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 2 季 13F 持有人
SPDR S&P Midcap 400 ETF Trust 在 2024/6/30 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
- 1,293
- 較 2024 年第 1 季 +6 家
- 持有股數
- 2,467 萬
- 較 2024 年第 1 季 −50.1 萬 (−2.0%)
- 總市值
- $131.8 億
- 較 2024 年第 1 季 −$7.21 億 (−5.2%)
- 新進機構
- 87
- 另有 347 家加碼
- 清倉機構
- 81
- 另有 426 家減碼
另有 10 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Diversified Trust Co | 4,876 | $260.9 萬 | 0.07% | −126−2.5% | 減碼 |
| Connecticut Wealth Management, LLC | 4,902 | $262.3 萬 | 0.14% | −51−1.0% | 減碼 |
| Raffa Wealth Management, LLC | 4,917 | $263.1 萬 | 0.75% | 00.0% | 不變 |
| Merit Financial Group, LLC | 4,921 | $263.3 萬 | 0.06% | −78−1.6% | 減碼 |
| Gilman Hill Asset Management, LLC | 4,921 | $263.3 萬 | 0.48% | −25−0.5% | 減碼 |
| Spinnaker Trust | 5,001 | $267.6 萬 | 0.17% | −74−1.5% | 減碼 |
| PFG Advisors | 5,016 | $268.4 萬 | 0.18% | −155−3.0% | 減碼 |
| St. Johns Investment Management Company, LLC | 5,019 | $268.6 萬 | 1.27% | −5−0.1% | 減碼 |
| National Asset Management, Inc. | 5,008 | $269.0 萬 | 0.07% | −16−0.3% | 減碼 |
| Shoker Investment Counsel, Inc. | 5,032 | $269.3 萬 | 0.95% | −84−1.6% | 減碼 |
| Harvest Investment Services, LLC | 5,046 | $270.0 萬 | 1.07% | +1,516+42.9% | 加碼 |
| IFG Advisory, LLC | 5,076 | $271.6 萬 | 0.17% | −358−6.6% | 減碼 |
| Argent Trust Co | 5,098 | $272.8 萬 | 0.12% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 5,100 | $272.9 萬 | 0.13% | −62−1.2% | 減碼 |
| Delta Financial Group, Inc. | 5,113 | $273.6 萬 | 1.15% | +149+3.0% | 加碼 |
| Vanguard Group Inc | 5,116 | $273.8 萬 | 0.00% | −10.0% | 減碼 |
| Northstar Asset Management LLC | 5,120 | $274.0 萬 | 0.66% | −135−2.6% | 減碼 |
| Baltimore-Washington Financial Advisors, Inc. | 5,190 | $277.8 萬 | 0.16% | −8−0.2% | 減碼 |
| Sabal Trust CO | 5,192 | $277.8 萬 | 0.17% | −373−6.7% | 減碼 |
| Miller Investment Management, LP | 5,201 | $278.3 萬 | 0.33% | 00.0% | 不變 |
| Atria Investments LLC | 5,205 | $278.5 萬 | 0.04% | +1,731+49.8% | 加碼 |
| Woodstock Corp | 5,221 | $279.4 萬 | 0.28% | +502+10.6% | 加碼 |
| Greenleaf Trust | 5,246 | $280.7 萬 | 0.03% | +116+2.3% | 加碼 |
| Black Diamond Financial, LLC | 5,264 | $281.7 萬 | 0.54% | +4,562+649.9% | 加碼 |
| Matrix Asset Advisors Inc | 5,266 | $281.8 萬 | 0.34% | −9−0.2% | 減碼 |
| Snowden Capital Advisors LLC | 5,322 | $285.8 萬 | 0.08% | −48−0.9% | 減碼 |
| Boston Private Wealth LLC | 5,345 | $286.0 萬 | 0.07% | −2,213−29.3% | 減碼 |
| Penobscot Investment Management Company, Inc. | 5,366 | $287.1 萬 | 0.28% | −35−0.6% | 減碼 |
| Advisory Services Network, LLC | 5,420 | $290.0 萬 | 0.06% | +719+15.3% | 加碼 |
| Pegasus Asset Management, Inc. | 5,440 | $291.1 萬 | 1.12% | −80−1.4% | 減碼 |
| Independent Financial Group, LLC | 5,441 | $291.2 萬 | 0.12% | +3,176+140.2% | 加碼 |
| Joel Isaacson & Co., LLC | 5,489 | $293.7 萬 | 0.15% | +7+0.1% | 加碼 |
| Global Retirement Partners, LLC | 5,503 | $294.5 萬 | 0.09% | +282+5.4% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,179 | $294.6 萬 | 0.03% | −144−2.7% | 減碼 |
| Larson Financial Group LLC | 5,518 | $295.3 萬 | 0.20% | +53+1.0% | 加碼 |
| Signature Securities Group Corporation | 5,548 | $298.0 萬 | 0.82% | +427+8.3% | 加碼 |
| Whalerock Point Partners, LLC | 5,645 | $302.1 萬 | 0.81% | 00.0% | 不變 |
| Keeley-Teton Advisors, LLC | 5,689 | $304.4 萬 | 0.39% | +302+5.6% | 加碼 |
| Federation des caisses Desjardins du Quebec | 5,733 | $306.8 萬 | 0.02% | +114+2.0% | 加碼 |
| Audent Global Asset Management, LLC | 5,745 | $307.4 萬 | 3.20% | +58+1.0% | 加碼 |
| Silvercrest Asset Management Group LLC | 5,778 | $309.2 萬 | 0.02% | −8−0.1% | 減碼 |
| Equitable Holdings, Inc. | 5,782 | $309.4 萬 | 0.03% | +255+4.6% | 加碼 |
| Paulson Wealth Management Inc. | 5,839 | $312.4 萬 | 0.91% | −70−1.2% | 減碼 |
| Paladin Advisory Group, LLC | 5,919 | $313.5 萬 | 2.44% | +29+0.5% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 5,887 | $315.0 萬 | 0.01% | −668−10.2% | 減碼 |
| Manufacturers Life Insurance Company, The | 5,899 | $315.6 萬 | 0.00% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 5,958 | $318.8 萬 | 0.10% | −20.0% | 減碼 |
| Proficio Capital Partners LLC | 5,974 | $319.7 萬 | 0.34% | +369+6.6% | 加碼 |
| Greenup Street Wealth Management LLC | 5,978 | $319.9 萬 | 0.75% | +5,978 | 新進 |
| Romano Brothers and Company | 5,982 | $320.1 萬 | 0.44% | +135+2.3% | 加碼 |
| Fifth Third Bancorp | 6,030 | $322.7 萬 | 0.01% | −68−1.1% | 減碼 |
| Fiduciary Trust Co | 6,096 | $326.2 萬 | 0.05% | −276−4.3% | 減碼 |
| Belpointe Asset Management LLC | 6,127 | $327.9 萬 | 0.23% | +2,509+69.3% | 加碼 |
| Charter Research & Investment Group, Inc. | 6,189 | $331.2 萬 | 2.61% | −138−2.2% | 減碼 |
| Clear Point Advisors Inc. | 6,220 | $332.9 萬 | 2.73% | +15+0.2% | 加碼 |
| Summit Financial, LLC | 6,240 | $335.1 萬 | 0.15% | +790+14.5% | 加碼 |
| Johnson Financial Group, Inc. | 6,243 | $335.3 萬 | 0.16% | −71−1.1% | 減碼 |
| Ballentine Partners, LLC | 6,291 | $336.6 萬 | 0.06% | −148−2.3% | 減碼 |
| Sepio Capital, LP | 6,300 | $337.1 萬 | 0.31% | 00.0% | 不變 |
| Gould Asset Management LLC | 6,336 | $339.0 萬 | 0.78% | −100−1.6% | 減碼 |
| First Citizens Bank & Trust Co | 6,338 | $339.1 萬 | 0.06% | −35−0.5% | 減碼 |
| Hudson Valley Investment Advisors Inc | 6,787 | $340.4 萬 | 0.44% | +971+16.7% | 加碼 |
| Bristlecone Advisors, LLC | 6,374 | $341.0 萬 | 0.29% | +20+0.3% | 加碼 |
| Stephenson National Bank & Trust | 6,392 | $342.0 萬 | 1.17% | −93−1.4% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 6,405 | $342.7 萬 | 0.13% | +112+1.8% | 加碼 |
| RFG Advisory, LLC | 6,486 | $347.0 萬 | 0.11% | +4,764+276.7% | 加碼 |
| Summit Wealth Partners, LLC | 6,495 | $347.6 萬 | 0.72% | −95−1.4% | 減碼 |
| Breakwater Capital Group | 6,505 | $348.1 萬 | 0.79% | +468+7.8% | 加碼 |
| Apollon Wealth Management, LLC | 6,514 | $348.5 萬 | 0.11% | +30+0.5% | 加碼 |
| GWM Advisors LLC | 6,523 | $349.0 萬 | 0.03% | +1,312+25.2% | 加碼 |
| Glen Eagle Advisors, LLC | 6,555 | $350.8 萬 | 0.64% | +20+0.3% | 加碼 |
| Prospera Financial Services Inc | 6,595 | $352.9 萬 | 0.10% | +25+0.4% | 加碼 |
| Smith Chas P & Associates Pa Cpas | 6,624 | $354.4 萬 | 0.21% | 00.0% | 不變 |
| Gunn & Co Investment Management, Inc. | 6,624 | $354.4 萬 | 0.21% | +6,124+1,224.8% | 加碼 |
| Salomon & Ludwin, LLC | 6,647 | $355.7 萬 | 0.40% | −1,389−17.3% | 減碼 |
| Jordan Park Group LLC | 6,660 | $356.4 萬 | 0.27% | +2,850+74.8% | 加碼 |
| RVW Wealth, LLC | 6,695 | $358.2 萬 | 0.36% | −684−9.3% | 減碼 |
| United Capital Financial Advisers, LLC | 6,715 | $359.3 萬 | 0.03% | −14−0.2% | 減碼 |
| Bailard, Inc. | 6,758 | $361.6 萬 | 0.10% | −22−0.3% | 減碼 |
| Sharp Financial Services, LLC | 6,783 | $362.9 萬 | 3.11% | +6,783 | 新進 |
| Perigon Wealth Management, LLC | 6,819 | $364.9 萬 | 0.11% | −83−1.2% | 減碼 |
| Sentinel Trust Co Lba | 6,825 | $365.2 萬 | 0.45% | +4,194+159.4% | 加碼 |
| IFP Advisors, Inc | 6,906 | $369.5 萬 | 0.15% | −197−2.8% | 減碼 |
| Davis R M Inc | 6,909 | $369.7 萬 | 0.08% | −53−0.8% | 減碼 |
| Union Savings Bank | 7,003 | $374.7 萬 | 1.97% | −69−1.0% | 減碼 |
| JMG Financial Group, Ltd. | 7,049 | $377.2 萬 | 0.14% | 00.0% | 不變 |
| Haverford Trust Co | 7,099 | $379.9 萬 | 0.04% | −15−0.2% | 減碼 |
| Resources Investment Advisors, LLC. | 7,105 | $380.2 萬 | 0.05% | −593−7.7% | 減碼 |
| Midwest Financial Group LLC | 7,164 | $383.3 萬 | 2.44% | +172+2.5% | 加碼 |
| North Star Investment Management Corp. | 7,166 | $383.4 萬 | 0.28% | +115+1.6% | 加碼 |
| Stock Yards Bank & Trust Co | 7,166 | $383.4 萬 | 0.13% | −58−0.8% | 減碼 |
| Buckingham Strategic Partners | 7,200 | $385.3 萬 | 0.10% | −1,702−19.1% | 減碼 |
| Renaissance Investment Group LLC | 7,323 | $386.3 萬 | 0.84% | −17−0.2% | 減碼 |
| Mirabella Financial Services LLP | 7,400 | $396.0 萬 | 0.29% | +7,400 | 新進 |
| Segment Wealth Management, LLC | 7,561 | $404.6 萬 | 0.30% | 00.0% | 不變 |
| Lynx Capital Group Ltd | 7,603 | $406.9 萬 | 2.81% | +149+2.0% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 7,630 | $408.3 萬 | 0.23% | −90−1.2% | 減碼 |
| Houlihan Financial Resource Group, Ltd. | 7,676 | $410.7 萬 | 2.80% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 7,796 | $417.1 萬 | 0.20% | −27−0.3% | 減碼 |
| Sanctuary Advisors, LLC | 7,882 | $417.3 萬 | 0.03% | +7,882 | 新進 |