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 |
|---|---|---|---|---|---|
| Sawgrass Asset Management LLC | 1,655 | $75.6 萬 | 0.09% | 00.0% | 不變 |
| Valmark Advisers, Inc. | 1,652 | $75.4 萬 | 0.02% | +119+7.8% | 加碼 |
| Carolinas Wealth Consulting LLC | 1,737 | $75.1 萬 | 0.19% | +1+0.1% | 加碼 |
| Quadrant Capital Group LLC | 1,642 | $75.0 萬 | 0.08% | +173+11.8% | 加碼 |
| Petix & Botte Co | 1,640 | $74.9 萬 | 0.24% | 00.0% | 不變 |
| Alesco Advisors LLC | 1,639 | $74.8 萬 | 0.03% | −9−0.5% | 減碼 |
| Vista Wealth Management Group, LLC | 1,634 | $74.6 萬 | 0.07% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 1,624 | $74.2 萬 | 0.02% | +56+3.6% | 加碼 |
| Gator Capital Management, LLC | 1,607 | $73.4 萬 | 0.52% | 00.0% | 不變 |
| Berger Financial Group, Inc | 1,606 | $73.3 萬 | 0.08% | 00.0% | 不變 |
| Andrews, Lucia Wealth Management LLC | 1,603 | $73.2 萬 | 0.63% | +1+0.1% | 加碼 |
| Procyon Private Wealth Partners, LLC | 1,599 | $73.0 萬 | 0.07% | 00.0% | 不變 |
| Halpern Financial, Inc. | 1,593 | $72.7 萬 | 0.25% | +250+18.6% | 加碼 |
| Cornerstone Wealth Management, LLC | 1,584 | $72.4 萬 | 0.07% | −1−0.1% | 減碼 |
| American Money Management, LLC | 1,584 | $72.3 萬 | 0.18% | 00.0% | 不變 |
| National Wealth Management Group, LLC | 1,580 | $72.1 萬 | 0.78% | +717+83.1% | 加碼 |
| Maven Securities LTD | 1,579 | $72.1 萬 | 0.08% | +1,579 | 新進 |
| RTD Financial Advisors, Inc. | 1,570 | $71.7 萬 | 0.11% | 00.0% | 不變 |
| Clearview Wealth Advisors LLC | 1,567 | $71.6 萬 | 0.89% | +1,567 | 新進 |
| Crestwood Advisors Group LLC | 1,565 | $71.5 萬 | 0.02% | −585−27.2% | 減碼 |
| Daymark Wealth Partners, LLC | 1,560 | $71.2 萬 | 0.05% | 00.0% | 不變 |
| Triumph Capital Management | 1,552 | $70.9 萬 | 0.32% | +734+89.7% | 加碼 |
| First Business Financial Services, Inc. | 1,551 | $70.8 萬 | 0.09% | −82−5.0% | 減碼 |
| Cassaday & Co Wealth Management LLC | 1,546 | $70.6 萬 | 0.03% | 00.0% | 不變 |
| VeraBank, N.A. | 1,545 | $70.6 萬 | 0.27% | 00.0% | 不變 |
| Sabal Trust CO | 1,536 | $70.1 萬 | 0.05% | +1,077+234.6% | 加碼 |
| Vista Investment Management | 1,527 | $69.7 萬 | 0.37% | −16−1.0% | 減碼 |
| Bank of Stockton | 1,618 | $69.7 萬 | 0.26% | −410−20.2% | 減碼 |
| Bank of Hawaii | 1,510 | $69.0 萬 | 0.04% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 1,505 | $68.7 萬 | 0.09% | 00.0% | 不變 |
| Retirement Capital Strategies | 1,502 | $68.6 萬 | 0.32% | 00.0% | 不變 |
| DRW Securities, LLC | 1,500 | $68.5 萬 | 0.05% | +1,500 | 新進 |
| CIBC World Markets Inc. | 1,475 | $67.4 萬 | 0.00% | −410−21.8% | 減碼 |
| Old North State Trust, LLC | 1,474 | $67.3 萬 | 0.52% | −145−9.0% | 減碼 |
| Evoke Wealth, LLC | 1,452 | $66.5 萬 | 0.02% | 00.0% | 不變 |
| Brighton Jones LLC | 1,452 | $66.3 萬 | 0.03% | −42−2.8% | 減碼 |
| Flynn Zito Capital Management, LLC | 1,445 | $66.0 萬 | 0.46% | 00.0% | 不變 |
| CCG Wealth Management, LLC | 1,437 | $65.6 萬 | 0.43% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 1,434 | $65.5 萬 | 0.12% | −149−9.4% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 1,427 | $65.2 萬 | 0.06% | +1,427 | 新進 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,420 | $64.8 萬 | 0.16% | 00.0% | 不變 |
| McGuire Investment Group, LLC | 1,417 | $64.7 萬 | 0.12% | 00.0% | 不變 |
| Pettinga Financial Advisors, LLC | 1,403 | $64.1 萬 | 0.19% | 00.0% | 不變 |
| Lam Group, Inc. | 1,400 | $63.9 萬 | 0.63% | 00.0% | 不變 |
| Blue Barn Wealth, LLC | 1,399 | $63.9 萬 | 0.42% | −63−4.3% | 減碼 |
| Holistic Financial Partners | 1,391 | $63.5 萬 | 0.42% | −208−13.0% | 減碼 |
| Leisure Capital Management | 1,390 | $63.5 萬 | 0.36% | −6−0.4% | 減碼 |
| Grimes & Company, Inc. | 1,389 | $63.4 萬 | 0.02% | 00.0% | 不變 |
| Nemes Rush Group LLC | 1,387 | $63.3 萬 | 0.11% | +690+99.0% | 加碼 |
| Sebold Capital Management, Inc. | 1,381 | $63.1 萬 | 0.51% | 00.0% | 不變 |
| Fca Corp | 1,380 | $63.0 萬 | 0.23% | 00.0% | 不變 |
| Seelaus Asset Management LLC | 1,369 | $62.5 萬 | 0.71% | 00.0% | 不變 |
| Park National Corp | 1,367 | $62.4 萬 | 0.03% | −22−1.6% | 減碼 |
| Round Rock Advisors, LLC | 1,358 | $62.0 萬 | 0.24% | +2+0.1% | 加碼 |
| River Wealth Advisors LLC | 1,357 | $62.0 萬 | 0.11% | −213−13.6% | 減碼 |
| Quadrant Private Wealth Management, LLC | 1,347 | $61.7 萬 | 0.21% | +1+0.1% | 加碼 |
| Acorn Wealth Advisors, LLC | 1,349 | $61.6 萬 | 0.41% | −156−10.4% | 減碼 |
| Thrivent Financial for Lutherans | 1,338 | $61.1 萬 | 0.00% | +916+217.1% | 加碼 |
| Sequoia Financial Advisors, LLC | 1,326 | $60.6 萬 | 0.01% | −62−4.5% | 減碼 |
| Neumann Capital Management, LLC | 1,320 | $60.3 萬 | 0.26% | 00.0% | 不變 |
| Prudential Financial Inc | 1,318 | $60.2 萬 | 0.00% | +261+24.7% | 加碼 |
| Ellerson Group Inc | 1,312 | $59.9 萬 | 0.56% | 00.0% | 不變 |
| Centaurus Financial, Inc. | 1,304 | $59.5 萬 | 0.05% | +131+11.2% | 加碼 |
| Plante Moran Financial Advisors, LLC | 1,299 | $59.4 萬 | 0.07% | −35−2.6% | 減碼 |
| Sanders Morris Harris LLC | 1,300 | $59.4 萬 | 0.12% | 00.0% | 不變 |
| Schrum Private Wealth Management LLC | 1,298 | $59.3 萬 | 0.68% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 1,286 | $58.7 萬 | 0.07% | −11−0.8% | 減碼 |
| Aspen Investment Management Inc | 1,283 | $58.5 萬 | 0.35% | +820+177.1% | 加碼 |
| Stephens Inc | 1,278 | $58.4 萬 | 0.01% | −1,180−48.0% | 減碼 |
| GSB Wealth Management, LLC | 1,275 | $58.2 萬 | 0.19% | 00.0% | 不變 |
| Hyperion Partners, LLC | 1,274 | $58.2 萬 | 0.50% | +4+0.3% | 加碼 |
| McIlrath & Eck, LLC | 1,262 | $57.6 萬 | 0.12% | 00.0% | 不變 |
| Smithfield Trust Co | 1,250 | $57.1 萬 | 0.04% | 00.0% | 不變 |
| Single Point Partners, LLC | 1,248 | $57.0 萬 | 0.15% | 00.0% | 不變 |
| Orgel Wealth Management, LLC | 1,247 | $56.9 萬 | 0.02% | −144−10.4% | 減碼 |
| Fortress Wealth Group, LLC | 1,283 | $56.9 萬 | 0.38% | 00.0% | 不變 |
| Nicollet Investment Management, Inc. | 1,241 | $56.7 萬 | 0.25% | +13+1.1% | 加碼 |
| Jackson Wealth Management, LLC | 1,231 | $56.2 萬 | 0.08% | +1,231 | 新進 |
| L & S Advisors Inc | 1,227 | $56.0 萬 | 0.08% | −305−19.9% | 減碼 |
| Parcion Private Wealth LLC | 1,224 | $55.9 萬 | 0.06% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 1,219 | $55.7 萬 | 0.06% | +696+133.1% | 加碼 |
| Simon Quick Advisors, LLC | 1,219 | $55.6 萬 | 0.05% | 00.0% | 不變 |
| Roberts Glore & Co Inc | 1,211 | $55.3 萬 | 0.18% | 00.0% | 不變 |
| Sentinel Trust Co Lba | 1,203 | $54.9 萬 | 0.08% | −234−16.3% | 減碼 |
| Independent Advisor Alliance | 1,200 | $54.8 萬 | 0.02% | 00.0% | 不變 |
| Assetmark, Inc | 1,196 | $54.6 萬 | 0.00% | +1,032+629.3% | 加碼 |
| Exencial Wealth Advisors, LLC | 1,196 | $54.6 萬 | 0.03% | −90−7.0% | 減碼 |
| Duncker Streett & Co Inc | 1,195 | $54.6 萬 | 0.13% | 00.0% | 不變 |
| D.A. Davidson & Co. | 1,192 | $54.5 萬 | 0.01% | −5,197−81.3% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 1,191 | $54.4 萬 | 0.05% | 00.0% | 不變 |
| Hohimer Wealth Management, LLC | 1,183 | $54.0 萬 | 0.15% | −50−4.1% | 減碼 |
| WealthPLAN Partners, LLC | 1,174 | $53.6 萬 | 0.06% | +4+0.3% | 加碼 |
| Western Wealth Management, LLC | 1,170 | $53.4 萬 | 0.05% | −63−5.1% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 1,167 | $53.3 萬 | 0.04% | 00.0% | 不變 |
| Kaydan Wealth Management, Inc. | 1,161 | $53.0 萬 | 0.21% | −12−1.0% | 減碼 |
| Encompass Wealth Advisors, LLC | 1,160 | $53.0 萬 | 0.18% | 00.0% | 不變 |
| WorthPointe, LLC | 1,158 | $52.9 萬 | 0.32% | −27−2.3% | 減碼 |
| SJA Financial Advisory, LLC | 1,150 | $52.5 萬 | 0.49% | +4+0.3% | 加碼 |
| German American Bancorp, Inc. | 1,142 | $52.2 萬 | 0.08% | 00.0% | 不變 |
| Rathbone Brothers plc | 1,140 | $52.1 萬 | 0.00% | +140+14.0% | 加碼 |