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 4 季 13F 持有人
SPDR S&P Midcap 400 ETF Trust 在 2024/12/31 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
- 1,409
- 較 2024 年第 3 季 +121 家
- 持有股數
- 2,653 萬
- 較 2024 年第 3 季 +31.1 萬 (+1.2%)
- 總市值
- $150.9 億
- 較 2024 年第 3 季 +$14.3 億 (+10.4%)
- 新進機構
- 175
- 另有 388 家加碼
- 清倉機構
- 54
- 另有 422 家減碼
另有 31 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 | 1,127 | $136.8 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Aspen Investment Management Inc | 2,945 | $167.7 萬 | 0.78% | +659+28.8% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 2,958 | $168.5 萬 | 0.42% | 00.0% | 不變 |
| Change Path, LLC | 2,959 | $168.5 萬 | 0.05% | +627+26.9% | 加碼 |
| Compass Wealth Management LLC | 2,983 | $169.9 萬 | 0.41% | −207−6.5% | 減碼 |
| SlateStone Wealth, LLC | 2,985 | $170.0 萬 | 0.17% | −19,650−86.8% | 減碼 |
| Paradigm, Strategies in Wealth Management, LLC | 2,990 | $170.3 萬 | 1.12% | −78−2.5% | 減碼 |
| Black Maple Capital Management LP | 3,000 | $170.9 萬 | 1.30% | +3,000 | 新進 |
| Northwest Bancshares, Inc. | 3,023 | $172.2 萬 | 0.32% | −100−3.2% | 減碼 |
| Regions Financial Corp | 3,054 | $173.9 萬 | 0.01% | −150−4.7% | 減碼 |
| Darrow Company, Inc. | 3,057 | $174.1 萬 | 1.01% | −67−2.1% | 減碼 |
| Harvest Investment Services, LLC | 3,070 | $174.8 萬 | 0.43% | −44−1.4% | 減碼 |
| TCG Advisory Services, LLC | 3,079 | $175.4 萬 | 0.07% | +2,500+431.8% | 加碼 |
| Qube Research & Technologies Ltd | 3,133 | $178.4 萬 | 0.00% | −38,844−92.5% | 減碼 |
| Tiemann Investment Advisors, LLC | 3,138 | $178.7 萬 | 0.79% | −194−5.8% | 減碼 |
| Focus Financial Network, Inc. | 3,142 | $179.0 萬 | 0.07% | −260−7.6% | 減碼 |
| McKinley Carter Wealth Services, Inc. | 3,151 | $179.5 萬 | 0.11% | −134−4.1% | 減碼 |
| Oxford Financial Group Ltd | 3,192 | $181.8 萬 | 0.12% | 00.0% | 不變 |
| AlTi Global, Inc. | 3,178 | $182.0 萬 | 0.04% | +174+5.8% | 加碼 |
| Freestone Capital Holdings, LLC | 3,214 | $183.1 萬 | 0.06% | −70−2.1% | 減碼 |
| Aspiriant, LLC | 3,221 | $183.5 萬 | 0.07% | 00.0% | 不變 |
| EWG Elevate Inc. | 3,270 | $186.3 萬 | 0.57% | +3,270 | 新進 |
| TSFG, LLC | 3,280 | $186.8 萬 | 0.38% | −18−0.5% | 減碼 |
| Farrow Financial Inc. | 3,289 | $186.9 萬 | 1.21% | −6−0.2% | 減碼 |
| Embree Financial Group | 3,298 | $187.9 萬 | 0.32% | −146−4.2% | 減碼 |
| GenTrust, LLC | 3,298 | $188.5 萬 | 0.08% | −74−2.2% | 減碼 |
| CWS Financial Advisors, LLC | 3,319 | $189.0 萬 | 0.61% | +3,319 | 新進 |
| Summit Wealth Partners, LLC | 3,326 | $189.5 萬 | 0.39% | −3,152−48.7% | 減碼 |
| Eldridge Investment Advisors, Inc. | 3,328 | $189.6 萬 | 0.44% | −228−6.4% | 減碼 |
| Scotia Capital Inc. | 3,353 | $191.0 萬 | 0.01% | −215−6.0% | 減碼 |
| Investment Advisory Group, LLC | 3,359 | $191.3 萬 | 0.64% | −85−2.5% | 減碼 |
| Gridiron Partners, LLC | 3,373 | $192.1 萬 | 1.22% | 00.0% | 不變 |
| Integrated Advisors Network LLC | 3,374 | $192.2 萬 | 0.09% | −165−4.7% | 減碼 |
| Meridian Financial, LLC | 3,448 | $196.4 萬 | 1.36% | −164−4.5% | 減碼 |
| Rosenblum Silverman Sutton S F Inc | 3,477 | $198.0 萬 | 0.50% | −40−1.1% | 減碼 |
| ExodusPoint Capital Management, LP | 3,489 | $198.7 萬 | 0.02% | +3,489 | 新進 |
| NorthRock Partners, LLC | 3,511 | $200.6 萬 | 0.07% | −223−6.0% | 減碼 |
| Northern Oak Wealth Management Inc | 3,556 | $202.5 萬 | 0.26% | −25−0.7% | 減碼 |
| Blue Fin Capital, Inc. | 3,559 | $202.7 萬 | 0.37% | +50+1.4% | 加碼 |
| Quantum Private Wealth, LLC | 3,655 | $208.2 萬 | 0.67% | 00.0% | 不變 |
| Becker Capital Management Inc | 3,644 | $208.3 萬 | 0.07% | −109−2.9% | 減碼 |
| Old Second National Bank of Aurora | 3,666 | $208.8 萬 | 0.47% | −62−1.7% | 減碼 |
| Venturi Wealth Management, LLC | 3,672 | $209.1 萬 | 0.10% | −800−17.9% | 減碼 |
| Symmetry Investments LP | 3,672 | $209.1 萬 | 0.13% | +3,672 | 新進 |
| Lindbrook Capital, LLC | 3,681 | $209.7 萬 | 0.19% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 3,685 | $209.9 萬 | 0.04% | +84+2.3% | 加碼 |
| All Terrain Financial Advisors, LLC | 3,709 | $211.2 萬 | 0.82% | −56−1.5% | 減碼 |
| Trust Point Inc. | 3,709 | $211.3 萬 | 0.15% | +3,136+547.3% | 加碼 |
| Centaurus Financial, Inc. | 3,731 | $212.5 萬 | 0.13% | +1,171+45.7% | 加碼 |
| Clientfirst Wealth Management, LLC | 3,741 | $213.1 萬 | 2.16% | +3,741 | 新進 |
| Park Capital Management, LLC | 3,766 | $214.5 萬 | 2.57% | +3,766 | 新進 |
| Fifth Third Wealth Advisors LLC | 3,780 | $215.3 萬 | 0.12% | +151+4.2% | 加碼 |
| Glaxis Capital Management, LLC | 3,800 | $216.4 萬 | 5.99% | +3,800 | 新進 |
| Lionsbridge Wealth Management LLC | 3,822 | $217.7 萬 | 1.83% | −258−6.3% | 減碼 |
| CAPROCK Group, Inc. | 3,819 | $218.3 萬 | 0.07% | 00.0% | 不變 |
| American Institute for Advanced Investment Management, LLP | 3,836 | $218.5 萬 | 1.63% | −17−0.4% | 減碼 |
| TD Private Client Wealth LLC | 3,837 | $218.5 萬 | 0.06% | +66+1.8% | 加碼 |
| Moloney Securities Asset Management, LLC | 3,837 | $218.6 萬 | 0.29% | +50+1.3% | 加碼 |
| Intelligent Financial Strategies | 3,846 | $219.9 萬 | 1.22% | −11−0.3% | 減碼 |
| Cambridge Advisors Inc. | 3,874 | $220.7 萬 | 0.49% | 00.0% | 不變 |
| Mutual Advisors, LLC | 3,757 | $221.1 萬 | 0.06% | +21+0.6% | 加碼 |
| International Assets Investment Management, LLC | 3,928 | $223.2 萬 | 0.19% | −2,168,898−99.8% | 減碼 |
| Stratos Wealth Partners, LTD. | 3,925 | $223.6 萬 | 0.03% | −62−1.6% | 減碼 |
| Private Trust Co NA | 3,981 | $226.7 萬 | 0.23% | +133+3.5% | 加碼 |
| Soltis Investment Advisors LLC | 3,987 | $227.1 萬 | 0.21% | +29+0.7% | 加碼 |
| Ameritas Advisory Services, LLC | 3,989 | $227.2 萬 | 0.08% | +1,897+90.7% | 加碼 |
| Capital Investment Advisory Services, LLC | 4,007 | $228.2 萬 | 0.22% | −36−0.9% | 減碼 |
| Revolve Wealth Partners, LLC | 4,023 | $229.1 萬 | 0.34% | −10−0.2% | 減碼 |
| Price T Rowe Associates Inc | 4,035 | $229.9 萬 | 0.00% | +3,235+404.4% | 加碼 |
| Transatlantique Private Wealth LLC | 4,040 | $230.1 萬 | 0.87% | −15−0.4% | 減碼 |
| Crescent Sterling, Ltd. | 4,123 | $234.8 萬 | 2.41% | +152+3.8% | 加碼 |
| Taylor, Cottrill, Erickson & Associates, Inc. | 4,150 | $236.4 萬 | 0.81% | 00.0% | 不變 |
| Baron Financial Group, LLC | 4,154 | $236.6 萬 | 1.47% | −52−1.2% | 減碼 |
| RFG Advisory, LLC | 4,156 | $236.7 萬 | 0.07% | +1,129+37.3% | 加碼 |
| ZWJ Investment Counsel Inc | 4,200 | $239.2 萬 | 0.10% | +139+3.4% | 加碼 |
| Lavaca Capital LLC | 4,200 | $239.2 萬 | 1.05% | 00.0% | 不變 |
| Lake Street Advisors Group, LLC | 4,196 | $239.9 萬 | 0.11% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 4,197 | $239.9 萬 | 0.08% | 00.0% | 不變 |
| Lowe Wealth Advisors, LLC | 4,300 | $244.9 萬 | 1.04% | +119+2.8% | 加碼 |
| Wesbanco Bank Inc | 4,331 | $246.7 萬 | 0.08% | +557+14.8% | 加碼 |
| Alpha Wealth Funds, LLC | 4,338 | $247.1 萬 | 2.59% | +4,338 | 新進 |
| Veracity Capital LLC | 4,359 | $248.3 萬 | 0.90% | 00.0% | 不變 |
| TD Waterhouse Canada Inc. | 4,367 | $248.7 萬 | 0.02% | −61−1.4% | 減碼 |
| Stone Point Wealth LLC | 4,379 | $249.4 萬 | 0.84% | +488+12.5% | 加碼 |
| Element Wealth, LLC | 4,416 | $251.5 萬 | 1.32% | +80+1.8% | 加碼 |
| Prime Capital Investment Advisors, LLC | 4,417 | $251.6 萬 | 0.04% | −13−0.3% | 減碼 |
| Money Concepts Capital Corp | 4,435 | $252.6 萬 | 0.19% | +2,848+179.5% | 加碼 |
| WealthBridge Capital Management, LLC | 4,443 | $253.1 萬 | 0.70% | +188+4.4% | 加碼 |
| Meridian Wealth Management, LLC | 4,460 | $254.1 萬 | 0.12% | −116−2.5% | 減碼 |
| Sterling Investment Advisors, Ltd. | 4,482 | $255.3 萬 | 0.62% | −273−5.7% | 減碼 |
| David Loasby | 4,515 | $255.4 萬 | 0.23% | +392+9.5% | 加碼 |
| Davidson Trust Co | 4,495 | $256.0 萬 | 1.32% | 00.0% | 不變 |
| Graypoint LLC | 4,500 | $256.3 萬 | 0.16% | +3+0.1% | 加碼 |
| Element Pointe Advisors, LLC | 4,500 | $256.3 萬 | 0.60% | 00.0% | 不變 |
| Hudson Valley Investment Advisors Inc | 4,502 | $256.4 萬 | 0.29% | −77−1.7% | 減碼 |
| Adviser Investments LLC | 4,513 | $257.1 萬 | 0.03% | 00.0% | 不變 |
| Gilman Hill Asset Management, LLC | 4,548 | $259.0 萬 | 0.45% | −8−0.2% | 減碼 |
| Courier Capital LLC | 4,552 | $259.3 萬 | 0.18% | −65−1.4% | 減碼 |
| West Paces Advisors Inc. | 4,560 | $259.7 萬 | 0.63% | 00.0% | 不變 |
| Sabal Trust CO | 4,593 | $261.6 萬 | 0.15% | −509−10.0% | 減碼 |
| Connecticut Wealth Management, LLC | 4,596 | $261.8 萬 | 0.13% | −93−2.0% | 減碼 |