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。
2024 年第 1 季 13F 持有人
SPDR S&P Midcap 400 ETF Trust 在 2024/3/31 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
- 1,297
- 較 2023 年第 4 季 +73 家
- 持有股數
- 2,523 萬
- 較 2023 年第 4 季 −214.6 萬 (−7.8%)
- 總市值
- $139.3 億
- 較 2023 年第 4 季 +$1.34 億 (+1.0%)
- 新進機構
- 124
- 另有 348 家加碼
- 清倉機構
- 51
- 另有 440 家減碼
另有 11 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Venturi Wealth Management, LLC | 4,422 | $246.0 萬 | 0.16% | +175+4.1% | 加碼 |
| Davidson Trust Co | 4,495 | $250.1 萬 | 1.46% | 00.0% | 不變 |
| Graypoint LLC | 4,496 | $250.2 萬 | 0.18% | +16+0.4% | 加碼 |
| Element Pointe Advisors, LLC | 4,500 | $250.4 萬 | 0.64% | 00.0% | 不變 |
| Coastline Trust Co | 4,504 | $250.6 萬 | 0.30% | −332−6.9% | 減碼 |
| Sage Financial Management Group, Inc. | 4,519 | $251.5 萬 | 1.19% | +138+3.1% | 加碼 |
| D.A. Davidson & Co. | 4,549 | $253.2 萬 | 0.02% | +3,462+318.5% | 加碼 |
| West Paces Advisors Inc. | 4,562 | $253.8 萬 | 0.67% | 00.0% | 不變 |
| Hoylecohen, LLC | 4,595 | $255.7 萬 | 0.20% | +8+0.2% | 加碼 |
| Capital Advisory Group Advisory Services, LLC | 4,598 | $255.8 萬 | 1.21% | −58−1.2% | 減碼 |
| Naples Global Advisors, LLC | 4,675 | $260.6 萬 | 0.27% | −910−16.3% | 減碼 |
| Precedent Wealth Partners, LLC | 4,691 | $261.0 萬 | 1.12% | +118+2.6% | 加碼 |
| Prime Capital Investment Advisors, LLC | 4,695 | $261.2 萬 | 0.04% | +731+18.4% | 加碼 |
| Advisory Services Network, LLC | 4,701 | $261.6 萬 | 0.06% | +885+23.2% | 加碼 |
| Moneta Group Investment Advisors LLC | 4,710 | $262.1 萬 | 0.04% | +656+16.2% | 加碼 |
| Woodstock Corp | 4,719 | $262.6 萬 | 0.27% | +232+5.2% | 加碼 |
| New England Private Wealth Advisors LLC | 4,720 | $262.6 萬 | 0.46% | 00.0% | 不變 |
| Merit Financial Group, LLC | 4,999 | $267.7 萬 | 0.06% | +141+2.9% | 加碼 |
| Courier Capital LLC | 4,832 | $268.9 萬 | 0.19% | −25−0.5% | 減碼 |
| Cambridge Trust Co | 4,841 | $269.4 萬 | 0.10% | +584+13.7% | 加碼 |
| Asset Management Group, Inc. | 4,845 | $269.6 萬 | 0.51% | −3−0.1% | 減碼 |
| Private Trust Co NA | 4,916 | $273.5 萬 | 0.30% | −96−1.9% | 減碼 |
| Raffa Wealth Management, LLC | 4,917 | $273.6 萬 | 0.81% | −4,917−50.0% | 減碼 |
| Gilman Hill Asset Management, LLC | 4,946 | $275.2 萬 | 0.49% | −55−1.1% | 減碼 |
| Connecticut Wealth Management, LLC | 4,953 | $275.6 萬 | 0.15% | −44−0.9% | 減碼 |
| Delta Financial Group, Inc. | 4,964 | $276.2 萬 | 0.81% | +251+5.3% | 加碼 |
| Diversified Trust Co | 5,002 | $278.3 萬 | 0.08% | +459+10.1% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,323 | $278.7 萬 | 0.03% | −16−0.3% | 減碼 |
| Sterling Investment Advisors, Ltd. | 5,014 | $279.0 萬 | 0.78% | −281−5.3% | 減碼 |
| St. Johns Investment Management Company, LLC | 5,024 | $279.5 萬 | 1.34% | −554−9.9% | 減碼 |
| Money Concepts Capital Corp | 5,038 | $280.3 萬 | 0.26% | +5,038 | 新進 |
| Spinnaker Trust | 5,075 | $282.3 萬 | 0.18% | +311+6.5% | 加碼 |
| Shoker Investment Counsel, Inc. | 5,116 | $282.6 萬 | 1.01% | −55−1.1% | 減碼 |
| Argent Trust Co | 5,098 | $283.7 萬 | 0.13% | −49−1.0% | 減碼 |
| Vanguard Group Inc | 5,117 | $284.7 萬 | 0.00% | +130+2.6% | 加碼 |
| Greenleaf Trust | 5,130 | $285.4 萬 | 0.03% | −210−3.9% | 減碼 |
| Signature Securities Group Corporation | 5,121 | $285.5 萬 | 0.79% | +306+6.4% | 加碼 |
| J.W. Cole Advisors, Inc. | 5,162 | $287.2 萬 | 0.14% | −2,512−32.7% | 減碼 |
| PFG Advisors | 5,171 | $287.7 萬 | 0.21% | −47−0.9% | 減碼 |
| Baltimore-Washington Financial Advisors, Inc. | 5,198 | $289.3 萬 | 0.18% | −222−4.1% | 減碼 |
| Miller Investment Management, LP | 5,201 | $289.4 萬 | 0.37% | 00.0% | 不變 |
| GWM Advisors LLC | 5,211 | $289.9 萬 | 0.03% | +604+13.1% | 加碼 |
| Global Retirement Partners, LLC | 5,221 | $290.5 萬 | 0.11% | −54−1.0% | 減碼 |
| Northstar Asset Management LLC | 5,255 | $292.4 萬 | 0.72% | +120+2.3% | 加碼 |
| Matrix Asset Advisors Inc | 5,275 | $293.5 萬 | 0.35% | −224−4.1% | 減碼 |
| Adviser Investments LLC | 5,321 | $296.1 萬 | 0.04% | +10.0% | 加碼 |
| Snowden Capital Advisors LLC | 5,370 | $299.3 萬 | 0.09% | +3,448+179.4% | 加碼 |
| Keeley-Teton Advisors, LLC | 5,387 | $299.7 萬 | 0.37% | +378+7.5% | 加碼 |
| Penobscot Investment Management Company, Inc. | 5,401 | $300.5 萬 | 0.32% | +60+1.1% | 加碼 |
| IFG Advisory, LLC | 5,434 | $302.4 萬 | 0.23% | −95−1.7% | 減碼 |
| Summit Financial, LLC | 5,450 | $303.8 萬 | 0.18% | +955+21.2% | 加碼 |
| Larson Financial Group LLC | 5,465 | $304.1 萬 | 0.23% | +4,829+759.3% | 加碼 |
| Joel Isaacson & Co., LLC | 5,482 | $305.0 萬 | 0.17% | +13+0.2% | 加碼 |
| Pegasus Asset Management, Inc. | 5,520 | $307.1 萬 | 1.19% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 5,527 | $307.5 萬 | 0.03% | −361−6.1% | 減碼 |
| Sabal Trust CO | 5,565 | $309.6 萬 | 0.18% | −457−7.6% | 減碼 |
| Regents of the University of California | 5,600 | $311.6 萬 | 0.91% | 00.0% | 不變 |
| Proficio Capital Partners LLC | 5,605 | $311.9 萬 | 0.34% | +2,190+64.1% | 加碼 |
| Federation des caisses Desjardins du Quebec | 5,619 | $312.6 萬 | 0.02% | +38+0.7% | 加碼 |
| Whalerock Point Partners, LLC | 5,645 | $314.1 萬 | 0.86% | −204−3.5% | 減碼 |
| Audent Global Asset Management, LLC | 5,687 | $316.4 萬 | 3.24% | +149+2.7% | 加碼 |
| Silvercrest Asset Management Group LLC | 5,786 | $321.9 萬 | 0.02% | +102+1.8% | 加碼 |
| Relative Value Partners Group, LLC | 6,467 | $322.4 萬 | 0.20% | 00.0% | 不變 |
| Lionsbridge Wealth Management LLC | 5,800 | $322.7 萬 | 2.50% | −250−4.1% | 減碼 |
| Hudson Valley Investment Advisors Inc | 5,816 | $323.6 萬 | 0.39% | −971−14.3% | 減碼 |
| Romano Brothers and Company | 5,847 | $325.3 萬 | 0.45% | −10.0% | 減碼 |
| Paladin Advisory Group, LLC | 5,890 | $325.4 萬 | 2.57% | −424−6.7% | 減碼 |
| Manufacturers Life Insurance Company, The | 5,899 | $328.0 萬 | 0.00% | +215+3.8% | 加碼 |
| Paulson Wealth Management Inc. | 5,909 | $328.8 萬 | 0.97% | +1,230+26.3% | 加碼 |
| Wealthcare Advisory Partners LLC | 5,960 | $331.6 萬 | 0.11% | +277+4.9% | 加碼 |
| Keystone Financial Group | 5,984 | $333.0 萬 | 0.49% | +127+2.2% | 加碼 |
| Breakwater Capital Group | 6,037 | $335.9 萬 | 0.84% | +574+10.5% | 加碼 |
| Fifth Third Bancorp | 6,098 | $339.3 萬 | 0.01% | −587−8.8% | 減碼 |
| Insigneo Advisory Services, LLC | 6,178 | $344.4 萬 | 0.41% | −1,697−21.5% | 減碼 |
| Clear Point Advisors Inc. | 6,205 | $345.2 萬 | 2.84% | −254−3.9% | 減碼 |
| RSM US Wealth Management LLC | 6,289 | $349.9 萬 | 0.09% | +178+2.9% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 6,293 | $350.1 萬 | 0.13% | +74+1.2% | 加碼 |
| Sepio Capital, LP | 6,300 | $350.5 萬 | 0.30% | 00.0% | 不變 |
| Johnson Financial Group, Inc. | 6,314 | $351.9 萬 | 0.19% | +414+7.0% | 加碼 |
| Charter Research & Investment Group, Inc. | 6,327 | $352.0 萬 | 2.79% | +20+0.3% | 加碼 |
| Bristlecone Advisors, LLC | 6,354 | $353.5 萬 | 0.31% | −10−0.2% | 減碼 |
| Fiduciary Trust Co | 6,372 | $354.5 萬 | 0.05% | −135−2.1% | 減碼 |
| First Citizens Bank & Trust Co | 6,373 | $354.6 萬 | 0.07% | +1,873+41.6% | 加碼 |
| Gould Asset Management LLC | 6,436 | $358.1 萬 | 0.87% | −100−1.5% | 減碼 |
| Ballentine Partners, LLC | 6,439 | $358.2 萬 | 0.07% | +10.0% | 加碼 |
| Apollon Wealth Management, LLC | 6,484 | $360.8 萬 | 0.11% | −10−0.2% | 減碼 |
| Stephenson National Bank & Trust | 6,485 | $360.8 萬 | 1.24% | −3,392−34.3% | 減碼 |
| Glen Eagle Advisors, LLC | 6,535 | $363.6 萬 | 0.69% | −125−1.9% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 6,555 | $364.7 萬 | 0.01% | +1,855+39.5% | 加碼 |
| Prospera Financial Services Inc | 6,570 | $365.6 萬 | 0.11% | −1,234−15.8% | 減碼 |
| Summit Wealth Partners, LLC | 6,590 | $366.7 萬 | 0.78% | −4−0.1% | 減碼 |
| Smith Chas P & Associates Pa Cpas | 6,624 | $368.6 萬 | 0.22% | +5,762+668.4% | 加碼 |
| Ieq Capital, LLC | 6,721 | $374.0 萬 | 0.05% | 00.0% | 不變 |
| United Capital Financial Advisers, LLC | 6,729 | $374.4 萬 | 0.03% | −196−2.8% | 減碼 |
| Bailard, Inc. | 6,780 | $377.2 萬 | 0.10% | +60+0.9% | 加碼 |
| Oppenheimer & Co Inc | 6,890 | $383.4 萬 | 0.06% | −1,163−14.4% | 減碼 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 7,265 | $383.5 萬 | 1.61% | +154+2.2% | 加碼 |
| Perigon Wealth Management, LLC | 6,902 | $384.0 萬 | 0.12% | −647−8.6% | 減碼 |
| Davis R M Inc | 6,962 | $387.4 萬 | 0.08% | −357−4.9% | 減碼 |
| Midwest Financial Group LLC | 6,992 | $389.1 萬 | 2.61% | +269+4.0% | 加碼 |