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 3 季 13F 持有人
SPDR S&P Midcap 400 ETF Trust 在 2024/9/30 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
- 1,319
- 較 2024 年第 2 季 +43 家
- 持有股數
- 2,691 萬
- 較 2024 年第 2 季 +268.8 萬 (+11.1%)
- 總市值
- $140.5 億
- 較 2024 年第 2 季 +$11.2 億 (+8.6%)
- 新進機構
- 98
- 另有 367 家加碼
- 清倉機構
- 55
- 另有 433 家減碼
另有 17 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Horizon Family Wealth, Inc. | 4,000 | $227.9 萬 | 1.63% | −8−0.2% | 減碼 |
| Revolve Wealth Partners, LLC | 4,033 | $229.7 萬 | 0.35% | 00.0% | 不變 |
| Capital Investment Advisory Services, LLC | 4,043 | $230.3 萬 | 0.22% | +83+2.1% | 加碼 |
| Transatlantique Private Wealth LLC | 4,055 | $231.0 萬 | 0.89% | −74−1.8% | 減碼 |
| ZWJ Investment Counsel Inc | 4,061 | $231.3 萬 | 0.09% | −222−5.2% | 減碼 |
| Lionsbridge Wealth Management LLC | 4,080 | $232.4 萬 | 1.84% | −38−0.9% | 減碼 |
| David Loasby | 4,123 | $232.5 萬 | 0.22% | +146+3.7% | 加碼 |
| Umb Bank N A | 4,085 | $232.7 萬 | 0.04% | 00.0% | 不變 |
| Kingsview Wealth Management, LLC | 4,117 | $234.5 萬 | 0.05% | −23−0.6% | 減碼 |
| Flow Traders U.S. LLC | 4,143 | $236.0 萬 | 0.12% | −5,659−57.7% | 減碼 |
| Taylor, Cottrill, Erickson & Associates, Inc. | 4,150 | $236.4 萬 | 0.63% | 00.0% | 不變 |
| Lowe Wealth Advisors, LLC | 4,181 | $238.2 萬 | 1.03% | +362+9.5% | 加碼 |
| Lavaca Capital LLC | 4,200 | $239.3 萬 | 1.15% | +4,200 | 新進 |
| Baron Financial Group, LLC | 4,206 | $239.6 萬 | 1.47% | −98−2.3% | 減碼 |
| Lake Street Advisors Group, LLC | 4,196 | $239.7 萬 | 0.11% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 4,197 | $239.8 萬 | 0.07% | 00.0% | 不變 |
| WealthBridge Capital Management, LLC | 4,255 | $242.4 萬 | 0.70% | +69+1.6% | 加碼 |
| Element Wealth, LLC | 4,336 | $247.0 萬 | 1.31% | −150−3.3% | 減碼 |
| Veracity Capital LLC | 4,359 | $248.3 萬 | 0.95% | 00.0% | 不變 |
| TD Waterhouse Canada Inc. | 4,428 | $250.1 萬 | 0.02% | +174+4.1% | 加碼 |
| Prime Capital Investment Advisors, LLC | 4,430 | $252.3 萬 | 0.04% | −262−5.6% | 減碼 |
| Venturi Wealth Management, LLC | 4,472 | $254.8 萬 | 0.13% | +50+1.1% | 加碼 |
| Coastline Trust Co | 4,472 | $254.8 萬 | 0.30% | +113+2.6% | 加碼 |
| Davidson Trust Co | 4,495 | $256.1 萬 | 1.32% | 00.0% | 不變 |
| Graypoint LLC | 4,497 | $256.2 萬 | 0.16% | +10.0% | 加碼 |
| Element Pointe Advisors, LLC | 4,500 | $256.3 萬 | 0.62% | 00.0% | 不變 |
| Adviser Investments LLC | 4,513 | $257.1 萬 | 0.03% | +27+0.6% | 加碼 |
| InTrack Investment Management Inc | 4,534 | $258.3 萬 | 1.83% | −75−1.6% | 減碼 |
| Insigneo Advisory Services, LLC | 4,554 | $259.4 萬 | 0.26% | −58−1.3% | 減碼 |
| Gilman Hill Asset Management, LLC | 4,556 | $259.5 萬 | 0.43% | −365−7.4% | 減碼 |
| West Paces Advisors Inc. | 4,560 | $259.8 萬 | 0.64% | 00.0% | 不變 |
| Meridian Wealth Management, LLC | 4,576 | $260.7 萬 | 0.13% | −4−0.1% | 減碼 |
| Hudson Valley Investment Advisors Inc | 4,579 | $260.8 萬 | 0.29% | −2,208−32.5% | 減碼 |
| Courier Capital LLC | 4,617 | $263.0 萬 | 0.18% | −15−0.3% | 減碼 |
| Tower View Investment Management & Research LLC | 4,657 | $265.3 萬 | 1.45% | +104+2.3% | 加碼 |
| Naples Global Advisors, LLC | 4,645 | $265.4 萬 | 0.25% | −30−0.6% | 減碼 |
| Johnson Financial Group, Inc. | 4,648 | $265.5 萬 | 0.12% | −1,595−25.5% | 減碼 |
| Connecticut Wealth Management, LLC | 4,689 | $267.1 萬 | 0.13% | −213−4.3% | 減碼 |
| Precedent Wealth Partners, LLC | 4,691 | $267.2 萬 | 0.88% | 00.0% | 不變 |
| Asset Management Group, Inc. | 4,699 | $267.7 萬 | 0.47% | −165−3.4% | 減碼 |
| Merit Financial Group, LLC | 4,718 | $268.8 萬 | 0.06% | −203−4.1% | 減碼 |
| New England Private Wealth Advisors LLC | 4,721 | $268.9 萬 | 0.43% | 00.0% | 不變 |
| Winthrop Advisory Group LLC | 4,707 | $268.9 萬 | 0.33% | +387+9.0% | 加碼 |
| Capital Advisory Group Advisory Services, LLC | 4,739 | $270.0 萬 | 1.07% | +77+1.7% | 加碼 |
| Sterling Investment Advisors, Ltd. | 4,755 | $270.9 萬 | 0.69% | −96−2.0% | 減碼 |
| Moneta Group Investment Advisors LLC | 4,794 | $273.1 萬 | 0.04% | +19+0.4% | 加碼 |
| DRW Securities, LLC | 4,822 | $274.7 萬 | 0.15% | +3,076+176.2% | 加碼 |
| St. Johns Investment Management Company, LLC | 4,870 | $277.4 萬 | 1.30% | −149−3.0% | 減碼 |
| Meridian Investment Counsel Inc. | 4,890 | $278.6 萬 | 0.84% | +1,497+44.1% | 加碼 |
| Northstar Asset Management LLC | 4,895 | $278.8 萬 | 0.64% | −225−4.4% | 減碼 |
| Raffa Wealth Management, LLC | 4,917 | $280.1 萬 | 0.68% | 00.0% | 不變 |
| Sage Financial Management Group, Inc. | 4,950 | $282.0 萬 | 1.09% | +486+10.9% | 加碼 |
| IFG Advisory, LLC | 4,976 | $283.5 萬 | 0.18% | −100−2.0% | 減碼 |
| Spinnaker Trust | 4,999 | $284.7 萬 | 0.18% | −20.0% | 減碼 |
| J.W. Cole Advisors, Inc. | 5,022 | $286.1 萬 | 0.12% | −78−1.5% | 減碼 |
| Baltimore-Washington Financial Advisors, Inc. | 5,035 | $286.8 萬 | 0.15% | −155−3.0% | 減碼 |
| Shoker Investment Counsel, Inc. | 5,040 | $287.1 萬 | 0.97% | +8+0.2% | 加碼 |
| Sound Income Strategies, LLC | 5,058 | $288.1 萬 | 0.19% | +5,058 | 新進 |
| Advisory Services Network, LLC | 5,420 | $290.0 萬 | 0.06% | 00.0% | 不變 |
| Argent Trust Co | 5,098 | $290.4 萬 | 0.12% | 00.0% | 不變 |
| Sabal Trust CO | 5,102 | $290.6 萬 | 0.16% | −90−1.7% | 減碼 |
| Vanguard Group Inc | 5,116 | $291.4 萬 | 0.00% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,174 | $295.5 萬 | 0.03% | −5−0.1% | 減碼 |
| Miller Investment Management, LP | 5,201 | $296.3 萬 | 0.31% | 00.0% | 不變 |
| Penobscot Investment Management Company, Inc. | 5,207 | $296.6 萬 | 0.27% | −159−3.0% | 減碼 |
| Pegasus Asset Management, Inc. | 5,230 | $297.9 萬 | 1.14% | −210−3.9% | 減碼 |
| Woodstock Corp | 5,248 | $299.0 萬 | 0.29% | +27+0.5% | 加碼 |
| Diversified Trust Co | 5,275 | $300.5 萬 | 0.08% | +399+8.2% | 加碼 |
| Delta Financial Group, Inc. | 5,299 | $301.9 萬 | 1.12% | +186+3.6% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 5,382 | $306.6 萬 | 0.01% | +5,382 | 新進 |
| Snowden Capital Advisors LLC | 5,396 | $308.3 萬 | 0.09% | +74+1.4% | 加碼 |
| Joel Isaacson & Co., LLC | 5,456 | $310.8 萬 | 0.15% | −33−0.6% | 減碼 |
| Global Retirement Partners, LLC | 5,458 | $310.9 萬 | 0.09% | −45−0.8% | 減碼 |
| PFG Advisors | 5,491 | $312.8 萬 | 0.20% | +475+9.5% | 加碼 |
| Salomon & Ludwin, LLC | 5,606 | $319.4 萬 | 0.33% | −1,041−15.7% | 減碼 |
| Whalerock Point Partners, LLC | 5,645 | $321.6 萬 | 0.77% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 5,710 | $325.3 萬 | 0.09% | −248−4.2% | 減碼 |
| Keeley-Teton Advisors, LLC | 5,710 | $325.3 萬 | 0.36% | +21+0.4% | 加碼 |
| Audent Global Asset Management, LLC | 5,712 | $325.4 萬 | 5.55% | −33−0.6% | 減碼 |
| Signature Securities Group Corporation | 5,700 | $325.6 萬 | 0.83% | +152+2.7% | 加碼 |
| Silvercrest Asset Management Group LLC | 5,802 | $330.5 萬 | 0.02% | +24+0.4% | 加碼 |
| Eastern Bank | 5,866 | $334.2 萬 | 0.06% | +5,866 | 新進 |
| Manufacturers Life Insurance Company, The | 5,899 | $336.0 萬 | 0.00% | 00.0% | 不變 |
| Paladin Advisory Group, LLC | 5,906 | $336.4 萬 | 2.48% | −13−0.2% | 減碼 |
| Romano Brothers and Company | 5,982 | $340.8 萬 | 0.42% | 00.0% | 不變 |
| Keystone Financial Group | 5,984 | $340.9 萬 | 0.44% | +5,984 | 新進 |
| Fiduciary Trust Co | 6,091 | $347.0 萬 | 0.05% | −5−0.1% | 減碼 |
| National Asset Management, Inc. | 6,146 | $350.0 萬 | 0.10% | +1,138+22.7% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 6,162 | $351.0 萬 | 0.01% | +275+4.7% | 加碼 |
| First Citizens Bank & Trust Co | 6,177 | $351.9 萬 | 0.08% | −161−2.5% | 減碼 |
| Elyxium Wealth, LLC | 6,200 | $353.2 萬 | 1.94% | +6,200 | 新進 |
| Clear Point Advisors Inc. | 6,228 | $354.8 萬 | 2.74% | +8+0.1% | 加碼 |
| NorthCrest Asset Manangement, LLC | 6,254 | $356.3 萬 | 0.11% | +3,691+144.0% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 6,257 | $356.4 萬 | 0.13% | −148−2.3% | 減碼 |
| Ballentine Partners, LLC | 6,291 | $358.4 萬 | 0.06% | 00.0% | 不變 |
| Sepio Capital, LP | 6,300 | $358.9 萬 | 0.28% | 00.0% | 不變 |
| RVW Wealth, LLC | 6,303 | $359.1 萬 | 0.33% | −392−5.9% | 減碼 |
| IFP Advisors, Inc | 6,309 | $359.4 萬 | 0.13% | −597−8.6% | 減碼 |
| Gould Asset Management LLC | 6,316 | $359.8 萬 | 0.77% | −20−0.3% | 減碼 |
| Charter Research & Investment Group, Inc. | 6,346 | $361.5 萬 | 2.67% | +157+2.5% | 加碼 |