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 |
|---|---|---|---|---|---|
| Bragg Financial Advisors, Inc | 925 | $52.7 萬 | 0.02% | +3+0.3% | 加碼 |
| Hill Investment Group Partners, LLC | 1,000 | $53.0 萬 | 0.07% | 00.0% | 不變 |
| Arrowroot Family Office, LLC | 930 | $53.0 萬 | 0.31% | −5−0.5% | 減碼 |
| Capital Group Private Client Services, Inc. | 932 | $53.1 萬 | 0.01% | +3+0.3% | 加碼 |
| Canal Capital Management, LLC | 938 | $53.4 萬 | 0.09% | 00.0% | 不變 |
| Great Lakes Advisors, LLC | 943 | $53.7 萬 | 0.00% | +3+0.3% | 加碼 |
| First Western Trust Bank | 949 | $54.1 萬 | 0.02% | −493−34.2% | 減碼 |
| Maren Capital LLC | 964 | $54.9 萬 | 0.05% | 00.0% | 不變 |
| Plancorp, LLC | 969 | $55.2 萬 | 0.02% | 00.0% | 不變 |
| Clear Creek Financial Management, LLC | 969 | $55.2 萬 | 0.06% | −24,650−96.2% | 減碼 |
| JNBA Financial Advisors | 970 | $55.3 萬 | 0.06% | −34−3.4% | 減碼 |
| Leo Wealth, LLC | 974 | $55.5 萬 | 0.05% | +181+22.8% | 加碼 |
| SevenBridge Financial Group, LLC | 917 | $55.7 萬 | 0.11% | 00.0% | 不變 |
| Appleton Partners Inc | 982 | $55.9 萬 | 0.04% | 00.0% | 不變 |
| Fortress Wealth Group, LLC | 977 | $56.0 萬 | 0.28% | 00.0% | 不變 |
| Foundations Investment Advisors, LLC | 985 | $56.1 萬 | 0.01% | +172+21.2% | 加碼 |
| IHT Wealth Management, LLC | 989 | $56.2 萬 | 0.02% | +384+63.5% | 加碼 |
| Certified Advisory Corp | 988 | $56.3 萬 | 0.06% | −3−0.3% | 減碼 |
| Parcion Private Wealth LLC | 989 | $56.3 萬 | 0.05% | −7−0.7% | 減碼 |
| Tanager Wealth Management LLP | 988 | $56.4 萬 | 0.08% | 00.0% | 不變 |
| Vishria Bird Financial Group, LLC | 991 | $56.5 萬 | 0.21% | −1−0.1% | 減碼 |
| Silvia McColl Wealth Management, LLC | 994 | $56.6 萬 | 0.42% | 00.0% | 不變 |
| Wealth Advisory Solutions, LLC | 1,000 | $57.0 萬 | 0.16% | −14−1.4% | 減碼 |
| Douglass Winthrop Advisors, LLC | 1,000 | $57.0 萬 | 0.01% | 00.0% | 不變 |
| Ghe, LLC | 1,000 | $57.0 萬 | 0.21% | 00.0% | 不變 |
| DT Investment Partners, LLC | 1,002 | $57.1 萬 | 0.05% | 00.0% | 不變 |
| NewEdge Wealth, LLC | 1,002 | $57.1 萬 | 0.01% | +163+19.4% | 加碼 |
| Flagship Harbor Advisors, LLC | 1,007 | $57.4 萬 | 0.03% | 00.0% | 不變 |
| Allen Mooney & Barnes Investment Advisors LLC | 1,011 | $57.6 萬 | 0.10% | +2+0.2% | 加碼 |
| LRI Investments, LLC | 979 | $58.0 萬 | 0.06% | +747+322.0% | 加碼 |
| Baxter Bros Inc | 1,023 | $58.3 萬 | 0.08% | 00.0% | 不變 |
| United Bank | 1,025 | $58.4 萬 | 0.07% | −900−46.8% | 減碼 |
| FCG Investment Co | 1,027 | $58.5 萬 | 0.38% | +102+11.0% | 加碼 |
| GW&K Investment Management, LLC | 1,039 | $59.2 萬 | 0.01% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 1,040 | $59.2 萬 | 0.07% | +1+0.1% | 加碼 |
| Financial Advisory Service, Inc. | 1,047 | $59.6 萬 | 0.05% | +1+0.1% | 加碼 |
| Bleakley Financial Group, LLC | 1,049 | $59.8 萬 | 0.02% | −59−5.3% | 減碼 |
| Strategic Wealth Partners, Ltd. | 1,052 | $59.9 萬 | 0.06% | +28+2.7% | 加碼 |
| Progressive Investment Management Corp | 1,057 | $60.2 萬 | 0.15% | 00.0% | 不變 |
| Regal Investment Advisors LLC | 1,057 | $60.2 萬 | 0.04% | +1,057 | 新進 |
| Saxon Interests, Inc. | 1,064 | $60.6 萬 | 0.28% | +2+0.2% | 加碼 |
| Evernest Financial Advisors, LLC | 1,071 | $61.0 萬 | 0.16% | +1,071 | 新進 |
| HCR Wealth Advisors | 1,079 | $61.5 萬 | 0.08% | +1+0.1% | 加碼 |
| SJA Financial Advisory, LLC | 1,083 | $61.7 萬 | 0.42% | −16−1.5% | 減碼 |
| Flynn Zito Capital Management, LLC | 1,087 | $61.9 萬 | 0.30% | −9−0.8% | 減碼 |
| First National Trust Co | 1,089 | $62.0 萬 | 0.02% | +66+6.5% | 加碼 |
| Parkside Financial Bank & Trust | 1,089 | $62.0 萬 | 0.09% | −36−3.2% | 減碼 |
| WealthShield Partners, LLC | 1,091 | $62.3 萬 | 0.08% | +141+14.8% | 加碼 |
| Plante Moran Financial Advisors, LLC | 1,096 | $62.4 萬 | 0.05% | −565−34.0% | 減碼 |
| Legacy Trust | 1,096 | $62.4 萬 | 0.14% | 00.0% | 不變 |
| Synergy Financial Management, LLC | 1,102 | $62.8 萬 | 0.10% | +1,102 | 新進 |
| WorthPointe, LLC | 1,105 | $62.9 萬 | 0.26% | −53−4.6% | 減碼 |
| D.A. Davidson & Co. | 1,108 | $63.2 萬 | 0.01% | +77+7.5% | 加碼 |
| Koss-Olinger Consulting, LLC | 1,110 | $63.2 萬 | 0.05% | +70+6.7% | 加碼 |
| Capital Investment Advisors, LLC | 1,116 | $63.6 萬 | 0.01% | −32−2.8% | 減碼 |
| Fagan Associates, Inc. | 1,116 | $63.6 萬 | 0.11% | 00.0% | 不變 |
| BSW Wealth Partners | 1,118 | $63.7 萬 | 0.10% | +139+14.2% | 加碼 |
| Apella Capital, LLC | 1,134 | $64.1 萬 | 0.03% | +2+0.2% | 加碼 |
| New Hampshire Trust | 1,134 | $64.6 萬 | 0.14% | 00.0% | 不變 |
| Miramar Capital, LLC | 1,135 | $64.7 萬 | 0.15% | +65+6.1% | 加碼 |
| Rathbone Brothers plc | 1,140 | $64.9 萬 | 0.00% | 00.0% | 不變 |
| Obermeyer Wood Investment Counsel, LLLP | 1,146 | $65.3 萬 | 0.03% | 00.0% | 不變 |
| Pacific Sun Financial Corp | 1,150 | $65.5 萬 | 0.36% | +10+0.9% | 加碼 |
| Evoke Wealth, LLC | 1,152 | $65.8 萬 | 0.02% | +1,152 | 新進 |
| Advisors Capital Management, LLC | 1,158 | $66.0 萬 | 0.01% | −40−3.3% | 減碼 |
| Encompass Wealth Advisors, LLC | 1,160 | $66.1 萬 | 0.17% | 00.0% | 不變 |
| Berkeley, Inc | 1,172 | $66.8 萬 | 0.19% | +586+100.0% | 加碼 |
| Western Wealth Management, LLC | 1,177 | $67.0 萬 | 0.04% | +25+2.2% | 加碼 |
| Duncker Streett & Co Inc | 1,184 | $67.5 萬 | 0.12% | 00.0% | 不變 |
| Man Group plc | 1,186 | $67.6 萬 | 0.00% | +1,186 | 新進 |
| Sage Mountain Advisors LLC | 1,190 | $67.8 萬 | 0.06% | +1,190 | 新進 |
| Sheaff Brock Investment Advisors, LLC | 1,191 | $67.8 萬 | 0.06% | 00.0% | 不變 |
| Congress Wealth Management LLC | 1,191 | $67.9 萬 | 0.01% | −72−5.7% | 減碼 |
| WBH Advisory Inc | 1,193 | $68.0 萬 | 0.06% | +348+41.2% | 加碼 |
| Corsair Capital Management, L.P. | 1,196 | $68.1 萬 | 0.16% | +661+123.6% | 加碼 |
| Nicolet Bankshares Inc | 1,199 | $68.3 萬 | 0.17% | −3−0.2% | 減碼 |
| Trust Co of Vermont | 1,200 | $68.4 萬 | 0.03% | 00.0% | 不變 |
| Paloma Partners Management Co | 1,200 | $68.4 萬 | 0.04% | +1,200 | 新進 |
| Hohimer Wealth Management, LLC | 1,201 | $68.4 萬 | 0.15% | +18+1.5% | 加碼 |
| Garrett Investment Advisors LLC | 1,205 | $68.6 萬 | 0.07% | 00.0% | 不變 |
| CIBC World Markets Inc. | 1,218 | $69.4 萬 | 0.00% | −118−8.8% | 減碼 |
| Simon Quick Advisors, LLC | 1,219 | $69.5 萬 | 0.04% | 00.0% | 不變 |
| Smithfield Trust Co | 1,219 | $69.5 萬 | 0.03% | 00.0% | 不變 |
| BLB&B Advisors, LLC | 1,223 | $69.7 萬 | 0.04% | −28−2.2% | 減碼 |
| Harmony Asset Management LLC | 1,229 | $70.0 萬 | 0.26% | −100−7.5% | 減碼 |
| Kaydan Wealth Management, Inc. | 1,229 | $70.0 萬 | 0.21% | 00.0% | 不變 |
| Urban Financial Advisory Corp | 1,229 | $70.0 萬 | 0.39% | +4+0.3% | 加碼 |
| McIlrath & Eck, LLC | 1,234 | $70.3 萬 | 0.09% | −3−0.2% | 減碼 |
| Brinker Capital Investments, LLC | 1,234 | $70.3 萬 | 0.01% | −366−22.9% | 減碼 |
| Orion Portfolio Solutions, LLC | 1,234 | $70.3 萬 | 0.01% | −366−22.9% | 減碼 |
| German American Bancorp, Inc. | 1,242 | $70.8 萬 | 0.07% | +100+8.8% | 加碼 |
| Nicollet Investment Management, Inc. | 1,245 | $70.9 萬 | 0.25% | 00.0% | 不變 |
| Single Point Partners, LLC | 1,248 | $71.1 萬 | 1.13% | 00.0% | 不變 |
| Avalon Trust Co | 1,254 | $71.4 萬 | 0.05% | 00.0% | 不變 |
| SpiderRock Advisors, LLC | 1,257 | $71.6 萬 | 0.02% | −23−1.8% | 減碼 |
| Ellerson Group Inc | 1,262 | $71.9 萬 | 0.56% | −50−3.8% | 減碼 |
| Stephens Inc | 1,262 | $71.9 萬 | 0.01% | +235+22.9% | 加碼 |
| WealthPLAN Partners, LLC | 1,263 | $71.9 萬 | 0.10% | −33−2.5% | 減碼 |
| TCI Wealth Advisors, Inc. | 1,268 | $72.2 萬 | 0.06% | 00.0% | 不變 |
| L & S Advisors Inc | 1,269 | $72.3 萬 | 0.08% | +73+6.1% | 加碼 |