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 |
|---|---|---|---|---|---|
| Unionview, LLC | 13,534 | $770.9 萬 | 5.65% | −188−1.4% | 減碼 |
| Busey Wealth Management | 13,516 | $769.8 萬 | 0.25% | −30−0.2% | 減碼 |
| Linscomb & Williams, Inc. | 13,477 | $767.6 萬 | 0.38% | −647−4.6% | 減碼 |
| Brevan Howard Capital Management LP | 13,377 | $761.9 萬 | 0.19% | +9,599+254.1% | 加碼 |
| Pacific Center for Financial Services | 13,322 | $758.8 萬 | 1.95% | −250−1.8% | 減碼 |
| TKG Advisors, LLC | 12,504 | $747.1 萬 | 3.44% | +852+7.3% | 加碼 |
| Staley Capital Advisers Inc | 13,102 | $746.3 萬 | 0.33% | 00.0% | 不變 |
| Grove Bank & Trust | 12,879 | $733.6 萬 | 1.02% | −21−0.2% | 減碼 |
| Private Advisor Group, LLC | 12,810 | $729.6 萬 | 0.04% | −561−4.2% | 減碼 |
| Meridian Wealth Advisors, LLC | 12,741 | $725.7 萬 | 1.20% | +72+0.6% | 加碼 |
| Sand Hill Global Advisors, LLC | 12,221 | $696.1 萬 | 0.29% | −17−0.1% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 12,125 | $690.6 萬 | 0.24% | +12,125 | 新進 |
| Rothschild Capital Partners, LLC | 12,091 | $688.7 萬 | 1.67% | +40.0% | 加碼 |
| Dakota Wealth Management | 11,960 | $681.2 萬 | 0.16% | −166−1.4% | 減碼 |
| Community Bank, N.A. | 11,830 | $673.8 萬 | 0.86% | −50−0.4% | 減碼 |
| Hanover Advisors Inc | 11,634 | $662.7 萬 | 2.78% | +563+5.1% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 11,618 | $661.7 萬 | 0.62% | +7+0.1% | 加碼 |
| Synovus Financial Corp | 11,536 | $657.1 萬 | 0.08% | −709−5.8% | 減碼 |
| Palisade Asset Management, LLC | 11,536 | $657.1 萬 | 0.67% | −36−0.3% | 減碼 |
| Goelzer Investment Management, Inc. | 11,491 | $654.5 萬 | 0.38% | −162−1.4% | 減碼 |
| First Horizon Advisors, Inc. | 11,135 | $634.2 萬 | 0.18% | +117+1.1% | 加碼 |
| Madison Park Capital Advisors, LLC | 11,079 | $631.0 萬 | 5.03% | −3,422−23.6% | 減碼 |
| Latigo Investments, LLC | 10,962 | $624.4 萬 | 3.18% | 00.0% | 不變 |
| Tandem Investment Partners LLC | 10,893 | $620.4 萬 | 5.94% | +10,893 | 新進 |
| Diversified Portfolios, Inc. | 10,826 | $616.6 萬 | 0.67% | −45−0.4% | 減碼 |
| Sanctuary Advisors, LLC | 10,336 | $616.4 萬 | 0.04% | +68+0.7% | 加碼 |
| Adirondack Trust Co | 10,817 | $616.1 萬 | 2.35% | +47+0.4% | 加碼 |
| Retirement Income Solutions, Inc | 10,751 | $612.4 萬 | 1.24% | −9−0.1% | 減碼 |
| Alexis Investment Partners, LLC | 10,719 | $609.1 萬 | 2.98% | +10,719 | 新進 |
| Leavell Investment Management, Inc. | 10,632 | $607.8 萬 | 0.30% | −58−0.5% | 減碼 |
| Hopwood Financial Services, Inc. | 10,500 | $598.1 萬 | 4.53% | +10,500 | 新進 |
| Inspire Trust Co, N.A. | 10,500 | $598.1 萬 | 1.53% | −1,322−11.2% | 減碼 |
| Oppenheimer Asset Management Inc. | 10,480 | $596.9 萬 | 0.07% | +10,480 | 新進 |
| Ieq Capital, LLC | 10,476 | $596.7 萬 | 0.06% | +120+1.2% | 加碼 |
| Lodestar Private Asset Management LLC | 10,460 | $595.8 萬 | 0.74% | +339+3.3% | 加碼 |
| Bryn Mawr Trust Co | 10,365 | $590.4 萬 | 0.11% | −17−0.2% | 減碼 |
| Gries Financial LLC | 10,273 | $585.1 萬 | 1.04% | −77−0.7% | 減碼 |
| Bank of Nova Scotia | 10,268 | $584.8 萬 | 0.01% | +7,287+244.4% | 加碼 |
| Daymark Wealth Partners, LLC | 10,168 | $579.1 萬 | 0.24% | +290+2.9% | 加碼 |
| RBF Capital, LLC | 10,000 | $569.6 萬 | 0.30% | 00.0% | 不變 |
| Wilmar Advisors LLC | 10,000 | $569.6 萬 | 5.27% | +10,000 | 新進 |
| Resonant Capital Advisors, LLC | 9,719 | $555.6 萬 | 0.41% | 00.0% | 不變 |
| Peak Asset Management, LLC | 9,749 | $555.3 萬 | 1.03% | −20.0% | 減碼 |
| Flputnam Investment Management Co | 9,716 | $553.4 萬 | 0.10% | −357−3.5% | 減碼 |
| Firestone Capital Management | 9,676 | $551.1 萬 | 1.37% | −172−1.7% | 減碼 |
| Colorado Capital Management, Inc. | 9,671 | $550.8 萬 | 2.67% | −3,128−24.4% | 減碼 |
| Mayflower Financial Advisors, LLC | 9,650 | $549.6 萬 | 0.82% | −43−0.4% | 減碼 |
| Tower Research Capital LLC (TRC) | 9,522 | $542.4 萬 | 0.11% | −14,197−59.9% | 減碼 |
| G&S Capital LLC | 9,507 | $541.5 萬 | 2.24% | +434+4.8% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 9,451 | $540.3 萬 | 0.13% | +331+3.6% | 加碼 |
| Court Place Advisors, LLC | 9,474 | $539.6 萬 | 1.75% | −299−3.1% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 9,444 | $537.9 萬 | 0.05% | 00.0% | 不變 |
| Bank of New Hampshire | 9,435 | $537.4 萬 | 1.38% | −324−3.3% | 減碼 |
| Beacon Pointe Advisors, LLC | 9,426 | $536.9 萬 | 0.06% | +522+5.9% | 加碼 |
| Motco | 9,358 | $533.0 萬 | 0.55% | −84−0.9% | 減碼 |
| Central Trust Co | 9,347 | $532.4 萬 | 0.13% | −41−0.4% | 減碼 |
| Newport Capital Group, LLC | 9,321 | $531.6 萬 | 3.92% | +265+2.9% | 加碼 |
| Bokf, NA | 9,371 | $530.0 萬 | 0.09% | −235−2.4% | 減碼 |
| HSBC Holdings PLC | 9,263 | $527.7 萬 | 0.00% | +74+0.8% | 加碼 |
| CMG Global Holdings, LLC | 8,804 | $527.0 萬 | 2.91% | +454+5.4% | 加碼 |
| Balboa Wealth Partners | 9,112 | $519.0 萬 | 1.18% | 00.0% | 不變 |
| Apollon Wealth Management, LLC | 9,083 | $517.4 萬 | 0.12% | +2,536+38.7% | 加碼 |
| Lynx Capital Group Ltd | 9,030 | $514.4 萬 | 2.96% | +1,254+16.1% | 加碼 |
| Summit Financial, LLC | 8,981 | $513.4 萬 | 0.18% | +967+12.1% | 加碼 |
| Cape Cod Five Cents Savings Bank | 9,002 | $512.8 萬 | 0.46% | 00.0% | 不變 |
| Buckingham Strategic Partners | 8,877 | $505.6 萬 | 0.09% | −619−6.5% | 減碼 |
| Jane Street Group, LLC | 8,861 | $504.7 萬 | 0.01% | +8,861 | 新進 |
| Allworth Financial LP | 8,412 | $503.5 萬 | 0.03% | −30.0% | 減碼 |
| Ti-Trust, Inc | 8,740 | $497.8 萬 | 3.33% | +32+0.4% | 加碼 |
| Associated Banc-Corp | 8,712 | $496.2 萬 | 0.15% | −334−3.7% | 減碼 |
| Sagespring Wealth Partners, LLC | 8,711 | $496.2 萬 | 0.13% | +8,711 | 新進 |
| Financial Engines Advisors L.L.C. | 8,705 | $495.8 萬 | 0.01% | −331−3.7% | 減碼 |
| NBW Capital LLC | 8,620 | $491.0 萬 | 0.91% | −78−0.9% | 減碼 |
| Williams Jones Wealth Management, LLC. | 8,612 | $490.5 萬 | 0.06% | −2,838−24.8% | 減碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 8,439 | $480.7 萬 | 2.72% | +216+2.6% | 加碼 |
| Benchmark Financial Wealth Advisors, LLC | 8,437 | $480.6 萬 | 1.54% | +384+4.8% | 加碼 |
| AMG National Trust Bank | 8,411 | $478.4 萬 | 0.13% | +5+0.1% | 加碼 |
| Finley Financial, LLC | 8,150 | $476.2 萬 | 2.48% | +8,150 | 新進 |
| Meridian Investment Counsel Inc. | 8,345 | $475.3 萬 | 1.42% | +3,455+70.7% | 加碼 |
| Equitable Holdings, Inc. | 8,195 | $466.8 萬 | 0.04% | +1,504+22.5% | 加碼 |
| Highview Capital Management LLC | 8,188 | $466.4 萬 | 1.79% | +55+0.7% | 加碼 |
| Barrett & Company, Inc. | 8,110 | $462.0 萬 | 1.95% | +72+0.9% | 加碼 |
| KMG Fiduciary Partners, LLC | 8,085 | $460.5 萬 | 0.38% | −181−2.2% | 減碼 |
| Modera Wealth Management, LLC | 8,076 | $460.0 萬 | 0.06% | −76−0.9% | 減碼 |
| RSM US Wealth Management LLC | 8,043 | $457.9 萬 | 0.07% | −32−0.4% | 減碼 |
| Bay Rivers Group | 8,033 | $457.5 萬 | 2.22% | +64+0.8% | 加碼 |
| Quadrature Capital Ltd | 7,943 | $452.4 萬 | 0.09% | +7,943 | 新進 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 7,617 | $451.7 萬 | 1.67% | +79+1.0% | 加碼 |
| Sonata Capital Group Inc | 7,929 | $451.6 萬 | 1.87% | +346+4.6% | 加碼 |
| Intrepid Financial Planning Group LLC | 7,884 | $449.1 萬 | 1.90% | −96−1.2% | 減碼 |
| Keystone Financial Group | 7,852 | $449.0 萬 | 0.44% | +1,868+31.2% | 加碼 |
| Wetherby Asset Management Inc | 7,793 | $443.9 萬 | 0.21% | −18−0.2% | 減碼 |
| Harbour Investments, Inc. | 7,731 | $440.4 萬 | 0.13% | +62+0.8% | 加碼 |
| Weil Company, Inc. | 7,703 | $438.7 萬 | 1.52% | +10.0% | 加碼 |
| Evensky & Katz LLC | 7,683 | $437.6 萬 | 0.29% | −71−0.9% | 減碼 |
| Keybank National Association | 7,672 | $437.0 萬 | 0.02% | −25−0.3% | 減碼 |
| Oppenheimer & Co Inc | 7,669 | $436.8 萬 | 0.07% | +270+3.6% | 加碼 |
| Perigon Wealth Management, LLC | 7,417 | $436.6 萬 | 0.11% | −24−0.3% | 減碼 |
| Prospera Financial Services Inc | 7,556 | $430.4 萬 | 0.10% | +964+14.6% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 7,525 | $430.2 萬 | 0.17% | −68−0.9% | 減碼 |