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 | 1,126 | $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 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 |
|---|---|---|---|---|---|
| Kingswood Wealth Advisors, LLC | 1,105 | $62.9 萬 | 0.05% | +1,105 | 新進 |
| Opulen Financial Group LLC | 1,107 | $63.1 萬 | 0.57% | +1,107 | 新進 |
| WealthShield Partners, LLC | 1,104 | $63.1 萬 | 0.09% | +13+1.2% | 加碼 |
| Level Four Advisory Services, LLC | 1,109 | $63.2 萬 | 0.03% | +269+32.0% | 加碼 |
| Capital Investment Advisors, LLC | 1,116 | $63.6 萬 | 0.01% | 00.0% | 不變 |
| Fagan Associates, Inc. | 1,116 | $63.6 萬 | 0.10% | 00.0% | 不變 |
| BSW Wealth Partners | 1,118 | $63.7 萬 | 0.09% | 00.0% | 不變 |
| Moment Partners, LLC | 1,123 | $64.0 萬 | 0.12% | +1,123 | 新進 |
| Genesis Wealth Advisors, LLC | 1,131 | $64.4 萬 | 0.56% | +1,131 | 新進 |
| New Hampshire Trust | 1,134 | $64.6 萬 | 0.14% | 00.0% | 不變 |
| Miramar Capital, LLC | 1,135 | $64.6 萬 | 0.15% | 00.0% | 不變 |
| McIlrath & Eck, LLC | 1,139 | $64.9 萬 | 0.08% | −95−7.7% | 減碼 |
| 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% | 00.0% | 不變 |
| Evoke Wealth, LLC | 1,152 | $65.8 萬 | 0.02% | 00.0% | 不變 |
| Western Wealth Management, LLC | 1,177 | $67.0 萬 | 0.04% | 00.0% | 不變 |
| Edmond de Rothschild Holding S.A. | 1,182 | $67.3 萬 | 0.01% | −176−13.0% | 減碼 |
| Thrive Wealth Management, LLC | 1,183 | $67.4 萬 | 0.12% | +1,183 | 新進 |
| River Wealth Advisors LLC | 1,190 | $67.8 萬 | 0.09% | −105−8.1% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 1,191 | $67.8 萬 | 0.06% | 00.0% | 不變 |
| WBH Advisory Inc | 1,194 | $68.0 萬 | 0.06% | +1+0.1% | 加碼 |
| Corsair Capital Management, L.P. | 1,196 | $68.1 萬 | 0.15% | 00.0% | 不變 |
| Apella Capital, LLC | 1,196 | $68.1 萬 | 0.03% | +62+5.5% | 加碼 |
| Sanders Morris Harris LLC | 1,192 | $68.2 萬 | 0.10% | −83−6.5% | 減碼 |
| Trust Co of Vermont | 1,200 | $68.3 萬 | 0.03% | 00.0% | 不變 |
| Garrett Investment Advisors LLC | 1,205 | $68.6 萬 | 0.07% | 00.0% | 不變 |
| Jacksonville Wealth Management, LLC | 1,208 | $68.8 萬 | 0.64% | +1,208 | 新進 |
| BLB&B Advisors, LLC | 1,219 | $69.4 萬 | 0.04% | −4−0.3% | 減碼 |
| Simon Quick Advisors, LLC | 1,219 | $69.4 萬 | 0.04% | 00.0% | 不變 |
| Smithfield Trust Co | 1,219 | $69.5 萬 | 0.03% | 00.0% | 不變 |
| Kanawha Capital Management LLC | 1,224 | $69.7 萬 | 0.05% | −68−5.3% | 減碼 |
| L & S Advisors Inc | 1,227 | $69.9 萬 | 0.08% | −42−3.3% | 減碼 |
| CIBC World Markets Inc. | 1,228 | $69.9 萬 | 0.00% | +10+0.8% | 加碼 |
| HM Payson & Co | 1,228 | $69.9 萬 | 0.01% | −145−10.6% | 減碼 |
| Crown Wealth Group, LLC | 1,231 | $70.1 萬 | 0.29% | +1,231 | 新進 |
| Urban Financial Advisory Corp | 1,233 | $70.2 萬 | 0.39% | +4+0.3% | 加碼 |
| Red Door Wealth Management, LLC | 1,233 | $70.2 萬 | 0.11% | −95−7.2% | 減碼 |
| Hohimer Wealth Management, LLC | 1,235 | $70.3 萬 | 0.13% | +34+2.8% | 加碼 |
| Kaydan Wealth Management, Inc. | 1,236 | $70.4 萬 | 0.23% | +7+0.6% | 加碼 |
| Strategic Wealth Partners, Ltd. | 1,205 | $70.4 萬 | 0.06% | +153+14.5% | 加碼 |
| E&G Advisors, LP | 1,237 | $70.5 萬 | 0.19% | +1,237 | 新進 |
| German American Bancorp, Inc. | 1,242 | $70.8 萬 | 0.07% | 00.0% | 不變 |
| Nicollet Investment Management, Inc. | 1,245 | $70.9 萬 | 0.24% | 00.0% | 不變 |
| Single Point Partners, LLC | 1,248 | $71.1 萬 | 0.16% | 00.0% | 不變 |
| Nicolet Bankshares Inc | 1,252 | $71.3 萬 | 0.17% | +53+4.4% | 加碼 |
| Avalon Trust Co | 1,254 | $71.4 萬 | 0.05% | 00.0% | 不變 |
| Ellerson Group Inc | 1,262 | $71.9 萬 | 0.52% | 00.0% | 不變 |
| Simplicity Wealth,LLC | 1,264 | $72.0 萬 | 0.15% | −6−0.5% | 減碼 |
| City National Bank of Florida | 1,264 | $72.0 萬 | 0.66% | +1,264 | 新進 |
| TCI Wealth Advisors, Inc. | 1,268 | $72.2 萬 | 0.06% | 00.0% | 不變 |
| Triumph Capital Management | 1,270 | $72.3 萬 | 0.25% | −545−30.0% | 減碼 |
| Park National Corp | 1,270 | $72.3 萬 | 0.03% | 00.0% | 不變 |
| GSB Wealth Management, LLC | 1,275 | $72.6 萬 | 0.19% | 00.0% | 不變 |
| WealthPLAN Partners, LLC | 1,276 | $72.7 萬 | 0.10% | +13+1.0% | 加碼 |
| Seelaus Asset Management LLC | 1,279 | $72.8 萬 | 0.66% | 00.0% | 不變 |
| One Capital Management, LLC | 1,280 | $72.9 萬 | 0.02% | −7−0.5% | 減碼 |
| Truepoint, Inc. | 1,291 | $73.5 萬 | 0.02% | 00.0% | 不變 |
| Schrum Private Wealth Management LLC | 1,298 | $74.0 萬 | 0.63% | +1,298 | 新進 |
| Fiduciary Alliance LLC | 1,304 | $74.3 萬 | 0.08% | −25−1.9% | 減碼 |
| Exencial Wealth Advisors, LLC | 1,307 | $74.4 萬 | 0.03% | 00.0% | 不變 |
| Stanich Group LLC | 1,311 | $74.7 萬 | 0.56% | +1,311 | 新進 |
| Panoramic Capital Partners, LLC | 1,331 | $75.8 萬 | 0.67% | +1,331 | 新進 |
| Venture Visionary Partners LLC | 1,333 | $75.9 萬 | 0.03% | 00.0% | 不變 |
| Peak Planning Group, LLC | 1,340 | $76.3 萬 | 0.32% | −127−8.7% | 減碼 |
| Crestwood Advisors Group LLC | 1,341 | $76.4 萬 | 0.01% | 00.0% | 不變 |
| Samalin Investment Counsel, LLC | 1,343 | $76.5 萬 | 0.33% | +35+2.7% | 加碼 |
| L.M. Kohn & Company | 1,345 | $76.6 萬 | 0.20% | −25−1.8% | 減碼 |
| STAR Financial Bank | 1,349 | $76.8 萬 | 0.55% | −70−4.9% | 減碼 |
| Round Rock Advisors, LLC | 1,362 | $77.6 萬 | 0.16% | 00.0% | 不變 |
| Holistic Financial Partners | 1,367 | $77.8 萬 | 0.39% | −1−0.1% | 減碼 |
| Arkadios Wealth Advisors | 1,368 | $77.9 萬 | 0.04% | +62+4.7% | 加碼 |
| Harmony Asset Management LLC | 1,369 | $78.0 萬 | 0.31% | +140+11.4% | 加碼 |
| Nwam LLC | 1,370 | $78.1 萬 | 0.05% | −873−38.9% | 減碼 |
| McGuire Investment Group, LLC | 1,371 | $78.1 萬 | 0.11% | 00.0% | 不變 |
| Headlands Technologies LLC | 1,373 | $78.2 萬 | 0.08% | +1,373 | 新進 |
| Sequoia Financial Advisors, LLC | 1,376 | $78.4 萬 | 0.01% | +53+4.0% | 加碼 |
| Blue Barn Wealth, LLC | 1,378 | $78.5 萬 | 0.41% | −9−0.6% | 減碼 |
| Fca Corp | 1,380 | $78.6 萬 | 0.25% | 00.0% | 不變 |
| Viawealth, LLC | 1,380 | $78.6 萬 | 0.47% | 00.0% | 不變 |
| Leisure Capital Management | 1,390 | $79.2 萬 | 0.31% | 00.0% | 不變 |
| Sawgrass Asset Management LLC | 1,393 | $79.3 萬 | 0.09% | −262−15.8% | 減碼 |
| Quadrant Private Wealth Management, LLC | 1,389 | $79.4 萬 | 0.20% | +1+0.1% | 加碼 |
| Tennessee Valley Asset Management Partners | 1,395 | $79.5 萬 | 0.13% | −43−3.0% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 1,397 | $79.6 萬 | 0.01% | +118+9.2% | 加碼 |
| Bell Bank | 1,398 | $79.6 萬 | 0.06% | −87−5.9% | 減碼 |
| Lam Group, Inc. | 1,400 | $79.7 萬 | 0.57% | 00.0% | 不變 |
| First City Capital Management, Inc. | 1,402 | $79.9 萬 | 0.43% | +495+54.6% | 加碼 |
| Berkshire Money Management, Inc. | 1,405 | $80.0 萬 | 0.09% | +1,405 | 新進 |
| BankPlus Trust Department | 1,414 | $80.5 萬 | 0.26% | +1,414 | 新進 |
| Squarepoint Ops LLC | 1,420 | $80.9 萬 | 0.00% | +1,420 | 新進 |
| Clarius Group, LLC | 1,426 | $81.2 萬 | 0.06% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 1,440 | $81.4 萬 | 0.05% | −658−31.4% | 減碼 |
| Farther Finance Advisors, LLC | 1,435 | $81.7 萬 | 0.03% | −34−2.3% | 減碼 |
| CCG Wealth Management, LLC | 1,437 | $81.8 萬 | 0.46% | 00.0% | 不變 |
| Grimes & Company, Inc. | 1,445 | $82.3 萬 | 0.02% | +3+0.2% | 加碼 |
| BigSur Wealth Management LLC | 1,440 | $82.3 萬 | 0.24% | 00.0% | 不變 |
| Aptus Capital Advisors, LLC | 1,446 | $82.6 萬 | 0.01% | +877+154.1% | 加碼 |
| Omega Financial Group, LLC | 1,450 | $82.6 萬 | 0.31% | −6−0.4% | 減碼 |
| Petix & Botte Co | 1,450 | $82.6 萬 | 0.22% | 00.0% | 不變 |