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 |
|---|---|---|---|---|---|
| BancorpSouth Bank | 1,742 | $99.2 萬 | 0.07% | −53−3.0% | 減碼 |
| Carolinas Wealth Consulting LLC | 1,738 | $99.3 萬 | 0.18% | 00.0% | 不變 |
| Choate Investment Advisors | 1,764 | $100.5 萬 | 0.03% | −98−5.3% | 減碼 |
| Spectrum Wealth Counsel, LLC | 1,767 | $100.7 萬 | 0.12% | 00.0% | 不變 |
| Parsons Capital Management Inc | 1,772 | $100.9 萬 | 0.06% | −25−1.4% | 減碼 |
| Dana Investment Advisors, Inc. | 1,773 | $101.0 萬 | 0.03% | +2+0.1% | 加碼 |
| AE Wealth Management LLC | 1,777 | $101.2 萬 | 0.01% | −11,351−86.5% | 減碼 |
| Strategic Advisors LLC | 1,789 | $101.9 萬 | 0.19% | +262+17.2% | 加碼 |
| Pettyjohn, Wood & White, Inc | 1,790 | $102.0 萬 | 0.19% | −145−7.5% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 1,798 | $102.7 萬 | 0.07% | −8−0.4% | 減碼 |
| Prosperity Planning, Inc. | 1,807 | $102.9 萬 | 0.33% | −37−2.0% | 減碼 |
| Brighton Jones LLC | 1,812 | $103.2 萬 | 0.04% | −235−11.5% | 減碼 |
| Sovereign Financial Group, Inc. | 1,814 | $103.3 萬 | 0.24% | −87−4.6% | 減碼 |
| Arthur M. Cohen & Associates, LLC | 1,824 | $103.4 萬 | 0.19% | +2+0.1% | 加碼 |
| Triumph Capital Management | 1,815 | $103.8 萬 | 0.37% | −679−27.2% | 減碼 |
| Sebold Capital Management, Inc. | 1,828 | $104.1 萬 | 0.69% | −18−1.0% | 減碼 |
| Beacon Financial Advisory LLC | 1,848 | $105.3 萬 | 0.36% | +5+0.3% | 加碼 |
| FF Advisors,LLC | 1,840 | $106.6 萬 | 0.69% | 00.0% | 不變 |
| ZRC Wealth Management, LLC | 1,874 | $106.8 萬 | 0.46% | −60−3.1% | 減碼 |
| Hilltop Holdings Inc. | 1,879 | $107.0 萬 | 0.07% | +119+6.8% | 加碼 |
| Clifford Swan Investment Counsel LLC | 1,880 | $107.1 萬 | 0.04% | −47−2.4% | 減碼 |
| Private Wealth Group, LLC | 1,887 | $107.5 萬 | 0.54% | 00.0% | 不變 |
| SFM, LLC | 1,895 | $108.0 萬 | 0.81% | −2−0.1% | 減碼 |
| Tompkins Financial Corp | 1,904 | $108.5 萬 | 0.10% | 00.0% | 不變 |
| Wolverine Trading, LLC | 1,906 | $108.5 萬 | 0.03% | +1,906 | 新進 |
| Cassaday & Co Wealth Management LLC | 1,906 | $108.6 萬 | 0.03% | +35+1.9% | 加碼 |
| AlphaStar Capital Management, LLC | 1,930 | $109.9 萬 | 0.09% | +1,349+232.2% | 加碼 |
| Maltin Wealth Management, Inc. | 1,944 | $110.7 萬 | 0.54% | +6+0.3% | 加碼 |
| Gen-Wealth Partners Inc | 1,934 | $110.9 萬 | 0.48% | +132+7.3% | 加碼 |
| Evanson Asset Management, LLC | 1,948 | $110.9 萬 | 0.08% | +6+0.3% | 加碼 |
| Forza Wealth Management, LLC | 1,950 | $111.1 萬 | 0.51% | −10−0.5% | 減碼 |
| Glassman Wealth Services | 1,955 | $111.4 萬 | 0.19% | 00.0% | 不變 |
| Mason Investment Advisory Services, Inc. | 1,960 | $111.6 萬 | 0.07% | −24−1.2% | 減碼 |
| NCM Capital Management, LLC | 1,988 | $113.2 萬 | 0.54% | 00.0% | 不變 |
| Bill Few Associates, Inc. | 1,988 | $113.2 萬 | 0.40% | +5+0.3% | 加碼 |
| First National Bank of Mount Dora, Trust Investment Services | 1,990 | $113.4 萬 | 0.26% | −17−0.8% | 減碼 |
| White Pine Capital LLC | 1,990 | $113.4 萬 | 0.39% | +28+1.4% | 加碼 |
| SkyView Investment Advisors, LLC | 2,000 | $113.9 萬 | 0.19% | +2,000 | 新進 |
| Marion Wealth Management | 2,028 | $115.5 萬 | 0.31% | +314+18.3% | 加碼 |
| Clear Harbor Asset Management, LLC | 2,032 | $115.8 萬 | 0.10% | 00.0% | 不變 |
| Horizon Investments, LLC | 2,033 | $115.8 萬 | 0.03% | −493−19.5% | 減碼 |
| JFS Wealth Advisors, LLC | 2,034 | $115.9 萬 | 0.08% | 00.0% | 不變 |
| Bradley Foster & Sargent Inc | 2,048 | $116.7 萬 | 0.02% | +43+2.1% | 加碼 |
| Bear Mountain Capital, Inc. | 2,019 | $116.7 萬 | 0.46% | 00.0% | 不變 |
| Pacific Financial Group Inc | 2,051 | $116.8 萬 | 0.86% | −114−5.3% | 減碼 |
| Avantax Planning Partners, Inc. | 2,052 | $116.9 萬 | 0.04% | −556−21.3% | 減碼 |
| Founders Financial Securities LLC | 2,055 | $117.1 萬 | 0.11% | −518−20.1% | 減碼 |
| Gsa Capital Partners LLP | 2,057 | $117.2 萬 | 0.09% | +2,057 | 新進 |
| SOL Capital Management CO | 2,068 | $117.8 萬 | 0.13% | +55+2.7% | 加碼 |
| Astoria Portfolio Advisors LLC. | 2,051 | $118.1 萬 | 0.40% | −16−0.8% | 減碼 |
| Bank of Hawaii | 2,087 | $118.9 萬 | 0.05% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 2,092 | $119.2 萬 | 0.05% | −467−18.2% | 減碼 |
| Milestone Asset Management, LLC | 2,098 | $119.5 萬 | 0.27% | +1,282+157.1% | 加碼 |
| Belpointe Asset Management LLC | 2,098 | $119.5 萬 | 0.07% | −4,029−65.8% | 減碼 |
| Taylor Financial Group, Inc. | 2,099 | $119.6 萬 | 0.83% | 00.0% | 不變 |
| Gryphon Financial Partners LLC | 2,099 | $119.6 萬 | 0.16% | −5−0.2% | 減碼 |
| Frank, Rimerman Advisors LLC | 2,099 | $119.6 萬 | 0.08% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 2,103 | $120.2 萬 | 0.03% | +250+13.5% | 加碼 |
| American Capital Advisory, LLC | 2,113 | $120.4 萬 | 0.70% | +94+4.7% | 加碼 |
| Great Valley Advisor Group, Inc. | 2,116 | $120.6 萬 | 0.03% | +2+0.1% | 加碼 |
| Lyell Wealth Management, LP | 2,128 | $121.2 萬 | 0.11% | −80−3.6% | 減碼 |
| Frisch Financial Group, Inc. | 2,129 | $121.6 萬 | 0.37% | +146+7.4% | 加碼 |
| Altfest L J & Co Inc | 2,137 | $121.7 萬 | 0.16% | +109+5.4% | 加碼 |
| Roberts Glore & Co Inc | 2,140 | $121.9 萬 | 0.35% | +964+82.0% | 加碼 |
| 9258 Wealth Management, LLC | 2,154 | $122.7 萬 | 0.18% | 00.0% | 不變 |
| Royal Fund Management, LLC | 2,170 | $123.6 萬 | 0.09% | +2,170 | 新進 |
| Financial Partners Group, LLC | 2,208 | $125.8 萬 | 0.47% | +41+1.9% | 加碼 |
| Alpha Financial Partners, LLC | 2,216 | $126.2 萬 | 0.90% | +2,216 | 新進 |
| Ehrlich Financial Group | 2,216 | $126.2 萬 | 0.90% | +2,216 | 新進 |
| Castle Rock Wealth Management, LLC | 2,235 | $126.4 萬 | 0.30% | +74+3.4% | 加碼 |
| Warner Financial, Inc | 2,221 | $126.5 萬 | 0.56% | +10.0% | 加碼 |
| Zhang Financial LLC | 2,224 | $126.7 萬 | 0.08% | 00.0% | 不變 |
| Dorsey & Whitney Trust CO LLC | 2,234 | $127.3 萬 | 0.07% | 00.0% | 不變 |
| We Are One Seven, LLC | 2,236 | $127.4 萬 | 0.06% | +135+6.4% | 加碼 |
| Howe & Rusling Inc | 2,242 | $127.7 萬 | 0.11% | 00.0% | 不變 |
| Nwam LLC | 2,243 | $127.8 萬 | 0.08% | +2,243 | 新進 |
| LM Advisors LLC | 2,252 | $128.3 萬 | 0.26% | +46+2.1% | 加碼 |
| Allred Capital Management, LLC | 2,263 | $128.9 萬 | 0.51% | 00.0% | 不變 |
| TruWealth Advisors, LLC | 2,266 | $129.1 萬 | 0.08% | −43−1.9% | 減碼 |
| Old Mission Capital LLC | 2,281 | $129.9 萬 | 0.03% | +2,281 | 新進 |
| BKD Wealth Advisors, LLC | 2,285 | $130.2 萬 | 0.03% | −19−0.8% | 減碼 |
| Aspen Investment Management Inc | 2,286 | $130.2 萬 | 0.61% | +856+59.9% | 加碼 |
| Two Sigma Securities, LLC | 2,303 | $131.2 萬 | 0.10% | +768+50.0% | 加碼 |
| Wedbush Securities Inc | 2,319 | $132.1 萬 | 0.05% | +23+1.0% | 加碼 |
| Fidelis Capital Partners, LLC | 2,328 | $132.7 萬 | 0.16% | 00.0% | 不變 |
| Change Path, LLC | 2,332 | $132.8 萬 | 0.05% | +81+3.6% | 加碼 |
| Beacon Bridge Wealth Partners, LLC | 2,335 | $133.0 萬 | 0.57% | −1,308−35.9% | 減碼 |
| CX Institutional | 2,339 | $133.2 萬 | 0.06% | −154−6.2% | 減碼 |
| EverSource Wealth Advisors, LLC | 2,356 | $134.2 萬 | 0.08% | 00.0% | 不變 |
| Axxcess Wealth Management, LLC | 2,371 | $135.1 萬 | 0.03% | +474+25.0% | 加碼 |
| Kennebec Savings Bank | 2,373 | $135.2 萬 | 1.34% | +2,373 | 新進 |
| Larson Financial Group LLC | 2,376 | $135.3 萬 | 0.08% | −3,142−56.9% | 減碼 |
| Saxony Capital Management, LLC | 2,401 | $136.8 萬 | 1.25% | −276−10.3% | 減碼 |
| Cozad Asset Management Inc | 2,403 | $136.9 萬 | 0.13% | 00.0% | 不變 |
| GM Advisory Group, Inc. | 2,410 | $137.3 萬 | 0.08% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 2,413 | $137.4 萬 | 0.00% | +1,540+176.4% | 加碼 |
| Montecito Bank & Trust | 2,414 | $137.5 萬 | 0.23% | +12+0.5% | 加碼 |
| Stratos Wealth Advisors, LLC | 2,414 | $137.6 萬 | 0.06% | +241+11.1% | 加碼 |
| Emprise Bank | 2,428 | $138.3 萬 | 0.80% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 2,441 | $139.1 萬 | 0.27% | +2+0.1% | 加碼 |