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 |
|---|---|---|---|---|---|
| Mason Investment Advisory Services, Inc. | 1,984 | $106.1 萬 | 0.07% | +4+0.2% | 加碼 |
| NCM Capital Management, LLC | 1,988 | $106.4 萬 | 0.56% | 00.0% | 不變 |
| Bradley Foster & Sargent Inc | 2,005 | $107.3 萬 | 0.02% | −96−4.6% | 減碼 |
| First National Bank of Mount Dora, Trust Investment Services | 2,007 | $107.4 萬 | 0.26% | −15−0.7% | 減碼 |
| SOL Capital Management CO | 2,013 | $107.7 萬 | 0.13% | −32−1.6% | 減碼 |
| Altfest L J & Co Inc | 2,028 | $108.5 萬 | 0.15% | −400−16.5% | 減碼 |
| Clear Harbor Asset Management, LLC | 2,032 | $108.7 萬 | 0.09% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 2,034 | $108.8 萬 | 0.09% | +155+8.2% | 加碼 |
| Peterson Wealth Management | 2,035 | $108.9 萬 | 0.67% | −153−7.0% | 減碼 |
| Peak Planning Group, LLC | 2,037 | $109.0 萬 | 0.54% | +394+24.0% | 加碼 |
| Brighton Jones LLC | 2,047 | $109.5 萬 | 0.04% | +417+25.6% | 加碼 |
| Braun Stacey Associates Inc | 2,066 | $110.6 萬 | 0.04% | −241−10.4% | 減碼 |
| Astoria Portfolio Advisors LLC. | 2,067 | $110.6 萬 | 0.40% | 00.0% | 不變 |
| Bear Mountain Capital, Inc. | 2,019 | $111.5 萬 | 0.45% | 00.0% | 不變 |
| Bank of Hawaii | 2,087 | $111.7 萬 | 0.05% | 00.0% | 不變 |
| Taylor Financial Group, Inc. | 2,099 | $112.3 萬 | 0.86% | 00.0% | 不變 |
| Frank, Rimerman Advisors LLC | 2,099 | $112.3 萬 | 0.08% | 00.0% | 不變 |
| We Are One Seven, LLC | 2,101 | $112.4 萬 | 0.05% | +71+3.5% | 加碼 |
| Gryphon Financial Partners LLC | 2,104 | $112.6 萬 | 0.17% | −7−0.3% | 減碼 |
| Great Valley Advisor Group, Inc. | 2,114 | $113.1 萬 | 0.03% | −44−2.0% | 減碼 |
| Walden Wealth Partners LLC | 2,122 | $113.5 萬 | 0.63% | 00.0% | 不變 |
| Castle Rock Wealth Management, LLC | 2,161 | $114.5 萬 | 0.29% | +79+3.8% | 加碼 |
| 9258 Wealth Management, LLC | 2,154 | $115.3 萬 | 0.18% | −77−3.5% | 減碼 |
| Pacific Financial Group Inc | 2,165 | $115.8 萬 | 0.82% | −10−0.5% | 減碼 |
| Financial Partners Group, LLC | 2,167 | $116.0 萬 | 0.45% | 00.0% | 不變 |
| Stratos Wealth Advisors, LLC | 2,173 | $116.3 萬 | 0.06% | −7−0.3% | 減碼 |
| Zions Bancorporation, N.A. | 2,201 | $117.8 萬 | 0.09% | −382−14.8% | 減碼 |
| LM Advisors LLC | 2,206 | $118.0 萬 | 0.00% | +21+1.0% | 加碼 |
| Lyell Wealth Management, LP | 2,208 | $118.1 萬 | 0.11% | −92−4.0% | 減碼 |
| Warner Financial, Inc | 2,220 | $118.8 萬 | 0.58% | +37+1.7% | 加碼 |
| Zhang Financial LLC | 2,224 | $119.0 萬 | 0.08% | 00.0% | 不變 |
| Dorsey & Whitney Trust CO LLC | 2,234 | $119.5 萬 | 0.08% | 00.0% | 不變 |
| Corsair Capital Management, L.P. | 535 | $119.6 萬 | 0.34% | −661−55.3% | 減碼 |
| Howe & Rusling Inc | 2,242 | $120.0 萬 | 0.11% | −36−1.6% | 減碼 |
| Change Path, LLC | 2,251 | $120.5 萬 | 0.06% | −417−15.6% | 減碼 |
| Sentinus, LLC | 2,258 | $120.8 萬 | 0.39% | −19−0.8% | 減碼 |
| Allred Capital Management, LLC | 2,263 | $121.1 萬 | 0.46% | 00.0% | 不變 |
| ARS Investment Partners, LLC | 2,275 | $121.7 萬 | 0.12% | +6+0.3% | 加碼 |
| Fidelis Capital Partners, LLC | 2,328 | $122.3 萬 | 0.17% | −67−2.8% | 減碼 |
| Wedbush Securities Inc | 2,296 | $122.9 萬 | 0.04% | +36+1.6% | 加碼 |
| Dynamic Advisor Solutions LLC | 2,300 | $123.1 萬 | 0.04% | +263+12.9% | 加碼 |
| BKD Wealth Advisors, LLC | 2,304 | $123.3 萬 | 0.03% | 00.0% | 不變 |
| TruWealth Advisors, LLC | 2,309 | $123.6 萬 | 0.08% | 00.0% | 不變 |
| Bremer Bank National Association | 2,355 | $126.0 萬 | 0.25% | −228−8.8% | 減碼 |
| Cubist Systematic Strategies, LLC | 2,360 | $126.3 萬 | 0.02% | +2,360 | 新進 |
| Fiducient Advisors LLC | 2,386 | $127.7 萬 | 0.18% | +2,386 | 新進 |
| Simplicity Wealth,LLC | 2,388 | $127.8 萬 | 0.03% | −11−0.5% | 減碼 |
| Montecito Bank & Trust | 2,402 | $128.5 萬 | 0.26% | 00.0% | 不變 |
| Cozad Asset Management Inc | 2,403 | $128.6 萬 | 0.13% | 00.0% | 不變 |
| Becker Capital Management Inc | 2,395 | $128.6 萬 | 0.04% | +96+4.2% | 加碼 |
| GM Advisory Group, Inc. | 2,410 | $128.9 萬 | 0.08% | −627−20.6% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 2,419 | $129.4 萬 | 0.05% | −10−0.4% | 減碼 |
| Emprise Bank | 2,428 | $129.9 萬 | 0.80% | −241−9.0% | 減碼 |
| CIC Wealth, LLC | 2,434 | $130.2 萬 | 0.36% | −5−0.2% | 減碼 |
| SOA Wealth Advisors, LLC. | 2,439 | $130.5 萬 | 0.26% | −134−5.2% | 減碼 |
| Trexquant Investment LP | 2,444 | $130.8 萬 | 0.02% | +451+22.6% | 加碼 |
| Middleton & Co Inc | 2,451 | $131.1 萬 | 0.15% | −10−0.4% | 減碼 |
| EverSource Wealth Advisors, LLC | 2,356 | $133.4 萬 | 0.09% | −579−19.7% | 減碼 |
| CX Institutional | 2,493 | $133.4 萬 | 0.06% | 00.0% | 不變 |
| Spire Wealth Management | 2,499 | $133.7 萬 | 0.05% | +84+3.5% | 加碼 |
| ARK & TLK Investments, LLC | 2,500 | $133.8 萬 | 0.50% | 00.0% | 不變 |
| Triumph Capital Management | 2,494 | $133.9 萬 | 0.52% | +137+5.8% | 加碼 |
| Financial Network Wealth Management LLC | 2,500 | $134.2 萬 | 0.51% | +2,500 | 新進 |
| Moody Lynn & Lieberson, LLC | 2,521 | $134.9 萬 | 0.09% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 2,524 | $135.1 萬 | 0.02% | +1,527+153.2% | 加碼 |
| Horizon Investments, LLC | 2,526 | $135.2 萬 | 0.04% | −42−1.6% | 減碼 |
| Baker Avenue Asset Management, LP | 2,528 | $135.3 萬 | 0.05% | +120+5.0% | 加碼 |
| Beaumont Financial Advisors, LLC | 2,542 | $136.0 萬 | 0.11% | −21−0.8% | 減碼 |
| Ameritas Advisory Services, LLC | 2,559 | $136.9 萬 | 0.05% | +198+8.4% | 加碼 |
| NorthCrest Asset Manangement, LLC | 2,563 | $137.1 萬 | 0.05% | +42+1.7% | 加碼 |
| Founders Financial Securities LLC | 2,573 | $137.7 萬 | 0.13% | −17−0.7% | 減碼 |
| Valmark Advisers, Inc. | 2,585 | $138.3 萬 | 0.02% | +678+35.6% | 加碼 |
| TCTC Holdings, LLC | 2,597 | $139.0 萬 | 0.05% | 00.0% | 不變 |
| Marble Harbor Investment Counsel, LLC | 2,600 | $139.1 萬 | 0.16% | 00.0% | 不變 |
| Avantax Planning Partners, Inc. | 2,608 | $139.5 萬 | 0.04% | −456−14.9% | 減碼 |
| Disciplined Investments, LLC | 2,621 | $140.2 萬 | 0.75% | −44−1.7% | 減碼 |
| Manchester Capital Management LLC | 2,628 | $140.6 萬 | 0.17% | −300−10.2% | 減碼 |
| High Falls Advisors, Inc | 2,638 | $141.1 萬 | 0.34% | 00.0% | 不變 |
| Osborne Partners Capital Management, LLC | 2,639 | $141.2 萬 | 0.08% | −87−3.2% | 減碼 |
| ORBA Wealth Advisors, L.L.C. | 2,658 | $142.2 萬 | 0.74% | −100−3.6% | 減碼 |
| Wunderlich Capital Managemnt | 2,670 | $142.9 萬 | 0.64% | −119−4.3% | 減碼 |
| Saxony Capital Management, LLC | 2,677 | $143.2 萬 | 1.57% | +2,677 | 新進 |
| Thrivent Financial for Lutherans | 2,719 | $145.5 萬 | 0.00% | +376+16.0% | 加碼 |
| GEM Asset Management, LLC | 2,724 | $145.7 萬 | 0.91% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 2,728 | $146.0 萬 | 0.02% | +55+2.1% | 加碼 |
| Edge Financial Advisors LLC | 2,736 | $146.4 萬 | 1.52% | −10.0% | 減碼 |
| Harbor Advisory Corp | 2,743 | $146.8 萬 | 0.51% | 00.0% | 不變 |
| Stone Point Wealth LLC | 2,759 | $147.6 萬 | 0.53% | +490+21.6% | 加碼 |
| Advus Financial Partners, LLC | 2,769 | $148.2 萬 | 0.45% | 00.0% | 不變 |
| Hardy Reed LLC | 2,775 | $148.5 萬 | 0.15% | 00.0% | 不變 |
| L.M. Kohn & Company | 2,801 | $149.9 萬 | 0.41% | −296−9.6% | 減碼 |
| Essex Financial Services, Inc. | 2,819 | $151.4 萬 | 0.11% | +235+9.1% | 加碼 |
| Providence First Trust Co | 2,831 | $151.5 萬 | 0.68% | 00.0% | 不變 |
| XML Financial, LLC | 2,859 | $153.0 萬 | 0.15% | −60−2.1% | 減碼 |
| ExodusPoint Capital Management, LP | 2,860 | $153.0 萬 | 0.02% | +2,860 | 新進 |
| Neuberger Berman Group LLC | 2,884 | $154.3 萬 | 0.00% | −295−9.3% | 減碼 |
| Garden State Investment Advisory Services LLC | 2,903 | $155.6 萬 | 0.54% | +1,262+76.9% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 2,958 | $158.3 萬 | 0.41% | 00.0% | 不變 |
| Sunflower Bank, N.A. | 2,972 | $159.0 萬 | 0.38% | −325−9.9% | 減碼 |
| Coyle Financial Counsel LLC | 2,872 | $159.8 萬 | 0.57% | 00.0% | 不變 |