2.7% | 減碼 |
| Investment Advisory Group, LLC | 3,660 | $167.1 萬 | 0.87% | −10.0% | 減碼 |
| Quantum Private Wealth, LLC | 3,655 | $166.9 萬 | 0.80% | 00.0% | 不變 |
| Focus Financial Network, Inc. | 3,609 | $165.3 萬 | 0.09% | −45−1.2% | 減碼 |
| Northern Oak Wealth Management Inc | 3,616 | $165.1 萬 | 0.21% | −15−0.4% | 減碼 |
| Rosenblum Silverman Sutton S F Inc | 3,602 | $164.5 萬 | 0.56% | −10−0.3% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 3,598 | $164.3 萬 | 0.07% | +3,127+663.9% | 加碼 |
| Kingfisher Capital LLC | 3,558 | $162.5 萬 | 0.44% | +8+0.2% | 加碼 |
| TSFG, LLC | 3,549 | $162.1 萬 | 0.58% | 00.0% | 不變 |
| Moloney Securities Asset Management, LLC | 3,544 | $161.9 萬 | 0.29% | +495+16.2% | 加碼 |
| Freestone Capital Holdings, LLC | 3,530 | $161.2 萬 | 0.09% | −23−0.6% | 減碼 |
| Compass Wealth Management LLC | 3,521 | $160.8 萬 | 0.50% | −261−6.9% | 減碼 |
| GenTrust, LLC | 3,503 | $160.7 萬 | 0.11% | −3,722−51.5% | 減碼 |
| Darrow Company, Inc. | 3,517 | $160.6 萬 | 1.41% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 3,456 | $157.8 萬 | 0.17% | +405+13.3% | 加碼 |
| PFG Advisors | 3,442 | $157.2 萬 | 0.14% | +147+4.5% | 加碼 |
| Connectus Wealth, LLC | 3,434 | $156.8 萬 | 0.03% | +741+27.5% | 加碼 |
| Sunflower Bank, N.A. | 3,420 | $156.2 萬 | 0.38% | −101−2.9% | 減碼 |
| Proficio Capital Partners LLC | 3,415 | $155.9 萬 | 0.21% | 00.0% | 不變 |
| Meridian Financial, LLC | 3,412 | $155.8 萬 | 1.45% | −44−1.3% | 減碼 |
| Paragon Capital Management Ltd | 3,400 | $155.3 萬 | 0.35% | 00.0% | 不變 |
| Tiemann Investment Advisors, LLC | 3,394 | $155.0 萬 | 0.83% | −2−0.1% | 減碼 |
| Lindbrook Capital, LLC | 3,393 | $154.9 萬 | 0.17% | −100−2.9% | 減碼 |
| Wesbanco Bank Inc | 3,387 | $154.7 萬 | 0.07% | −283−7.7% | 減碼 |
| Kelman-Lazarov, Inc. | 3,384 | $154.5 萬 | 0.37% | −57−1.7% | 減碼 |
| Meridian Investment Counsel Inc. | 3,380 | $154.4 萬 | 0.58% | −20−0.6% | 減碼 |
| Capital Planning Advisors, LLC | 3,375 | $154.1 萬 | 0.32% | 00.0% | 不變 |
| Alpine Global Management, LLC | 3,345 | $152.7 萬 | 0.35% | +2,379+246.3% | 加碼 |
| Oxford Financial Group Ltd | 3,319 | $151.6 萬 | 0.13% | −435−11.6% | 減碼 |
| Nwam LLC | 3,308 | $151.1 萬 | 0.15% | −180−5.2% | 減碼 |
| McKinley Carter Wealth Services, Inc. | 3,267 | $149.2 萬 | 0.12% | −65−2.0% | 減碼 |
| GEM Asset Management, LLC | 3,253 | $148.5 萬 | 1.18% | 00.0% | 不變 |
| Farmers & Merchants Trust Co of Long Beach | 3,220 | $147.0 萬 | 0.43% | −17−0.5% | 減碼 |
| Regions Financial Corp | 3,190 | $145.7 萬 | 0.01% | −89−2.7% | 減碼 |
| Cyndeo Wealth Partners, LLC | 3,187 | $145.5 萬 | 0.15% | −446−12.3% | 減碼 |
| Summit Trail Advisors, LLC | 3,172 | $145.4 萬 | 0.05% | −2−0.1% | 減碼 |
| International Assets Investment Management, LLC | 3,196 | $145.0 萬 | 0.20% | +125+4.1% | 加碼 |
| Wunderlich Capital Managemnt | 3,151 | $143.9 萬 | 0.71% | +140+4.6% | 加碼 |
| Mathes Company, Inc. | 3,150 | $143.8 萬 | 0.67% | 00.0% | 不變 |
| Disciplined Investments, LLC | 3,132 | $143.0 萬 | 0.87% | −2,453−43.9% | 減碼 |
| Paradigm, Strategies in Wealth Management, LLC | 3,110 | $142.0 萬 | 0.91% | −101−3.1% | 減碼 |
| Founders Financial Securities LLC | 3,086 | $140.9 萬 | 0.18% | −63−2.0% | 減碼 |
| L.M. Kohn & Company | 3,082 | $140.7 萬 | 0.51% | 00.0% | 不變 |
| Aspiriant, LLC | 3,071 | $140.3 萬 | 0.07% | −5−0.2% | 減碼 |
| GM Advisory Group, Inc. | 3,037 | $138.7 萬 | 0.11% | −144−4.5% | 減碼 |
| Horizon Investments, LLC | 3,024 | $138.1 萬 | 0.04% | −63−2.0% | 減碼 |
| Neuberger Berman Group LLC | 3,020 | $137.9 萬 | 0.00% | +264+9.6% | 加碼 |
| Avantax Planning Partners, Inc. | 3,019 | $137.9 萬 | 0.06% | +34+1.1% | 加碼 |
| Kestra Private Wealth Services, LLC | 2,992 | $136.6 萬 | 0.04% | +1,581+112.0% | 加碼 |
| Private Asset Management Inc | 2,966 | $135.4 萬 | 0.32% | −330−10.0% | 減碼 |
| XML Financial, LLC | 2,959 | $135.1 萬 | 0.16% | −684−18.8% | 減碼 |
| Manchester Capital Management LLC | 2,928 | $133.7 萬 | 0.20% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 2,920 | $133.3 萬 | 0.06% | +65+2.3% | 加碼 |
| Coyle Financial Counsel LLC | 2,915 | $133.1 萬 | 0.56% | +6+0.2% | 加碼 |
| SOA Wealth Advisors, LLC. | 2,887 | $131.8 萬 | 0.33% | −157−5.2% | 減碼 |
| Providence First Trust Co | 2,881 | $131.6 萬 | 0.73% | 00.0% | 不變 |
| Integrated Advisors Network LLC | 2,867 | $130.9 萬 | 0.08% | −253−8.1% | 減碼 |
| Tiedemann Advisors, LLC | 2,849 | $130.5 萬 | 0.06% | 00.0% | 不變 |
| Colony Group LLC | 2,849 | $130.1 萬 | 0.02% | +53+1.9% | 加碼 |
| Spire Wealth Management | 2,848 | $130.1 萬 | 0.05% | −582−17.0% | 減碼 |
| Advus Financial Partners, LLC | 2,810 | $128.8 萬 | 0.69% | −24−0.8% | 減碼 |
| Manufacturers Life Insurance Company, The | 2,815 | $128.5 萬 | 0.00% | +2,815 | 新進 |
| Stratos Wealth Partners, LTD. | 2,813 | $128.5 萬 | 0.03% | +60+2.2% | 加碼 |
| Old Mission Capital LLC | 2,800 | $127.9 萬 | 0.04% | +2,800 | 新進 |
| Hardy Reed LLC | 2,799 | $127.8 萬 | 0.23% | +24+0.9% | 加碼 |
| Bremer Bank National Association | 2,744 | $125.3 萬 | 0.25% | −281−9.3% | 減碼 |
| Patriot Investment Management Inc. | 2,743 | $125.3 萬 | 0.11% | −45−1.6% | 減碼 |
| NorthRock Partners, LLC | 2,734 | $124.8 萬 | 0.13% | 00.0% | 不變 |
| Warren Averett Asset Management, LLC | 2,716 | $124.0 萬 | 0.05% | +2,716 | 新進 |
| Deutsche Bank AG | 2,695 | $123.1 萬 | 0.00% | +24+0.9% | 加碼 |
| Change Path, LLC | 2,686 | $122.6 萬 | 0.09% | −357−11.7% | 減碼 |
| Beaumont Financial Advisors, LLC | 2,680 | $122.4 萬 | 0.12% | +52+2.0% | 加碼 |
| Watershed Private Wealth LLC | 2,673 | $122.1 萬 | 0.75% | −17−0.6% | 減碼 |
| Scotia Capital Inc. | 2,661 | $121.5 萬 | 0.01% | +345+14.9% | 加碼 |
| Atria Investments LLC | 2,644 | $120.7 萬 | 0.02% | +2,644 | 新進 |
| High Falls Advisors, Inc | 2,637 | $120.4 萬 | 0.36% | −100−3.7% | 減碼 |
| Sigma Planning Corp | 2,603 | $118.9 萬 | 0.04% | −2,910−52.8% | 減碼 |
| Marble Harbor Investment Counsel, LLC | 2,600 | $118.7 萬 | 0.16% | 00.0% | 不變 |