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 |
|---|---|---|---|---|---|
| Bear Mountain Capital, Inc. | 2,019 | $104.4 萬 | 0.45% | 00.0% | 不變 |
| Man Group plc | 1,877 | $104.4 萬 | 0.00% | −3,060−62.0% | 減碼 |
| JFS Wealth Advisors, LLC | 1,879 | $104.5 萬 | 0.08% | +778+70.7% | 加碼 |
| Private Wealth Group, LLC | 1,887 | $105.0 萬 | 0.54% | 00.0% | 不變 |
| Tompkins Financial Corp | 1,904 | $105.9 萬 | 0.12% | 00.0% | 不變 |
| Valmark Advisers, Inc. | 1,907 | $106.1 萬 | 0.02% | +116+6.5% | 加碼 |
| LCNB Corp | 1,930 | $107.4 萬 | 0.39% | −35−1.8% | 減碼 |
| Axxcess Wealth Management, LLC | 1,931 | $107.4 萬 | 0.03% | −28−1.4% | 減碼 |
| Maltin Wealth Management, Inc. | 1,935 | $107.7 萬 | 0.61% | +6+0.3% | 加碼 |
| ZRC Wealth Management, LLC | 1,936 | $107.7 萬 | 0.54% | −9−0.5% | 減碼 |
| Evanson Asset Management, LLC | 1,939 | $107.9 萬 | 0.08% | +7+0.4% | 加碼 |
| Astoria Portfolio Advisors LLC. | 2,067 | $108.3 萬 | 0.42% | +16+0.8% | 加碼 |
| Sebold Capital Management, Inc. | 1,948 | $108.4 萬 | 0.73% | −28−1.4% | 減碼 |
| Castle Rock Wealth Management, LLC | 2,082 | $109.0 萬 | 0.30% | +129+6.6% | 加碼 |
| Clifford Swan Investment Counsel LLC | 1,959 | $109.0 萬 | 0.04% | −20−1.0% | 減碼 |
| Forza Wealth Management, LLC | 1,960 | $109.1 萬 | 0.57% | 00.0% | 不變 |
| Choate Investment Advisors | 1,972 | $109.7 萬 | 0.03% | −293−12.9% | 減碼 |
| Frisch Financial Group, Inc. | 1,979 | $110.1 萬 | 0.37% | +6+0.3% | 加碼 |
| Mason Investment Advisory Services, Inc. | 1,980 | $110.2 萬 | 0.08% | 00.0% | 不變 |
| Bill Few Associates, Inc. | 1,983 | $110.3 萬 | 0.45% | +13+0.7% | 加碼 |
| STAR Financial Bank | 1,985 | $110.4 萬 | 0.94% | −20−1.0% | 減碼 |
| J. Goldman & Co LP | 1,985 | $110.4 萬 | 0.05% | +1,985 | 新進 |
| NCM Capital Management, LLC | 1,988 | $110.6 萬 | 0.62% | 00.0% | 不變 |
| Trexquant Investment LP | 1,993 | $110.9 萬 | 0.02% | +627+45.9% | 加碼 |
| White Pine Capital LLC | 2,132 | $111.5 萬 | 0.42% | +10+0.5% | 加碼 |
| First National Bank of Mount Dora, Trust Investment Services | 2,022 | $112.5 萬 | 0.27% | −25−1.2% | 減碼 |
| We Are One Seven, LLC | 2,030 | $113.0 萬 | 0.06% | −18−0.9% | 減碼 |
| Clear Harbor Asset Management, LLC | 2,032 | $113.1 萬 | 0.10% | 00.0% | 不變 |
| Dynamic Advisor Solutions LLC | 2,037 | $113.3 萬 | 0.04% | +1,362+201.8% | 加碼 |
| SOL Capital Management CO | 2,045 | $113.8 萬 | 0.14% | −100−4.7% | 減碼 |
| Glassman Wealth Services | 2,049 | $114.0 萬 | 0.23% | 00.0% | 不變 |
| Walden Wealth Partners LLC | 2,122 | $114.9 萬 | 0.67% | 00.0% | 不變 |
| Bank of Hawaii | 2,087 | $116.1 萬 | 0.06% | +577+38.2% | 加碼 |
| Taylor Financial Group, Inc. | 2,099 | $116.8 萬 | 0.89% | 00.0% | 不變 |
| Frank, Rimerman Advisors LLC | 2,099 | $116.8 萬 | 0.22% | 00.0% | 不變 |
| Bradley Foster & Sargent Inc | 2,101 | $116.9 萬 | 0.02% | 00.0% | 不變 |
| Gryphon Financial Partners LLC | 2,111 | $117.5 萬 | 0.20% | +1,330+170.3% | 加碼 |
| United Bank | 2,128 | $118.4 萬 | 0.14% | 00.0% | 不變 |
| Great Valley Advisor Group, Inc. | 2,158 | $120.1 萬 | 0.04% | +1,183+121.3% | 加碼 |
| Financial Partners Group, LLC | 2,167 | $120.6 萬 | 0.47% | +1,739+406.3% | 加碼 |
| Pacific Financial Group Inc | 2,175 | $121.0 萬 | 0.83% | +109+5.3% | 加碼 |
| Stratos Wealth Advisors, LLC | 2,180 | $121.3 萬 | 0.07% | +197+9.9% | 加碼 |
| Warner Financial, Inc | 2,183 | $121.5 萬 | 0.61% | +10.0% | 加碼 |
| LM Advisors LLC | 2,185 | $121.6 萬 | 0.19% | +794+57.1% | 加碼 |
| Peterson Wealth Management | 2,188 | $121.7 萬 | 0.88% | −61−2.7% | 減碼 |
| Roberts Glore & Co Inc | 2,195 | $122.1 萬 | 0.37% | +984+81.3% | 加碼 |
| Rhumbline Advisers | 2,200 | $122.4 萬 | 0.00% | −10,300−82.4% | 減碼 |
| LBMC Investment Advisors, LLC | 2,220 | $123.5 萬 | 0.11% | 00.0% | 不變 |
| Robertson Stephens Wealth Management, LLC | 2,218 | $123.6 萬 | 0.07% | 00.0% | 不變 |
| Zhang Financial LLC | 2,224 | $123.7 萬 | 0.09% | 00.0% | 不變 |
| 9258 Wealth Management, LLC | 2,231 | $124.1 萬 | 0.19% | −20−0.9% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 2,234 | $124.3 萬 | 0.08% | −2,164−49.2% | 減碼 |
| Wedbush Securities Inc | 2,260 | $125.7 萬 | 0.05% | −96−4.1% | 減碼 |
| Ameritas Advisory Services, LLC | 2,361 | $125.7 萬 | 0.05% | +1,428+153.1% | 加碼 |
| Allred Capital Management, LLC | 2,263 | $125.9 萬 | 0.49% | −869−27.7% | 減碼 |
| Independent Financial Group, LLC | 2,265 | $126.0 萬 | 0.06% | +82+3.8% | 加碼 |
| ARS Investment Partners, LLC | 2,269 | $126.2 萬 | 0.13% | −45−1.9% | 減碼 |
| Stone Point Wealth LLC | 2,269 | $126.2 萬 | 0.44% | +2,269 | 新進 |
| Sentinus, LLC | 2,277 | $126.7 萬 | 0.45% | +2,277 | 新進 |
| Howe & Rusling Inc | 2,278 | $126.7 萬 | 0.12% | −47−2.0% | 減碼 |
| Millennium Management LLC | 2,279 | $126.8 萬 | 0.00% | −2,588−53.2% | 減碼 |
| Lyell Wealth Management, LP | 2,300 | $128.0 萬 | 0.13% | −52−2.2% | 減碼 |
| Becker Capital Management Inc | 2,299 | $128.1 萬 | 0.04% | −35−1.5% | 減碼 |
| BKD Wealth Advisors, LLC | 2,304 | $128.2 萬 | 0.03% | +500+27.7% | 加碼 |
| Braun Stacey Associates Inc | 2,307 | $128.4 萬 | 0.05% | −28−1.2% | 減碼 |
| TruWealth Advisors, LLC | 2,309 | $128.5 萬 | 0.09% | 00.0% | 不變 |
| Triumph Capital Management | 2,357 | $130.2 萬 | 0.53% | +818+53.2% | 加碼 |
| Thrivent Financial for Lutherans | 2,343 | $130.4 萬 | 0.00% | −329−12.3% | 減碼 |
| Fidelis Capital Partners, LLC | 2,395 | $133.3 萬 | 0.20% | −436−15.4% | 減碼 |
| Simplicity Wealth,LLC | 2,399 | $133.5 萬 | 0.03% | +2,399 | 新進 |
| Spectrum Wealth Counsel, LLC | 2,400 | $133.5 萬 | 0.16% | −1,783−42.6% | 減碼 |
| Montecito Bank & Trust | 2,402 | $133.6 萬 | 0.27% | 00.0% | 不變 |
| Cozad Asset Management Inc | 2,403 | $133.7 萬 | 0.14% | 00.0% | 不變 |
| Baker Avenue Asset Management, LP | 2,408 | $134.0 萬 | 0.05% | −95−3.8% | 減碼 |
| Spire Wealth Management | 2,415 | $134.4 萬 | 0.04% | −76−3.1% | 減碼 |
| Altfest L J & Co Inc | 2,428 | $135.1 萬 | 0.20% | −785−24.4% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 2,429 | $135.2 萬 | 0.06% | +1,485+157.3% | 加碼 |
| CIC Wealth, LLC | 2,439 | $135.7 萬 | 0.39% | 00.0% | 不變 |
| Middleton & Co Inc | 2,461 | $136.9 萬 | 0.16% | 00.0% | 不變 |
| CX Institutional | 2,493 | $138.7 萬 | 0.07% | 00.0% | 不變 |
| ARK & TLK Investments, LLC | 2,500 | $139.1 萬 | 0.54% | +10.0% | 加碼 |
| Moody Lynn & Lieberson, LLC | 2,521 | $140.3 萬 | 0.09% | 00.0% | 不變 |
| NorthCrest Asset Manangement, LLC | 2,521 | $140.3 萬 | 0.05% | +2,521 | 新進 |
| GEM Asset Management, LLC | 2,724 | $140.9 萬 | 0.95% | 00.0% | 不變 |
| Nwam LLC | 2,579 | $142.4 萬 | 0.11% | −305−10.6% | 減碼 |
| Beaumont Financial Advisors, LLC | 2,563 | $142.6 萬 | 0.12% | −97−3.6% | 減碼 |
| Horizon Investments, LLC | 2,568 | $142.9 萬 | 0.04% | −411−13.8% | 減碼 |
| SOA Wealth Advisors, LLC. | 2,573 | $143.1 萬 | 0.30% | −136−5.0% | 減碼 |
| Bremer Bank National Association | 2,583 | $143.7 萬 | 0.27% | −114−4.2% | 減碼 |
| Zions Bancorporation, N.A. | 2,583 | $143.7 萬 | 0.11% | 00.0% | 不變 |
| Essex Financial Services, Inc. | 2,584 | $143.8 萬 | 0.13% | +530+25.8% | 加碼 |
| Founders Financial Securities LLC | 2,590 | $144.1 萬 | 0.15% | −568−18.0% | 減碼 |
| TCTC Holdings, LLC | 2,597 | $144.5 萬 | 0.05% | 00.0% | 不變 |
| Marble Harbor Investment Counsel, LLC | 2,600 | $144.7 萬 | 0.17% | 00.0% | 不變 |
| Capital Investment Advisory Services, LLC | 2,622 | $145.9 萬 | 0.16% | +518+24.6% | 加碼 |
| Sentinel Trust Co Lba | 2,631 | $146.4 萬 | 0.19% | −272−9.4% | 減碼 |
| High Falls Advisors, Inc | 2,638 | $146.8 萬 | 0.37% | +10.0% | 加碼 |
| Disciplined Investments, LLC | 2,665 | $148.3 萬 | 0.81% | −23−0.9% | 減碼 |
| Change Path, LLC | 2,668 | $148.5 萬 | 0.06% | +50+1.9% | 加碼 |
| Emprise Bank | 2,669 | $148.5 萬 | 1.00% | +2,669 | 新進 |