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。
2025 年第 1 季 13F 持有人
SPDR S&P Midcap 400 ETF Trust 在 2025/3/31 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
- 1,361
- 較 2024 年第 4 季 −23 家
- 持有股數
- 2,517 萬
- 較 2024 年第 4 季 −122.5 萬 (−4.6%)
- 總市值
- $133.9 億
- 較 2024 年第 4 季 −$16.2 億 (−10.8%)
- 新進機構
- 77
- 另有 370 家加碼
- 清倉機構
- 100
- 另有 489 家減碼
另有 25 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 5,544 | $295.7 萬 | 0.06% | −73−1.3% | 減碼 |
| Stephenson National Bank & Trust | 5,561 | $296.7 萬 | 1.07% | −749−11.9% | 減碼 |
| GTS Securities LLC | 5,568 | $297.0 萬 | 0.13% | +280+5.3% | 加碼 |
| Wealthcare Advisory Partners LLC | 5,569 | $297.1 萬 | 0.08% | −112−2.0% | 減碼 |
| Whalerock Point Partners, LLC | 5,645 | $301.1 萬 | 0.72% | 00.0% | 不變 |
| Silvercrest Asset Management Group LLC | 5,677 | $302.8 萬 | 0.02% | −126−2.2% | 減碼 |
| Graypoint LLC | 5,680 | $303.0 萬 | 0.19% | +1,180+26.2% | 加碼 |
| PFG Advisors | 5,782 | $308.5 萬 | 0.17% | −93−1.6% | 減碼 |
| Signature Securities Group Corporation | 5,787 | $309.5 萬 | 0.79% | +77+1.3% | 加碼 |
| Sepio Capital, LP | 5,810 | $310.0 萬 | 0.25% | 00.0% | 不變 |
| Garden State Investment Advisory Services LLC | 5,850 | $312.6 萬 | 1.00% | +610+11.6% | 加碼 |
| Paladin Advisory Group, LLC | 5,887 | $314.1 萬 | 2.51% | −12−0.2% | 減碼 |
| Romano Brothers and Company | 5,892 | $314.3 萬 | 0.41% | −90−1.5% | 減碼 |
| Precedent Wealth Partners, LLC | 5,951 | $317.5 萬 | 0.88% | +429+7.8% | 加碼 |
| GWM Advisors LLC | 5,976 | $318.8 萬 | 0.02% | −1,436−19.4% | 減碼 |
| Weil Company, Inc. | 6,062 | $323.4 萬 | 0.97% | −1,641−21.3% | 減碼 |
| First Citizens Bank & Trust Co | 6,070 | $323.8 萬 | 0.08% | −244−3.9% | 減碼 |
| RSM US Wealth Management LLC | 54,338 | $324.1 萬 | 0.05% | +46,295+575.6% | 加碼 |
| Seeds Investor LLC | 6,095 | $325.2 萬 | 0.91% | +4,397+259.0% | 加碼 |
| HB Wealth Management, LLC | 6,158 | $328.6 萬 | 0.03% | −299−4.6% | 減碼 |
| Woodstock Corp | 6,190 | $330.2 萬 | 0.33% | +928+17.6% | 加碼 |
| Elyxium Wealth, LLC | 6,200 | $330.8 萬 | 1.47% | 00.0% | 不變 |
| Salomon & Ludwin, LLC | 6,221 | $331.9 萬 | 0.35% | +808+14.9% | 加碼 |
| Crews Bank & Trust | 6,230 | $332.4 萬 | 0.57% | −220−3.4% | 減碼 |
| Fiduciary Trust Co | 6,230 | $332.4 萬 | 0.04% | +176+2.9% | 加碼 |
| Clear Point Advisors Inc. | 6,259 | $333.9 萬 | 3.00% | +7+0.1% | 加碼 |
| Charter Research & Investment Group, Inc. | 6,278 | $334.9 萬 | 2.56% | +66+1.1% | 加碼 |
| United Capital Financial Advisers, LLC | 6,290 | $335.6 萬 | 0.03% | −32−0.5% | 減碼 |
| Golden State Wealth Management, LLC | 6,320 | $337.2 萬 | 0.50% | +6,320 | 新進 |
| Audent Global Asset Management, LLC | 6,339 | $338.2 萬 | 2.79% | −1,008−13.7% | 減碼 |
| Greenleaf Trust | 6,362 | $339.4 萬 | 0.03% | −58−0.9% | 減碼 |
| Change Path, LLC | 6,363 | $339.5 萬 | 0.10% | +3,404+115.0% | 加碼 |
| New Century Financial Group, LLC | 6,365 | $339.6 萬 | 3.93% | −19−0.3% | 減碼 |
| Bailard, Inc. | 6,381 | $340.4 萬 | 0.09% | −97−1.5% | 減碼 |
| AQR Capital Management LLC | 6,417 | $342.3 萬 | 0.00% | +1,401+27.9% | 加碼 |
| Sentinel Trust Co Lba | 6,454 | $344.3 萬 | 0.41% | −139−2.1% | 減碼 |
| Matrix Asset Advisors Inc | 6,469 | $345.1 萬 | 0.38% | −97−1.5% | 減碼 |
| Bristlecone Advisors, LLC | 6,514 | $347.5 萬 | 0.28% | −215−3.2% | 減碼 |
| Keystone Financial Group | 6,441 | $348.9 萬 | 0.35% | −1,411−18.0% | 減碼 |
| Gould Asset Management LLC | 6,551 | $349.5 萬 | 0.72% | +70+1.1% | 加碼 |
| Glen Eagle Advisors, LLC | 6,564 | $350.2 萬 | 0.58% | −7−0.1% | 減碼 |
| Keeley-Teton Advisors, LLC | 6,655 | $355.0 萬 | 0.43% | +519+8.5% | 加碼 |
| Washburn Capital Management, Inc. | 60,960 | $355.7 萬 | 2.34% | −2,020−3.2% | 減碼 |
| Smith Chas P & Associates Pa Cpas | 6,670 | $355.8 萬 | 0.21% | −17−0.3% | 減碼 |
| Proficio Capital Partners LLC | 6,640 | $355.8 萬 | 0.28% | +65+1.0% | 加碼 |
| Capital Advantage, Inc. | 6,327 | $360.4 萬 | 0.66% | 00.0% | 不變 |
| U.S. Capital Wealth Advisors, LLC | 6,766 | $361.0 萬 | 0.11% | +77+1.2% | 加碼 |
| Union Savings Bank | 6,799 | $362.7 萬 | 1.77% | −12−0.2% | 減碼 |
| Snowden Capital Advisors LLC | 6,785 | $362.8 萬 | 0.12% | −179−2.6% | 減碼 |
| Tandem Investment Partners LLC | 6,813 | $363.5 萬 | 3.59% | −4,080−37.5% | 減碼 |
| Ballentine Partners, LLC | 6,839 | $364.8 萬 | 0.06% | +208+3.1% | 加碼 |
| Jones Financial Companies LLLP | 6,868 | $365.6 萬 | 0.00% | +1,515+28.3% | 加碼 |
| Resources Investment Advisors, LLC. | 6,892 | $367.7 萬 | 0.04% | −220−3.1% | 減碼 |
| Quadrature Capital Ltd | 6,911 | $368.6 萬 | 0.08% | −1,032−13.0% | 減碼 |
| Segment Wealth Management, LLC | 6,930 | $369.7 萬 | 0.25% | −450−6.1% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 6,951 | $370.0 萬 | 0.04% | +785+12.7% | 加碼 |
| NBW Capital LLC | 6,961 | $371.4 萬 | 0.82% | −1,659−19.2% | 減碼 |
| Tower View Investment Management & Research LLC | 7,019 | $374.5 萬 | 2.18% | +1,501+27.2% | 加碼 |
| Davis R M Inc | 7,065 | $376.9 萬 | 0.08% | −10−0.1% | 減碼 |
| Haverford Trust Co | 7,099 | $378.7 萬 | 0.04% | 00.0% | 不變 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 7,652 | $380.6 萬 | 1.57% | +35+0.5% | 加碼 |
| JMG Financial Group, Ltd. | 7,230 | $385.7 萬 | 0.13% | +60+0.8% | 加碼 |
| Houlihan Financial Resource Group, Ltd. | 7,244 | $386.4 萬 | 1.74% | −183−2.5% | 減碼 |
| NorthCrest Asset Manangement, LLC | 7,269 | $387.8 萬 | 0.12% | +957+15.2% | 加碼 |
| Fidelis Capital Partners, LLC | 7,527 | $389.5 萬 | 0.41% | +2,418+47.3% | 加碼 |
| Fifth Third Bancorp | 7,386 | $394.0 萬 | 0.01% | −6−0.1% | 減碼 |
| Keybank National Association | 7,509 | $400.6 萬 | 0.02% | −163−2.1% | 減碼 |
| Benchmark Financial Wealth Advisors, LLC | 7,514 | $400.9 萬 | 1.51% | −923−10.9% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 7,525 | $402.4 萬 | 0.15% | 00.0% | 不變 |
| Evensky & Katz LLC | 7,579 | $404.3 萬 | 0.27% | −104−1.4% | 減碼 |
| Sonata Capital Group Inc | 7,596 | $405.2 萬 | 1.76% | −333−4.2% | 減碼 |
| Sagespring Wealth Partners, LLC | 7,596 | $405.2 萬 | 0.10% | −1,115−12.8% | 減碼 |
| Prospera Financial Services Inc | 7,645 | $407.9 萬 | 0.09% | +89+1.2% | 加碼 |
| Intrepid Financial Planning Group LLC | 7,685 | $410.0 萬 | 1.90% | −199−2.5% | 減碼 |
| North Star Investment Management Corp. | 7,695 | $410.5 萬 | 0.30% | +319+4.3% | 加碼 |
| Finley Financial, LLC | 7,920 | $413.3 萬 | 2.30% | −230−2.8% | 減碼 |
| Bay Rivers Group | 7,808 | $416.5 萬 | 2.18% | −225−2.8% | 減碼 |
| Paulson Wealth Management Inc. | 7,841 | $418.3 萬 | 1.18% | +970+14.1% | 加碼 |
| Equitable Holdings, Inc. | 7,882 | $420.5 萬 | 0.04% | −313−3.8% | 減碼 |
| KMG Fiduciary Partners, LLC | 7,919 | $422.4 萬 | 0.35% | −166−2.1% | 減碼 |
| Breakwater Capital Group | 8,047 | $429.3 萬 | 0.76% | +870+12.1% | 加碼 |
| Barrett & Company, Inc. | 8,122 | $433.3 萬 | 1.87% | +12+0.1% | 加碼 |
| Allworth Financial LP | 8,352 | $434.2 萬 | 0.02% | −60−0.7% | 減碼 |
| Highview Capital Management LLC | 8,188 | $436.8 萬 | 1.83% | 00.0% | 不變 |
| Perigon Wealth Management, LLC | 8,326 | $444.2 萬 | 0.11% | +909+12.3% | 加碼 |
| Williams Jones Wealth Management, LLC. | 8,354 | $445.7 萬 | 0.06% | −258−3.0% | 減碼 |
| AMG National Trust Bank | 8,361 | $446.0 萬 | 0.13% | −50−0.6% | 減碼 |
| Apollon Wealth Management, LLC | 8,414 | $448.9 萬 | 0.10% | −669−7.4% | 減碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 8,441 | $450.3 萬 | 2.52% | +20.0% | 加碼 |
| HSBC Holdings PLC | 8,484 | $451.9 萬 | 0.00% | −779−8.4% | 減碼 |
| Financial Engines Advisors L.L.C. | 8,494 | $453.2 萬 | 0.01% | −211−2.4% | 減碼 |
| ExodusPoint Capital Management, LP | 8,500 | $453.5 萬 | 0.06% | +5,011+143.6% | 加碼 |
| Harbour Investments, Inc. | 8,699 | $464.1 萬 | 0.13% | +968+12.5% | 加碼 |
| Meridian Investment Counsel Inc. | 8,723 | $465.3 萬 | 1.37% | +378+4.5% | 加碼 |
| Midwest Financial Group LLC | 8,886 | $474.0 萬 | 2.75% | +1,626+22.4% | 加碼 |
| Balyasny Asset Management LLC | 9,000 | $480.1 萬 | 0.01% | +3,100+52.5% | 加碼 |
| CMG Global Holdings, LLC | 9,257 | $481.3 萬 | 3.14% | +453+5.1% | 加碼 |
| Ssa Swiss Advisors AG | 9,028 | $481.6 萬 | 2.47% | +9,028 | 新進 |
| Motco | 9,091 | $485.0 萬 | 0.51% | −267−2.9% | 減碼 |
| Bank of New Hampshire | 9,106 | $485.8 萬 | 1.27% | −329−3.5% | 減碼 |