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 |
|---|---|---|---|---|---|
| Coldstream Capital Management Inc | 1,407 | $75.3 萬 | 0.02% | 00.0% | 不變 |
| Aspen Investment Management Inc | 1,430 | $76.5 萬 | 0.38% | 00.0% | 不變 |
| Viawealth, LLC | 1,432 | $76.6 萬 | 0.48% | 00.0% | 不變 |
| CCG Wealth Management, LLC | 1,437 | $76.9 萬 | 0.43% | 00.0% | 不變 |
| Grimes & Company, Inc. | 1,438 | $76.9 萬 | 0.02% | +39+2.8% | 加碼 |
| First Western Trust Bank | 1,442 | $77.2 萬 | 0.04% | 00.0% | 不變 |
| BigSur Wealth Management LLC | 1,440 | $77.3 萬 | 0.24% | 00.0% | 不變 |
| Petix & Botte Co | 1,450 | $77.6 萬 | 0.22% | +630+76.8% | 加碼 |
| Pettinga Financial Advisors, LLC | 1,451 | $77.6 萬 | 0.19% | +33+2.3% | 加碼 |
| Truepoint, Inc. | 1,454 | $77.8 萬 | 0.02% | −418−22.3% | 減碼 |
| Rothschild Capital Partners, LLC | 1,462 | $78.2 萬 | 0.22% | +1,462 | 新進 |
| Tennessee Valley Asset Management Partners | 1,465 | $78.4 萬 | 0.15% | −4−0.3% | 減碼 |
| Midland Wealth Advisors LLC | 1,466 | $78.4 萬 | 0.05% | −206−12.3% | 減碼 |
| Procyon Private Wealth Partners, LLC | 1,470 | $78.7 萬 | 0.06% | −99−6.3% | 減碼 |
| Cornerstone Wealth Management, LLC | 1,474 | $78.9 萬 | 0.06% | −39−2.6% | 減碼 |
| General Partner, Inc. | 1,484 | $79.4 萬 | 0.51% | 00.0% | 不變 |
| Bell Bank | 1,485 | $79.5 萬 | 0.07% | 00.0% | 不變 |
| Crestwood Advisors Group LLC | 1,486 | $79.5 萬 | 0.02% | −82−5.2% | 減碼 |
| TrinityPoint Wealth, LLC | 1,502 | $80.3 萬 | 0.13% | +556+58.8% | 加碼 |
| Retirement Capital Strategies | 1,502 | $80.4 萬 | 0.32% | 00.0% | 不變 |
| Vista Investment Management | 1,512 | $80.9 萬 | 0.33% | 00.0% | 不變 |
| STAR Financial Bank | 1,515 | $81.1 萬 | 0.62% | −470−23.7% | 減碼 |
| Integrated Wealth Concepts LLC | 1,519 | $81.3 萬 | 0.01% | −18−1.2% | 減碼 |
| Omega Financial Group, LLC | 1,521 | $81.4 萬 | 0.33% | −10−0.7% | 減碼 |
| Strategic Advisors LLC | 1,527 | $81.7 萬 | 0.16% | +444+41.0% | 加碼 |
| Andrews, Lucia Wealth Management LLC | 1,469 | $81.7 萬 | 0.57% | 00.0% | 不變 |
| Carrera Capital Advisors | 1,524 | $81.8 萬 | 0.27% | +1,524 | 新進 |
| American Money Management, LLC | 1,534 | $82.1 萬 | 0.18% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 1,535 | $82.1 萬 | 0.04% | −1,803−54.0% | 減碼 |
| Tritonpoint Wealth, LLC | 1,530 | $82.2 萬 | 0.08% | 00.0% | 不變 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,537 | $82.2 萬 | 0.14% | −11−0.7% | 減碼 |
| Up Strategic Wealth Investment Advisors LLC | 1,537 | $82.2 萬 | 1.25% | −15−1.0% | 減碼 |
| Financial Services Advisory Inc | 1,542 | $82.5 萬 | 0.23% | −1,352−46.7% | 減碼 |
| VeraBank, N.A. | 1,545 | $82.7 萬 | 0.26% | 00.0% | 不變 |
| HM Payson & Co | 1,547 | $82.8 萬 | 0.02% | −126−7.5% | 減碼 |
| Long Road Investment Counsel, LLC | 1,555 | $83.2 萬 | 0.36% | +550+54.7% | 加碼 |
| Cascade Financial Partners, LLC | 1,555 | $83.2 萬 | 0.11% | −43−2.7% | 減碼 |
| RTD Financial Advisors, Inc. | 1,560 | $83.5 萬 | 0.11% | 00.0% | 不變 |
| MontVue Capital Management, Inc. | 1,578 | $84.4 萬 | 0.67% | +402+34.2% | 加碼 |
| Halpern Financial, Inc. | 1,593 | $85.2 萬 | 0.23% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 1,600 | $85.6 萬 | 0.01% | +153+10.6% | 加碼 |
| Orion Portfolio Solutions, LLC | 1,600 | $85.6 萬 | 0.01% | +153+10.6% | 加碼 |
| Howland Capital Management LLC | 1,597 | $85.8 萬 | 0.04% | 00.0% | 不變 |
| Alesco Advisors LLC | 1,604 | $85.8 萬 | 0.03% | 00.0% | 不變 |
| Accredited Investors Inc. | 1,608 | $86.1 萬 | 0.05% | +600+59.5% | 加碼 |
| Gator Capital Management, LLC | 1,616 | $86.5 萬 | 0.44% | +9+0.6% | 加碼 |
| Davies Financial Advisors, Inc. | 1,618 | $86.6 萬 | 0.81% | +1,618 | 新進 |
| Rockland Trust Co | 1,648 | $88.2 萬 | 0.05% | −19−1.1% | 減碼 |
| Quadrant Capital Group LLC | 1,651 | $88.3 萬 | 0.07% | 00.0% | 不變 |
| Sawgrass Asset Management LLC | 1,655 | $88.6 萬 | 0.10% | 00.0% | 不變 |
| Plante Moran Financial Advisors, LLC | 1,661 | $88.9 萬 | 0.09% | +190+12.9% | 加碼 |
| Legacy Private Trust Co. | 1,666 | $89.1 萬 | 0.06% | 00.0% | 不變 |
| LaSalle St. Investment Advisors, LLC | 1,667 | $89.2 萬 | 0.45% | −196−10.5% | 減碼 |
| Nemes Rush Group LLC | 1,682 | $90.0 萬 | 0.12% | +5+0.3% | 加碼 |
| Moors & Cabot, Inc. | 1,689 | $90.4 萬 | 0.05% | −97−5.4% | 減碼 |
| M. Kraus & Co | 1,700 | $91.0 萬 | 0.28% | 00.0% | 不變 |
| Acorn Wealth Advisors, LLC | 1,709 | $91.4 萬 | 0.45% | +145+9.3% | 加碼 |
| Old North State Trust, LLC | 1,711 | $91.6 萬 | 0.79% | 00.0% | 不變 |
| Marion Wealth Management | 1,714 | $91.7 萬 | 0.27% | +295+20.8% | 加碼 |
| RPS Advisory Solutions LLC | 1,732 | $92.7 萬 | 0.85% | +1,732 | 新進 |
| Vista Wealth Management Group, LLC | 1,734 | $92.8 萬 | 0.07% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 1,738 | $93.0 萬 | 0.18% | +1+0.1% | 加碼 |
| Lynch & Associates | 1,740 | $93.1 萬 | 0.21% | 00.0% | 不變 |
| DRW Securities, LLC | 1,746 | $93.4 萬 | 0.06% | +1,746 | 新進 |
| Journey Advisory Group, LLC | 1,756 | $94.0 萬 | 0.11% | +4+0.2% | 加碼 |
| Hilltop Holdings Inc. | 1,760 | $94.2 萬 | 0.11% | +160+10.0% | 加碼 |
| Spectrum Wealth Counsel, LLC | 1,767 | $94.5 萬 | 0.12% | −633−26.4% | 減碼 |
| Dana Investment Advisors, Inc. | 1,771 | $94.8 萬 | 0.03% | −2−0.1% | 減碼 |
| LCNB Corp | 1,790 | $95.8 萬 | 0.36% | −140−7.3% | 減碼 |
| BancorpSouth Bank | 1,795 | $96.0 萬 | 0.07% | −35−1.9% | 減碼 |
| Parsons Capital Management Inc | 1,797 | $96.2 萬 | 0.07% | +7+0.4% | 加碼 |
| Gen-Wealth Partners Inc | 1,802 | $96.4 萬 | 0.47% | +172+10.6% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 1,806 | $96.9 萬 | 0.07% | +1+0.1% | 加碼 |
| Arthur M. Cohen & Associates, LLC | 1,822 | $97.1 萬 | 0.18% | +1+0.1% | 加碼 |
| FF Advisors,LLC | 1,840 | $98.5 萬 | 0.69% | 00.0% | 不變 |
| Beacon Financial Advisory LLC | 1,843 | $98.6 萬 | 0.37% | +64+3.6% | 加碼 |
| Prosperity Planning, Inc. | 1,844 | $98.7 萬 | 0.34% | −11−0.6% | 減碼 |
| Sebold Capital Management, Inc. | 1,846 | $98.8 萬 | 0.68% | −102−5.2% | 減碼 |
| Summit Trail Advisors, LLC | 1,853 | $99.5 萬 | 0.03% | −11−0.6% | 減碼 |
| Choate Investment Advisors | 1,862 | $99.6 萬 | 0.03% | −110−5.6% | 減碼 |
| Cassaday & Co Wealth Management LLC | 1,871 | $100.1 萬 | 0.03% | 00.0% | 不變 |
| Central Pacific Bank - Trust Division | 1,875 | $100.3 萬 | 0.12% | +955+103.8% | 加碼 |
| Private Wealth Group, LLC | 1,887 | $101.0 萬 | 0.53% | 00.0% | 不變 |
| Sachetta, LLC | 1,798 | $101.2 萬 | 0.44% | −245−12.0% | 減碼 |
| Axxcess Wealth Management, LLC | 1,897 | $101.5 萬 | 0.03% | −34−1.8% | 減碼 |
| SFM, LLC | 1,897 | $101.5 萬 | 0.76% | +31+1.7% | 加碼 |
| Sovereign Financial Group, Inc. | 1,901 | $101.7 萬 | 0.25% | −1,459−43.4% | 減碼 |
| Tompkins Financial Corp | 1,904 | $101.9 萬 | 0.11% | 00.0% | 不變 |
| American Capital Advisory, LLC | 2,019 | $102.4 萬 | 0.74% | +337+20.0% | 加碼 |
| United Bank | 1,925 | $103.0 萬 | 0.13% | −203−9.5% | 減碼 |
| Clifford Swan Investment Counsel LLC | 1,927 | $103.1 萬 | 0.04% | −32−1.6% | 減碼 |
| ZRC Wealth Management, LLC | 1,934 | $103.5 萬 | 0.49% | −2−0.1% | 減碼 |
| Pettyjohn, Wood & White, Inc | 1,935 | $103.5 萬 | 0.20% | +1,935 | 新進 |
| Maltin Wealth Management, Inc. | 1,938 | $103.7 萬 | 0.56% | +3+0.2% | 加碼 |
| Evanson Asset Management, LLC | 1,942 | $103.9 萬 | 0.08% | +3+0.2% | 加碼 |
| Glassman Wealth Services | 1,955 | $104.6 萬 | 0.19% | −94−4.6% | 減碼 |
| Forza Wealth Management, LLC | 1,960 | $104.9 萬 | 0.54% | 00.0% | 不變 |
| White Pine Capital LLC | 1,962 | $105.0 萬 | 0.40% | −170−8.0% | 減碼 |
| Frisch Financial Group, Inc. | 1,983 | $106.1 萬 | 0.32% | +4+0.2% | 加碼 |
| Bill Few Associates, Inc. | 1,983 | $106.1 萬 | 0.41% | 00.0% | 不變 |