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 |
|---|---|---|---|---|---|
| Pine Valley Investments Ltd Liability Co | 2,884 | $146.6 萬 | 0.12% | +1,020+54.7% | 加碼 |
| Nwam LLC | 2,884 | $146.4 萬 | 0.12% | −424−12.8% | 減碼 |
| AlTi Global, Inc. | 2,849 | $145.1 萬 | 0.04% | +2,849 | 新進 |
| Scotia Capital Inc. | 2,855 | $144.8 萬 | 0.01% | +194+7.3% | 加碼 |
| Providence First Trust Co | 2,831 | $143.6 萬 | 0.71% | −50−1.7% | 減碼 |
| Fidelis Capital Partners, LLC | 2,831 | $143.6 萬 | 0.32% | +625+28.3% | 加碼 |
| Advus Financial Partners, LLC | 2,810 | $143.1 萬 | 0.70% | 00.0% | 不變 |
| Hardy Reed LLC | 2,775 | $140.8 萬 | 0.19% | −24−0.9% | 減碼 |
| Warren Averett Asset Management, LLC | 2,755 | $139.8 萬 | 0.05% | +39+1.4% | 加碼 |
| Harbor Advisory Corp | 2,743 | $139.2 萬 | 0.50% | −1,552−36.1% | 減碼 |
| GEM Asset Management, LLC | 2,724 | $138.2 萬 | 0.96% | −529−16.3% | 減碼 |
| Stratos Wealth Partners, LTD. | 2,713 | $137.7 萬 | 0.03% | −100−3.6% | 減碼 |
| SOA Wealth Advisors, LLC. | 2,709 | $137.4 萬 | 0.31% | −178−6.2% | 減碼 |
| Bremer Bank National Association | 2,697 | $136.8 萬 | 0.26% | −47−1.7% | 減碼 |
| Disciplined Investments, LLC | 2,688 | $136.4 萬 | 0.80% | −444−14.2% | 減碼 |
| Thrivent Financial for Lutherans | 2,672 | $135.6 萬 | 0.00% | +1,334+99.7% | 加碼 |
| Beaumont Financial Advisors, LLC | 2,660 | $135.0 萬 | 0.12% | −20−0.7% | 減碼 |
| High Falls Advisors, Inc | 2,637 | $133.8 萬 | 0.36% | 00.0% | 不變 |
| Change Path, LLC | 2,618 | $132.8 萬 | 0.09% | −68−2.5% | 減碼 |
| Marble Harbor Investment Counsel, LLC | 2,600 | $131.9 萬 | 0.16% | 00.0% | 不變 |
| TCTC Holdings, LLC | 2,597 | $131.8 萬 | 0.05% | 00.0% | 不變 |
| Sawtooth Solutions, LLC | 2,596 | $131.7 萬 | 0.04% | +201+8.4% | 加碼 |
| Congress Asset Management Co | 2,594 | $131.6 萬 | 0.01% | +2,105+430.5% | 加碼 |
| Zions Bancorporation, N.A. | 2,583 | $131.1 萬 | 0.09% | 00.0% | 不變 |
| Moody Lynn & Lieberson, LLC | 2,521 | $127.9 萬 | 0.10% | +2+0.1% | 加碼 |
| Blue Fin Capital, Inc. | 2,504 | $127.0 萬 | 0.33% | +710+39.6% | 加碼 |
| Baker Avenue Asset Management, LP | 2,503 | $127.0 萬 | 0.06% | +58+2.4% | 加碼 |
| ARK & TLK Investments, LLC | 2,499 | $126.8 萬 | 0.51% | +2,499 | 新進 |
| Financial Network Wealth Management LLC | 2,500 | $126.8 萬 | 0.55% | +2,500 | 新進 |
| CX Institutional | 2,493 | $126.5 萬 | 0.07% | +21+0.8% | 加碼 |
| Middleton & Co Inc | 2,461 | $124.9 萬 | 0.16% | 00.0% | 不變 |
| Spire Wealth Management | 2,491 | $124.6 萬 | 0.04% | −357−12.5% | 減碼 |
| CIC Wealth, LLC | 2,439 | $123.7 萬 | 0.39% | +3+0.1% | 加碼 |
| Cozad Asset Management Inc | 2,403 | $121.9 萬 | 0.14% | 00.0% | 不變 |
| Montecito Bank & Trust | 2,402 | $121.9 萬 | 0.26% | −57−2.3% | 減碼 |
| Wedbush Securities Inc | 2,356 | $119.6 萬 | 0.05% | +176+8.1% | 加碼 |
| Lyell Wealth Management, LP | 2,352 | $119.3 萬 | 0.14% | −83−3.4% | 減碼 |
| Becker Capital Management Inc | 2,334 | $118.9 萬 | 0.04% | 00.0% | 不變 |
| Braun Stacey Associates Inc | 2,335 | $118.5 萬 | 0.05% | +133+6.0% | 加碼 |
| Howe & Rusling Inc | 2,325 | $118.0 萬 | 0.13% | +6+0.3% | 加碼 |
| ARS Investment Partners, LLC | 2,314 | $117.4 萬 | 0.13% | +11+0.5% | 加碼 |
| TruWealth Advisors, LLC | 2,309 | $117.2 萬 | 0.09% | −75−3.1% | 減碼 |
| Osborne Partners Capital Management, LLC | 2,292 | $116.3 萬 | 0.08% | +20+0.9% | 加碼 |
| Choate Investment Advisors | 2,265 | $114.9 萬 | 0.04% | 00.0% | 不變 |
| Truepoint, Inc. | 2,262 | $114.8 萬 | 0.03% | −176−7.2% | 減碼 |
| 9258 Wealth Management, LLC | 2,251 | $114.2 萬 | 0.20% | 00.0% | 不變 |
| Peterson Wealth Management | 2,249 | $114.1 萬 | 1.03% | +565+33.6% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 2,218 | $113.0 萬 | 0.07% | 00.0% | 不變 |
| Zhang Financial LLC | 2,224 | $112.8 萬 | 0.10% | −20−0.9% | 減碼 |
| LBMC Investment Advisors, LLC | 2,220 | $112.6 萬 | 0.11% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 2,213 | $112.3 萬 | 0.01% | +887+66.9% | 加碼 |
| Schonfeld Strategic Advisors LLC | 2,198 | $111.5 萬 | 0.01% | +165+8.1% | 加碼 |
| Independent Financial Group, LLC | 2,183 | $110.8 萬 | 0.06% | −358−14.1% | 減碼 |
| Warner Financial, Inc | 2,182 | $110.7 萬 | 0.62% | +21+1.0% | 加碼 |
| SOL Capital Management CO | 2,145 | $108.8 萬 | 0.15% | −330−13.3% | 減碼 |
| United Bank | 2,128 | $108.0 萬 | 0.14% | 00.0% | 不變 |
| White Pine Capital LLC | 2,122 | $107.7 萬 | 0.41% | −352−14.2% | 減碼 |
| Walden Wealth Partners LLC | 2,122 | $107.7 萬 | 0.68% | +2,122 | 新進 |
| Capital Investment Advisory Services, LLC | 2,104 | $106.8 萬 | 0.10% | +19+0.9% | 加碼 |
| Bradley Foster & Sargent Inc | 2,101 | $106.6 萬 | 0.02% | +286+15.8% | 加碼 |
| Frank, Rimerman Advisors LLC | 2,099 | $106.5 萬 | 0.22% | +185+9.7% | 加碼 |
| Taylor Financial Group, Inc. | 2,099 | $106.5 萬 | 0.88% | +2,099 | 新進 |
| White Pine Investment CO | 2,076 | $105.3 萬 | 0.34% | −222−9.7% | 減碼 |
| Pacific Financial Group Inc | 2,066 | $104.8 萬 | 0.78% | +74+3.7% | 加碼 |
| Essex Financial Services, Inc. | 2,054 | $104.2 萬 | 0.11% | +65+3.3% | 加碼 |
| Glassman Wealth Services | 2,049 | $104.0 萬 | 0.15% | 00.0% | 不變 |
| We Are One Seven, LLC | 2,048 | $103.9 萬 | 0.06% | +118+6.1% | 加碼 |
| First National Bank of Mount Dora, Trust Investment Services | 2,047 | $103.9 萬 | 0.28% | −25−1.2% | 減碼 |
| InterOcean Capital Group, LLC | 2,045 | $103.8 萬 | 0.03% | −30−1.4% | 減碼 |
| Sachetta, LLC | 2,043 | $103.7 萬 | 0.49% | +2,043 | 新進 |
| Clear Harbor Asset Management, LLC | 2,032 | $103.1 萬 | 0.10% | 00.0% | 不變 |
| Astoria Portfolio Advisors LLC. | 2,051 | $102.9 萬 | 0.42% | 00.0% | 不變 |
| American Capital Advisory, LLC | 2,019 | $102.4 萬 | 0.73% | +2,019 | 新進 |
| STAR Financial Bank | 2,005 | $101.7 萬 | 0.93% | −27−1.3% | 減碼 |
| Beacon Financial Advisory LLC | 2,000 | $101.5 萬 | 0.49% | −105−5.0% | 減碼 |
| NCM Capital Management, LLC | 1,988 | $100.9 萬 | 0.61% | −100−4.8% | 減碼 |
| Stratos Wealth Advisors, LLC | 1,983 | $100.6 萬 | 0.06% | +140+7.6% | 加碼 |
| Mason Investment Advisory Services, Inc. | 1,980 | $100.5 萬 | 0.07% | −48−2.4% | 減碼 |
| Clifford Swan Investment Counsel LLC | 1,979 | $100.4 萬 | 0.04% | 00.0% | 不變 |
| Sebold Capital Management, Inc. | 1,976 | $100.3 萬 | 0.74% | +595+43.1% | 加碼 |
| Frisch Financial Group, Inc. | 1,973 | $100.1 萬 | 0.38% | +7+0.4% | 加碼 |
| Bill Few Associates, Inc. | 1,970 | $100.0 萬 | 0.46% | 00.0% | 不變 |
| Bear Mountain Capital, Inc. | 2,019 | $99.9 萬 | 0.42% | +2,019 | 新進 |
| LCNB Corp | 1,965 | $99.7 萬 | 0.39% | +190+10.7% | 加碼 |
| Forza Wealth Management, LLC | 1,960 | $99.4 萬 | 0.55% | −180−8.4% | 減碼 |
| Axxcess Wealth Management, LLC | 1,959 | $99.4 萬 | 0.03% | +251+14.7% | 加碼 |
| Evanson Asset Management, LLC | 1,932 | $98.0 萬 | 0.08% | +6+0.3% | 加碼 |
| Maltin Wealth Management, Inc. | 1,929 | $97.9 萬 | 0.62% | +6+0.3% | 加碼 |
| Snowden Capital Advisors LLC | 1,922 | $97.5 萬 | 0.04% | +1,410+275.4% | 加碼 |
| Tompkins Financial Corp | 1,904 | $96.6 萬 | 0.12% | 00.0% | 不變 |
| Castle Rock Wealth Management, LLC | 1,953 | $96.5 萬 | 0.29% | +1,953 | 新進 |
| Private Wealth Group, LLC | 1,887 | $95.7 萬 | 0.54% | 00.0% | 不變 |
| Putnam Investments LLC | 1,875 | $95.1 萬 | 0.00% | −1,986−51.4% | 減碼 |
| Prosperity Planning, Inc. | 1,866 | $94.7 萬 | 0.35% | −8−0.4% | 減碼 |
| SFM, LLC | 1,866 | $94.7 萬 | 0.78% | +1,866 | 新進 |
| LaSalle St. Investment Advisors, LLC | 1,863 | $94.6 萬 | 0.63% | +6+0.3% | 加碼 |
| Moors & Cabot, Inc. | 1,846 | $93.7 萬 | 0.06% | +146+8.6% | 加碼 |
| FF Advisors,LLC | 1,840 | $93.4 萬 | 0.78% | +1,840 | 新進 |
| Jennison Associates LLC | 1,835 | $93.1 萬 | 0.00% | +1,002+120.3% | 加碼 |
| BancorpSouth Bank | 1,826 | $92.6 萬 | 0.08% | 00.0% | 不變 |