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 |
|---|---|---|---|---|---|
| Pinnacle Financial Partners Inc | 33,590 | $1,913 萬 | 0.39% | +266+0.8% | 加碼 |
| Huntington National Bank | – | $1,874 萬 | 0.13% | – | – |
| M&T Bank Corp | 32,437 | $1,848 萬 | 0.06% | −351−1.1% | 減碼 |
| Trustmark National Bank Trust Department | 32,192 | $1,834 萬 | 1.36% | 00.0% | 不變 |
| Vestor Capital, LLC | 32,081 | $1,827 萬 | 1.39% | −221−0.7% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 32,078 | $1,827 萬 | 3.86% | −175−0.5% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 31,730 | $1,807 萬 | 0.06% | −14,359−31.2% | 減碼 |
| Barclays PLC | 31,533 | $1,796 萬 | 0.01% | −52−0.2% | 減碼 |
| Serenus Wealth Advisors, LLC | 31,287 | $1,782 萬 | 3.10% | +31,287 | 新進 |
| Kestra Advisory Services, LLC | 30,879 | $1,759 萬 | 0.10% | +1,720+5.9% | 加碼 |
| EP Wealth Advisors, LLC | 30,798 | $1,754 萬 | 0.14% | −2,456−7.4% | 減碼 |
| FMR LLC | 30,537 | $1,739 萬 | 0.00% | +2,806+10.1% | 加碼 |
| Omers Administration Corp | 30,400 | $1,732 萬 | 0.15% | +30,400 | 新進 |
| Curbstone Financial Management Corp | 30,356 | $1,729 萬 | 3.66% | −100.0% | 減碼 |
| Miracle Mile Advisors, LLC | 30,065 | $1,712 萬 | 0.35% | −1,800−5.6% | 減碼 |
| RMB Capital Management, LLC | 29,909 | $1,704 萬 | 0.39% | −581−1.9% | 減碼 |
| Hancock Whitney Corp | 29,218 | $1,664 萬 | 0.53% | +840+3.0% | 加碼 |
| Passaic Partners LLC | 29,170 | $1,661 萬 | 2.41% | +29,170 | 新進 |
| Tandem Wealth Advisors LLC | 28,466 | $1,621 萬 | 8.27% | −4,339−13.2% | 減碼 |
| Simmons Bank | 28,458 | $1,621 萬 | 1.19% | −313−1.1% | 減碼 |
| Atria Wealth Solutions, Inc. | 28,105 | $1,605 萬 | 0.18% | −413−1.4% | 減碼 |
| MML Investors Services, LLC | 27,919 | $1,590 萬 | 0.05% | +970+3.6% | 加碼 |
| Youngs Advisory Group, Inc. | 27,063 | $1,541 萬 | 6.53% | +452+1.7% | 加碼 |
| Commerce Bank | 26,690 | $1,520 萬 | 0.09% | −182−0.7% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 25,593 | $1,458 萬 | 0.29% | +100+0.4% | 加碼 |
| Steward Partners Investment Advisory, LLC | 25,381 | $1,446 萬 | 0.13% | −206−0.8% | 減碼 |
| Savant Capital, LLC | 25,217 | $1,436 萬 | 0.11% | −211−0.8% | 減碼 |
| Atlantic Edge Private Wealth Management, LLC | 24,639 | $1,403 萬 | 4.35% | −65−0.3% | 減碼 |
| Altfest L J & Co Inc | 24,469 | $1,394 萬 | 1.78% | +22,332+1,045.0% | 加碼 |
| Citigroup Inc | 24,410 | $1,390 萬 | 0.01% | −6,583−21.2% | 減碼 |
| Wellspring Financial Advisors, LLC | 24,317 | $1,385 萬 | 1.45% | −592−2.4% | 減碼 |
| Carnegie Capital Asset Management, LLC | 23,520 | $1,340 萬 | 0.38% | −557−2.3% | 減碼 |
| Avantax Advisory Services, Inc. | 23,396 | $1,333 萬 | 0.08% | +691+3.0% | 加碼 |
| Millennium Management LLC | 23,216 | $1,322 萬 | 0.01% | +23,216 | 新進 |
| MCF Advisors LLC | 22,941 | $1,309 萬 | 0.92% | −76−0.3% | 減碼 |
| Caldwell Trust Co | 22,586 | $1,286 萬 | 1.34% | −289−1.3% | 減碼 |
| Glenmede Trust Co NA | 21,793 | $1,241 萬 | 0.06% | −8,839−28.9% | 減碼 |
| Callan Family Office, LLC | 20,723 | $1,180 萬 | 0.75% | +11+0.1% | 加碼 |
| Trifecta Capital Advisors, LLC | 20,629 | $1,175 萬 | 2.32% | +15+0.1% | 加碼 |
| Sageworth Trust Co | 20,347 | $1,159 萬 | 0.72% | +10,765+112.3% | 加碼 |
| Thrivent Financial for Lutherans | 19,098 | $1,156 萬 | 0.02% | −2,376−11.1% | 減碼 |
| Exchange Capital Management, Inc. | 20,265 | $1,154 萬 | 1.83% | −31−0.2% | 減碼 |
| Old National Bancorp | 20,225 | $1,152 萬 | 0.27% | −322−1.6% | 減碼 |
| Dumont & Blake Investment Advisors LLC | 20,194 | $1,150 萬 | 3.09% | −267−1.3% | 減碼 |
| Victory Financial Group, LLC | 20,090 | $1,144 萬 | 3.01% | +20,090 | 新進 |
| jvl associates llc | 19,865 | $1,131 萬 | 4.29% | −46−0.2% | 減碼 |
| Peddock Capital Advisors, LLC | 19,583 | $1,115 萬 | 2.67% | +511+2.7% | 加碼 |
| Lutz Financial Services LLC | 19,208 | $1,094 萬 | 0.88% | −310−1.6% | 減碼 |
| Country Club Bank | 19,146 | $1,088 萬 | 0.73% | −220−1.1% | 減碼 |
| Mill Creek Capital Advisors, LLC | 18,845 | $1,073 萬 | 0.26% | −2,296−10.9% | 減碼 |
| First Financial Bank - Trust Division | 18,584 | $1,059 萬 | 0.99% | −1,144−5.8% | 減碼 |
| Canopy Partners, LLC | 18,552 | $1,057 萬 | 4.03% | +2,746+17.4% | 加碼 |
| Central Bank & Trust Co | 18,074 | $1,029 萬 | 1.56% | +275+1.5% | 加碼 |
| Ameritas Investment Partners, Inc. | 18,045 | $1,028 萬 | 0.33% | −1,000−5.3% | 減碼 |
| Kovitz Investment Group Partners, LLC | 17,828 | $1,016 萬 | 0.05% | −30.0% | 減碼 |
| Nixon Peabody Trust Co | 17,711 | $1,009 萬 | 0.83% | −787−4.3% | 減碼 |
| NBT Bank N A | 17,674 | $1,007 萬 | 0.70% | −126−0.7% | 減碼 |
| Harbour Trust & Investment Management Co | 17,573 | $1,001 萬 | 1.14% | −39−0.2% | 減碼 |
| Brown Brothers Harriman & Co | 17,305 | $985.7 萬 | 0.07% | +153+0.9% | 加碼 |
| Pachira Investments Inc. | 17,339 | $985.3 萬 | 6.03% | +16,883+3,702.4% | 加碼 |
| Bordeaux Wealth Advisors LLC | 17,296 | $985.2 萬 | 1.58% | −2,028−10.5% | 減碼 |
| Yousif Capital Management, LLC | 17,227 | $981.2 萬 | 0.11% | +10,348+150.4% | 加碼 |
| Hummer Financial Advisory Services Inc | 17,138 | $979.7 萬 | 7.75% | 00.0% | 不變 |
| Renaissance Technologies LLC | 17,200 | $979.7 萬 | 0.01% | +17,200 | 新進 |
| Brookstone Capital Management | 17,092 | $973.5 萬 | 0.14% | +16,200+1,816.1% | 加碼 |
| Legacy Advisors, LLC | 17,072 | $972.4 萬 | 0.94% | +70.0% | 加碼 |
| Terry L. Blaker | 16,865 | $960.6 萬 | 0.37% | −149−0.9% | 減碼 |
| Agf Management Ltd | 16,824 | $958.3 萬 | 0.05% | −194−1.1% | 減碼 |
| Evercore Wealth Management, LLC | 16,633 | $947.4 萬 | 0.14% | +55+0.3% | 加碼 |
| Franklin Resources Inc | 16,583 | $944.5 萬 | 0.00% | +476+3.0% | 加碼 |
| Howard Capital Management Inc. | 16,571 | $943.9 萬 | 0.15% | +50.0% | 加碼 |
| Boston Financial Mangement LLC | 16,512 | $940.5 萬 | 0.28% | +332+2.1% | 加碼 |
| Mechanics Bank Trust Department | 16,378 | $932.9 萬 | 1.24% | −536−3.2% | 減碼 |
| Arvest Investments, Inc. | 16,255 | $925.9 萬 | 1.48% | −1,592−8.9% | 減碼 |
| BlueCrest Capital Management Ltd | 16,200 | $922.7 萬 | 0.52% | +3,700+29.6% | 加碼 |
| Pensionmark Financial Group, LLC | 15,840 | $902.2 萬 | 0.25% | +146+0.9% | 加碼 |
| Wealthspire Advisors, LLC | 15,835 | $902.0 萬 | 0.09% | +829+5.5% | 加碼 |
| Capstone Financial Advisors, Inc. | 15,734 | $896.2 萬 | 0.55% | −378−2.3% | 減碼 |
| Essential Planning, LLC. | 15,261 | $893.2 萬 | 0.06% | +15,261 | 新進 |
| Tiaa Trust, National Association | 15,547 | $885.5 萬 | 0.03% | −12−0.1% | 減碼 |
| GFS Advisors, LLC | 15,488 | $882.2 萬 | 1.34% | −655−4.1% | 減碼 |
| Mercer Global Advisors Inc | 15,088 | $859.4 萬 | 0.02% | −1,500−9.0% | 減碼 |
| Fifth Third Securities, Inc. | 15,068 | $858.2 萬 | 0.73% | −2,239−12.9% | 減碼 |
| KCM Investment Advisors LLC | 15,028 | $856.0 萬 | 0.30% | −373−2.4% | 減碼 |
| Granite FO LLC | 14,986 | $853.6 萬 | 4.88% | +230+1.6% | 加碼 |
| Victory Capital Management Inc | 14,945 | $851.2 萬 | 0.01% | −7,355−33.0% | 減碼 |
| Montz Harcus Wealth Management LLC | 14,575 | $830.1 萬 | 4.64% | +386+2.7% | 加碼 |
| Csenge Advisory Group | 14,478 | $824.6 萬 | 0.45% | +235+1.6% | 加碼 |
| Means Investment Co., Inc. | 14,468 | $824.1 萬 | 0.86% | −49−0.3% | 減碼 |
| Bearing Point Capital, LLC | 14,357 | $817.7 萬 | 1.70% | +14,357 | 新進 |
| CWM, LLC | 14,258 | $812.1 萬 | 0.03% | −8,120−36.3% | 減碼 |
| RMR Wealth Builders | 14,250 | $811.6 萬 | 0.84% | +224+1.6% | 加碼 |
| Legal & General Group Plc | 14,200 | $808.7 萬 | 0.00% | 00.0% | 不變 |
| NewEdge Wealth, LLC | 14,075 | $801.7 萬 | 0.14% | +13,073+1,304.7% | 加碼 |
| Chesley Taft & Associates LLC | 14,011 | $798.0 萬 | 0.37% | −70−0.5% | 減碼 |
| Boyd Watterson Asset Management LLC | 13,936 | $793.8 萬 | 2.21% | +256+1.9% | 加碼 |
| Smith Anglin Financial, LLC | 13,696 | $780.1 萬 | 0.73% | −44−0.3% | 減碼 |
| Arbor Trust Wealth Advisors, LLC | 13,638 | $779.7 萬 | 3.65% | −235−1.7% | 減碼 |
| Boston Family Office LLC | 13,682 | $779.3 萬 | 0.54% | −498−3.5% | 減碼 |
| CIBC Private Wealth Group, LLC | 13,519 | $775.6 萬 | 0.01% | −716−5.0% | 減碼 |