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 4 季 13F 持有人
SPDR S&P Midcap 400 ETF Trust 在 2023/12/31 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
- 1,235
- 較 2023 年第 3 季 +97 家
- 持有股數
- 2,750 萬
- 較 2023 年第 3 季 +136.4 萬 (+5.2%)
- 總市值
- $138.6 億
- 較 2023 年第 3 季 +$18.5 億 (+15.4%)
- 新進機構
- 157
- 另有 327 家加碼
- 清倉機構
- 60
- 另有 392 家減碼
另有 21 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Whalerock Point Partners, LLC | 5,849 | $296.8 萬 | 0.92% | 00.0% | 不變 |
| Keystone Financial Group | 5,857 | $297.2 萬 | 0.52% | −452−7.2% | 減碼 |
| Equitable Holdings, Inc. | 5,888 | $298.8 萬 | 0.04% | −14−0.2% | 減碼 |
| Johnson Financial Group, Inc. | 5,900 | $300.2 萬 | 0.16% | +1,715+41.0% | 加碼 |
| Sabal Trust CO | 6,022 | $305.5 萬 | 0.19% | +4,486+292.1% | 加碼 |
| Lionsbridge Wealth Management LLC | 6,050 | $307.0 萬 | 2.45% | +222+3.8% | 加碼 |
| RSM US Wealth Management LLC | 6,111 | $310.1 萬 | 0.08% | +3,892+175.4% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 6,219 | $315.6 萬 | 0.13% | +2,621+72.8% | 加碼 |
| Sepio Capital, LP | 6,300 | $319.6 萬 | 0.27% | 00.0% | 不變 |
| Charter Research & Investment Group, Inc. | 6,307 | $320.0 萬 | 2.66% | +12+0.2% | 加碼 |
| Paladin Advisory Group, LLC | 6,314 | $320.4 萬 | 2.64% | −445−6.6% | 減碼 |
| Synovus Financial Corp | 6,321 | $320.8 萬 | 0.05% | +116+1.9% | 加碼 |
| Bristlecone Advisors, LLC | 6,364 | $322.9 萬 | 0.33% | +44+0.7% | 加碼 |
| Ballentine Partners, LLC | 6,438 | $326.7 萬 | 0.07% | −250−3.7% | 減碼 |
| Clear Point Advisors Inc. | 6,459 | $327.7 萬 | 2.90% | +6,459 | 新進 |
| Relative Value Partners Group, LLC | 6,467 | $328.1 萬 | 0.20% | 00.0% | 不變 |
| Apollon Wealth Management, LLC | 6,494 | $329.5 萬 | 0.11% | +137+2.2% | 加碼 |
| Fiduciary Trust Co | 6,507 | $330.2 萬 | 0.06% | −75−1.1% | 減碼 |
| Gould Asset Management LLC | 6,536 | $331.6 萬 | 0.86% | −485−6.9% | 減碼 |
| Summit Wealth Partners, LLC | 6,594 | $334.6 萬 | 0.78% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 6,660 | $337.9 萬 | 0.70% | +126+1.9% | 加碼 |
| Boston Private Wealth LLC | 6,673 | $338.6 萬 | 0.08% | −5,831−46.6% | 減碼 |
| Fifth Third Bancorp | 6,685 | $339.2 萬 | 0.01% | −27−0.4% | 減碼 |
| Hudson Valley Investment Advisors Inc | 6,787 | $340.4 萬 | 0.47% | −1,226−15.3% | 減碼 |
| Bailard, Inc. | 6,720 | $341.0 萬 | 0.10% | +20.0% | 加碼 |
| Ieq Capital, LLC | 6,721 | $341.0 萬 | 0.06% | −182−2.6% | 減碼 |
| Midwest Financial Group LLC | 6,723 | $341.1 萬 | 2.55% | −315−4.5% | 減碼 |
| North Star Investment Management Corp. | 6,772 | $343.6 萬 | 0.26% | +236+3.6% | 加碼 |
| Haverford Trust Co | 6,816 | $345.8 萬 | 0.04% | −1,825−21.1% | 減碼 |
| Lynx Capital Group Ltd | 6,895 | $349.9 萬 | 2.60% | +6,895 | 新進 |
| Veracity Capital LLC | 6,907 | $350.4 萬 | 1.41% | 00.0% | 不變 |
| United Capital Financial Advisers, LLC | 6,925 | $351.4 萬 | 0.03% | −2,055−22.9% | 減碼 |
| Resources Investment Advisors, LLC. | 6,958 | $353.1 萬 | 0.06% | −175−2.5% | 減碼 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 7,111 | $356.1 萬 | 1.49% | +523+7.9% | 加碼 |
| JMG Financial Group, Ltd. | 7,051 | $357.8 萬 | 0.15% | +1,710+32.0% | 加碼 |
| Union Savings Bank | 7,078 | $359.1 萬 | 2.04% | 00.0% | 不變 |
| Harbour Investments, Inc. | 7,263 | $368.5 萬 | 0.15% | +116+1.6% | 加碼 |
| Davis R M Inc | 7,319 | $371.4 萬 | 0.09% | −64−0.9% | 減碼 |
| Salomon & Ludwin, LLC | 8,150 | $372.2 萬 | 0.39% | 00.0% | 不變 |
| Stock Yards Bank & Trust Co | 7,361 | $373.5 萬 | 0.13% | −45−0.6% | 減碼 |
| Texas Permanent School Fund | 7,424 | $376.7 萬 | 0.03% | +3,687+98.7% | 加碼 |
| Renaissance Investment Group LLC | 7,432 | $377.1 萬 | 0.94% | −139−1.8% | 減碼 |
| Bay Rivers Group | 7,529 | $382.0 萬 | 2.40% | +126+1.7% | 加碼 |
| Perigon Wealth Management, LLC | 7,549 | $383.0 萬 | 0.13% | +1,067+16.5% | 加碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 7,575 | $384.3 萬 | 2.37% | −68−0.9% | 減碼 |
| J.W. Cole Advisors, Inc. | 7,674 | $389.4 萬 | 0.23% | +1,331+21.0% | 加碼 |
| Houlihan Financial Resource Group, Ltd. | 7,675 | $389.4 萬 | 1.89% | 00.0% | 不變 |
| Edmond de Rothschild Holding S.A. | 7,706 | $391.0 萬 | 0.07% | 00.0% | 不變 |
| Chilton Investment Co LLC | 7,773 | $394.4 萬 | 0.12% | 00.0% | 不變 |
| Ashton Thomas Private Wealth, LLC | 7,790 | $395.2 萬 | 0.25% | −60−0.8% | 減碼 |
| Prospera Financial Services Inc | 7,804 | $396.0 萬 | 0.13% | −1,658−17.5% | 減碼 |
| Wetherby Asset Management Inc | 7,823 | $396.9 萬 | 0.21% | +559+7.7% | 加碼 |
| Segment Wealth Management, LLC | 7,856 | $398.6 萬 | 0.35% | −15−0.2% | 減碼 |
| Keybank National Association | 7,880 | $399.8 萬 | 0.02% | −362−4.4% | 減碼 |
| Barrett & Company, Inc. | 7,888 | $400.2 萬 | 2.17% | −347−4.2% | 減碼 |
| Insigneo Advisory Services, LLC | 7,875 | $401.0 萬 | 0.56% | +658+9.1% | 加碼 |
| Benchmark Financial Wealth Advisors, LLC | 8,039 | $407.9 萬 | 1.76% | −60−0.7% | 減碼 |
| Oppenheimer & Co Inc | 8,053 | $408.6 萬 | 0.08% | −517−6.0% | 減碼 |
| Evensky & Katz LLC | 8,082 | $410.0 萬 | 0.31% | +21+0.3% | 加碼 |
| Highview Capital Management LLC | 8,118 | $411.9 萬 | 2.19% | 00.0% | 不變 |
| Ti-Trust, Inc | 8,156 | $413.8 萬 | 3.65% | +506+6.6% | 加碼 |
| Weil Company, Inc. | 8,262 | $419.2 萬 | 1.84% | +7,404+862.9% | 加碼 |
| RVW Wealth, LLC | 8,263 | $419.2 萬 | 0.46% | −473−5.4% | 減碼 |
| CMG Global Holdings, LLC | 8,091 | $422.0 萬 | 3.06% | −40−0.5% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 8,406 | $428.1 萬 | 0.12% | +126+1.5% | 加碼 |
| AMG National Trust Bank | 8,446 | $428.5 萬 | 0.13% | +95+1.1% | 加碼 |
| Intrepid Financial Planning Group LLC | 8,496 | $431.1 萬 | 2.06% | −378−4.3% | 減碼 |
| HSBC Holdings PLC | 8,543 | $433.6 萬 | 0.00% | −12,193−58.8% | 減碼 |
| Modera Wealth Management, LLC | 8,576 | $435.1 萬 | 0.07% | −589−6.4% | 減碼 |
| Allworth Financial LP | 8,652 | $439.0 萬 | 0.03% | −46−0.5% | 減碼 |
| KMG Fiduciary Partners, LLC | 8,729 | $442.9 萬 | 0.52% | −112−1.3% | 減碼 |
| G&S Capital LLC | 8,755 | $444.2 萬 | 2.11% | +196+2.3% | 加碼 |
| Mercer Global Advisors Inc | 8,814 | $447.2 萬 | 0.01% | +22+0.3% | 加碼 |
| Court Place Advisors, LLC | 9,084 | $460.9 萬 | 1.51% | +302+3.4% | 加碼 |
| Sonata Capital Group Inc | 9,121 | $462.8 萬 | 2.30% | −55−0.6% | 減碼 |
| Balboa Wealth Partners | 9,121 | $462.8 萬 | 1.54% | −354−3.7% | 減碼 |
| Financial Engines Advisors L.L.C. | 9,121 | $464.5 萬 | 0.01% | −464−4.8% | 減碼 |
| Flputnam Investment Management Co | 9,252 | $469.4 萬 | 0.11% | −1,117−10.8% | 減碼 |
| Kestra Advisory Services, LLC | 9,350 | $474.4 萬 | 0.04% | −16,001−63.1% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 9,444 | $479.2 萬 | 0.04% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 9,628 | $488.6 萬 | 0.06% | −412−4.1% | 減碼 |
| Motco | 9,663 | $490.3 萬 | 0.31% | −51−0.5% | 減碼 |
| Resonant Capital Advisors, LLC | 9,740 | $496.0 萬 | 0.48% | −12−0.1% | 減碼 |
| Granite FO LLC | 9,831 | $498.8 萬 | 3.34% | +1,033+11.7% | 加碼 |
| Raffa Wealth Management, LLC | 9,834 | $499.0 萬 | 1.52% | 00.0% | 不變 |
| Cape Cod Five Cents Savings Bank | 9,837 | $499.1 萬 | 0.51% | −10,789−52.3% | 減碼 |
| Sageworth Trust Co | 9,844 | $499.5 萬 | 0.34% | −87−0.9% | 減碼 |
| Stephenson National Bank & Trust | 9,877 | $501.1 萬 | 2.46% | +3,300+50.2% | 加碼 |
| Central Trust Co | 9,883 | $501.4 萬 | 0.13% | −198−2.0% | 減碼 |
| RBF Capital, LLC | 10,000 | $507.4 萬 | 0.32% | 00.0% | 不變 |
| Associated Banc-Corp | 10,031 | $509.0 萬 | 0.18% | −301−2.9% | 減碼 |
| Lodestar Private Asset Management LLC | 10,038 | $509.3 萬 | 0.78% | −31−0.3% | 減碼 |
| Bank of New Hampshire | 10,104 | $512.7 萬 | 1.45% | −291−2.8% | 減碼 |
| Callan Family Office, LLC | 10,128 | $513.9 萬 | 1.27% | 00.0% | 不變 |
| Mayflower Financial Advisors, LLC | 10,143 | $514.6 萬 | 0.71% | −6−0.1% | 減碼 |
| Bridgeworth, LLC | 10,169 | $515.9 萬 | 0.51% | −44−0.4% | 減碼 |
| First Horizon Advisors, Inc. | 10,185 | $516.8 萬 | 0.17% | −1,758−14.7% | 減碼 |
| Firestone Capital Management | 10,281 | $521.6 萬 | 1.61% | −31−0.3% | 減碼 |
| Gries Financial LLC | 10,304 | $522.8 萬 | 1.15% | −15−0.1% | 減碼 |
| Bokf, NA | 10,369 | $526.1 萬 | 0.10% | −389−3.6% | 減碼 |