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 | 1,126 | $136.7 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 |
|---|---|---|---|---|---|
| CIBC World Markets Inc. | 1,348 | $75.0 萬 | 0.00% | 00.0% | 不變 |
| Edmond de Rothschild Holding S.A. | 1,358 | $75.6 萬 | 0.01% | −6,348−82.4% | 減碼 |
| Round Rock Advisors, LLC | 1,360 | $75.7 萬 | 0.18% | +2+0.1% | 加碼 |
| Fca Corp | 1,380 | $76.8 萬 | 0.25% | 00.0% | 不變 |
| Blue Barn Wealth, LLC | 1,384 | $77.0 萬 | 0.43% | −11−0.8% | 減碼 |
| Institute for Wealth Management, LLC. | 1,385 | $77.1 萬 | 0.10% | −49−3.4% | 減碼 |
| American Capital Advisory, LLC | 1,682 | $77.1 萬 | 0.67% | −337−16.7% | 減碼 |
| Turtle Creek Wealth Advisors, LLC | 1,386 | $77.1 萬 | 0.19% | 00.0% | 不變 |
| Quadrant Private Wealth Management, LLC | 1,387 | $77.3 萬 | 0.20% | −19−1.4% | 減碼 |
| Leisure Capital Management | 1,390 | $77.3 萬 | 0.39% | 00.0% | 不變 |
| Holistic Financial Partners | 1,399 | $77.8 萬 | 0.40% | +4+0.3% | 加碼 |
| Grimes & Company, Inc. | 1,399 | $77.9 萬 | 0.02% | +5+0.4% | 加碼 |
| Lam Group, Inc. | 1,400 | $77.9 萬 | 0.64% | 00.0% | 不變 |
| Berkshire Money Management, Inc. | 1,405 | $78.2 萬 | 0.09% | +1,405 | 新進 |
| Coldstream Capital Management Inc | 1,407 | $78.3 萬 | 0.02% | −180−11.3% | 減碼 |
| McGuire Investment Group, LLC | 1,417 | $78.8 萬 | 0.12% | 00.0% | 不變 |
| Pettinga Financial Advisors, LLC | 1,418 | $78.9 萬 | 0.20% | +15+1.1% | 加碼 |
| Marion Wealth Management | 1,419 | $78.9 萬 | 0.24% | +415+41.3% | 加碼 |
| Tritonpoint Wealth, LLC | 1,530 | $79.0 萬 | 0.08% | −22−1.4% | 減碼 |
| Aspen Investment Management Inc | 1,430 | $79.6 萬 | 0.40% | +172+13.7% | 加碼 |
| Viawealth, LLC | 1,432 | $79.7 萬 | 0.50% | −230−13.8% | 減碼 |
| CCG Wealth Management, LLC | 1,437 | $80.0 萬 | 0.48% | 00.0% | 不變 |
| First Western Trust Bank | 1,442 | $80.2 萬 | 0.04% | −1−0.1% | 減碼 |
| BigSur Wealth Management LLC | 1,440 | $80.3 萬 | 0.25% | +1,440 | 新進 |
| Brinker Capital Investments, LLC | 1,447 | $80.5 萬 | 0.01% | +101+7.5% | 加碼 |
| Orion Portfolio Solutions, LLC | 1,447 | $80.5 萬 | 0.01% | +101+7.5% | 加碼 |
| Bank of Stockton | 1,453 | $80.8 萬 | 0.25% | 00.0% | 不變 |
| Andrews, Lucia Wealth Management LLC | 1,469 | $81.7 萬 | 0.58% | −134−8.4% | 減碼 |
| Plante Moran Financial Advisors, LLC | 1,471 | $81.7 萬 | 0.09% | +2+0.1% | 加碼 |
| Tennessee Valley Asset Management Partners | 1,469 | $81.8 萬 | 0.20% | −279−16.0% | 減碼 |
| Park National Corp | 1,477 | $82.2 萬 | 0.03% | +110+8.0% | 加碼 |
| General Partner, Inc. | 1,484 | $82.6 萬 | 0.52% | +1,484 | 新進 |
| Bell Bank | 1,485 | $82.6 萬 | 0.07% | +1,485 | 新進 |
| Retirement Capital Strategies | 1,502 | $83.6 萬 | 0.34% | 00.0% | 不變 |
| Vista Investment Management | 1,512 | $84.1 萬 | 0.34% | 00.0% | 不變 |
| Cornerstone Wealth Management, LLC | 1,513 | $84.2 萬 | 0.07% | −5−0.3% | 減碼 |
| Cascade Financial Partners, LLC | 1,598 | $84.7 萬 | 0.12% | +1,598 | 新進 |
| Harmony Asset Management LLC | 1,529 | $85.1 萬 | 0.35% | −100−6.1% | 減碼 |
| Omega Financial Group, LLC | 1,531 | $85.2 萬 | 0.35% | −102−6.2% | 減碼 |
| American Money Management, LLC | 1,534 | $85.4 萬 | 0.18% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 1,537 | $85.5 萬 | 0.01% | +3+0.2% | 加碼 |
| VeraBank, N.A. | 1,545 | $86.0 萬 | 0.27% | 00.0% | 不變 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,548 | $86.1 萬 | 0.15% | +38+2.5% | 加碼 |
| Hartline Investment Corp | 1,548 | $86.1 萬 | 0.15% | +1,548 | 新進 |
| Up Strategic Wealth Investment Advisors LLC | 1,552 | $86.4 萬 | 1.41% | +37+2.4% | 加碼 |
| RTD Financial Advisors, Inc. | 1,560 | $86.8 萬 | 0.12% | 00.0% | 不變 |
| Acorn Wealth Advisors, LLC | 1,564 | $87.0 萬 | 0.45% | +185+13.4% | 加碼 |
| Halpern Financial, Inc. | 1,593 | $87.2 萬 | 0.25% | 00.0% | 不變 |
| Crestwood Advisors Group LLC | 1,568 | $87.2 萬 | 0.02% | +3+0.2% | 加碼 |
| Procyon Private Wealth Partners, LLC | 1,569 | $87.3 萬 | 0.07% | −20−1.3% | 減碼 |
| Fifth Third Wealth Advisors LLC | 1,593 | $88.6 萬 | 0.14% | +274+20.8% | 加碼 |
| Howland Capital Management LLC | 1,597 | $89.0 萬 | 0.04% | −180−10.1% | 減碼 |
| Hilltop Holdings Inc. | 1,600 | $89.0 萬 | 0.10% | +80+5.3% | 加碼 |
| Quantbot Technologies LP | 1,600 | $89.0 萬 | 0.05% | +1,600 | 新進 |
| Alesco Advisors LLC | 1,604 | $89.2 萬 | 0.03% | −35−2.1% | 減碼 |
| Gator Capital Management, LLC | 1,607 | $89.4 萬 | 0.48% | 00.0% | 不變 |
| Brighton Jones LLC | 1,630 | $90.7 萬 | 0.03% | +107+7.0% | 加碼 |
| Gen-Wealth Partners Inc | 1,630 | $90.7 萬 | 0.45% | +1,630 | 新進 |
| Prudential Financial Inc | 1,637 | $91.1 萬 | 0.00% | +149+10.0% | 加碼 |
| Garden State Investment Advisory Services LLC | 1,641 | $91.1 萬 | 0.33% | +1,181+256.7% | 加碼 |
| Daymark Wealth Partners, LLC | 1,640 | $91.2 萬 | 0.05% | 00.0% | 不變 |
| Peak Planning Group, LLC | 1,643 | $91.4 萬 | 0.57% | −63−3.7% | 減碼 |
| InterOcean Capital Group, LLC | 1,645 | $91.5 萬 | 0.02% | −400−19.6% | 減碼 |
| Quadrant Capital Group LLC | 1,651 | $91.9 萬 | 0.07% | +9+0.5% | 加碼 |
| Arkadios Wealth Advisors | 1,655 | $92.1 萬 | 0.07% | −18−1.1% | 減碼 |
| Sawgrass Asset Management LLC | 1,655 | $92.1 萬 | 0.10% | 00.0% | 不變 |
| Baldwin Brothers Inc | 1,662 | $92.5 萬 | 0.07% | −115−6.5% | 減碼 |
| Legacy Private Trust Co. | 1,666 | $92.7 萬 | 0.07% | 00.0% | 不變 |
| Rockland Trust Co | 1,667 | $92.8 萬 | 0.05% | −45−2.6% | 減碼 |
| Watershed Private Wealth LLC | 1,668 | $92.8 萬 | 0.41% | −1,725−50.8% | 減碼 |
| Midland Wealth Advisors LLC | 1,672 | $93.0 萬 | 0.06% | −5−0.3% | 減碼 |
| HM Payson & Co | 1,673 | $93.1 萬 | 0.02% | −28−1.6% | 減碼 |
| Nemes Rush Group LLC | 1,677 | $93.3 萬 | 0.13% | +28+1.7% | 加碼 |
| LaSalle St. Investment Advisors, LLC | 1,863 | $94.5 萬 | 0.53% | 00.0% | 不變 |
| M. Kraus & Co | 1,700 | $94.6 萬 | 0.29% | 00.0% | 不變 |
| Old North State Trust, LLC | 1,711 | $95.2 萬 | 0.80% | +1,711 | 新進 |
| Price T Rowe Associates Inc | 1,720 | $95.8 萬 | 0.00% | +920+115.0% | 加碼 |
| RFG Advisory, LLC | 1,722 | $95.8 萬 | 0.03% | −6−0.3% | 減碼 |
| Vista Wealth Management Group, LLC | 1,734 | $96.5 萬 | 0.07% | 00.0% | 不變 |
| Tudor Investment Corp Et Al | 1,734 | $96.5 萬 | 0.01% | +1,734 | 新進 |
| Roman Butler Fullerton & Co | 1,846 | $96.6 萬 | 0.36% | +1,846 | 新進 |
| Lynch & Associates | 1,740 | $96.8 萬 | 0.22% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 1,737 | $96.8 萬 | 0.19% | 00.0% | 不變 |
| Journey Advisory Group, LLC | 1,752 | $97.5 萬 | 0.12% | 00.0% | 不變 |
| Dana Investment Advisors, Inc. | 1,773 | $98.7 萬 | 0.03% | +1+0.1% | 加碼 |
| Beacon Financial Advisory LLC | 1,779 | $99.0 萬 | 0.48% | −221−11.1% | 減碼 |
| Moors & Cabot, Inc. | 1,786 | $99.4 萬 | 0.05% | −60−3.3% | 減碼 |
| Parsons Capital Management Inc | 1,790 | $99.6 萬 | 0.07% | +9+0.5% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 1,805 | $100.6 萬 | 0.08% | −1,079−37.4% | 減碼 |
| Arthur M. Cohen & Associates, LLC | 1,821 | $101.1 萬 | 0.21% | +2+0.1% | 加碼 |
| BancorpSouth Bank | 1,830 | $101.8 萬 | 0.07% | +4+0.2% | 加碼 |
| FF Advisors,LLC | 1,840 | $102.4 萬 | 0.71% | 00.0% | 不變 |
| Old Mission Capital LLC | 1,849 | $102.9 萬 | 0.03% | +129+7.5% | 加碼 |
| Prosperity Planning, Inc. | 1,855 | $103.2 萬 | 0.36% | −11−0.6% | 減碼 |
| Sachetta, LLC | 2,043 | $103.7 萬 | 0.49% | 00.0% | 不變 |
| SFM, LLC | 1,866 | $103.8 萬 | 0.79% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 1,864 | $103.9 萬 | 0.03% | −1,308−41.2% | 減碼 |
| Connectus Wealth, LLC | 1,866 | $103.9 萬 | 0.03% | −1,564−45.6% | 減碼 |
| Cassaday & Co Wealth Management LLC | 1,871 | $104.1 萬 | 0.03% | +325+21.0% | 加碼 |
| Truepoint, Inc. | 1,872 | $104.2 萬 | 0.03% | −390−17.2% | 減碼 |