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 |
|---|---|---|---|---|---|
| TCTC Holdings, LLC | 2,597 | $118.6 萬 | 0.05% | 00.0% | 不變 |
| Zions Bancorporation, N.A. | 2,583 | $118.0 萬 | 0.10% | −34−1.3% | 減碼 |
| Independent Financial Group, LLC | 2,541 | $116.0 萬 | 0.08% | +685+36.9% | 加碼 |
| Moody Lynn & Lieberson, LLC | 2,519 | $115.0 萬 | 0.10% | −26−1.0% | 減碼 |
| GWM Advisors LLC | 2,483 | $113.4 萬 | 0.01% | −67−2.6% | 減碼 |
| SOL Capital Management CO | 2,475 | $113.0 萬 | 0.18% | −65−2.6% | 減碼 |
| White Pine Capital LLC | 2,474 | $113.0 萬 | 0.45% | +96+4.0% | 加碼 |
| CX Institutional | 2,472 | $112.9 萬 | 0.06% | 00.0% | 不變 |
| Middleton & Co Inc | 2,461 | $112.4 萬 | 0.16% | 00.0% | 不變 |
| Montecito Bank & Trust | 2,459 | $112.3 萬 | 0.26% | −33−1.3% | 減碼 |
| Baker Avenue Asset Management, LP | 2,445 | $111.6 萬 | 0.06% | 00.0% | 不變 |
| Truepoint, Inc. | 2,438 | $111.3 萬 | 0.04% | +157+6.9% | 加碼 |
| CIC Wealth, LLC | 2,436 | $111.3 萬 | 0.40% | −31−1.3% | 減碼 |
| Lyell Wealth Management, LP | 2,435 | $111.2 萬 | 0.15% | −5−0.2% | 減碼 |
| Cozad Asset Management Inc | 2,403 | $109.7 萬 | 0.14% | 00.0% | 不變 |
| Sawtooth Solutions, LLC | 2,395 | $109.4 萬 | 0.04% | +203+9.3% | 加碼 |
| Nixon Peabody Trust Co | 2,386 | $109.0 萬 | 0.91% | −252−9.6% | 減碼 |
| TruWealth Advisors, LLC | 2,384 | $108.9 萬 | 0.09% | 00.0% | 不變 |
| Prime Capital Investment Advisors, LLC | 2,354 | $107.5 萬 | 0.02% | 00.0% | 不變 |
| RFG Advisory, LLC | 2,353 | $107.4 萬 | 0.05% | −37−1.5% | 減碼 |
| Wealth Advisory Solutions, LLC | 2,228 | $107.4 萬 | 0.21% | +2,228 | 新進 |
| Becker Capital Management Inc | 2,334 | $106.9 萬 | 0.04% | 00.0% | 不變 |
| Simplex Trading, LLC | 2,328 | $106.3 萬 | 0.04% | +2,328 | 新進 |
| Howe & Rusling Inc | 2,319 | $105.9 萬 | 0.12% | 00.0% | 不變 |
| ARS Investment Partners, LLC | 2,303 | $105.2 萬 | 0.13% | +88+4.0% | 加碼 |
| White Pine Investment CO | 2,298 | $104.9 萬 | 0.37% | +249+12.2% | 加碼 |
| InTrack Investment Management Inc | 2,282 | $104.2 萬 | 0.92% | +461+25.3% | 加碼 |
| Osborne Partners Capital Management, LLC | 2,272 | $103.7 萬 | 0.08% | −100−4.2% | 減碼 |
| Choate Investment Advisors | 2,265 | $103.4 萬 | 0.04% | +347+18.1% | 加碼 |
| 9258 Wealth Management, LLC | 2,251 | $102.8 萬 | 0.20% | −3−0.1% | 減碼 |
| Zhang Financial LLC | 2,244 | $102.3 萬 | 0.10% | +14+0.6% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 2,234 | $102.0 萬 | 0.09% | 00.0% | 不變 |
| Robertson Stephens Wealth Management, LLC | 2,218 | $101.6 萬 | 0.07% | +1,378+164.0% | 加碼 |
| RSM US Wealth Management LLC | 2,219 | $101.3 萬 | 0.04% | −45−2.0% | 減碼 |
| Fidelis Capital Partners, LLC | 2,206 | $100.7 萬 | 0.34% | −145−6.2% | 減碼 |
| Braun Stacey Associates Inc | 2,202 | $100.5 萬 | 0.05% | +20+0.9% | 加碼 |
| Wedbush Securities Inc | 2,180 | $99.6 萬 | 0.05% | −12−0.5% | 減碼 |
| Warner Financial, Inc | 2,161 | $98.7 萬 | 0.66% | 00.0% | 不變 |
| LBMC Investment Advisors, LLC | 2,220 | $98.4 萬 | 0.10% | 00.0% | 不變 |
| HM Payson & Co | 2,152 | $98.3 萬 | 0.02% | 00.0% | 不變 |
| Forza Wealth Management, LLC | 2,140 | $97.7 萬 | 0.50% | 00.0% | 不變 |
| United Bank | 2,128 | $97.2 萬 | 0.13% | −967−31.2% | 減碼 |
| Ameritas Advisory Services, LLC | 2,158 | $96.9 萬 | 0.05% | +11+0.5% | 加碼 |
| Wexford Capital LP | 2,120 | $96.8 萬 | 0.22% | −17,105−89.0% | 減碼 |
| Beacon Financial Advisory LLC | 2,105 | $96.1 萬 | 0.53% | +4+0.2% | 加碼 |
| Beacon Bridge Wealth Partners, LLC | 2,090 | $95.4 萬 | 0.50% | +149+7.7% | 加碼 |
| NCM Capital Management, LLC | 2,088 | $95.3 萬 | 0.68% | 00.0% | 不變 |
| Capital Investment Advisory Services, LLC | 2,085 | $95.2 萬 | 0.09% | +376+22.0% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 2,075 | $94.8 萬 | 0.12% | +7+0.3% | 加碼 |
| InterOcean Capital Group, LLC | 2,075 | $94.8 萬 | 0.03% | +547+35.8% | 加碼 |
| First National Bank of Mount Dora, Trust Investment Services | 2,072 | $94.6 萬 | 0.28% | 00.0% | 不變 |
| Harvest Investment Services, LLC | 2,055 | $93.8 萬 | 0.60% | −1,843−47.3% | 減碼 |
| Glassman Wealth Services | 2,049 | $93.6 萬 | 0.15% | 00.0% | 不變 |
| Altfest L J & Co Inc | 2,042 | $93.3 萬 | 0.15% | +66+3.3% | 加碼 |
| Viawealth, LLC | 2,041 | $93.2 萬 | 0.68% | −152−6.9% | 減碼 |
| Schonfeld Strategic Advisors LLC | 2,033 | $92.8 萬 | 0.01% | +2,033 | 新進 |
| STAR Financial Bank | 2,032 | $92.8 萬 | 0.95% | −104−4.9% | 減碼 |
| Clear Harbor Asset Management, LLC | 2,032 | $92.8 萬 | 0.10% | 00.0% | 不變 |
| Mason Investment Advisory Services, Inc. | 2,028 | $92.6 萬 | 0.09% | +2,028 | 新進 |
| Rockland Trust Co | 1,995 | $91.1 萬 | 0.05% | −25−1.2% | 減碼 |
| Pacific Financial Group Inc | 1,992 | $91.0 萬 | 0.59% | +60+3.1% | 加碼 |
| Essex Financial Services, Inc. | 1,989 | $90.8 萬 | 0.11% | +52+2.7% | 加碼 |
| Clifford Swan Investment Counsel LLC | 1,979 | $90.4 萬 | 0.04% | −33−1.6% | 減碼 |
| Bill Few Associates, Inc. | 1,970 | $90.0 萬 | 0.47% | +24+1.2% | 加碼 |
| Frisch Financial Group, Inc. | 1,966 | $89.8 萬 | 0.36% | −98−4.7% | 減碼 |
| ZRC Wealth Management, LLC | 1,945 | $88.8 萬 | 0.77% | +1+0.1% | 加碼 |
| Astoria Portfolio Advisors LLC. | 2,051 | $88.4 萬 | 0.43% | 00.0% | 不變 |
| We Are One Seven, LLC | 1,930 | $88.1 萬 | 0.07% | +23+1.2% | 加碼 |
| Evanson Asset Management, LLC | 1,926 | $87.9 萬 | 0.08% | +3+0.2% | 加碼 |
| Maltin Wealth Management, Inc. | 1,923 | $87.8 萬 | 0.61% | +4+0.2% | 加碼 |
| Frank, Rimerman Advisors LLC | 1,914 | $87.4 萬 | 0.21% | 00.0% | 不變 |
| Tennessee Valley Asset Management Partners | 1,913 | $87.4 萬 | 0.29% | −18−0.9% | 減碼 |
| Tompkins Financial Corp | 1,904 | $86.9 萬 | 0.14% | 00.0% | 不變 |
| Bradley Foster & Sargent Inc | 1,815 | $86.9 萬 | 0.02% | 00.0% | 不變 |
| Private Wealth Group, LLC | 1,887 | $86.2 萬 | 0.56% | 00.0% | 不變 |
| Howland Capital Management LLC | 1,877 | $86.0 萬 | 0.05% | 00.0% | 不變 |
| Prosperity Planning, Inc. | 1,874 | $85.6 萬 | 0.36% | −4−0.2% | 減碼 |
| First Western Trust Bank | 1,872 | $85.5 萬 | 0.05% | −319−14.6% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 1,864 | $85.3 萬 | 0.08% | +1+0.1% | 加碼 |
| LaSalle St. Investment Advisors, LLC | 1,857 | $84.8 萬 | 0.42% | +55+3.1% | 加碼 |
| Stratos Wealth Advisors, LLC | 1,843 | $84.2 萬 | 0.06% | 00.0% | 不變 |
| BancorpSouth Bank | 1,826 | $83.4 萬 | 0.07% | −2−0.1% | 減碼 |
| Arthur M. Cohen & Associates, LLC | 1,817 | $82.5 萬 | 0.21% | +1+0.1% | 加碼 |
| Blue Fin Capital, Inc. | 1,794 | $81.9 萬 | 0.24% | +701+64.1% | 加碼 |
| Parsons Capital Management Inc | 1,781 | $81.3 萬 | 0.06% | +125+7.5% | 加碼 |
| Baldwin Brothers Inc | 1,777 | $81.1 萬 | 0.07% | 00.0% | 不變 |
| LCNB Corp | 1,775 | $81.1 萬 | 0.36% | −15−0.8% | 減碼 |
| Dana Investment Advisors, Inc. | 1,770 | $80.8 萬 | 0.04% | +2+0.1% | 加碼 |
| Journey Advisory Group, LLC | 1,752 | $80.0 萬 | 0.12% | 00.0% | 不變 |
| HBK Sorce Advisory LLC | 1,744 | $79.6 萬 | 0.04% | −13−0.7% | 減碼 |
| Lynch & Associates | 1,740 | $79.5 萬 | 0.21% | −188−9.8% | 減碼 |
| Peak Planning Group, LLC | 1,731 | $79.0 萬 | 0.62% | +27+1.6% | 加碼 |
| BKD Wealth Advisors, LLC | 1,727 | $78.9 萬 | 0.02% | 00.0% | 不變 |
| Axxcess Wealth Management, LLC | 1,708 | $78.0 萬 | 0.03% | +69+4.2% | 加碼 |
| Moors & Cabot, Inc. | 1,700 | $77.6 萬 | 0.05% | −110−6.1% | 減碼 |
| M. Kraus & Co | 1,700 | $77.6 萬 | 0.28% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 1,688 | $77.1 萬 | 0.07% | +10+0.6% | 加碼 |
| Peterson Wealth Management | 1,684 | $76.9 萬 | 0.63% | +567+50.8% | 加碼 |
| Omega Financial Group, LLC | 1,672 | $76.4 萬 | 0.37% | −288−14.7% | 減碼 |
| Legacy Private Trust Co. | 1,666 | $76.1 萬 | 0.07% | −43−2.5% | 減碼 |