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 |
|---|---|---|---|---|---|
| Evensky & Katz LLC | 7,806 | $417.7 萬 | 0.29% | −192−2.4% | 減碼 |
| Harbour Investments, Inc. | 7,809 | $417.8 萬 | 0.14% | +57+0.7% | 加碼 |
| Keybank National Association | 7,861 | $420.6 萬 | 0.02% | +453+6.1% | 加碼 |
| Benchmark Financial Wealth Advisors, LLC | 7,866 | $420.9 萬 | 1.56% | +83+1.1% | 加碼 |
| Ieq Capital, LLC | 7,921 | $423.8 萬 | 0.06% | +1,200+17.9% | 加碼 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 7,541 | $424.5 萬 | 1.66% | +276+3.8% | 加碼 |
| Bay Rivers Group | 7,936 | $424.6 萬 | 2.21% | +62+0.8% | 加碼 |
| NBW Capital LLC | 7,961 | $426.0 萬 | 0.84% | +7,961 | 新進 |
| Weil Company, Inc. | 8,028 | $429.6 萬 | 1.57% | −170−2.1% | 減碼 |
| Victory Capital Management Inc | 8,100 | $433.4 萬 | 0.00% | −10,005−55.3% | 減碼 |
| Highview Capital Management LLC | 8,111 | $434.0 萬 | 1.80% | −7−0.1% | 減碼 |
| Barrett & Company, Inc. | 8,128 | $435.0 萬 | 1.97% | −225−2.7% | 減碼 |
| Sonata Capital Group Inc | 8,159 | $436.5 萬 | 2.24% | −476−5.5% | 減碼 |
| CMG Global Holdings, LLC | 8,299 | $444.1 萬 | 2.94% | +208+2.6% | 加碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 8,304 | $444.3 萬 | 2.59% | +173+2.1% | 加碼 |
| Intrepid Financial Planning Group LLC | 8,414 | $450.2 萬 | 1.93% | +40.0% | 加碼 |
| Modera Wealth Management, LLC | 8,439 | $451.5 萬 | 0.07% | −60−0.7% | 減碼 |
| Boothbay Fund Management, LLC | 8,571 | $458.6 萬 | 0.15% | −2,975−25.8% | 減碼 |
| RSM US Wealth Management LLC | 8,658 | $459.1 萬 | 0.08% | +2,369+37.7% | 加碼 |
| Green Square Capital Advisors LLC | 8,596 | $460.0 萬 | 0.64% | −3,226−27.3% | 減碼 |
| Allworth Financial LP | 8,356 | $460.1 萬 | 0.03% | −78−0.9% | 減碼 |
| KMG Fiduciary Partners, LLC | 8,627 | $461.6 萬 | 0.45% | −47−0.5% | 減碼 |
| Ti-Trust, Inc | 8,784 | $470.0 萬 | 3.62% | +218+2.5% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 8,788 | $472.0 萬 | 0.12% | +9+0.1% | 加碼 |
| Newport Capital Group, LLC | 8,826 | $472.3 萬 | 3.74% | +8,826 | 新進 |
| Court Place Advisors, LLC | 8,827 | $472.3 萬 | 1.48% | +181+2.1% | 加碼 |
| Cape Cod Five Cents Savings Bank | 9,106 | $487.2 萬 | 0.47% | −451−4.7% | 減碼 |
| Associated Banc-Corp | 9,141 | $489.1 萬 | 0.15% | −611−6.3% | 減碼 |
| Financial Engines Advisors L.L.C. | 9,175 | $492.7 萬 | 0.01% | +176+2.0% | 加碼 |
| G&S Capital LLC | 8,888 | $493.5 萬 | 2.15% | −75−0.8% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 9,444 | $505.3 萬 | 0.05% | 00.0% | 不變 |
| Sageworth Trust Co | 9,506 | $508.6 萬 | 0.32% | 00.0% | 不變 |
| Motco | 9,511 | $508.9 萬 | 0.30% | −57−0.6% | 減碼 |
| Central Trust Co | 9,528 | $509.8 萬 | 0.12% | −82−0.9% | 減碼 |
| Sigma Planning Corp | 9,559 | $511.5 萬 | 0.16% | +1,275+15.4% | 加碼 |
| Daymark Wealth Partners, LLC | 9,615 | $514.5 萬 | 0.24% | +7,975+486.3% | 加碼 |
| HB Wealth Management, LLC | 9,678 | $517.9 萬 | 0.06% | −1,058−9.9% | 減碼 |
| Beacon Pointe Advisors, LLC | 9,681 | $518.0 萬 | 0.06% | +249+2.6% | 加碼 |
| Resonant Capital Advisors, LLC | 9,719 | $522.0 萬 | 0.42% | −40−0.4% | 減碼 |
| Flow Traders U.S. LLC | 9,802 | $524.5 萬 | 0.26% | −7,550−43.5% | 減碼 |
| Bokf, NA | 9,821 | $525.5 萬 | 0.09% | −172−1.7% | 減碼 |
| Mayflower Financial Advisors, LLC | 9,882 | $528.8 萬 | 0.87% | −123−1.2% | 減碼 |
| Inspire Trust Co, N.A. | 9,922 | $530.9 萬 | 1.75% | +1,900+23.7% | 加碼 |
| Vantage Financial Partners Ltd., Inc. | 9,941 | $531.9 萬 | 1.32% | +1,190+13.6% | 加碼 |
| Bank of New Hampshire | 9,961 | $533.0 萬 | 1.39% | −10.0% | 減碼 |
| Lodestar Private Asset Management LLC | 9,985 | $534.3 萬 | 0.74% | −10−0.1% | 減碼 |
| RBF Capital, LLC | 10,000 | $535.1 萬 | 0.31% | 00.0% | 不變 |
| Peak Asset Management, LLC | 10,047 | $537.6 萬 | 1.05% | −362−3.5% | 減碼 |
| Firestone Capital Management | 10,084 | $539.6 萬 | 1.47% | −127−1.2% | 減碼 |
| Flputnam Investment Management Co | 10,103 | $540.6 萬 | 0.10% | +285+2.9% | 加碼 |
| Leavell Investment Management, Inc. | 10,190 | $547.3 萬 | 0.30% | 00.0% | 不變 |
| Gries Financial LLC | 10,230 | $547.4 萬 | 1.13% | −14−0.1% | 減碼 |
| Oppenheimer & Co Inc | 10,449 | $559.1 萬 | 0.09% | +3,559+51.7% | 加碼 |
| Colony Group, LLC | 10,536 | $563.7 萬 | 0.02% | +3,085+41.4% | 加碼 |
| Norden Group LLC | 10,691 | $572.1 萬 | 1.16% | +9,960+1,362.5% | 加碼 |
| Retirement Income Solutions, Inc | 10,785 | $577.1 萬 | 1.39% | −592−5.2% | 減碼 |
| First Horizon Advisors, Inc. | 10,886 | $582.5 萬 | 0.18% | +959+9.7% | 加碼 |
| Diversified Portfolios, Inc. | 10,909 | $583.7 萬 | 0.77% | −79−0.7% | 減碼 |
| Adirondack Trust Co | 10,915 | $584.0 萬 | 2.38% | −184−1.7% | 減碼 |
| Hanover Advisors Inc | 10,960 | $586.5 萬 | 2.61% | −1,732−13.6% | 減碼 |
| Latigo Investments, LLC | 10,962 | $586.6 萬 | 3.00% | 00.0% | 不變 |
| Dohj, LLC | 11,087 | $593.2 萬 | 1.48% | +10,437+1,605.7% | 加碼 |
| Pegasus Partners Ltd. | 11,125 | $595.3 萬 | 0.60% | −241−2.1% | 減碼 |
| Balboa Wealth Partners | 11,145 | $596.3 萬 | 1.57% | +2,034+22.3% | 加碼 |
| Yousif Capital Management, LLC | 11,229 | $600.8 萬 | 0.07% | −6,473−36.6% | 減碼 |
| TownSquare Capital, LLC | 11,268 | $602.9 萬 | 0.08% | +9,989+781.0% | 加碼 |
| TKG Advisors, LLC | 11,315 | $605.5 萬 | 3.29% | +10+0.1% | 加碼 |
| Palisade Asset Management, LLC | 11,462 | $613.3 萬 | 0.63% | −1,100−8.8% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 11,487 | $614.6 萬 | 0.63% | +50.0% | 加碼 |
| Kovitz Investment Group Partners, LLC | 11,497 | $615.2 萬 | 0.05% | −1,145−9.1% | 減碼 |
| Wealthspire Advisors, LLC | 11,680 | $625.0 萬 | 0.08% | −643−5.2% | 減碼 |
| Williams Jones Wealth Management, LLC. | 11,773 | $629.9 萬 | 0.08% | −1,029−8.0% | 減碼 |
| Scarborough Advisors, LLC | 11,777 | $630.2 萬 | 2.59% | −579−4.7% | 減碼 |
| Synovus Financial Corp | 11,810 | $631.9 萬 | 0.08% | +20.0% | 加碼 |
| Goelzer Investment Management, Inc. | 11,936 | $638.7 萬 | 0.36% | −526−4.2% | 減碼 |
| Community Bank, N.A. | 11,957 | $639.8 萬 | 0.84% | −288−2.4% | 減碼 |
| Ameritas Investment Partners, Inc. | 12,045 | $644.5 萬 | 0.22% | −1,000−7.7% | 減碼 |
| Dakota Wealth Management | 12,204 | $653.0 萬 | 0.15% | −34−0.3% | 減碼 |
| Sand Hill Global Advisors, LLC | 12,283 | $657.3 萬 | 0.30% | +468+4.0% | 加碼 |
| Mercer Global Advisors Inc | 17,003 | $670.0 萬 | 0.02% | +4,698+38.2% | 加碼 |
| Staley Capital Advisers Inc | 12,702 | $679.7 萬 | 0.31% | +435+3.5% | 加碼 |
| Meridian Wealth Advisors, LLC | 12,793 | $684.5 萬 | 1.22% | −113−0.9% | 減碼 |
| Private Advisor Group, LLC | 13,007 | $696.0 萬 | 0.05% | +114+0.9% | 加碼 |
| AE Wealth Management LLC | 13,128 | $702.5 萬 | 0.07% | +11,826+908.3% | 加碼 |
| Colorado Capital Management, Inc. | 13,156 | $704.0 萬 | 3.96% | −41−0.3% | 減碼 |
| Busey Wealth Management | 13,589 | $727.1 萬 | 0.25% | −34−0.2% | 減碼 |
| Boyd Watterson Asset Management LLC | 13,680 | $732.0 萬 | 2.09% | −250−1.8% | 減碼 |
| Unionview, LLC | 13,694 | $732.7 萬 | 5.98% | −75−0.5% | 減碼 |
| Csenge Advisory Group | 13,727 | $734.5 萬 | 0.42% | +457+3.4% | 加碼 |
| AMG National Trust Bank | 13,766 | $736.6 萬 | 0.20% | +5,310+62.8% | 加碼 |
| Smith Anglin Financial, LLC | 13,816 | $739.3 萬 | 0.75% | +36+0.3% | 加碼 |
| Arbor Trust Wealth Advisors, LLC | 13,873 | $745.1 萬 | 3.91% | +72+0.5% | 加碼 |
| Montz Harcus Wealth Management LLC | 14,082 | $753.5 萬 | 4.89% | +108+0.8% | 加碼 |
| Pacific Center for Financial Services | 14,115 | $755.3 萬 | 2.12% | +35+0.2% | 加碼 |
| Chesley Taft & Associates LLC | 14,126 | $755.9 萬 | 0.38% | +446+3.3% | 加碼 |
| RMR Wealth Builders | 14,189 | $759.2 萬 | 0.87% | +132+0.9% | 加碼 |
| Legal & General Group Plc | 14,200 | $759.6 萬 | 0.00% | 00.0% | 不變 |
| Franklin Resources Inc | 14,270 | $763.6 萬 | 0.00% | +221+1.6% | 加碼 |
| Canopy Partners, LLC | 14,273 | $763.7 萬 | 3.55% | 00.0% | 不變 |
| Madison Park Capital Advisors, LLC | 14,396 | $770.3 萬 | 6.44% | +2,622+22.3% | 加碼 |