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 |
|---|---|---|---|---|---|
| Allen Mooney & Barnes Investment Advisors LLC | 1,009 | $54.0 萬 | 0.10% | +1+0.1% | 加碼 |
| Wealth Advisory Solutions, LLC | 1,014 | $54.3 萬 | 0.15% | −100−9.0% | 減碼 |
| Fortress Wealth Group, LLC | 977 | $54.5 萬 | 0.27% | −146−13.0% | 減碼 |
| First National Trust Co | 1,023 | $54.7 萬 | 0.02% | +66+6.9% | 加碼 |
| Baxter Bros Inc | 1,023 | $54.7 萬 | 0.07% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 1,034 | $54.8 萬 | 0.03% | +2+0.2% | 加碼 |
| Strategic Wealth Partners, Ltd. | 1,024 | $54.8 萬 | 0.06% | 00.0% | 不變 |
| Stephens Inc | 1,027 | $54.9 萬 | 0.01% | −18−1.7% | 減碼 |
| D.A. Davidson & Co. | 1,031 | $55.2 萬 | 0.00% | −3,518−77.3% | 減碼 |
| GW&K Investment Management, LLC | 1,039 | $55.6 萬 | 0.01% | 00.0% | 不變 |
| Koss-Olinger Consulting, LLC | 1,040 | $55.6 萬 | 0.05% | +250+31.6% | 加碼 |
| Institute for Wealth Management, LLC. | 1,039 | $55.6 萬 | 0.07% | −346−25.0% | 減碼 |
| Hill Investment Group Partners, LLC | 1,000 | $55.8 萬 | 0.08% | 00.0% | 不變 |
| Financial Advisory Service, Inc. | 1,046 | $56.0 萬 | 0.05% | 00.0% | 不變 |
| Progressive Investment Management Corp | 1,057 | $56.6 萬 | 0.15% | 00.0% | 不變 |
| Saxon Interests, Inc. | 1,062 | $56.8 萬 | 0.27% | +411+63.1% | 加碼 |
| Miramar Capital, LLC | 1,070 | $57.3 萬 | 0.14% | 00.0% | 不變 |
| Red Door Wealth Management, LLC | 1,077 | $57.6 萬 | 0.10% | +208+23.9% | 加碼 |
| HCR Wealth Advisors | 1,078 | $57.7 萬 | 0.08% | +162+17.7% | 加碼 |
| Legacy Trust | 1,096 | $58.6 萬 | 0.15% | 00.0% | 不變 |
| Flynn Zito Capital Management, LLC | 1,096 | $58.7 萬 | 0.30% | −193−15.0% | 減碼 |
| SJA Financial Advisory, LLC | 1,099 | $58.8 萬 | 0.43% | −6−0.5% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 1,100 | $58.9 萬 | 0.02% | 00.0% | 不變 |
| Wealth Architects, LLC | 1,102 | $59.0 萬 | 0.07% | 00.0% | 不變 |
| Bleakley Financial Group, LLC | 1,108 | $59.3 萬 | 0.02% | +44+4.1% | 加碼 |
| Berger Financial Group, Inc | 1,115 | $59.7 萬 | 0.05% | 00.0% | 不變 |
| Apella Capital, LLC | 1,132 | $59.7 萬 | 0.03% | +6+0.5% | 加碼 |
| Fagan Associates, Inc. | 1,116 | $59.7 萬 | 0.10% | +190+20.5% | 加碼 |
| Private Ocean, LLC | 1,119 | $59.9 萬 | 0.05% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 1,125 | $60.2 萬 | 0.09% | 00.0% | 不變 |
| Prudential Financial Inc | 1,127 | $60.3 萬 | 0.00% | −510−31.2% | 減碼 |
| New Hampshire Trust | 1,134 | $60.7 萬 | 0.14% | 00.0% | 不變 |
| Wiley Bros.-Aintree Capital, LLC | 1,134 | $60.7 萬 | 0.03% | +142+14.3% | 加碼 |
| Rathbone Brothers plc | 1,140 | $61.0 萬 | 0.00% | 00.0% | 不變 |
| Pacific Sun Financial Corp | 1,140 | $61.0 萬 | 0.36% | +20+1.8% | 加碼 |
| German American Bancorp, Inc. | 1,142 | $61.1 萬 | 0.07% | 00.0% | 不變 |
| Watershed Private Wealth LLC | 1,146 | $61.3 萬 | 0.26% | −522−31.3% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 1,146 | $61.3 萬 | 0.04% | −32−2.7% | 減碼 |
| Capital Investment Advisors, LLC | 1,148 | $61.4 萬 | 0.01% | −9−0.8% | 減碼 |
| Samalin Investment Counsel, LLC | 1,147 | $61.4 萬 | 0.29% | +5+0.4% | 加碼 |
| Western Wealth Management, LLC | 1,152 | $61.6 萬 | 0.05% | −8−0.7% | 減碼 |
| WorthPointe, LLC | 1,158 | $62.0 萬 | 0.28% | 00.0% | 不變 |
| Encompass Wealth Advisors, LLC | 1,160 | $62.1 萬 | 0.16% | 00.0% | 不變 |
| Roberts Glore & Co Inc | 1,176 | $62.9 萬 | 0.19% | −1,019−46.4% | 減碼 |
| Hohimer Wealth Management, LLC | 1,183 | $63.3 萬 | 0.15% | 00.0% | 不變 |
| Duncker Streett & Co Inc | 1,184 | $63.4 萬 | 0.12% | −11−0.9% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 1,191 | $63.7 萬 | 0.06% | −55−4.4% | 減碼 |
| L & S Advisors Inc | 1,196 | $64.0 萬 | 0.07% | +18+1.5% | 加碼 |
| Advisors Capital Management, LLC | 1,198 | $64.1 萬 | 0.01% | +100+9.1% | 加碼 |
| Trust Co of Vermont | 1,200 | $64.2 萬 | 0.03% | −15−1.2% | 減碼 |
| Independent Advisor Alliance | 1,200 | $64.2 萬 | 0.02% | 00.0% | 不變 |
| Nicolet Bankshares Inc | 1,202 | $64.3 萬 | 0.16% | 00.0% | 不變 |
| Garrett Investment Advisors LLC | 1,205 | $64.5 萬 | 0.08% | 00.0% | 不變 |
| Simon Quick Advisors, LLC | 1,219 | $65.2 萬 | 0.05% | 00.0% | 不變 |
| Smithfield Trust Co | 1,219 | $65.4 萬 | 0.03% | −13−1.1% | 減碼 |
| Jennison Associates LLC | 1,223 | $65.5 萬 | 0.00% | +557+83.6% | 加碼 |
| Urban Financial Advisory Corp | 1,225 | $65.5 萬 | 0.40% | +3+0.2% | 加碼 |
| Kaydan Wealth Management, Inc. | 1,229 | $65.8 萬 | 0.23% | 00.0% | 不變 |
| McIlrath & Eck, LLC | 1,237 | $66.2 萬 | 0.10% | 00.0% | 不變 |
| Kanawha Capital Management LLC | 1,242 | $66.5 萬 | 0.05% | +50+4.2% | 加碼 |
| Nicollet Investment Management, Inc. | 1,245 | $66.6 萬 | 0.25% | 00.0% | 不變 |
| Single Point Partners, LLC | 1,248 | $66.8 萬 | 1.14% | 00.0% | 不變 |
| BLB&B Advisors, LLC | 1,251 | $66.9 萬 | 0.04% | −25−2.0% | 減碼 |
| Avalon Trust Co | 1,254 | $67.1 萬 | 0.05% | 00.0% | 不變 |
| Congress Wealth Management LLC | 1,263 | $67.6 萬 | 0.01% | +51+4.2% | 加碼 |
| TCI Wealth Advisors, Inc. | 1,268 | $67.8 萬 | 0.06% | 00.0% | 不變 |
| Orgel Wealth Management, LLC | 1,268 | $67.8 萬 | 0.02% | +63+5.2% | 加碼 |
| Park National Corp | 1,270 | $68.0 萬 | 0.03% | −207−14.0% | 減碼 |
| Sanders Morris Harris LLC | 1,275 | $68.2 萬 | 0.11% | 00.0% | 不變 |
| GSB Wealth Management, LLC | 1,275 | $68.2 萬 | 0.19% | 00.0% | 不變 |
| Seelaus Asset Management LLC | 1,279 | $68.4 萬 | 0.69% | −15−1.2% | 減碼 |
| One Capital Management, LLC | 1,280 | $68.5 萬 | 0.02% | +565+79.0% | 加碼 |
| SpiderRock Advisors, LLC | 1,280 | $68.5 萬 | 0.02% | +1,280 | 新進 |
| River Wealth Advisors LLC | 1,282 | $68.6 萬 | 0.10% | 00.0% | 不變 |
| Hyperion Partners, LLC | 1,286 | $68.8 萬 | 0.49% | +3+0.2% | 加碼 |
| Ullmann Financial Group, Inc. | 1,288 | $68.9 萬 | 0.10% | +1,288 | 新進 |
| M3 Advisory Group, LLC | 1,292 | $69.1 萬 | 0.57% | +95+7.9% | 加碼 |
| WealthPLAN Partners, LLC | 1,296 | $69.3 萬 | 0.07% | −43−3.2% | 減碼 |
| Schrum Private Wealth Management LLC | 1,298 | $69.5 萬 | 0.63% | 00.0% | 不變 |
| Exencial Wealth Advisors, LLC | 1,307 | $69.9 萬 | 0.03% | 00.0% | 不變 |
| Ellerson Group Inc | 1,312 | $70.2 萬 | 0.53% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 1,319 | $70.6 萬 | 0.01% | −20−1.5% | 減碼 |
| Harmony Asset Management LLC | 1,329 | $71.1 萬 | 0.30% | −200−13.1% | 減碼 |
| Venture Visionary Partners LLC | 1,333 | $71.3 萬 | 0.03% | +1,333 | 新進 |
| CIBC World Markets Inc. | 1,336 | $71.5 萬 | 0.00% | −12−0.9% | 減碼 |
| Scientech Research LLC | 1,338 | $71.6 萬 | 0.15% | +1,338 | 新進 |
| Arkadios Wealth Advisors | 1,349 | $72.2 萬 | 0.05% | −306−18.5% | 減碼 |
| Zacks Investment Management | 1,350 | $72.2 萬 | 0.01% | +744+122.8% | 加碼 |
| Edmond de Rothschild Holding S.A. | 1,358 | $72.7 萬 | 0.01% | 00.0% | 不變 |
| Round Rock Advisors, LLC | 1,362 | $72.9 萬 | 0.18% | +2+0.1% | 加碼 |
| Fca Corp | 1,380 | $73.8 萬 | 0.24% | 00.0% | 不變 |
| Blue Barn Wealth, LLC | 1,385 | $74.1 萬 | 0.41% | +1+0.1% | 加碼 |
| Turtle Creek Wealth Advisors, LLC | 1,386 | $74.2 萬 | 0.17% | 00.0% | 不變 |
| McGuire Investment Group, LLC | 1,389 | $74.3 萬 | 0.11% | −28−2.0% | 減碼 |
| Quadrant Private Wealth Management, LLC | 1,387 | $74.5 萬 | 0.17% | 00.0% | 不變 |
| Leisure Capital Management | 1,393 | $74.5 萬 | 0.35% | +3+0.2% | 加碼 |
| Lam Group, Inc. | 1,400 | $74.9 萬 | 0.63% | 00.0% | 不變 |
| Holistic Financial Partners | 1,401 | $75.0 萬 | 0.38% | +2+0.1% | 加碼 |
| Greystone Financial Group, LLC | 1,404 | $75.1 萬 | 0.15% | +863+159.5% | 加碼 |
| Jane Street Group, LLC | 1,405 | $75.2 萬 | 0.00% | +579+70.1% | 加碼 |