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 |
|---|---|---|---|---|---|
| Pacific Financial Group Inc | 2,032 | $115.7 萬 | 0.86% | −19−0.9% | 減碼 |
| JFS Wealth Advisors, LLC | 2,034 | $115.9 萬 | 0.08% | 00.0% | 不變 |
| Brighton Jones LLC | 2,040 | $116.2 萬 | 0.03% | +228+12.6% | 加碼 |
| Avantax Planning Partners, Inc. | 2,043 | $116.4 萬 | 0.04% | −9−0.4% | 減碼 |
| Bradley Foster & Sargent Inc | 2,048 | $116.7 萬 | 0.02% | 00.0% | 不變 |
| Founders Financial Securities LLC | 2,058 | $117.2 萬 | 0.11% | +3+0.1% | 加碼 |
| SOL Capital Management CO | 2,073 | $118.1 萬 | 0.13% | +5+0.2% | 加碼 |
| Astoria Portfolio Advisors LLC. | 2,051 | $118.3 萬 | 0.42% | 00.0% | 不變 |
| AlphaStar Capital Management, LLC | 2,082 | $118.6 萬 | 0.12% | +152+7.9% | 加碼 |
| Bank of Hawaii | 2,087 | $118.9 萬 | 0.07% | 00.0% | 不變 |
| Financial Partners Group, LLC | 2,088 | $118.9 萬 | 0.49% | −120−5.4% | 減碼 |
| Sage Mountain Advisors LLC | 2,088 | $118.9 萬 | 0.09% | +898+75.5% | 加碼 |
| Frisch Financial Group, Inc. | 2,084 | $119.1 萬 | 0.36% | −45−2.1% | 減碼 |
| Runnymede Capital Advisors, Inc. | 2,092 | $119.2 萬 | 1.04% | +2,092 | 新進 |
| Frank, Rimerman Advisors LLC | 2,095 | $119.4 萬 | 0.09% | −4−0.2% | 減碼 |
| Emprise Bank | 2,096 | $119.4 萬 | 0.67% | −332−13.7% | 減碼 |
| Taylor Financial Group, Inc. | 2,099 | $119.6 萬 | 0.83% | 00.0% | 不變 |
| TruWealth Advisors, LLC | 2,101 | $119.7 萬 | 0.07% | −165−7.3% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 2,112 | $120.3 萬 | 0.04% | +665+46.0% | 加碼 |
| Great Valley Advisor Group, Inc. | 2,120 | $120.8 萬 | 0.03% | +4+0.2% | 加碼 |
| Bear Mountain Capital, Inc. | 2,019 | $120.8 萬 | 0.47% | 00.0% | 不變 |
| Roberts Glore & Co Inc | 2,156 | $122.8 萬 | 0.36% | +16+0.7% | 加碼 |
| Gryphon Financial Partners LLC | 2,165 | $123.3 萬 | 0.18% | +66+3.1% | 加碼 |
| Gsa Capital Partners LLP | 2,197 | $125.1 萬 | 0.09% | +140+6.8% | 加碼 |
| We Are One Seven, LLC | 2,213 | $126.1 萬 | 0.05% | −23−1.0% | 減碼 |
| Wedbush Securities Inc | 2,214 | $126.1 萬 | 0.04% | −105−4.5% | 減碼 |
| Lyell Wealth Management, LP | 2,217 | $126.3 萬 | 0.11% | +89+4.2% | 加碼 |
| Zhang Financial LLC | 2,224 | $126.7 萬 | 0.07% | 00.0% | 不變 |
| Kennebec Savings Bank | 2,236 | $127.5 萬 | 1.28% | −137−5.8% | 減碼 |
| Howe & Rusling Inc | 2,242 | $127.7 萬 | 0.11% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 2,248 | $128.1 萬 | 0.07% | −108−4.6% | 減碼 |
| SOA Wealth Advisors, LLC. | 2,251 | $128.2 萬 | 0.24% | −190−7.8% | 減碼 |
| Warner Financial, Inc | 2,260 | $128.7 萬 | 0.55% | +39+1.8% | 加碼 |
| Allred Capital Management, LLC | 2,263 | $128.9 萬 | 0.50% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 2,274 | $130.0 萬 | 0.05% | +171+8.1% | 加碼 |
| Beacon Bridge Wealth Partners, LLC | 2,301 | $131.1 萬 | 0.56% | −34−1.5% | 減碼 |
| Jennison Associates LLC | 2,309 | $131.5 萬 | 0.00% | +596+34.8% | 加碼 |
| Baker Avenue Asset Management, LP | 2,350 | $133.9 萬 | 0.04% | −178−7.0% | 減碼 |
| American Capital Advisory, LLC | 2,354 | $134.1 萬 | 0.74% | +241+11.4% | 加碼 |
| Braun Stacey Associates Inc | 2,362 | $134.5 萬 | 0.05% | −94−3.8% | 減碼 |
| Coldstream Capital Management Inc | 2,368 | $134.9 萬 | 0.03% | −83−3.4% | 減碼 |
| Axxcess Wealth Management, LLC | 2,370 | $135.0 萬 | 0.03% | −10.0% | 減碼 |
| Cozad Asset Management Inc | 2,403 | $136.9 萬 | 0.13% | 00.0% | 不變 |
| GM Advisory Group, Inc. | 2,410 | $137.2 萬 | 0.08% | 00.0% | 不變 |
| Montecito Bank & Trust | 2,414 | $137.5 萬 | 0.24% | 00.0% | 不變 |
| Larson Financial Group LLC | 2,423 | $138.0 萬 | 0.07% | +47+2.0% | 加碼 |
| Sentinus, LLC | 2,430 | $138.4 萬 | 0.40% | −98,418−97.6% | 減碼 |
| Middleton & Co Inc | 2,436 | $138.7 萬 | 0.15% | −10−0.4% | 減碼 |
| BKD Wealth Advisors, LLC | 2,450 | $139.5 萬 | 0.03% | +165+7.2% | 加碼 |
| Spire Wealth Management | 2,462 | $140.2 萬 | 0.04% | −20−0.8% | 減碼 |
| Castle Rock Wealth Management, LLC | 2,409 | $140.7 萬 | 0.34% | +174+7.8% | 加碼 |
| Stratos Wealth Advisors, LLC | 2,475 | $141.0 萬 | 0.07% | +61+2.5% | 加碼 |
| Choate Investment Advisors | 2,487 | $141.7 萬 | 0.03% | +723+41.0% | 加碼 |
| Kingsview Wealth Management, LLC | 2,493 | $142.0 萬 | 0.03% | −1,624−39.4% | 減碼 |
| Tudor Financial Inc. | 2,496 | $142.2 萬 | 0.83% | +25+1.0% | 加碼 |
| Financial Network Wealth Management LLC | 2,500 | $142.3 萬 | 0.51% | 00.0% | 不變 |
| Sunflower Bank, N.A. | 2,501 | $142.5 萬 | 0.40% | −439−14.9% | 減碼 |
| Ullmann Financial Group, Inc. | 2,504 | $142.6 萬 | 0.18% | −22−0.9% | 減碼 |
| Beaumont Financial Advisors, LLC | 2,517 | $143.4 萬 | 0.11% | −27−1.1% | 減碼 |
| ORBA Wealth Advisors, L.L.C. | 2,518 | $143.4 萬 | 0.75% | −60−2.3% | 減碼 |
| Sunbeam Capital Management, LLC | 2,514 | $143.7 萬 | 1.33% | +2,514 | 新進 |
| Manchester Capital Management LLC | 2,528 | $144.0 萬 | 0.17% | 00.0% | 不變 |
| ARS Investment Partners, LLC | 2,535 | $144.4 萬 | 0.13% | +31+1.2% | 加碼 |
| Valmark Advisers, Inc. | 2,552 | $145.3 萬 | 0.02% | −530−17.2% | 減碼 |
| Congress Wealth Management LLC | 2,551 | $145.4 萬 | 0.02% | +1,360+114.2% | 加碼 |
| Equitable Trust Co | 2,560 | $145.8 萬 | 0.08% | +2,560 | 新進 |
| Fiducient Advisors LLC | 2,571 | $146.5 萬 | 0.18% | −18−0.7% | 減碼 |
| Essex Financial Services, Inc. | 2,574 | $146.6 萬 | 0.10% | +97+3.9% | 加碼 |
| Cary Street Partners Financial LLC | 2,576 | $146.7 萬 | 0.05% | +2,576 | 新進 |
| Coyle Financial Counsel LLC | 2,578 | $146.8 萬 | 0.46% | −179−6.5% | 減碼 |
| Compass Capital Corp | 2,624 | $149.5 萬 | 0.58% | +2,624 | 新進 |
| Zions Bancorporation, N.A. | 2,625 | $149.5 萬 | 0.09% | +36+1.4% | 加碼 |
| Independent Financial Group, LLC | 2,632 | $149.9 萬 | 0.05% | −110−4.0% | 減碼 |
| High Falls Advisors, Inc | 2,638 | $150.2 萬 | 0.35% | 00.0% | 不變 |
| Disciplined Investments, LLC | 2,648 | $150.8 萬 | 0.74% | +23+0.9% | 加碼 |
| Stock Yards Bank & Trust Co | 2,651 | $151.0 萬 | 0.05% | −4,455−62.7% | 減碼 |
| ARK & TLK Investments, LLC | 2,665 | $151.8 萬 | 0.53% | +165+6.6% | 加碼 |
| Brinker Capital Investments, LLC | 2,667 | $151.9 萬 | 0.02% | +1,433+116.1% | 加碼 |
| Orion Portfolio Solutions, LLC | 2,667 | $151.9 萬 | 0.02% | +1,433+116.1% | 加碼 |
| Moody Lynn & Lieberson, LLC | 2,681 | $152.7 萬 | 0.09% | +160+6.3% | 加碼 |
| TCTC Holdings, LLC | 2,686 | $153.0 萬 | 0.05% | 00.0% | 不變 |
| Marble Harbor Investment Counsel, LLC | 2,700 | $153.8 萬 | 0.17% | +100+3.8% | 加碼 |
| SK Wealth Management, LLC | 2,704 | $154.0 萬 | 0.78% | 00.0% | 不變 |
| Topsail Wealth Management, LLC | 2,706 | $154.1 萬 | 0.33% | +2,706 | 新進 |
| Parallax Volatility Advisers, L.P. | 2,707 | $154.2 萬 | 0.03% | +2,707 | 新進 |
| GEM Asset Management, LLC | 2,724 | $155.1 萬 | 0.86% | 00.0% | 不變 |
| Harbor Advisory Corp | 2,743 | $156.2 萬 | 0.51% | 00.0% | 不變 |
| Edge Financial Advisors LLC | 2,751 | $156.7 萬 | 1.40% | +5+0.2% | 加碼 |
| Osborne Partners Capital Management, LLC | 2,768 | $157.7 萬 | 0.09% | +130+4.9% | 加碼 |
| Hardy Reed LLC | 2,775 | $158.1 萬 | 0.14% | 00.0% | 不變 |
| Advus Financial Partners, LLC | 2,767 | $158.2 萬 | 0.68% | −2−0.1% | 減碼 |
| XML Financial, LLC | 2,828 | $161.1 萬 | 0.15% | −329−10.4% | 減碼 |
| Pacific Point Advisors, LLC | 2,742 | $161.1 萬 | 0.98% | +2,742 | 新進 |
| Deutsche Bank AG | 2,836 | $161.5 萬 | 0.00% | +7+0.2% | 加碼 |
| LM Advisors LLC | 2,829 | $161.7 萬 | 0.29% | +577+25.6% | 加碼 |
| Jordan Park Group LLC | 2,850 | $162.3 萬 | 0.12% | −3,810−57.2% | 減碼 |
| Kelman-Lazarov, Inc. | 2,858 | $162.8 萬 | 0.29% | −508−15.1% | 減碼 |
| Millstone Evans Group, LLC | 2,863 | $163.1 萬 | 1.11% | +2,863 | 新進 |
| Neuberger Berman Group LLC | 2,871 | $163.5 萬 | 0.00% | −338−10.5% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 2,902 | $165.3 萬 | 0.11% | +2,902 | 新進 |