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 |
|---|---|---|---|---|---|
| Pinnacle Financial Partners Inc | 35,504 | $1,975 萬 | 0.43% | +798+2.3% | 加碼 |
| Buckingham Strategic Wealth, LLC | 34,255 | $1,906 萬 | 0.20% | −993−2.8% | 減碼 |
| GYL Financial Synergies, LLC | 33,094 | $1,841 萬 | 1.44% | +120+0.4% | 加碼 |
| Miracle Mile Advisors, LLC | 32,999 | $1,836 萬 | 0.46% | −4,715−12.5% | 減碼 |
| Bessemer Group Inc | 32,914 | $1,831 萬 | 0.03% | −47,612−59.1% | 減碼 |
| Camden Capital, LLC | 32,796 | $1,825 萬 | 1.62% | −328−1.0% | 減碼 |
| Granite Bay Wealth Management, LLC | 32,784 | $1,824 萬 | 10.37% | −2,537,256−98.7% | 減碼 |
| Vestor Capital, LLC | 32,491 | $1,808 萬 | 1.53% | +325+1.0% | 加碼 |
| Tandem Wealth Advisors LLC | 32,383 | $1,784 萬 | 9.81% | +75+0.2% | 加碼 |
| Huntington National Bank | – | $1,784 萬 | 0.14% | – | – |
| Trustmark National Bank Trust Department | 31,880 | $1,774 萬 | 1.45% | +150.0% | 加碼 |
| RMB Capital Management, LLC | 31,644 | $1,761 萬 | 0.40% | +6,829+27.5% | 加碼 |
| Curbstone Financial Management Corp | 30,472 | $1,695 萬 | 3.66% | −90−0.3% | 減碼 |
| Hancock Whitney Corp | 28,986 | $1,613 萬 | 0.56% | −1,540−5.0% | 減碼 |
| EP Wealth Advisors, LLC | 28,349 | $1,577 萬 | 0.18% | +287+1.0% | 加碼 |
| Commerce Bank | 26,733 | $1,487 萬 | 0.10% | −408−1.5% | 減碼 |
| Wellspring Financial Advisors, LLC | 26,500 | $1,474 萬 | 2.33% | −1,754−6.2% | 減碼 |
| Youngs Advisory Group, Inc. | 26,081 | $1,451 萬 | 6.48% | +725+2.9% | 加碼 |
| Lido Advisors, LLC | 25,702 | $1,433 萬 | 0.13% | −654−2.5% | 減碼 |
| Simmons Bank | 25,722 | $1,431 萬 | 1.08% | −399−1.5% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 25,182 | $1,401 萬 | 0.32% | +440+1.8% | 加碼 |
| Carnegie Capital Asset Management, LLC | 25,086 | $1,396 萬 | 0.43% | −1,036−4.0% | 減碼 |
| FMR LLC | 24,960 | $1,389 萬 | 0.00% | +2,025+8.8% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 24,726 | $1,376 萬 | 0.05% | +651+2.7% | 加碼 |
| Atlantic Edge Private Wealth Management, LLC | 24,724 | $1,376 萬 | 4.73% | +154+0.6% | 加碼 |
| Steward Partners Investment Advisory, LLC | 24,539 | $1,365 萬 | 0.15% | +27+0.1% | 加碼 |
| MML Investors Services, LLC | 24,152 | $1,344 萬 | 0.06% | +217+0.9% | 加碼 |
| Caldwell Trust Co | 23,920 | $1,331 萬 | 1.55% | −559−2.3% | 減碼 |
| Passaic Partners LLC | 23,861 | $1,328 萬 | 1.91% | +23,861 | 新進 |
| MCF Advisors LLC | 23,316 | $1,298 萬 | 1.01% | −93−0.4% | 減碼 |
| Prescott Group Capital Management, L.L.C. | 23,083 | $1,284 萬 | 2.06% | +4,066+21.4% | 加碼 |
| SlateStone Wealth, LLC | 22,790 | $1,268 萬 | 1.27% | −160−0.7% | 減碼 |
| Atria Wealth Solutions, Inc. | 22,219 | $1,238 萬 | 0.14% | +4,850+27.9% | 加碼 |
| Country Club Bank | 21,945 | $1,221 萬 | 0.86% | −226−1.0% | 減碼 |
| Glenmede Trust Co NA | 21,894 | $1,218 萬 | 0.06% | 00.0% | 不變 |
| Exchange Capital Management, Inc. | 21,845 | $1,215 萬 | 1.98% | −307−1.4% | 減碼 |
| Avantax Advisory Services, Inc. | 21,291 | $1,185 萬 | 0.11% | +921+4.5% | 加碼 |
| First Financial Bank - Trust Division | 21,223 | $1,181 萬 | 1.13% | −1,706−7.4% | 減碼 |
| IMC-Chicago, LLC | 21,175 | $1,178 萬 | 0.41% | −277,818−92.9% | 減碼 |
| Trifecta Capital Advisors, LLC | 20,928 | $1,164 萬 | 2.83% | +198+1.0% | 加碼 |
| Dumont & Blake Investment Advisors LLC | 20,474 | $1,139 萬 | 3.28% | −269−1.3% | 減碼 |
| Pachira Investments Inc. | 20,368 | $1,133 萬 | 9.26% | −507−2.4% | 減碼 |
| CWM, LLC | 20,276 | $1,128 萬 | 0.05% | −941−4.4% | 減碼 |
| Brown Brothers Harriman & Co | 20,191 | $1,123 萬 | 0.09% | −721−3.4% | 減碼 |
| jvl associates llc | 19,992 | $1,112 萬 | 4.58% | −13−0.1% | 減碼 |
| Linscomb & Williams, Inc. | 19,785 | $1,101 萬 | 0.57% | −598−2.9% | 減碼 |
| Agf Management Ltd | 19,747 | $1,099 萬 | 0.06% | −505−2.5% | 減碼 |
| Old National Bancorp | 19,688 | $1,095 萬 | 0.26% | −371−1.8% | 減碼 |
| Lutz Financial Services LLC | 19,597 | $1,090 萬 | 0.95% | −33−0.2% | 減碼 |
| Central Bank & Trust Co | 19,488 | $1,084 萬 | 1.55% | −268−1.4% | 減碼 |
| Bordeaux Wealth Advisors LLC | 19,184 | $1,067 萬 | 3.53% | 00.0% | 不變 |
| Means Investment Co., Inc. | 18,770 | $1,044 萬 | 1.35% | −5,622−23.0% | 減碼 |
| NBT Bank N A | 18,434 | $1,026 萬 | 0.75% | −352−1.9% | 減碼 |
| Terry L. Blaker | 18,422 | $1,025 萬 | 0.77% | −13−0.1% | 減碼 |
| Evercore Wealth Management, LLC | 18,333 | $1,020 萬 | 0.16% | −1,717−8.6% | 減碼 |
| Victory Capital Management Inc | 18,105 | $1,007 萬 | 0.01% | +1,115+6.6% | 加碼 |
| Kingfisher Capital LLC | 17,981 | $1,001 萬 | 2.41% | +38+0.2% | 加碼 |
| Arvest Investments, Inc. | 17,880 | $994.9 萬 | 1.58% | −381−2.1% | 減碼 |
| Harbour Trust & Investment Management Co | 17,744 | $987.3 萬 | 1.24% | −66−0.4% | 減碼 |
| Yousif Capital Management, LLC | 17,702 | $984.9 萬 | 0.11% | +5,936+50.5% | 加碼 |
| Fifth Third Securities, Inc. | 17,617 | $982.0 萬 | 0.95% | +82+0.5% | 加碼 |
| Hummer Financial Advisory Services Inc | 17,453 | $972.9 萬 | 8.02% | +480+2.8% | 加碼 |
| Peddock Capital Advisors, LLC | 17,464 | $971.7 萬 | 2.55% | +1,067+6.5% | 加碼 |
| Mechanics Bank Trust Department | 17,456 | $971.3 萬 | 1.43% | −562−3.1% | 減碼 |
| Flow Traders U.S. LLC | 17,352 | $965.5 萬 | 0.52% | +6,608+61.5% | 加碼 |
| Legacy Advisors, LLC | 17,076 | $950.1 萬 | 1.20% | −371−2.1% | 減碼 |
| GTS Securities LLC | 16,600 | $923.6 萬 | 0.25% | −4,257−20.4% | 減碼 |
| Howard Capital Management Inc. | 16,426 | $914.0 萬 | 1.00% | +216+1.3% | 加碼 |
| Boston Financial Mangement LLC | 16,382 | $911.5 萬 | 0.29% | 00.0% | 不變 |
| Capstone Financial Advisors, Inc. | 16,229 | $903.0 萬 | 0.61% | −58−0.4% | 減碼 |
| Tiaa Trust, National Association | 16,216 | $902.3 萬 | 0.03% | +23+0.1% | 加碼 |
| Financial & Tax Architects, LLC | 16,163 | $899.3 萬 | 2.47% | +15,573+2,639.5% | 加碼 |
| Savant Capital, LLC | 16,160 | $899.1 萬 | 0.10% | −75−0.5% | 減碼 |
| Raymond James Trust N.A. | 16,143 | $898.2 萬 | 0.22% | −207−1.3% | 減碼 |
| Boston Family Office LLC | 16,111 | $896.4 萬 | 0.64% | −633−3.8% | 減碼 |
| KCM Investment Advisors LLC | 15,984 | $889.3 萬 | 0.33% | −541−3.3% | 減碼 |
| GFS Advisors, LLC | 15,978 | $889.0 萬 | 1.47% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 15,926 | $886.1 萬 | 0.06% | +6,576+70.3% | 加碼 |
| Pensionmark Financial Group, LLC | 10,132 | $884.3 萬 | 1.27% | −5,802−36.4% | 減碼 |
| CIBC Private Wealth Group, LLC | 15,754 | $870.2 萬 | 0.02% | +100+0.6% | 加碼 |
| Grove Bank & Trust | 14,923 | $830.3 萬 | 1.40% | −421−2.7% | 減碼 |
| Granite FO LLC | 14,731 | $823.9 萬 | 4.84% | +4,900+49.8% | 加碼 |
| HRT Financial LP | 14,331 | $797.3 萬 | 0.05% | +14,331 | 新進 |
| Victory Financial Group, LLC | 14,289 | $795.0 萬 | 4.71% | +1,746+13.9% | 加碼 |
| Canopy Partners, LLC | 14,273 | $794.1 萬 | 3.88% | +350+2.5% | 加碼 |
| Legal & General Group Plc | 14,200 | $790.1 萬 | 0.00% | 00.0% | 不變 |
| Pacific Center for Financial Services | 14,080 | $783.4 萬 | 2.23% | +142+1.0% | 加碼 |
| RMR Wealth Builders | 14,057 | $782.1 萬 | 0.95% | +78+0.6% | 加碼 |
| Franklin Resources Inc | 14,049 | $781.7 萬 | 0.00% | +1,904+15.7% | 加碼 |
| Montz Harcus Wealth Management LLC | 13,974 | $777.5 萬 | 5.26% | −92−0.7% | 減碼 |
| Boyd Watterson Asset Management LLC | 13,930 | $775.1 萬 | 2.78% | 00.0% | 不變 |
| Smith Anglin Financial, LLC | 13,780 | $766.7 萬 | 0.79% | +7+0.1% | 加碼 |
| Unionview, LLC | 13,769 | $766.1 萬 | 6.34% | +32+0.2% | 加碼 |
| Chesley Taft & Associates LLC | 13,680 | $761.2 萬 | 0.39% | −40−0.3% | 減碼 |
| Busey Wealth Management | 13,623 | $758.0 萬 | 0.27% | −56−0.4% | 減碼 |
| Arbor Trust Wealth Advisors, LLC | 13,801 | $743.3 萬 | 4.08% | +323+2.4% | 加碼 |
| Csenge Advisory Group | 13,270 | $738.4 萬 | 0.41% | +983+8.0% | 加碼 |
| Colorado Capital Management, Inc. | 13,197 | $734.3 萬 | 4.25% | −140−1.0% | 減碼 |
| Mercer Global Advisors Inc | 12,305 | $733.0 萬 | 0.02% | +3,491+39.6% | 加碼 |
| Mill Creek Capital Advisors, LLC | 13,126 | $730.3 萬 | 0.20% | −116−0.9% | 減碼 |