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 | 1,127 | $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 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 |
|---|---|---|---|---|---|
| TKG Advisors, LLC | 10,547 | $535.1 萬 | 3.19% | +293+2.9% | 加碼 |
| Leavell Investment Management, Inc. | 10,516 | $535.5 萬 | 0.34% | +3,484+49.5% | 加碼 |
| Cetera Investment Advisers | 10,609 | $538.3 萬 | 0.04% | +2,113+24.9% | 加碼 |
| Flow Traders U.S. LLC | 10,744 | $545.1 萬 | 0.17% | −25,217−70.1% | 減碼 |
| HB Wealth Management, LLC | 10,751 | $545.5 萬 | 0.08% | +168+1.6% | 加碼 |
| Latigo Investments, LLC | 10,962 | $556.2 萬 | 3.07% | 00.0% | 不變 |
| Hanover Advisors Inc | 10,986 | $557.4 萬 | 2.72% | +10,986 | 新進 |
| Peak Asset Management, LLC | 11,026 | $559.4 萬 | 1.23% | −74−0.7% | 減碼 |
| Diversified Portfolios, Inc. | 11,046 | $560.5 萬 | 0.88% | −106−1.0% | 減碼 |
| Highland Capital Management, LLC | 11,071 | $561.7 萬 | 0.35% | 00.0% | 不變 |
| Journey Strategic Wealth LLC | 11,152 | $565.8 萬 | 0.27% | 00.0% | 不變 |
| Colony Group, LLC | 11,286 | $572.6 萬 | 0.08% | +11,286 | 新進 |
| Lincoln National Corp | 11,371 | $577.0 萬 | 0.10% | +89+0.8% | 加碼 |
| Retirement Income Solutions, Inc | 11,419 | $579.4 萬 | 1.44% | −241−2.1% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 11,450 | $580.9 萬 | 0.68% | −24−0.2% | 減碼 |
| Madison Park Capital Advisors, LLC | 11,507 | $583.9 萬 | 5.63% | +11,507 | 新進 |
| Scarborough Advisors, LLC | 11,547 | $585.9 萬 | 1.21% | +524+4.8% | 加碼 |
| Adirondack Trust Co | 11,142 | $588.3 萬 | 2.54% | +368+3.4% | 加碼 |
| Yousif Capital Management, LLC | 11,766 | $597.0 萬 | 0.07% | −5,480−31.8% | 減碼 |
| Sand Hill Global Advisors, LLC | 11,876 | $602.6 萬 | 0.29% | −12−0.1% | 減碼 |
| Franklin Resources Inc | 12,145 | $616.2 萬 | 0.00% | −170−1.4% | 減碼 |
| Pegasus Partners Ltd. | 12,188 | $618.4 萬 | 0.72% | −3,432−22.0% | 減碼 |
| Staley Capital Advisers Inc | 12,267 | $622.4 萬 | 0.31% | −105−0.8% | 減碼 |
| Csenge Advisory Group | 12,287 | $623.4 萬 | 0.39% | +321+2.7% | 加碼 |
| Community Bank, N.A. | 12,430 | $630.7 萬 | 0.82% | −171−1.4% | 減碼 |
| Rhumbline Advisers | 12,500 | $634.2 萬 | 0.01% | +6,300+101.6% | 加碼 |
| Victory Financial Group, LLC | 12,543 | $636.4 萬 | 4.30% | +12,543 | 新進 |
| Wealthspire Advisors, LLC | 12,583 | $638.5 萬 | 0.09% | −151−1.2% | 減碼 |
| Goelzer Investment Management, Inc. | 12,715 | $645.1 萬 | 0.41% | −230−1.8% | 減碼 |
| Williams Jones Wealth Management, LLC. | 12,818 | $650.4 萬 | 0.09% | −335−2.5% | 減碼 |
| Dakota Wealth Management | 12,881 | $653.6 萬 | 0.25% | −1,945−13.1% | 減碼 |
| Meridian Wealth Advisors, LLC | 12,996 | $659.4 萬 | 1.44% | −709−5.2% | 減碼 |
| Private Advisor Group, LLC | 13,130 | $666.1 萬 | 0.05% | −97−0.7% | 減碼 |
| Mill Creek Capital Advisors, LLC | 13,242 | $671.9 萬 | 0.20% | +16+0.1% | 加碼 |
| Colorado Capital Management, Inc. | 13,337 | $676.7 萬 | 4.44% | −100−0.7% | 減碼 |
| Arbor Trust Wealth Advisors, LLC | 13,478 | $686.4 萬 | 4.09% | −7−0.1% | 減碼 |
| Busey Wealth Management | 13,679 | $694.0 萬 | 0.27% | +220+1.6% | 加碼 |
| Chesley Taft & Associates LLC | 13,720 | $696.1 萬 | 0.39% | +230+1.7% | 加碼 |
| Unionview, LLC | 13,737 | $697.0 萬 | 6.26% | −717−5.0% | 減碼 |
| Smith Anglin Financial, LLC | 13,773 | $698.8 萬 | 0.80% | 00.0% | 不變 |
| Boyd Watterson Asset Management LLC | 13,930 | $706.8 萬 | 2.79% | 00.0% | 不變 |
| Pacific Center for Financial Services | 13,938 | $707.2 萬 | 2.23% | −517−3.6% | 減碼 |
| Canopy Partners, LLC | 13,923 | $709.1 萬 | 4.32% | +13,923 | 新進 |
| RMR Wealth Builders | 13,979 | $709.3 萬 | 1.00% | +1,099+8.5% | 加碼 |
| Montz Harcus Wealth Management LLC | 14,066 | $713.7 萬 | 5.45% | −77−0.5% | 減碼 |
| Legal & General Group Plc | 14,200 | $720.5 萬 | 0.00% | 00.0% | 不變 |
| Vantage Financial Partners Ltd., Inc. | 14,391 | $730.2 萬 | 2.22% | +160+1.1% | 加碼 |
| Green Square Capital Advisors LLC | 14,413 | $731.3 萬 | 0.99% | −5,014−25.8% | 減碼 |
| Telemus Capital, LLC | 14,637 | $742.7 萬 | 0.61% | −70.0% | 減碼 |
| Palisade Asset Management, LLC | 14,846 | $753.3 萬 | 0.83% | −112−0.7% | 減碼 |
| Credit Suisse AG | 15,280 | $775.3 萬 | 0.01% | −5,446−26.3% | 減碼 |
| Grove Bank & Trust | 15,344 | $778.5 萬 | 1.43% | −531−3.3% | 減碼 |
| CIBC Private Wealth Group, LLC | 15,654 | $794.3 萬 | 0.02% | −487−3.0% | 減碼 |
| Pensionmark Financial Group, LLC | 15,934 | $808.5 萬 | 1.05% | +15,934 | 新進 |
| GFS Advisors, LLC | 15,978 | $810.7 萬 | 1.19% | +4,050+34.0% | 加碼 |
| Tiaa Trust, National Association | 16,193 | $821.6 萬 | 0.03% | −563−3.4% | 減碼 |
| Howard Capital Management Inc. | 16,210 | $822.5 萬 | 1.02% | +690+4.4% | 加碼 |
| Savant Capital, LLC | 16,235 | $823.7 萬 | 0.11% | +6,124+60.6% | 加碼 |
| Capstone Financial Advisors, Inc. | 16,287 | $826.4 萬 | 0.59% | −31−0.2% | 減碼 |
| Raymond James Trust N.A. | 16,350 | $829.6 萬 | 0.22% | +729+4.7% | 加碼 |
| Boston Financial Mangement LLC | 16,382 | $831.2 萬 | 0.28% | +77+0.5% | 加碼 |
| Peddock Capital Advisors, LLC | 16,397 | $832.0 萬 | 2.53% | +589+3.7% | 加碼 |
| KCM Investment Advisors LLC | 16,525 | $838.5 萬 | 0.33% | −66−0.4% | 減碼 |
| Boston Family Office LLC | 16,744 | $849.6 萬 | 0.64% | +24+0.1% | 加碼 |
| Victory Capital Management Inc | 16,990 | $862.0 萬 | 0.01% | +9,110+115.6% | 加碼 |
| Hummer Financial Advisory Services Inc | 16,973 | $864.4 萬 | 7.90% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 17,369 | $884.2 萬 | 0.11% | +621+3.7% | 加碼 |
| Legacy Advisors, LLC | 17,447 | $885.2 萬 | 1.14% | +517+3.1% | 加碼 |
| Fifth Third Securities, Inc. | 17,535 | $893.0 萬 | 0.92% | −91−0.5% | 減碼 |
| Harbour Trust & Investment Management Co | 17,810 | $903.6 萬 | 1.27% | +17,810 | 新進 |
| Moreno Evelyn V | 17,830 | $904.7 萬 | 4.27% | −37,581−67.8% | 減碼 |
| Kingfisher Capital LLC | 17,943 | $910.4 萬 | 2.37% | +14,385+404.3% | 加碼 |
| Mechanics Bank Trust Department | 18,018 | $914.2 萬 | 1.43% | −1,448−7.4% | 減碼 |
| Ameritas Investment Partners, Inc. | 18,045 | $915.6 萬 | 0.33% | +8,000+79.6% | 加碼 |
| Arvest Investments, Inc. | 18,261 | $926.5 萬 | 1.51% | +18,261 | 新進 |
| Qube Research & Technologies Ltd | 18,272 | $927.1 萬 | 0.02% | +8,646+89.8% | 加碼 |
| Madison Asset Management, LLC | 18,293 | $928.2 萬 | 0.13% | +13,047+248.7% | 加碼 |
| Terry L. Blaker | 18,435 | $935.3 萬 | 0.77% | −77−0.4% | 減碼 |
| NBT Bank N A | 18,786 | $953.1 萬 | 0.75% | +479+2.6% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 19,017 | $964.9 萬 | 1.69% | +3,017+18.9% | 加碼 |
| Bordeaux Wealth Advisors LLC | 19,184 | $973.4 萬 | 3.31% | −295−1.5% | 減碼 |
| Capital Fund Management S.A. | 19,232 | $975.8 萬 | 0.12% | −6,900−26.4% | 減碼 |
| Lutz Financial Services LLC | 19,630 | $996.0 萬 | 0.93% | −104−0.5% | 減碼 |
| Central Bank & Trust Co | 19,756 | $1,002 萬 | 1.55% | −1,225−5.8% | 減碼 |
| jvl associates llc | 20,005 | $1,015 萬 | 4.59% | 00.0% | 不變 |
| Evercore Wealth Management, LLC | 20,050 | $1,017 萬 | 0.17% | −201−1.0% | 減碼 |
| Old National Bancorp | 20,059 | $1,018 萬 | 0.27% | −55−0.3% | 減碼 |
| Agf Management Ltd | 20,252 | $1,028 萬 | 0.06% | −12−0.1% | 減碼 |
| Avantax Advisory Services, Inc. | 20,370 | $1,034 萬 | 0.10% | +255+1.3% | 加碼 |
| Linscomb & Williams, Inc. | 20,383 | $1,034 萬 | 0.57% | −746−3.5% | 減碼 |
| Trifecta Capital Advisors, LLC | 20,730 | $1,052 萬 | 2.91% | +1,458+7.6% | 加碼 |
| Dumont & Blake Investment Advisors LLC | 20,743 | $1,052 萬 | 3.26% | −94−0.5% | 減碼 |
| GTS Securities LLC | 20,857 | $1,058 萬 | 0.23% | +6,569+46.0% | 加碼 |
| Pachira Investments Inc. | 20,875 | $1,059 萬 | 9.35% | +20,875 | 新進 |
| Brown Brothers Harriman & Co | 20,912 | $1,061 萬 | 0.09% | −34−0.2% | 減碼 |
| CWM, LLC | 21,217 | $1,077 萬 | 0.06% | +5,749+37.2% | 加碼 |
| Glenmede Trust Co NA | 21,894 | $1,111 萬 | 0.06% | −15−0.1% | 減碼 |
| Cetera Advisors LLC | 21,899 | $1,111 萬 | 0.15% | +402+1.9% | 加碼 |
| Exchange Capital Management, Inc. | 22,152 | $1,124 萬 | 2.02% | −530−2.3% | 減碼 |
| Cresset Asset Management, LLC | 22,249 | $1,131 萬 | 0.07% | −993−4.3% | 減碼 |