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 |
|---|---|---|---|---|---|
| Arthur M. Cohen & Associates, LLC | 1,819 | $92.4 萬 | 0.22% | +2+0.1% | 加碼 |
| BKD Wealth Advisors, LLC | 1,804 | $91.5 萬 | 0.03% | +77+4.5% | 加碼 |
| Valmark Advisers, Inc. | 1,791 | $90.9 萬 | 0.02% | +139+8.4% | 加碼 |
| Howland Capital Management LLC | 1,777 | $90.5 萬 | 0.05% | −100−5.3% | 減碼 |
| Parsons Capital Management Inc | 1,781 | $90.4 萬 | 0.06% | 00.0% | 不變 |
| Baldwin Brothers Inc | 1,777 | $90.2 萬 | 0.07% | 00.0% | 不變 |
| Dana Investment Advisors, Inc. | 1,772 | $89.9 萬 | 0.04% | +2+0.1% | 加碼 |
| Journey Advisory Group, LLC | 1,752 | $88.9 萬 | 0.12% | 00.0% | 不變 |
| ZRC Wealth Management, LLC | 1,945 | $88.8 萬 | 0.53% | 00.0% | 不變 |
| Tennessee Valley Asset Management Partners | 1,748 | $88.7 萬 | 0.24% | −165−8.6% | 減碼 |
| Carolinas Wealth Consulting LLC | 1,737 | $88.4 萬 | 0.19% | 00.0% | 不變 |
| Lynch & Associates | 1,740 | $88.3 萬 | 0.21% | 00.0% | 不變 |
| Vista Wealth Management Group, LLC | 1,734 | $88.0 萬 | 0.07% | +100+6.1% | 加碼 |
| RFG Advisory, LLC | 1,728 | $87.6 萬 | 0.03% | −625−26.6% | 減碼 |
| Old Mission Capital LLC | 1,720 | $87.3 萬 | 0.02% | −1,080−38.6% | 減碼 |
| Rockland Trust Co | 1,712 | $86.9 萬 | 0.05% | −283−14.2% | 減碼 |
| Peak Planning Group, LLC | 1,706 | $86.6 萬 | 0.62% | −25−1.4% | 減碼 |
| HM Payson & Co | 1,701 | $86.3 萬 | 0.02% | −451−21.0% | 減碼 |
| M. Kraus & Co | 1,700 | $86.3 萬 | 0.28% | 00.0% | 不變 |
| Midland Wealth Advisors LLC | 1,677 | $85.1 萬 | 0.06% | +1,677 | 新進 |
| Arkadios Wealth Advisors | 1,673 | $84.9 萬 | 0.07% | −15−0.9% | 減碼 |
| Legacy Private Trust Co. | 1,666 | $84.5 萬 | 0.07% | 00.0% | 不變 |
| Viawealth, LLC | 1,662 | $84.3 萬 | 0.58% | −379−18.6% | 減碼 |
| Sawgrass Asset Management LLC | 1,655 | $84.0 萬 | 0.09% | 00.0% | 不變 |
| Nemes Rush Group LLC | 1,649 | $83.7 萬 | 0.14% | +262+18.9% | 加碼 |
| Quadrant Capital Group LLC | 1,642 | $83.3 萬 | 0.07% | 00.0% | 不變 |
| Daymark Wealth Partners, LLC | 1,640 | $83.2 萬 | 0.05% | +80+5.1% | 加碼 |
| Petix & Botte Co | 1,640 | $83.2 萬 | 0.24% | 00.0% | 不變 |
| Alesco Advisors LLC | 1,639 | $83.2 萬 | 0.03% | 00.0% | 不變 |
| Omega Financial Group, LLC | 1,633 | $82.9 萬 | 0.35% | −39−2.3% | 減碼 |
| Harmony Asset Management LLC | 1,629 | $82.7 萬 | 0.35% | +1,629 | 新進 |
| TownSquare Capital, LLC | 1,619 | $82.2 萬 | 0.01% | −3,997−71.2% | 減碼 |
| Cordatus Wealth Management LLC | 1,615 | $81.9 萬 | 0.68% | +1,615 | 新進 |
| Gator Capital Management, LLC | 1,607 | $81.5 萬 | 0.45% | 00.0% | 不變 |
| Berger Financial Group, Inc | 1,607 | $81.5 萬 | 0.08% | +1+0.1% | 加碼 |
| Andrews, Lucia Wealth Management LLC | 1,603 | $81.3 萬 | 0.63% | 00.0% | 不變 |
| Procyon Private Wealth Partners, LLC | 1,589 | $80.6 萬 | 0.07% | −10−0.6% | 減碼 |
| Coldstream Capital Management Inc | 1,587 | $80.5 萬 | 0.02% | −37−2.3% | 減碼 |
| Crestwood Advisors Group LLC | 1,565 | $79.4 萬 | 0.02% | 00.0% | 不變 |
| RTD Financial Advisors, Inc. | 1,560 | $79.2 萬 | 0.11% | −10−0.6% | 減碼 |
| Tritonpoint Wealth, LLC | 1,552 | $79.0 萬 | 0.08% | +1,552 | 新進 |
| Halpern Financial, Inc. | 1,593 | $78.7 萬 | 0.24% | 00.0% | 不變 |
| First Business Financial Services, Inc. | 1,551 | $78.7 萬 | 0.09% | 00.0% | 不變 |
| Cassaday & Co Wealth Management LLC | 1,546 | $78.4 萬 | 0.03% | 00.0% | 不變 |
| VeraBank, N.A. | 1,545 | $78.4 萬 | 0.26% | 00.0% | 不變 |
| Triumph Capital Management | 1,539 | $78.1 萬 | 0.33% | −13−0.8% | 減碼 |
| Integrated Wealth Concepts LLC | 1,534 | $77.8 萬 | 0.01% | +440+40.2% | 加碼 |
| American Money Management, LLC | 1,534 | $77.8 萬 | 0.18% | −50−3.2% | 減碼 |
| Brighton Jones LLC | 1,523 | $77.3 萬 | 0.03% | +71+4.9% | 加碼 |
| Hilltop Holdings Inc. | 1,520 | $77.1 萬 | 0.09% | +15+1.0% | 加碼 |
| Cornerstone Wealth Management, LLC | 1,518 | $77.0 萬 | 0.07% | −66−4.2% | 減碼 |
| Up Strategic Wealth Investment Advisors LLC | 1,515 | $76.9 萬 | 1.40% | +1,515 | 新進 |
| Vista Investment Management | 1,512 | $76.7 萬 | 0.36% | −15−1.0% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,510 | $76.6 萬 | 0.15% | +90+6.3% | 加碼 |
| Bank of Hawaii | 1,510 | $76.6 萬 | 0.04% | 00.0% | 不變 |
| Retirement Capital Strategies | 1,502 | $76.2 萬 | 0.33% | 00.0% | 不變 |
| Prudential Financial Inc | 1,488 | $75.5 萬 | 0.00% | +170+12.9% | 加碼 |
| Plante Moran Financial Advisors, LLC | 1,469 | $74.7 萬 | 0.08% | +170+13.1% | 加碼 |
| First Western Trust Bank | 1,443 | $73.2 萬 | 0.04% | −429−22.9% | 減碼 |
| CCG Wealth Management, LLC | 1,437 | $72.9 萬 | 0.49% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 1,434 | $72.8 萬 | 0.12% | 00.0% | 不變 |
| Bank of Stockton | 1,453 | $72.7 萬 | 0.24% | −165−10.2% | 減碼 |
| McGuire Investment Group, LLC | 1,417 | $71.9 萬 | 0.12% | 00.0% | 不變 |
| Quadrant Private Wealth Management, LLC | 1,406 | $71.6 萬 | 0.20% | +59+4.4% | 加碼 |
| Pettinga Financial Advisors, LLC | 1,403 | $71.2 萬 | 0.19% | 00.0% | 不變 |
| Lam Group, Inc. | 1,400 | $71.0 萬 | 0.65% | 00.0% | 不變 |
| Blue Barn Wealth, LLC | 1,395 | $70.8 萬 | 0.42% | −4−0.3% | 減碼 |
| Holistic Financial Partners | 1,395 | $70.8 萬 | 0.43% | +4+0.3% | 加碼 |
| Grimes & Company, Inc. | 1,394 | $70.7 萬 | 0.02% | +5+0.4% | 加碼 |
| LM Advisors LLC | 1,391 | $70.6 萬 | 0.14% | +1,391 | 新進 |
| Leisure Capital Management | 1,390 | $70.5 萬 | 0.38% | 00.0% | 不變 |
| Turtle Creek Wealth Advisors, LLC | 1,386 | $70.3 萬 | 0.21% | +1,386 | 新進 |
| Fca Corp | 1,380 | $70.0 萬 | 0.24% | 00.0% | 不變 |
| Acorn Wealth Advisors, LLC | 1,379 | $70.0 萬 | 0.41% | +30+2.2% | 加碼 |
| Seelaus Asset Management LLC | 1,369 | $69.5 萬 | 0.68% | 00.0% | 不變 |
| Park National Corp | 1,367 | $69.4 萬 | 0.03% | 00.0% | 不變 |
| Trexquant Investment LP | 1,366 | $69.3 萬 | 0.02% | −4,421−76.4% | 減碼 |
| Round Rock Advisors, LLC | 1,358 | $68.9 萬 | 0.17% | 00.0% | 不變 |
| CIBC World Markets Inc. | 1,348 | $68.4 萬 | 0.00% | −127−8.6% | 減碼 |
| River Wealth Advisors LLC | 1,338 | $67.9 萬 | 0.11% | −19−1.4% | 減碼 |
| Brinker Capital Investments, LLC | 1,346 | $67.5 萬 | 0.01% | +309+29.8% | 加碼 |
| Orion Portfolio Solutions, LLC | 1,346 | $67.5 萬 | 0.01% | +309+29.8% | 加碼 |
| Neumann Capital Management, LLC | 1,320 | $67.0 萬 | 0.27% | 00.0% | 不變 |
| Fifth Third Wealth Advisors LLC | 1,319 | $66.9 萬 | 0.22% | +540+69.3% | 加碼 |
| Ellerson Group Inc | 1,312 | $66.6 萬 | 0.58% | 00.0% | 不變 |
| Flynn Zito Capital Management, LLC | 1,303 | $66.1 萬 | 0.45% | −142−9.8% | 減碼 |
| Hyperion Partners, LLC | 1,279 | $64.9 萬 | 0.51% | +5+0.4% | 加碼 |
| GSB Wealth Management, LLC | 1,275 | $64.7 萬 | 0.20% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 1,268 | $64.3 萬 | 0.07% | −18−1.4% | 減碼 |
| Headlands Technologies LLC | 1,268 | $64.3 萬 | 0.19% | +973+329.8% | 加碼 |
| Bleakley Financial Group, LLC | 1,261 | $64.0 萬 | 0.02% | +204+19.3% | 加碼 |
| Aspen Investment Management Inc | 1,258 | $63.8 萬 | 0.36% | −25−1.9% | 減碼 |
| Two Sigma Securities, LLC | 1,254 | $63.6 萬 | 0.03% | −7,292−85.3% | 減碼 |
| Avalon Trust Co | 1,254 | $63.6 萬 | 0.06% | +1,254 | 新進 |
| Orgel Wealth Management, LLC | 1,251 | $63.5 萬 | 0.02% | +4+0.3% | 加碼 |
| Smithfield Trust Co | 1,250 | $63.4 萬 | 0.04% | 00.0% | 不變 |
| Single Point Partners, LLC | 1,248 | $63.3 萬 | 0.16% | 00.0% | 不變 |
| Nicollet Investment Management, Inc. | 1,244 | $63.1 萬 | 0.26% | +3+0.2% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 1,241 | $63.0 萬 | 0.06% | +50+4.2% | 加碼 |
| Centaurus Financial, Inc. | 1,240 | $62.9 萬 | 0.05% | −64−4.9% | 減碼 |