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 |
|---|---|---|---|---|---|
| JMG Financial Group, Ltd. | 7,049 | $392.2 萬 | 0.15% | −20.0% | 減碼 |
| North Star Investment Management Corp. | 7,051 | $392.3 萬 | 0.28% | +279+4.1% | 加碼 |
| Union Savings Bank | 7,072 | $393.5 萬 | 2.06% | −6−0.1% | 減碼 |
| IFP Advisors, Inc | 7,103 | $395.2 萬 | 0.17% | +6,591+1,287.3% | 加碼 |
| Haverford Trust Co | 7,114 | $395.8 萬 | 0.04% | +298+4.4% | 加碼 |
| Stock Yards Bank & Trust Co | 7,224 | $401.9 萬 | 0.13% | −137−1.9% | 減碼 |
| Renaissance Investment Group LLC | 7,340 | $408.4 萬 | 0.94% | −92−1.2% | 減碼 |
| RVW Wealth, LLC | 7,379 | $410.6 萬 | 0.42% | −884−10.7% | 減碼 |
| Keybank National Association | 7,408 | $412.2 萬 | 0.02% | −472−6.0% | 減碼 |
| Colony Group, LLC | 7,451 | $414.6 萬 | 0.03% | −3,835−34.0% | 減碼 |
| Lynx Capital Group Ltd | 7,454 | $414.8 萬 | 2.80% | +559+8.1% | 加碼 |
| Boston Private Wealth LLC | 7,558 | $420.5 萬 | 0.09% | +885+13.3% | 加碼 |
| Segment Wealth Management, LLC | 7,561 | $420.7 萬 | 0.32% | −295−3.8% | 減碼 |
| Houlihan Financial Resource Group, Ltd. | 7,676 | $427.1 萬 | 1.92% | +10.0% | 加碼 |
| Resources Investment Advisors, LLC. | 7,698 | $428.3 萬 | 0.07% | +740+10.6% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 7,720 | $429.5 萬 | 0.25% | −70−0.9% | 減碼 |
| Harbour Investments, Inc. | 7,752 | $431.3 萬 | 0.15% | +489+6.7% | 加碼 |
| Madison Asset Management, LLC | 7,769 | $432.3 萬 | 0.05% | −10,524−57.5% | 減碼 |
| Benchmark Financial Wealth Advisors, LLC | 7,783 | $433.0 萬 | 1.65% | −256−3.2% | 減碼 |
| Wetherby Asset Management Inc | 7,823 | $435.3 萬 | 0.21% | 00.0% | 不變 |
| Bay Rivers Group | 7,874 | $438.1 萬 | 2.41% | +345+4.6% | 加碼 |
| HSBC Holdings PLC | 7,885 | $438.7 萬 | 0.00% | −658−7.7% | 減碼 |
| Evensky & Katz LLC | 7,998 | $445.0 萬 | 0.31% | −84−1.0% | 減碼 |
| Inspire Trust Co, N.A. | 8,022 | $446.3 萬 | 2.49% | +3,190+66.0% | 加碼 |
| Salomon & Ludwin, LLC | 8,036 | $447.1 萬 | 0.38% | −114−1.4% | 減碼 |
| CMG Global Holdings, LLC | 8,091 | $450.2 萬 | 3.09% | 00.0% | 不變 |
| Highview Capital Management LLC | 8,118 | $451.7 萬 | 2.03% | 00.0% | 不變 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 8,131 | $452.4 萬 | 2.63% | +556+7.3% | 加碼 |
| Weil Company, Inc. | 8,198 | $456.1 萬 | 1.81% | −64−0.8% | 減碼 |
| Sigma Planning Corp | 8,284 | $461.0 萬 | 0.14% | +7,102+600.8% | 加碼 |
| Barrett & Company, Inc. | 8,353 | $464.7 萬 | 2.20% | +465+5.9% | 加碼 |
| Intrepid Financial Planning Group LLC | 8,410 | $467.9 萬 | 2.02% | −86−1.0% | 減碼 |
| Allworth Financial LP | 8,434 | $469.3 萬 | 0.03% | −218−2.5% | 減碼 |
| AMG National Trust Bank | 8,456 | $470.5 萬 | 0.14% | +10+0.1% | 加碼 |
| Modera Wealth Management, LLC | 8,499 | $472.9 萬 | 0.07% | −77−0.9% | 減碼 |
| Ti-Trust, Inc | 8,566 | $476.6 萬 | 3.50% | +410+5.0% | 加碼 |
| Sonata Capital Group Inc | 8,635 | $480.4 萬 | 2.19% | −486−5.3% | 減碼 |
| Court Place Advisors, LLC | 8,646 | $481.1 萬 | 1.55% | −438−4.8% | 減碼 |
| KMG Fiduciary Partners, LLC | 8,674 | $482.6 萬 | 0.50% | −55−0.6% | 減碼 |
| Vantage Financial Partners Ltd., Inc. | 8,751 | $486.9 萬 | 1.27% | −5,640−39.2% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 8,779 | $489.3 萬 | 0.12% | +373+4.4% | 加碼 |
| Buckingham Strategic Partners | 8,902 | $495.3 萬 | 0.14% | +3,966+80.3% | 加碼 |
| G&S Capital LLC | 8,963 | $498.7 萬 | 2.22% | +208+2.4% | 加碼 |
| Financial Engines Advisors L.L.C. | 8,999 | $501.6 萬 | 0.01% | −122−1.3% | 減碼 |
| Balboa Wealth Partners | 9,111 | $507.0 萬 | 1.61% | −10−0.1% | 減碼 |
| Qube Research & Technologies Ltd | 9,249 | $514.6 萬 | 0.01% | −9,023−49.4% | 減碼 |
| Beacon Pointe Advisors, LLC | 9,432 | $524.8 萬 | 0.06% | −196−2.0% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 9,444 | $525.5 萬 | 0.05% | 00.0% | 不變 |
| Sageworth Trust Co | 9,506 | $528.9 萬 | 0.34% | −338−3.4% | 減碼 |
| Cape Cod Five Cents Savings Bank | 9,557 | $531.8 萬 | 0.51% | −280−2.8% | 減碼 |
| Motco | 9,568 | $532.4 萬 | 0.32% | −95−1.0% | 減碼 |
| Central Trust Co | 9,610 | $534.7 萬 | 0.13% | −273−2.8% | 減碼 |
| Associated Banc-Corp | 9,752 | $542.6 萬 | 0.17% | −279−2.8% | 減碼 |
| Resonant Capital Advisors, LLC | 9,759 | $544.0 萬 | 0.47% | +19+0.2% | 加碼 |
| Flputnam Investment Management Co | 9,818 | $546.3 萬 | 0.12% | +566+6.1% | 加碼 |
| Bokf, NA | 9,993 | $552.0 萬 | 0.10% | −376−3.6% | 減碼 |
| First Horizon Advisors, Inc. | 9,927 | $552.3 萬 | 0.17% | −258−2.5% | 減碼 |
| Bank of New Hampshire | 9,962 | $554.3 萬 | 1.46% | −142−1.4% | 減碼 |
| Lodestar Private Asset Management LLC | 9,995 | $556.1 萬 | 0.79% | −43−0.4% | 減碼 |
| RBF Capital, LLC | 10,000 | $556.4 萬 | 0.31% | 00.0% | 不變 |
| Mayflower Financial Advisors, LLC | 10,005 | $556.7 萬 | 0.93% | −138−1.4% | 減碼 |
| Leavell Investment Management, Inc. | 10,190 | $568.0 萬 | 0.33% | −326−3.1% | 減碼 |
| Firestone Capital Management | 10,211 | $568.1 萬 | 1.58% | −70−0.7% | 減碼 |
| Gries Financial LLC | 10,244 | $569.9 萬 | 0.95% | −60−0.6% | 減碼 |
| American International Group, Inc. | 10,400 | $578.7 萬 | 0.02% | −12,100−53.8% | 減碼 |
| Peak Asset Management, LLC | 10,409 | $579.2 萬 | 1.15% | −617−5.6% | 減碼 |
| Cercano Management LLC | 10,598 | $590.0 萬 | 0.16% | +10,598 | 新進 |
| HB Wealth Management, LLC | 10,736 | $597.4 萬 | 0.08% | −15−0.1% | 減碼 |
| Latigo Investments, LLC | 10,962 | $609.9 萬 | 3.13% | 00.0% | 不變 |
| Diversified Portfolios, Inc. | 10,988 | $611.4 萬 | 0.86% | −58−0.5% | 減碼 |
| Highland Capital Management, LLC | 11,071 | $616.0 萬 | 0.35% | 00.0% | 不變 |
| Adirondack Trust Co | 11,099 | $617.5 萬 | 2.58% | −43−0.4% | 減碼 |
| TKG Advisors, LLC | 11,305 | $629.0 萬 | 3.51% | +758+7.2% | 加碼 |
| Pegasus Partners Ltd. | 11,366 | $632.4 萬 | 0.67% | −822−6.7% | 減碼 |
| Retirement Income Solutions, Inc | 11,377 | $633.0 萬 | 1.44% | −42−0.4% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 11,482 | $638.9 萬 | 0.69% | +32+0.3% | 加碼 |
| Boothbay Fund Management, LLC | 11,546 | $642.4 萬 | 0.19% | −10,967−48.7% | 減碼 |
| Callan Family Office, LLC | 11,639 | $647.6 萬 | 1.52% | +1,511+14.9% | 加碼 |
| Wexford Capital LP | 11,710 | $651.5 萬 | 1.33% | +11,710 | 新進 |
| Madison Park Capital Advisors, LLC | 11,774 | $655.1 萬 | 5.71% | +267+2.3% | 加碼 |
| Synovus Financial Corp | 11,808 | $657.1 萬 | 0.09% | +5,487+86.8% | 加碼 |
| Sand Hill Global Advisors, LLC | 11,815 | $657.4 萬 | 0.31% | −61−0.5% | 減碼 |
| Green Square Capital Advisors LLC | 11,822 | $657.8 萬 | 0.88% | −2,591−18.0% | 減碼 |
| Dakota Wealth Management | 12,238 | $680.9 萬 | 0.17% | −643−5.0% | 減碼 |
| Community Bank, N.A. | 12,245 | $681.3 萬 | 0.89% | −185−1.5% | 減碼 |
| Staley Capital Advisers Inc | 12,267 | $682.5 萬 | 0.32% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 12,323 | $685.7 萬 | 0.09% | −260−2.1% | 減碼 |
| Scarborough Advisors, LLC | 12,356 | $687.5 萬 | 3.18% | +809+7.0% | 加碼 |
| Lincoln National Corp | 12,403 | $690.1 萬 | 0.11% | +1,032+9.1% | 加碼 |
| Goelzer Investment Management, Inc. | 12,462 | $693.4 萬 | 0.39% | −253−2.0% | 減碼 |
| Palisade Asset Management, LLC | 12,562 | $698.9 萬 | 0.68% | −2,284−15.4% | 減碼 |
| Kovitz Investment Group Partners, LLC | 12,642 | $703.4 萬 | 0.09% | +12,642 | 新進 |
| Hanover Advisors Inc | 12,692 | $706.2 萬 | 2.96% | +1,706+15.5% | 加碼 |
| Williams Jones Wealth Management, LLC. | 12,802 | $712.3 萬 | 0.09% | −16−0.1% | 減碼 |
| Private Advisor Group, LLC | 12,893 | $717.4 萬 | 0.05% | −237−1.8% | 減碼 |
| Meridian Wealth Advisors, LLC | 12,906 | $718.1 萬 | 1.35% | −90−0.7% | 減碼 |
| Ameritas Investment Partners, Inc. | 13,045 | $725.8 萬 | 0.25% | −5,000−27.7% | 減碼 |
| Mill Creek Capital Advisors, LLC | 13,126 | $730.3 萬 | 0.20% | −116−0.9% | 減碼 |
| Mercer Global Advisors Inc | 12,305 | $733.0 萬 | 0.02% | +3,491+39.6% | 加碼 |
| Colorado Capital Management, Inc. | 13,197 | $734.3 萬 | 4.25% | −140−1.0% | 減碼 |