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 |
|---|---|---|---|---|---|
| Stratos Wealth Partners, LTD. | 2,673 | $148.7 萬 | 0.02% | −40−1.5% | 減碼 |
| Osborne Partners Capital Management, LLC | 2,726 | $151.7 萬 | 0.09% | +434+18.9% | 加碼 |
| Edge Financial Advisors LLC | 2,737 | $152.3 萬 | 1.34% | +2,737 | 新進 |
| Harbor Advisory Corp | 2,743 | $152.6 萬 | 0.52% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 2,935 | $153.4 萬 | 0.12% | −305−9.4% | 減碼 |
| ORBA Wealth Advisors, L.L.C. | 2,758 | $153.5 萬 | 0.85% | −154−5.3% | 減碼 |
| Advus Financial Partners, LLC | 2,769 | $154.4 萬 | 0.69% | −41−1.5% | 減碼 |
| Hardy Reed LLC | 2,775 | $154.4 萬 | 0.19% | 00.0% | 不變 |
| Portfolio Strategies, Inc. | 2,775 | $154.4 萬 | 0.10% | +2,775 | 新進 |
| Wunderlich Capital Managemnt | 2,789 | $155.2 萬 | 0.70% | −325−10.4% | 減碼 |
| Providence First Trust Co | 2,831 | $157.5 萬 | 0.68% | 00.0% | 不變 |
| Coyle Financial Counsel LLC | 2,872 | $159.8 萬 | 0.57% | −45−1.5% | 減碼 |
| Financial Services Advisory Inc | 2,894 | $161.0 萬 | 0.40% | 00.0% | 不變 |
| Blue Fin Capital, Inc. | 2,906 | $161.7 萬 | 0.36% | +402+16.1% | 加碼 |
| XML Financial, LLC | 2,919 | $162.4 萬 | 0.17% | −39−1.3% | 減碼 |
| Manchester Capital Management LLC | 2,928 | $162.9 萬 | 0.20% | 00.0% | 不變 |
| Farmers & Merchants Trust Co of Long Beach | 2,958 | $164.6 萬 | 0.41% | −1,385−31.9% | 減碼 |
| Credit Suisse AG | 3,002 | $167.0 萬 | 0.00% | −12,278−80.4% | 減碼 |
| AlTi Global, Inc. | 3,004 | $167.4 萬 | 0.05% | +155+5.4% | 加碼 |
| GM Advisory Group, Inc. | 3,037 | $169.0 萬 | 0.12% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 3,056 | $170.1 萬 | 0.04% | −82−2.6% | 減碼 |
| Avantax Planning Partners, Inc. | 3,064 | $170.5 萬 | 0.06% | +79+2.6% | 加碼 |
| Warren Averett Asset Management, LLC | 3,064 | $170.5 萬 | 0.04% | +309+11.2% | 加碼 |
| Paradigm, Strategies in Wealth Management, LLC | 3,065 | $170.5 萬 | 1.05% | +3+0.1% | 加碼 |
| Aspiriant, LLC | 3,071 | $170.9 萬 | 0.07% | 00.0% | 不變 |
| Texas Permanent School Fund | 3,074 | $171.0 萬 | 0.01% | −4,350−58.6% | 減碼 |
| Brevan Howard Capital Management LP | 3,075 | $171.1 萬 | 0.16% | +3,075 | 新進 |
| L.M. Kohn & Company | 3,097 | $172.3 萬 | 0.48% | 00.0% | 不變 |
| Darrow Company, Inc. | 3,128 | $174.1 萬 | 1.14% | 00.0% | 不變 |
| Mathes Company, Inc. | 3,150 | $175.3 萬 | 0.66% | 00.0% | 不變 |
| Scotia Capital Inc. | 3,156 | $175.6 萬 | 0.01% | +301+10.5% | 加碼 |
| Cyndeo Wealth Partners, LLC | 3,162 | $175.9 萬 | 0.15% | −25−0.8% | 減碼 |
| McKinley Carter Wealth Services, Inc. | 3,167 | $176.2 萬 | 0.12% | −100−3.1% | 減碼 |
| Neuberger Berman Group LLC | 3,179 | $176.9 萬 | 0.00% | −130−3.9% | 減碼 |
| Sunflower Bank, N.A. | 3,297 | $183.4 萬 | 0.41% | −25−0.8% | 減碼 |
| Wesbanco Bank Inc | 3,317 | $184.6 萬 | 0.07% | −69−2.0% | 減碼 |
| Oxford Financial Group Ltd | 3,319 | $184.7 萬 | 0.13% | 00.0% | 不變 |
| GenTrust, LLC | 3,317 | $184.9 萬 | 0.11% | −25−0.7% | 減碼 |
| Farrow Financial Inc. | 3,324 | $184.9 萬 | 1.30% | −84−2.5% | 減碼 |
| Two Sigma Securities, LLC | 3,338 | $185.7 萬 | 0.09% | +2,084+166.2% | 加碼 |
| Compass Wealth Management LLC | 3,341 | $185.9 萬 | 0.47% | −22−0.7% | 減碼 |
| Sovereign Financial Group, Inc. | 3,360 | $186.9 萬 | 0.50% | +4+0.1% | 加碼 |
| Beacon Bridge Wealth Partners, LLC | 3,362 | $187.1 萬 | 0.88% | +212+6.7% | 加碼 |
| Focus Financial Network, Inc. | 3,622 | $187.1 萬 | 0.09% | +3,622 | 新進 |
| Regions Financial Corp | 3,370 | $187.5 萬 | 0.01% | +204+6.4% | 加碼 |
| Gridiron Partners, LLC | 3,373 | $187.7 萬 | 1.20% | 00.0% | 不變 |
| Capital Planning Advisors, LLC | 3,375 | $187.8 萬 | 0.33% | 00.0% | 不變 |
| Kelman-Lazarov, Inc. | 3,384 | $188.3 萬 | 0.37% | 00.0% | 不變 |
| Tiemann Investment Advisors, LLC | 3,387 | $188.5 萬 | 0.84% | −129−3.7% | 減碼 |
| Paragon Capital Management Ltd | 3,400 | $189.2 萬 | 0.33% | 00.0% | 不變 |
| Freestone Capital Holdings, LLC | 3,404 | $189.4 萬 | 0.07% | −68−2.0% | 減碼 |
| Integrated Advisors Network LLC | 3,420 | $190.3 萬 | 0.10% | −37−1.1% | 減碼 |
| Meridian Investment Counsel Inc. | 3,422 | $190.4 萬 | 0.63% | +41+1.2% | 加碼 |
| Northwest Bancshares, Inc. | 3,469 | $193.0 萬 | 0.30% | −57−1.6% | 減碼 |
| Atria Investments LLC | 3,474 | $193.3 萬 | 0.03% | −168−4.6% | 減碼 |
| Deutsche Bank AG | 3,509 | $195.2 萬 | 0.00% | +11+0.3% | 加碼 |
| Investment Advisory Group, LLC | 3,510 | $195.3 萬 | 0.81% | −150−4.1% | 減碼 |
| Rosenblum Silverman Sutton S F Inc | 3,517 | $195.7 萬 | 0.55% | 00.0% | 不變 |
| TSFG, LLC | 3,529 | $196.4 萬 | 0.50% | 00.0% | 不變 |
| Harvest Investment Services, LLC | 3,530 | $196.5 萬 | 0.79% | −152−4.1% | 減碼 |
| Embree Financial Group | 3,535 | $196.7 萬 | 0.39% | −105−2.9% | 減碼 |
| International Assets Investment Management, LLC | 3,582 | $197.9 萬 | 0.21% | +614+20.7% | 加碼 |
| Northern Oak Wealth Management Inc | 3,586 | $199.5 萬 | 0.24% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 3,618 | $201.3 萬 | 0.15% | −1,108−23.4% | 減碼 |
| Meridian Financial, LLC | 3,637 | $202.3 萬 | 1.51% | +10.0% | 加碼 |
| Quantum Private Wealth, LLC | 3,655 | $203.4 萬 | 0.75% | 00.0% | 不變 |
| Crescent Sterling, Ltd. | 3,757 | $209.0 萬 | 1.91% | +52+1.4% | 加碼 |
| All Terrain Financial Advisors, LLC | 3,765 | $209.5 萬 | 0.90% | −775−17.1% | 減碼 |
| Moloney Securities Asset Management, LLC | 3,789 | $210.8 萬 | 0.32% | +199+5.5% | 加碼 |
| Jordan Park Group LLC | 3,810 | $212.0 萬 | 0.13% | 00.0% | 不變 |
| CAPROCK Group, Inc. | 3,822 | $213.1 萬 | 0.12% | +10.0% | 加碼 |
| American Institute for Advanced Investment Management, LLP | 3,853 | $214.4 萬 | 1.69% | −40−1.0% | 減碼 |
| Intelligent Financial Strategies | 3,857 | $215.0 萬 | 1.33% | 00.0% | 不變 |
| Lowe Wealth Advisors, LLC | 3,869 | $215.3 萬 | 1.00% | +37+1.0% | 加碼 |
| Lindbrook Capital, LLC | 3,871 | $215.4 萬 | 0.20% | +478+14.1% | 加碼 |
| Lake Street Advisors Group, LLC | 3,896 | $217.2 萬 | 0.10% | +500+14.7% | 加碼 |
| Eldridge Investment Advisors, Inc. | 3,911 | $217.6 萬 | 0.56% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 3,914 | $217.8 萬 | 0.07% | +587+17.6% | 加碼 |
| David Loasby | 3,971 | $218.1 萬 | 0.22% | +118+3.1% | 加碼 |
| InTrack Investment Management Inc | 3,945 | $219.5 萬 | 1.63% | −3−0.1% | 減碼 |
| Old Second National Bank of Aurora | 3,964 | $220.6 萬 | 0.57% | 00.0% | 不變 |
| Soltis Investment Advisors LLC | 3,974 | $221.1 萬 | 0.25% | +16+0.4% | 加碼 |
| WealthBridge Capital Management, LLC | 4,001 | $222.6 萬 | 0.75% | +69+1.8% | 加碼 |
| TD Waterhouse Canada Inc. | 3,911 | $222.7 萬 | 0.02% | −325−7.7% | 減碼 |
| Horizon Family Wealth, Inc. | 4,007 | $222.9 萬 | 1.72% | +4,007 | 新進 |
| Cambridge Advisors Inc. | 4,029 | $224.2 萬 | 0.53% | −80−1.9% | 減碼 |
| Revolve Wealth Partners, LLC | 4,033 | $224.4 萬 | 0.38% | +91+2.3% | 加碼 |
| Umb Bank N A | 4,085 | $227.3 萬 | 0.04% | 00.0% | 不變 |
| NorthRock Partners, LLC | 4,105 | $228.8 萬 | 0.09% | −155−3.6% | 減碼 |
| Kingsview Wealth Management, LLC | 4,115 | $228.9 萬 | 0.06% | +182+4.6% | 加碼 |
| Transatlantique Private Wealth LLC | 4,134 | $230.0 萬 | 1.00% | −11−0.3% | 減碼 |
| National Asset Management, Inc. | 5,024 | $230.2 萬 | 0.06% | +115+2.3% | 加碼 |
| Taylor, Cottrill, Erickson & Associates, Inc. | 4,150 | $230.9 萬 | 0.65% | 00.0% | 不變 |
| ZWJ Investment Counsel Inc | 4,202 | $233.8 萬 | 0.11% | −314−7.0% | 減碼 |
| Salem Investment Counselors Inc | 4,197 | $233.9 萬 | 0.08% | 00.0% | 不變 |
| Winthrop Advisory Group LLC | 4,320 | $240.9 萬 | 0.35% | −625−12.6% | 減碼 |
| Element Wealth, LLC | 4,340 | $241.5 萬 | 1.41% | −6−0.1% | 減碼 |
| Veracity Capital LLC | 4,359 | $242.5 萬 | 0.94% | −2,548−36.9% | 減碼 |
| Tower View Investment Management & Research LLC | 4,395 | $244.5 萬 | 1.43% | +132+3.1% | 加碼 |
| Baron Financial Group, LLC | 4,413 | $245.6 萬 | 1.52% | −200−4.3% | 減碼 |