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 |
|---|---|---|---|---|---|
| Montecito Bank & Trust | 2,402 | $121.9 萬 | 0.26% | −57−2.3% | 減碼 |
| Cozad Asset Management Inc | 2,403 | $121.9 萬 | 0.14% | 00.0% | 不變 |
| CIC Wealth, LLC | 2,439 | $123.7 萬 | 0.39% | +3+0.1% | 加碼 |
| Spire Wealth Management | 2,491 | $124.6 萬 | 0.04% | −357−12.5% | 減碼 |
| Middleton & Co Inc | 2,461 | $124.9 萬 | 0.16% | 00.0% | 不變 |
| CX Institutional | 2,493 | $126.5 萬 | 0.07% | +21+0.8% | 加碼 |
| Financial Network Wealth Management LLC | 2,500 | $126.8 萬 | 0.55% | +2,500 | 新進 |
| ARK & TLK Investments, LLC | 2,499 | $126.8 萬 | 0.51% | +2,499 | 新進 |
| Baker Avenue Asset Management, LP | 2,503 | $127.0 萬 | 0.06% | +58+2.4% | 加碼 |
| Blue Fin Capital, Inc. | 2,504 | $127.0 萬 | 0.33% | +710+39.6% | 加碼 |
| Moody Lynn & Lieberson, LLC | 2,521 | $127.9 萬 | 0.10% | +2+0.1% | 加碼 |
| Zions Bancorporation, N.A. | 2,583 | $131.1 萬 | 0.09% | 00.0% | 不變 |
| Congress Asset Management Co | 2,594 | $131.6 萬 | 0.01% | +2,105+430.5% | 加碼 |
| Sawtooth Solutions, LLC | 2,596 | $131.7 萬 | 0.04% | +201+8.4% | 加碼 |
| TCTC Holdings, LLC | 2,597 | $131.8 萬 | 0.05% | 00.0% | 不變 |
| Marble Harbor Investment Counsel, LLC | 2,600 | $131.9 萬 | 0.16% | 00.0% | 不變 |
| Change Path, LLC | 2,618 | $132.8 萬 | 0.09% | −68−2.5% | 減碼 |
| High Falls Advisors, Inc | 2,637 | $133.8 萬 | 0.36% | 00.0% | 不變 |
| Beaumont Financial Advisors, LLC | 2,660 | $135.0 萬 | 0.12% | −20−0.7% | 減碼 |
| Thrivent Financial for Lutherans | 2,672 | $135.6 萬 | 0.00% | +1,334+99.7% | 加碼 |
| Disciplined Investments, LLC | 2,688 | $136.4 萬 | 0.80% | −444−14.2% | 減碼 |
| Bremer Bank National Association | 2,697 | $136.8 萬 | 0.26% | −47−1.7% | 減碼 |
| SOA Wealth Advisors, LLC. | 2,709 | $137.4 萬 | 0.31% | −178−6.2% | 減碼 |
| Stratos Wealth Partners, LTD. | 2,713 | $137.7 萬 | 0.03% | −100−3.6% | 減碼 |
| GEM Asset Management, LLC | 2,724 | $138.2 萬 | 0.96% | −529−16.3% | 減碼 |
| Harbor Advisory Corp | 2,743 | $139.2 萬 | 0.50% | −1,552−36.1% | 減碼 |
| Warren Averett Asset Management, LLC | 2,755 | $139.8 萬 | 0.05% | +39+1.4% | 加碼 |
| Hardy Reed LLC | 2,775 | $140.8 萬 | 0.19% | −24−0.9% | 減碼 |
| Advus Financial Partners, LLC | 2,810 | $143.1 萬 | 0.70% | 00.0% | 不變 |
| Fidelis Capital Partners, LLC | 2,831 | $143.6 萬 | 0.32% | +625+28.3% | 加碼 |
| Providence First Trust Co | 2,831 | $143.6 萬 | 0.71% | −50−1.7% | 減碼 |
| Scotia Capital Inc. | 2,855 | $144.8 萬 | 0.01% | +194+7.3% | 加碼 |
| AlTi Global, Inc. | 2,849 | $145.1 萬 | 0.04% | +2,849 | 新進 |
| Nwam LLC | 2,884 | $146.4 萬 | 0.12% | −424−12.8% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 2,884 | $146.6 萬 | 0.12% | +1,020+54.7% | 加碼 |
| Financial Services Advisory Inc | 2,894 | $146.8 萬 | 0.42% | +2,894 | 新進 |
| Sentinel Trust Co Lba | 2,903 | $147.3 萬 | 0.19% | +1,700+141.3% | 加碼 |
| ORBA Wealth Advisors, L.L.C. | 2,912 | $147.7 萬 | 0.89% | +2,912 | 新進 |
| Coyle Financial Counsel LLC | 2,917 | $148.0 萬 | 0.57% | +2+0.1% | 加碼 |
| Manchester Capital Management LLC | 2,928 | $148.6 萬 | 0.20% | 00.0% | 不變 |
| XML Financial, LLC | 2,958 | $150.1 萬 | 0.16% | −10.0% | 減碼 |
| International Assets Investment Management, LLC | 2,968 | $150.6 萬 | 0.19% | −228−7.1% | 減碼 |
| Horizon Investments, LLC | 2,979 | $151.1 萬 | 0.04% | −45−1.5% | 減碼 |
| Avantax Planning Partners, Inc. | 2,985 | $151.5 萬 | 0.06% | −34−1.1% | 減碼 |
| GM Advisory Group, Inc. | 3,037 | $154.1 萬 | 0.12% | 00.0% | 不變 |
| Paradigm, Strategies in Wealth Management, LLC | 3,062 | $155.4 萬 | 1.02% | −48−1.5% | 減碼 |
| Aspiriant, LLC | 3,071 | $155.8 萬 | 0.07% | 00.0% | 不變 |
| L.M. Kohn & Company | 3,097 | $157.1 萬 | 0.50% | +15+0.5% | 加碼 |
| Wunderlich Capital Managemnt | 3,114 | $158.0 萬 | 0.71% | −37−1.2% | 減碼 |
| Darrow Company, Inc. | 3,128 | $158.7 萬 | 1.22% | −389−11.1% | 減碼 |
| Allred Capital Management, LLC | 3,132 | $158.9 萬 | 0.69% | +3,132 | 新進 |
| Kestra Private Wealth Services, LLC | 3,138 | $159.2 萬 | 0.04% | +146+4.9% | 加碼 |
| Mathes Company, Inc. | 3,150 | $159.8 萬 | 0.66% | 00.0% | 不變 |
| Beacon Bridge Wealth Partners, LLC | 3,150 | $159.8 萬 | 0.80% | +1,060+50.7% | 加碼 |
| Founders Financial Securities LLC | 3,158 | $160.2 萬 | 0.18% | +72+2.3% | 加碼 |
| Regions Financial Corp | 3,166 | $160.6 萬 | 0.01% | −24−0.8% | 減碼 |
| Bank of Nova Scotia | 3,166 | $160.7 萬 | 0.00% | −4,460−58.5% | 減碼 |
| Summit Trail Advisors, LLC | 3,172 | $161.6 萬 | 0.05% | 00.0% | 不變 |
| Cyndeo Wealth Partners, LLC | 3,187 | $161.7 萬 | 0.15% | 00.0% | 不變 |
| Altfest L J & Co Inc | 3,213 | $163.0 萬 | 0.24% | +1,171+57.3% | 加碼 |
| EverSource Wealth Advisors, LLC | 3,240 | $164.4 萬 | 0.15% | −216−6.3% | 減碼 |
| McKinley Carter Wealth Services, Inc. | 3,267 | $165.8 萬 | 0.12% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 3,309 | $167.9 萬 | 0.00% | +289+9.6% | 加碼 |
| Oxford Financial Group Ltd | 3,319 | $168.4 萬 | 0.12% | 00.0% | 不變 |
| Sunflower Bank, N.A. | 3,322 | $168.6 萬 | 0.38% | −98−2.9% | 減碼 |
| TD Private Client Wealth LLC | 3,327 | $168.8 萬 | 0.06% | +407+13.9% | 加碼 |
| GenTrust, LLC | 3,342 | $170.2 萬 | 0.11% | −161−4.6% | 減碼 |
| Sovereign Financial Group, Inc. | 3,356 | $170.3 萬 | 0.52% | −507−13.1% | 減碼 |
| Compass Wealth Management LLC | 3,363 | $170.6 萬 | 0.48% | −158−4.5% | 減碼 |
| Gridiron Partners, LLC | 3,373 | $171.1 萬 | 1.21% | +3,373 | 新進 |
| Capital Planning Advisors, LLC | 3,375 | $171.2 萬 | 0.32% | 00.0% | 不變 |
| Meridian Investment Counsel Inc. | 3,381 | $171.6 萬 | 0.59% | +10.0% | 加碼 |
| Kelman-Lazarov, Inc. | 3,384 | $171.7 萬 | 0.37% | 00.0% | 不變 |
| Wesbanco Bank Inc | 3,386 | $171.8 萬 | 0.10% | −10.0% | 減碼 |
| Watershed Private Wealth LLC | 3,393 | $172.2 萬 | 0.95% | +720+26.9% | 加碼 |
| Lindbrook Capital, LLC | 3,393 | $172.2 萬 | 0.17% | 00.0% | 不變 |
| Paragon Capital Management Ltd | 3,400 | $172.5 萬 | 0.35% | 00.0% | 不變 |
| Lake Street Advisors Group, LLC | 3,396 | $172.9 萬 | 0.09% | +3,396 | 新進 |
| Farrow Financial Inc. | 3,408 | $172.9 萬 | 1.30% | +3,408 | 新進 |
| Proficio Capital Partners LLC | 3,415 | $173.3 萬 | 0.21% | 00.0% | 不變 |
| Connectus Wealth, LLC | 3,430 | $174.2 萬 | 0.04% | −4−0.1% | 減碼 |
| Integrated Advisors Network LLC | 3,457 | $175.4 萬 | 0.10% | +590+20.6% | 加碼 |
| Freestone Capital Holdings, LLC | 3,472 | $176.2 萬 | 0.08% | −58−1.6% | 減碼 |
| Deutsche Bank AG | 3,498 | $177.5 萬 | 0.00% | +803+29.8% | 加碼 |
| Tiemann Investment Advisors, LLC | 3,516 | $178.4 萬 | 0.87% | +122+3.6% | 加碼 |
| Rosenblum Silverman Sutton S F Inc | 3,517 | $178.4 萬 | 0.57% | −85−2.4% | 減碼 |
| Northwest Bancshares, Inc. | 3,526 | $178.9 萬 | 0.33% | −241−6.4% | 減碼 |
| TSFG, LLC | 3,529 | $179.1 萬 | 0.56% | −20−0.6% | 減碼 |
| Congress Wealth Management LLC | 3,548 | $180.1 萬 | 0.03% | +2,437+219.4% | 加碼 |
| Northern Oak Wealth Management Inc | 3,586 | $181.9 萬 | 0.22% | −30−0.8% | 減碼 |
| Moloney Securities Asset Management, LLC | 3,590 | $182.1 萬 | 0.29% | +46+1.3% | 加碼 |
| Meridian Financial, LLC | 3,636 | $184.5 萬 | 1.45% | +224+6.6% | 加碼 |
| Embree Financial Group | 3,640 | $184.7 萬 | 0.39% | +3,640 | 新進 |
| Atria Investments LLC | 3,642 | $184.8 萬 | 0.03% | +998+37.7% | 加碼 |
| Quantum Private Wealth, LLC | 3,655 | $185.4 萬 | 0.78% | 00.0% | 不變 |
| Investment Advisory Group, LLC | 3,660 | $185.7 萬 | 0.85% | 00.0% | 不變 |
| Harvest Investment Services, LLC | 3,682 | $186.8 萬 | 0.86% | +1,627+79.2% | 加碼 |
| Crescent Sterling, Ltd. | 3,705 | $188.0 萬 | 1.87% | +43+1.2% | 加碼 |
| David Loasby | 3,853 | $190.8 萬 | 0.21% | +3,137+438.1% | 加碼 |
| Walleye Trading LLC | 3,799 | $192.8 萬 | 0.03% | +3,799 | 新進 |