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 |
|---|---|---|---|---|---|
| Veracity Capital LLC | 4,359 | $248.3 萬 | 0.95% | 00.0% | 不變 |
| Element Wealth, LLC | 4,336 | $247.0 萬 | 1.31% | −150−3.3% | 減碼 |
| WealthBridge Capital Management, LLC | 4,255 | $242.4 萬 | 0.70% | +69+1.6% | 加碼 |
| Salem Investment Counselors Inc | 4,197 | $239.8 萬 | 0.07% | 00.0% | 不變 |
| Lake Street Advisors Group, LLC | 4,196 | $239.7 萬 | 0.11% | 00.0% | 不變 |
| Baron Financial Group, LLC | 4,206 | $239.6 萬 | 1.47% | −98−2.3% | 減碼 |
| Lavaca Capital LLC | 4,200 | $239.3 萬 | 1.15% | +4,200 | 新進 |
| Lowe Wealth Advisors, LLC | 4,181 | $238.2 萬 | 1.03% | +362+9.5% | 加碼 |
| Taylor, Cottrill, Erickson & Associates, Inc. | 4,150 | $236.4 萬 | 0.63% | 00.0% | 不變 |
| Flow Traders U.S. LLC | 4,143 | $236.0 萬 | 0.12% | −5,659−57.7% | 減碼 |
| Kingsview Wealth Management, LLC | 4,117 | $234.5 萬 | 0.05% | −23−0.6% | 減碼 |
| Umb Bank N A | 4,085 | $232.7 萬 | 0.04% | 00.0% | 不變 |
| David Loasby | 4,123 | $232.5 萬 | 0.22% | +146+3.7% | 加碼 |
| Lionsbridge Wealth Management LLC | 4,080 | $232.4 萬 | 1.84% | −38−0.9% | 減碼 |
| ZWJ Investment Counsel Inc | 4,061 | $231.3 萬 | 0.09% | −222−5.2% | 減碼 |
| Transatlantique Private Wealth LLC | 4,055 | $231.0 萬 | 0.89% | −74−1.8% | 減碼 |
| Capital Investment Advisory Services, LLC | 4,043 | $230.3 萬 | 0.22% | +83+2.1% | 加碼 |
| Revolve Wealth Partners, LLC | 4,033 | $229.7 萬 | 0.35% | 00.0% | 不變 |
| Horizon Family Wealth, Inc. | 4,000 | $227.9 萬 | 1.63% | −8−0.2% | 減碼 |
| Stratos Wealth Partners, LTD. | 3,987 | $227.2 萬 | 0.03% | +1,259+46.2% | 加碼 |
| Crescent Sterling, Ltd. | 3,971 | $226.2 萬 | 2.15% | +74+1.9% | 加碼 |
| Soltis Investment Advisors LLC | 3,958 | $225.5 萬 | 0.22% | −5−0.1% | 減碼 |
| Stone Point Wealth LLC | 3,891 | $221.7 萬 | 0.72% | +1,132+41.0% | 加碼 |
| Boothbay Fund Management, LLC | 3,886 | $221.4 萬 | 0.07% | −4,685−54.7% | 減碼 |
| Cambridge Advisors Inc. | 3,874 | $220.7 萬 | 0.48% | −5−0.1% | 減碼 |
| Intelligent Financial Strategies | 3,857 | $220.3 萬 | 1.21% | 00.0% | 不變 |
| American Institute for Advanced Investment Management, LLP | 3,853 | $219.5 萬 | 1.57% | 00.0% | 不變 |
| Private Trust Co NA | 3,848 | $219.2 萬 | 0.22% | +34+0.9% | 加碼 |
| CAPROCK Group, Inc. | 3,819 | $218.2 萬 | 0.08% | 00.0% | 不變 |
| Moloney Securities Asset Management, LLC | 3,787 | $215.7 萬 | 0.29% | −11,320−74.9% | 減碼 |
| Brevan Howard Capital Management LP | 3,778 | $215.2 萬 | 0.10% | +3,778 | 新進 |
| Wesbanco Bank Inc | 3,774 | $215.0 萬 | 0.07% | −102−2.6% | 減碼 |
| TD Private Client Wealth LLC | 3,771 | $214.8 萬 | 0.06% | −53−1.4% | 減碼 |
| All Terrain Financial Advisors, LLC | 3,765 | $214.5 萬 | 0.82% | 00.0% | 不變 |
| Becker Capital Management Inc | 3,753 | $214.4 萬 | 0.07% | +1,358+56.7% | 加碼 |
| Mutual Advisors, LLC | 3,736 | $213.4 萬 | 0.06% | +2,902+348.0% | 加碼 |
| NorthRock Partners, LLC | 3,734 | $213.2 萬 | 0.07% | −33−0.9% | 減碼 |
| Old Second National Bank of Aurora | 3,728 | $212.4 萬 | 0.51% | −7−0.2% | 減碼 |
| Arizona PSPRS Trust | 3,700 | $210.8 萬 | 0.08% | +3,700 | 新進 |
| Lindbrook Capital, LLC | 3,681 | $209.7 萬 | 0.19% | −10−0.3% | 減碼 |
| Quantum Private Wealth, LLC | 3,655 | $208.2 萬 | 0.70% | 00.0% | 不變 |
| Fifth Third Wealth Advisors LLC | 3,629 | $206.7 萬 | 0.13% | −4−0.1% | 減碼 |
| Meridian Financial, LLC | 3,612 | $205.7 萬 | 1.37% | +25+0.7% | 加碼 |
| Kestra Private Wealth Services, LLC | 3,601 | $205.1 萬 | 0.04% | −15−0.4% | 減碼 |
| Northern Oak Wealth Management Inc | 3,581 | $204.0 萬 | 0.24% | −5−0.1% | 減碼 |
| Scotia Capital Inc. | 3,568 | $203.3 萬 | 0.01% | +202+6.0% | 加碼 |
| Eldridge Investment Advisors, Inc. | 3,556 | $202.6 萬 | 0.48% | −284−7.4% | 減碼 |
| Integrated Advisors Network LLC | 3,539 | $201.6 萬 | 0.10% | +50+1.4% | 加碼 |
| Rosenblum Silverman Sutton S F Inc | 3,517 | $200.3 萬 | 0.51% | 00.0% | 不變 |
| Blue Fin Capital, Inc. | 3,509 | $199.9 萬 | 0.38% | +340+10.7% | 加碼 |
| Embree Financial Group | 3,444 | $196.2 萬 | 0.35% | +6+0.2% | 加碼 |
| Investment Advisory Group, LLC | 3,444 | $196.2 萬 | 0.68% | −113−3.2% | 減碼 |
| Focus Financial Network, Inc. | 3,402 | $193.8 萬 | 0.08% | −221−6.1% | 減碼 |
| GenTrust, LLC | 3,372 | $192.7 萬 | 0.09% | +18+0.5% | 加碼 |
| Capital Planning Advisors, LLC | 3,375 | $192.3 萬 | 0.29% | 00.0% | 不變 |
| Gridiron Partners, LLC | 3,373 | $192.1 萬 | 1.16% | 00.0% | 不變 |
| Kelman-Lazarov, Inc. | 3,366 | $191.7 萬 | 0.33% | −12−0.4% | 減碼 |
| Tiemann Investment Advisors, LLC | 3,332 | $189.8 萬 | 0.82% | −40−1.2% | 減碼 |
| TSFG, LLC | 3,298 | $187.9 萬 | 0.41% | −201−5.7% | 減碼 |
| Farrow Financial Inc. | 3,295 | $187.7 萬 | 1.18% | −57−1.7% | 減碼 |
| McKinley Carter Wealth Services, Inc. | 3,285 | $187.1 萬 | 0.11% | +118+3.7% | 加碼 |
| Freestone Capital Holdings, LLC | 3,284 | $187.1 萬 | 0.06% | +33+1.0% | 加碼 |
| Cyndeo Wealth Partners, LLC | 3,222 | $183.5 萬 | 0.13% | +75+2.4% | 加碼 |
| Aspiriant, LLC | 3,221 | $183.5 萬 | 0.07% | −8−0.2% | 減碼 |
| Neuberger Berman Group LLC | 3,209 | $182.8 萬 | 0.00% | +325+11.3% | 加碼 |
| Regions Financial Corp | 3,204 | $182.5 萬 | 0.01% | −12−0.4% | 減碼 |
| Oxford Financial Group Ltd | 3,192 | $181.8 萬 | 0.12% | 00.0% | 不變 |
| Compass Wealth Management LLC | 3,190 | $181.7 萬 | 0.43% | −131−3.9% | 減碼 |
| XML Financial, LLC | 3,157 | $179.8 萬 | 0.17% | +298+10.4% | 加碼 |
| Mathes Company, Inc. | 3,150 | $179.4 萬 | 0.63% | 00.0% | 不變 |
| Darrow Company, Inc. | 3,124 | $178.0 萬 | 1.03% | −5−0.2% | 減碼 |
| Northwest Bancshares, Inc. | 3,123 | $177.9 萬 | 0.30% | −296−8.7% | 減碼 |
| Harvest Investment Services, LLC | 3,114 | $177.4 萬 | 0.57% | −1,932−38.3% | 減碼 |
| Warren Averett Asset Management, LLC | 3,095 | $176.3 萬 | 0.03% | +31+1.0% | 加碼 |
| Valmark Advisers, Inc. | 3,082 | $175.6 萬 | 0.03% | +497+19.2% | 加碼 |
| Garden State Investment Advisory Services LLC | 3,071 | $175.3 萬 | 0.56% | +168+5.8% | 加碼 |
| Paradigm, Strategies in Wealth Management, LLC | 3,068 | $174.8 萬 | 1.10% | +2+0.1% | 加碼 |
| RFG Advisory, LLC | 3,027 | $172.4 萬 | 0.05% | −3,459−53.3% | 減碼 |
| AlTi Global, Inc. | 3,004 | $171.6 萬 | 0.04% | 00.0% | 不變 |
| Bank of Nova Scotia | 2,981 | $169.8 萬 | 0.00% | −223−7.0% | 減碼 |
| Farmers & Merchants Trust Co of Long Beach | 2,958 | $168.5 萬 | 0.41% | 00.0% | 不變 |
| Sunflower Bank, N.A. | 2,940 | $167.5 萬 | 0.46% | −32−1.1% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 2,883 | $164.2 萬 | 0.03% | +1,749+154.2% | 加碼 |
| Providence First Trust Co | 2,831 | $161.3 萬 | 0.68% | 00.0% | 不變 |
| Deutsche Bank AG | 2,829 | $161.2 萬 | 0.00% | −185−6.1% | 減碼 |
| Advus Financial Partners, LLC | 2,769 | $158.2 萬 | 0.66% | 00.0% | 不變 |
| Hardy Reed LLC | 2,775 | $158.1 萬 | 0.14% | 00.0% | 不變 |
| Edge Financial Advisors LLC | 2,746 | $156.4 萬 | 1.39% | +10+0.4% | 加碼 |
| Harbor Advisory Corp | 2,743 | $156.3 萬 | 0.51% | 00.0% | 不變 |
| Independent Financial Group, LLC | 2,742 | $156.2 萬 | 0.06% | −2,699−49.6% | 減碼 |
| SK Wealth Management, LLC | 2,704 | $154.7 萬 | 0.79% | +2,704 | 新進 |
| GEM Asset Management, LLC | 2,724 | $154.0 萬 | 0.88% | 00.0% | 不變 |
| TCTC Holdings, LLC | 2,686 | $153.0 萬 | 0.05% | +89+3.4% | 加碼 |
| Dynamic Advisor Solutions LLC | 2,643 | $150.6 萬 | 0.05% | +343+14.9% | 加碼 |
| Osborne Partners Capital Management, LLC | 2,638 | $150.3 萬 | 0.09% | −10.0% | 減碼 |
| High Falls Advisors, Inc | 2,638 | $150.3 萬 | 0.34% | 00.0% | 不變 |
| Disciplined Investments, LLC | 2,625 | $149.5 萬 | 0.74% | +4+0.2% | 加碼 |
| Marble Harbor Investment Counsel, LLC | 2,600 | $148.1 萬 | 0.16% | 00.0% | 不變 |
| Coyle Financial Counsel LLC | 2,757 | $147.5 萬 | 0.51% | −115−4.0% | 減碼 |
| Fiducient Advisors LLC | 2,589 | $147.5 萬 | 0.17% | +203+8.5% | 加碼 |