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 |
|---|---|---|---|---|---|
| JMG Financial Group, Ltd. | 7,051 | $357.8 萬 | 0.15% | +1,710+32.0% | 加碼 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 7,111 | $356.1 萬 | 1.49% | +523+7.9% | 加碼 |
| Resources Investment Advisors, LLC. | 6,958 | $353.1 萬 | 0.06% | −175−2.5% | 減碼 |
| United Capital Financial Advisers, LLC | 6,925 | $351.4 萬 | 0.03% | −2,055−22.9% | 減碼 |
| Veracity Capital LLC | 6,907 | $350.4 萬 | 1.41% | 00.0% | 不變 |
| Lynx Capital Group Ltd | 6,895 | $349.9 萬 | 2.60% | +6,895 | 新進 |
| Haverford Trust Co | 6,816 | $345.8 萬 | 0.04% | −1,825−21.1% | 減碼 |
| North Star Investment Management Corp. | 6,772 | $343.6 萬 | 0.26% | +236+3.6% | 加碼 |
| Midwest Financial Group LLC | 6,723 | $341.1 萬 | 2.55% | −315−4.5% | 減碼 |
| Ieq Capital, LLC | 6,721 | $341.0 萬 | 0.06% | −182−2.6% | 減碼 |
| Bailard, Inc. | 6,720 | $341.0 萬 | 0.10% | +20.0% | 加碼 |
| Hudson Valley Investment Advisors Inc | 6,787 | $340.4 萬 | 0.47% | −1,226−15.3% | 減碼 |
| Fifth Third Bancorp | 6,685 | $339.2 萬 | 0.01% | −27−0.4% | 減碼 |
| Boston Private Wealth LLC | 6,673 | $338.6 萬 | 0.08% | −5,831−46.6% | 減碼 |
| Glen Eagle Advisors, LLC | 6,660 | $337.9 萬 | 0.70% | +126+1.9% | 加碼 |
| Summit Wealth Partners, LLC | 6,594 | $334.6 萬 | 0.78% | 00.0% | 不變 |
| Gould Asset Management LLC | 6,536 | $331.6 萬 | 0.86% | −485−6.9% | 減碼 |
| Fiduciary Trust Co | 6,507 | $330.2 萬 | 0.06% | −75−1.1% | 減碼 |
| Apollon Wealth Management, LLC | 6,494 | $329.5 萬 | 0.11% | +137+2.2% | 加碼 |
| Relative Value Partners Group, LLC | 6,467 | $328.1 萬 | 0.20% | 00.0% | 不變 |
| Clear Point Advisors Inc. | 6,459 | $327.7 萬 | 2.90% | +6,459 | 新進 |
| Ballentine Partners, LLC | 6,438 | $326.7 萬 | 0.07% | −250−3.7% | 減碼 |
| Bristlecone Advisors, LLC | 6,364 | $322.9 萬 | 0.33% | +44+0.7% | 加碼 |
| Synovus Financial Corp | 6,321 | $320.8 萬 | 0.05% | +116+1.9% | 加碼 |
| Paladin Advisory Group, LLC | 6,314 | $320.4 萬 | 2.64% | −445−6.6% | 減碼 |
| Charter Research & Investment Group, Inc. | 6,307 | $320.0 萬 | 2.66% | +12+0.2% | 加碼 |
| Sepio Capital, LP | 6,300 | $319.6 萬 | 0.27% | 00.0% | 不變 |
| U.S. Capital Wealth Advisors, LLC | 6,219 | $315.6 萬 | 0.13% | +2,621+72.8% | 加碼 |
| RSM US Wealth Management LLC | 6,111 | $310.1 萬 | 0.08% | +3,892+175.4% | 加碼 |
| Lionsbridge Wealth Management LLC | 6,050 | $307.0 萬 | 2.45% | +222+3.8% | 加碼 |
| Sabal Trust CO | 6,022 | $305.5 萬 | 0.19% | +4,486+292.1% | 加碼 |
| Johnson Financial Group, Inc. | 5,900 | $300.2 萬 | 0.16% | +1,715+41.0% | 加碼 |
| Equitable Holdings, Inc. | 5,888 | $298.8 萬 | 0.04% | −14−0.2% | 減碼 |
| Keystone Financial Group | 5,857 | $297.2 萬 | 0.52% | −452−7.2% | 減碼 |
| Whalerock Point Partners, LLC | 5,849 | $296.8 萬 | 0.92% | 00.0% | 不變 |
| Romano Brothers and Company | 5,848 | $296.7 萬 | 0.44% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 5,684 | $288.4 萬 | 0.00% | +2,869+101.9% | 加碼 |
| Silvercrest Asset Management Group LLC | 5,684 | $288.4 萬 | 0.02% | −32−0.6% | 減碼 |
| Wealthcare Advisory Partners LLC | 5,683 | $288.3 萬 | 0.11% | −283−4.7% | 減碼 |
| Naples Global Advisors, LLC | 5,585 | $284.4 萬 | 0.31% | −110−1.9% | 減碼 |
| Regents of the University of California | 5,600 | $284.1 萬 | 0.36% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 5,581 | $283.2 萬 | 0.03% | +5,077+1,007.3% | 加碼 |
| St. Johns Investment Management Company, LLC | 5,578 | $283.0 萬 | 1.45% | −7−0.1% | 減碼 |
| Audent Global Asset Management, LLC | 5,538 | $281.0 萬 | 3.35% | +640+13.1% | 加碼 |
| IFG Advisory, LLC | 5,529 | $280.5 萬 | 0.21% | −37−0.7% | 減碼 |
| Pegasus Asset Management, Inc. | 5,520 | $280.1 萬 | 1.20% | −330−5.6% | 減碼 |
| Matrix Asset Advisors Inc | 5,499 | $279.0 萬 | 0.35% | −16−0.3% | 減碼 |
| Joel Isaacson & Co., LLC | 5,469 | $277.5 萬 | 0.17% | +139+2.6% | 加碼 |
| Breakwater Capital Group | 5,463 | $276.4 萬 | 0.78% | +340+6.6% | 加碼 |
| Baltimore-Washington Financial Advisors, Inc. | 5,420 | $275.0 萬 | 0.19% | −354−6.1% | 減碼 |
| Penobscot Investment Management Company, Inc. | 5,341 | $271.0 萬 | 0.32% | −17−0.3% | 減碼 |
| Greenleaf Trust | 5,340 | $270.9 萬 | 0.03% | +452+9.2% | 加碼 |
| Adviser Investments LLC | 5,320 | $269.9 萬 | 0.04% | +539+11.3% | 加碼 |
| Sterling Investment Advisors, Ltd. | 5,295 | $268.7 萬 | 0.84% | +49+0.9% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,339 | $266.2 萬 | 0.03% | −236−4.2% | 減碼 |
| PFG Advisors | 5,218 | $264.7 萬 | 0.21% | +1,776+51.6% | 加碼 |
| Miller Investment Management, LP | 5,201 | $263.9 萬 | 0.38% | +5,201 | 新進 |
| Shoker Investment Counsel, Inc. | 5,171 | $262.4 萬 | 1.01% | −63−1.2% | 減碼 |
| Argent Trust Co | 5,147 | $261.1 萬 | 0.13% | −25−0.5% | 減碼 |
| Global Retirement Partners, LLC | 5,275 | $261.0 萬 | 0.11% | +63+1.2% | 加碼 |
| Meridian Wealth Management, LLC | 5,144 | $261.0 萬 | 0.17% | 00.0% | 不變 |
| Northstar Asset Management LLC | 5,135 | $260.5 萬 | 0.69% | −365−6.6% | 減碼 |
| Private Trust Co NA | 5,012 | $254.3 萬 | 0.30% | −4−0.1% | 減碼 |
| Keeley-Teton Advisors, LLC | 5,009 | $254.2 萬 | 0.33% | +720+16.8% | 加碼 |
| Gilman Hill Asset Management, LLC | 5,001 | $253.7 萬 | 0.48% | −30−0.6% | 減碼 |
| Connecticut Wealth Management, LLC | 4,997 | $253.5 萬 | 0.15% | +10.0% | 加碼 |
| Vanguard Group Inc | 4,987 | $253.0 萬 | 0.00% | +50+1.0% | 加碼 |
| Winthrop Advisory Group LLC | 4,945 | $250.9 萬 | 0.39% | 00.0% | 不變 |
| Man Group plc | 4,937 | $250.5 萬 | 0.01% | +4,937 | 新進 |
| Buckingham Strategic Partners | 4,936 | $250.4 萬 | 0.12% | +573+13.1% | 加碼 |
| National Asset Management, Inc. | 4,909 | $250.0 萬 | 0.07% | −115−2.3% | 減碼 |
| Focus Financial Network Inc | 4,850 | $247.0 萬 | 0.09% | +4,850 | 新進 |
| Millennium Management LLC | 4,867 | $246.9 萬 | 0.00% | +3,748+334.9% | 加碼 |
| Merit Financial Group, LLC | 4,858 | $246.5 萬 | 0.07% | −122−2.4% | 減碼 |
| Courier Capital LLC | 4,857 | $246.4 萬 | 0.19% | 00.0% | 不變 |
| Asset Management Group, Inc. | 4,848 | $246.0 萬 | 0.49% | +17+0.4% | 加碼 |
| Coastline Trust Co | 4,836 | $245.4 萬 | 0.33% | +366+8.2% | 加碼 |
| Signature Securities Group Corporation | 4,815 | $245.2 萬 | 0.78% | +1,061+28.3% | 加碼 |
| Inspire Trust Co, N.A. | 4,832 | $245.2 萬 | 2.53% | +4,832 | 新進 |
| Spinnaker Trust | 4,764 | $241.7 萬 | 0.16% | −20.0% | 減碼 |
| Point72 Europe (London) LLP | 4,738 | $240.4 萬 | 0.30% | +4,738 | 新進 |
| Belpointe Asset Management LLC | 4,726 | $239.8 萬 | 0.21% | +3,507+287.7% | 加碼 |
| New England Private Wealth Advisors LLC | 4,720 | $239.5 萬 | 0.44% | 00.0% | 不變 |
| Delta Financial Group, Inc. | 4,713 | $239.1 萬 | 0.75% | +87+1.9% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 4,700 | $238.5 萬 | 0.01% | +828+21.4% | 加碼 |
| Paulson Wealth Management Inc. | 4,679 | $237.4 萬 | 0.76% | +708+17.8% | 加碼 |
| Capital Advisory Group Advisory Services, LLC | 4,656 | $236.2 萬 | 1.27% | +88+1.9% | 加碼 |
| Baron Financial Group, LLC | 4,613 | $234.0 萬 | 1.49% | −139−2.9% | 減碼 |
| Hoylecohen, LLC | 4,587 | $232.7 萬 | 0.19% | +6+0.1% | 加碼 |
| GWM Advisors LLC | 4,607 | $232.2 萬 | 0.02% | +2,124+85.5% | 加碼 |
| Precedent Wealth Partners, LLC | 4,573 | $232.0 萬 | 1.18% | +4,573 | 新進 |
| West Paces Advisors Inc. | 4,562 | $231.5 萬 | 0.65% | 00.0% | 不變 |
| Diversified Trust Co | 4,543 | $230.5 萬 | 0.08% | +84+1.9% | 加碼 |
| All Terrain Financial Advisors, LLC | 4,540 | $230.3 萬 | 1.06% | −159−3.4% | 減碼 |
| ZWJ Investment Counsel Inc | 4,516 | $229.1 萬 | 0.12% | +17+0.4% | 加碼 |
| Summit Financial, LLC | 4,495 | $228.9 萬 | 0.15% | +9+0.2% | 加碼 |
| Element Pointe Advisors, LLC | 4,500 | $228.3 萬 | 0.65% | 00.0% | 不變 |
| First Citizens Bank & Trust Co | 4,500 | $228.3 萬 | 0.04% | +633+16.4% | 加碼 |
| Davidson Trust Co | 4,495 | $228.1 萬 | 1.47% | 00.0% | 不變 |
| Woodstock Corp | 4,487 | $227.7 萬 | 0.26% | 00.0% | 不變 |