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 |
|---|---|---|---|---|---|
| Insigneo Advisory Services, LLC | 4,649 | $264.8 萬 | 0.27% | +95+2.1% | 加碼 |
| Coastline Trust Co | 4,691 | $267.2 萬 | 0.31% | +219+4.9% | 加碼 |
| Naples Global Advisors, LLC | 4,677 | $267.4 萬 | 0.25% | +32+0.7% | 加碼 |
| Wolverine Trading, LLC | 4,708 | $267.5 萬 | 0.06% | +2,802+147.0% | 加碼 |
| Boston Private Wealth LLC | 4,700 | $267.7 萬 | 0.05% | +4,700 | 新進 |
| Asset Management Group, Inc. | 4,711 | $268.3 萬 | 0.48% | +12+0.3% | 加碼 |
| Winthrop Advisory Group LLC | 4,711 | $268.3 萬 | 0.32% | +4+0.1% | 加碼 |
| New England Private Wealth Advisors LLC | 4,721 | $268.9 萬 | 0.43% | 00.0% | 不變 |
| Moneta Group Investment Advisors LLC | 4,778 | $272.2 萬 | 0.04% | −16−0.3% | 減碼 |
| Independence Bank of Kentucky | 4,789 | $272.8 萬 | 0.42% | +4,553+1,929.2% | 加碼 |
| Cyndeo Wealth Partners, LLC | 4,827 | $274.9 萬 | 0.19% | +1,605+49.8% | 加碼 |
| Northstar Asset Management LLC | 4,840 | $275.7 萬 | 0.63% | −55−1.1% | 減碼 |
| Delta Financial Group, Inc. | 4,844 | $275.9 萬 | 0.65% | −455−8.6% | 減碼 |
| PKS Advisory Services, LLC | 4,863 | $277.0 萬 | 0.77% | +4,863 | 新進 |
| St. Johns Investment Management Company, LLC | 4,870 | $277.4 萬 | 1.29% | 00.0% | 不變 |
| Diversified Trust Co | 4,882 | $278.1 萬 | 0.07% | −393−7.5% | 減碼 |
| IFG Advisory, LLC | 4,884 | $278.2 萬 | 0.16% | −92−1.8% | 減碼 |
| Merit Financial Group, LLC | 4,916 | $280.0 萬 | 0.05% | +198+4.2% | 加碼 |
| Raffa Wealth Management, LLC | 4,917 | $280.1 萬 | 0.65% | 00.0% | 不變 |
| Sage Financial Management Group, Inc. | 4,927 | $280.7 萬 | 1.04% | −23−0.5% | 減碼 |
| Capital Advisory Group Advisory Services, LLC | 4,945 | $281.7 萬 | 1.01% | +206+4.3% | 加碼 |
| Sigma Planning Corp | 4,947 | $281.7 萬 | 0.09% | −1,689−25.5% | 減碼 |
| Baltimore-Washington Financial Advisors, Inc. | 4,987 | $284.0 萬 | 0.15% | −48−1.0% | 減碼 |
| AQR Capital Management LLC | 5,016 | $285.7 萬 | 0.00% | +4,466+812.0% | 加碼 |
| Shoker Investment Counsel, Inc. | 5,047 | $287.5 萬 | 0.97% | +7+0.1% | 加碼 |
| Spinnaker Trust | 5,067 | $288.6 萬 | 0.18% | +68+1.4% | 加碼 |
| InTrack Investment Management Inc | 5,034 | $290.3 萬 | 2.03% | +500+11.0% | 加碼 |
| Argent Trust Co | 5,113 | $291.2 萬 | 0.12% | +15+0.3% | 加碼 |
| Vanguard Group Inc | 5,122 | $291.7 萬 | 0.00% | +6+0.1% | 加碼 |
| Warren Averett Asset Management, LLC | 5,164 | $294.2 萬 | 0.05% | +2,069+66.8% | 加碼 |
| Pegasus Asset Management, Inc. | 5,195 | $295.9 萬 | 1.12% | −35−0.7% | 減碼 |
| Johnson Financial Group, Inc. | 5,013 | $296.1 萬 | 0.14% | +365+7.9% | 加碼 |
| Miller Investment Management, LP | 5,201 | $296.2 萬 | 0.32% | 00.0% | 不變 |
| Penobscot Investment Management Company, Inc. | 5,207 | $296.6 萬 | 0.27% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,031 | $297.5 萬 | 0.03% | −143−2.8% | 減碼 |
| Fidelis Capital Partners, LLC | 5,109 | $298.4 萬 | 0.30% | +2,781+119.5% | 加碼 |
| Garden State Investment Advisory Services LLC | 5,240 | $298.9 萬 | 0.92% | +2,169+70.6% | 加碼 |
| Woodstock Corp | 5,262 | $299.7 萬 | 0.29% | +14+0.3% | 加碼 |
| GTS Securities LLC | 5,288 | $301.2 萬 | 0.15% | −13,274−71.5% | 減碼 |
| Financial Life Planners | 5,337 | $304.4 萬 | 2.55% | +5,337 | 新進 |
| Jones Financial Companies LLLP | 5,353 | $304.9 萬 | 0.00% | +2,940+121.8% | 加碼 |
| Joel Isaacson & Co., LLC | 5,412 | $308.3 萬 | 0.14% | −44−0.8% | 減碼 |
| Salomon & Ludwin, LLC | 5,413 | $308.3 萬 | 0.33% | −193−3.4% | 減碼 |
| Tower View Investment Management & Research LLC | 5,518 | $314.3 萬 | 1.66% | +861+18.5% | 加碼 |
| Precedent Wealth Partners, LLC | 5,522 | $314.5 萬 | 1.03% | +831+17.7% | 加碼 |
| J.W. Cole Advisors, Inc. | 5,531 | $315.0 萬 | 0.13% | +509+10.1% | 加碼 |
| Global Retirement Partners, LLC | 5,547 | $315.9 萬 | 0.09% | +89+1.6% | 加碼 |
| Advisory Services Network, LLC | 5,617 | $319.9 萬 | 0.06% | +197+3.6% | 加碼 |
| Whalerock Point Partners, LLC | 5,645 | $321.5 萬 | 0.75% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 5,681 | $323.6 萬 | 0.09% | −29−0.5% | 減碼 |
| Signature Securities Group Corporation | 5,710 | $326.4 萬 | 0.81% | +10+0.2% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 5,767 | $328.5 萬 | 0.01% | +385+7.2% | 加碼 |
| Silvercrest Asset Management Group LLC | 5,803 | $330.5 萬 | 0.02% | +10.0% | 加碼 |
| Sepio Capital, LP | 5,810 | $330.9 萬 | 0.26% | −490−7.8% | 減碼 |
| RVW Wealth, LLC | 5,825 | $331.8 萬 | 0.31% | −478−7.6% | 減碼 |
| Eastern Bank | 5,830 | $332.1 萬 | 0.06% | −36−0.6% | 減碼 |
| National Asset Management, Inc. | 5,837 | $333.7 萬 | 0.11% | −309−5.0% | 減碼 |
| PFG Advisors | 5,875 | $334.6 萬 | 0.20% | +384+7.0% | 加碼 |
| Green Square Capital Advisors LLC | 5,885 | $335.2 萬 | 0.47% | −2,335−28.4% | 減碼 |
| Paladin Advisory Group, LLC | 5,899 | $336.0 萬 | 2.57% | −7−0.1% | 減碼 |
| Balyasny Asset Management LLC | 5,900 | $336.1 萬 | 0.01% | +5,900 | 新進 |
| Romano Brothers and Company | 5,982 | $340.7 萬 | 0.43% | 00.0% | 不變 |
| Atria Investments LLC | 6,022 | $343.0 萬 | 0.04% | +4,368+264.1% | 加碼 |
| Fiduciary Trust Co | 6,054 | $344.8 萬 | 0.05% | −37−0.6% | 減碼 |
| Keeley-Teton Advisors, LLC | 6,136 | $349.5 萬 | 0.41% | +426+7.5% | 加碼 |
| Elyxium Wealth, LLC | 6,200 | $353.1 萬 | 2.15% | 00.0% | 不變 |
| Charter Research & Investment Group, Inc. | 6,212 | $353.8 萬 | 2.69% | −134−2.1% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 6,166 | $354.1 萬 | 0.04% | +3,283+113.9% | 加碼 |
| Clear Point Advisors Inc. | 6,252 | $356.1 萬 | 3.04% | +24+0.4% | 加碼 |
| Stephenson National Bank & Trust | 6,310 | $359.4 萬 | 1.21% | −82−1.3% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 6,310 | $359.4 萬 | 0.01% | +148+2.4% | 加碼 |
| NorthCrest Asset Manangement, LLC | 6,312 | $359.5 萬 | 0.11% | +58+0.9% | 加碼 |
| First Citizens Bank & Trust Co | 6,314 | $359.6 萬 | 0.07% | +137+2.2% | 加碼 |
| United Capital Financial Advisers, LLC | 6,322 | $360.1 萬 | 0.03% | −222−3.4% | 減碼 |
| Capital Advantage, Inc. | 6,327 | $360.4 萬 | 0.66% | +6,327 | 新進 |
| Peterson Wealth Services | 6,347 | $361.5 萬 | 1.09% | +6,347 | 新進 |
| Manufacturers Life Insurance Company, The | 6,398 | $364.4 萬 | 0.00% | +499+8.5% | 加碼 |
| Greenleaf Trust | 6,420 | $365.7 萬 | 0.03% | 00.0% | 不變 |
| New Century Financial Group, LLC | 6,384 | $367.2 萬 | 1.56% | +6,384 | 新進 |
| Crews Bank & Trust | 6,450 | $367.4 萬 | 0.62% | +6,450 | 新進 |
| HB Wealth Management, LLC | 6,457 | $367.8 萬 | 0.04% | −3,230−33.3% | 減碼 |
| Bailard, Inc. | 6,478 | $369.0 萬 | 0.09% | −235−3.5% | 減碼 |
| Gould Asset Management LLC | 6,481 | $369.1 萬 | 0.78% | +165+2.6% | 加碼 |
| Matrix Asset Advisors Inc | 6,566 | $374.0 萬 | 0.41% | +52+0.8% | 加碼 |
| Glen Eagle Advisors, LLC | 6,571 | $374.3 萬 | 0.62% | −25−0.4% | 減碼 |
| Proficio Capital Partners LLC | 6,575 | $374.5 萬 | 0.30% | −385−5.5% | 減碼 |
| Sentinel Trust Co Lba | 6,593 | $375.5 萬 | 0.43% | −96−1.4% | 減碼 |
| Ballentine Partners, LLC | 6,631 | $377.7 萬 | 0.06% | +340+5.4% | 加碼 |
| Smith Chas P & Associates Pa Cpas | 6,687 | $380.9 萬 | 0.22% | 00.0% | 不變 |
| U.S. Capital Wealth Advisors, LLC | 6,689 | $381.0 萬 | 0.12% | +432+6.9% | 加碼 |
| Bristlecone Advisors, LLC | 6,729 | $383.3 萬 | 0.30% | −25−0.4% | 減碼 |
| Union Savings Bank | 6,811 | $387.9 萬 | 1.91% | −14−0.2% | 減碼 |
| Paulson Wealth Management Inc. | 6,871 | $391.4 萬 | 1.07% | +213+3.2% | 加碼 |
| Renaissance Investment Group LLC | 6,879 | $391.8 萬 | 0.83% | −220−3.1% | 減碼 |
| Washburn Capital Management, Inc. | 62,980 | $392.4 萬 | 2.43% | +62,980 | 新進 |
| Snowden Capital Advisors LLC | 6,964 | $398.1 萬 | 0.12% | +1,568+29.1% | 加碼 |
| Davis R M Inc | 7,075 | $403.0 萬 | 0.08% | +201+2.9% | 加碼 |
| Haverford Trust Co | 7,099 | $404.3 萬 | 0.04% | −100−1.4% | 減碼 |
| Resources Investment Advisors, LLC. | 7,112 | $405.1 萬 | 0.05% | 00.0% | 不變 |
| Flow Traders U.S. LLC | 7,112 | $405.1 萬 | 0.16% | +2,969+71.7% | 加碼 |