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 |
|---|---|---|---|---|---|
| Balboa Wealth Partners | 9,112 | $486.1 萬 | 1.17% | 00.0% | 不變 |
| Ti-Trust, Inc | 9,125 | $486.8 萬 | 3.22% | +385+4.4% | 加碼 |
| Beacon Pointe Advisors, LLC | 9,165 | $488.9 萬 | 0.05% | −261−2.8% | 減碼 |
| Firestone Capital Management | 9,229 | $492.3 萬 | 1.29% | −447−4.6% | 減碼 |
| Associated Banc-Corp | 9,269 | $494.5 萬 | 0.15% | +557+6.4% | 加碼 |
| Bokf, NA | 9,351 | $498.9 萬 | 0.09% | −20−0.2% | 減碼 |
| Victory Financial Group, LLC | 9,540 | $500.7 萬 | 0.96% | −10,550−52.5% | 減碼 |
| Colorado Capital Management, Inc. | 9,429 | $503.0 萬 | 2.34% | −242−2.5% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 9,444 | $503.8 萬 | 0.05% | 00.0% | 不變 |
| Summit Financial, LLC | 9,444 | $503.8 萬 | 0.14% | +463+5.2% | 加碼 |
| Court Place Advisors, LLC | 9,509 | $507.3 萬 | 1.68% | +35+0.4% | 加碼 |
| Mayflower Financial Advisors, LLC | 9,517 | $507.7 萬 | 0.77% | −133−1.4% | 減碼 |
| Newport Capital Group, LLC | 9,511 | $508.1 萬 | 3.66% | +190+2.0% | 加碼 |
| Modera Wealth Management, LLC | 9,561 | $510.0 萬 | 0.07% | +1,485+18.4% | 加碼 |
| Peak Asset Management, LLC | 9,568 | $510.4 萬 | 0.97% | −181−1.9% | 減碼 |
| Sageworth Trust Co | 9,582 | $511.2 萬 | 0.32% | −10,765−52.9% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 9,576 | $512.1 萬 | 0.12% | +125+1.3% | 加碼 |
| Cape Cod Five Cents Savings Bank | 9,002 | $512.8 萬 | 0.47% | 00.0% | 不變 |
| Central Trust Co | 9,717 | $518.4 萬 | 0.13% | +370+4.0% | 加碼 |
| Merit Financial Group, LLC | 9,730 | $519.1 萬 | 0.08% | +4,814+97.9% | 加碼 |
| Resonant Capital Advisors, LLC | 9,719 | $519.8 萬 | 0.36% | 00.0% | 不變 |
| RBF Capital, LLC | 10,000 | $533.5 萬 | 0.34% | 00.0% | 不變 |
| Wilmar Advisors LLC | 10,000 | $533.5 萬 | 5.52% | 00.0% | 不變 |
| Daymark Wealth Partners, LLC | 10,010 | $534.0 萬 | 0.23% | −158−1.6% | 減碼 |
| G&S Capital LLC | 10,057 | $536.5 萬 | 2.28% | +550+5.8% | 加碼 |
| Flputnam Investment Management Co | 10,077 | $537.6 萬 | 0.10% | +361+3.7% | 加碼 |
| Gries Financial LLC | 10,295 | $549.2 萬 | 1.06% | +22+0.2% | 加碼 |
| Bryn Mawr Trust Co | 10,344 | $551.8 萬 | 0.10% | −21−0.2% | 減碼 |
| Lodestar Private Asset Management LLC | 10,437 | $556.8 萬 | 0.70% | −23−0.2% | 減碼 |
| Sanctuary Advisors, LLC | 10,453 | $557.6 萬 | 0.04% | +117+1.1% | 加碼 |
| Tudor Investment Corp Et Al | 10,486 | $559.4 萬 | 0.05% | +10,486 | 新進 |
| Inspire Trust Co, N.A. | 10,500 | $560.2 萬 | 1.33% | 00.0% | 不變 |
| Private Wealth Asset Management, LLC | 10,500 | $560.2 萬 | 0.81% | +10,500 | 新進 |
| Palisade Asset Management, LLC | 10,510 | $560.7 萬 | 0.58% | −1,026−8.9% | 減碼 |
| Hopwood Financial Services, Inc. | 10,582 | $564.6 萬 | 4.36% | +82+0.8% | 加碼 |
| Retirement Income Solutions, Inc | 10,683 | $569.9 萬 | 1.19% | −68−0.6% | 減碼 |
| Leavell Investment Management, Inc. | 10,684 | $571.4 萬 | 0.28% | +52+0.5% | 加碼 |
| Lynx Capital Group Ltd | 10,722 | $572.0 萬 | 2.94% | +1,692+18.7% | 加碼 |
| Adirondack Trust Co | 10,744 | $573.2 萬 | 2.24% | −73−0.7% | 減碼 |
| Diversified Portfolios, Inc. | 10,764 | $574.3 萬 | 0.60% | −62−0.6% | 減碼 |
| Latigo Investments, LLC | 10,962 | $584.8 萬 | 3.12% | 00.0% | 不變 |
| Alexis Investment Partners, LLC | 11,229 | $597.6 萬 | 2.86% | +510+4.8% | 加碼 |
| First Horizon Advisors, Inc. | 11,204 | $597.7 萬 | 0.17% | +69+0.6% | 加碼 |
| Goelzer Investment Management, Inc. | 11,364 | $606.3 萬 | 0.35% | −127−1.1% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 11,382 | $607.2 萬 | 0.57% | −236−2.0% | 減碼 |
| Warren Averett Asset Management, LLC | 11,426 | $609.5 萬 | 0.07% | +6,262+121.3% | 加碼 |
| Madison Park Capital Advisors, LLC | 11,489 | $612.9 萬 | 5.38% | +410+3.7% | 加碼 |
| Synovus Financial Corp | 11,555 | $616.4 萬 | 0.08% | +19+0.2% | 加碼 |
| CIBC Private Wealth Group, LLC | 13,210 | $618.5 萬 | 0.01% | −309−2.3% | 減碼 |
| Congress Wealth Management LLC | 11,478 | $621.2 萬 | 0.07% | +8,927+349.9% | 加碼 |
| Cyndeo Wealth Partners, LLC | 11,702 | $624.3 萬 | 0.41% | +6,875+142.4% | 加碼 |
| Community Bank, N.A. | 11,756 | $627.1 萬 | 0.84% | −74−0.6% | 減碼 |
| Hanover Advisors Inc | 11,759 | $627.3 萬 | 2.72% | +125+1.1% | 加碼 |
| Capital Group Private Client Services, Inc. | 11,858 | $632.6 萬 | 0.06% | +11,003+1,286.9% | 加碼 |
| Dakota Wealth Management | 11,997 | $640.0 萬 | 0.15% | +37+0.3% | 加碼 |
| Private Advisor Group, LLC | 12,178 | $649.6 萬 | 0.04% | −632−4.9% | 減碼 |
| Sand Hill Global Advisors, LLC | 12,219 | $651.9 萬 | 0.27% | −20.0% | 減碼 |
| Shapiro Capital Management LLC | 12,300 | $656.2 萬 | 0.27% | +12,300 | 新進 |
| Brevan Howard Capital Management LP | 12,308 | $656.6 萬 | 0.18% | −1,069−8.0% | 減碼 |
| Barclays PLC | 12,481 | $665.8 萬 | 0.00% | −19,052−60.4% | 減碼 |
| Grove Bank & Trust | 12,733 | $679.3 萬 | 0.91% | −146−1.1% | 減碼 |
| Linscomb & Williams, Inc. | 12,743 | $679.8 萬 | 0.34% | −734−5.4% | 減碼 |
| Meridian Wealth Advisors, LLC | 12,788 | $682.2 萬 | 1.16% | +47+0.4% | 加碼 |
| Boston Family Office LLC | 12,937 | $690.2 萬 | 0.49% | −745−5.4% | 減碼 |
| Busey Wealth Management | 12,968 | $691.8 萬 | 0.23% | −548−4.1% | 減碼 |
| Staley Capital Advisers Inc | 12,969 | $691.9 萬 | 0.31% | −133−1.0% | 減碼 |
| Pacific Center for Financial Services | 13,069 | $697.2 萬 | 1.85% | −253−1.9% | 減碼 |
| TKG Advisors, LLC | 13,112 | $699.5 萬 | 3.45% | +608+4.9% | 加碼 |
| Renaissance Technologies LLC | 13,500 | $720.2 萬 | 0.01% | −3,700−21.5% | 減碼 |
| Smith Anglin Financial, LLC | 13,633 | $727.3 萬 | 0.77% | −63−0.5% | 減碼 |
| Bank of Nova Scotia | 13,804 | $736.6 萬 | 0.02% | +3,536+34.4% | 加碼 |
| Arbor Trust Wealth Advisors, LLC | 13,812 | $738.6 萬 | 3.46% | +174+1.3% | 加碼 |
| Chesley Taft & Associates LLC | 13,866 | $739.7 萬 | 0.36% | −145−1.0% | 減碼 |
| Boyd Watterson Asset Management LLC | 13,936 | $743.5 萬 | 2.38% | 00.0% | 不變 |
| Bearing Point Capital, LLC | 14,062 | $750.2 萬 | 1.60% | −295−2.1% | 減碼 |
| Legal & General Group Plc | 14,200 | $757.4 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Securities, Inc. | 14,286 | $762.1 萬 | 0.64% | −782−5.2% | 減碼 |
| Ieq Capital, LLC | 14,333 | $764.9 萬 | 0.06% | +3,857+36.8% | 加碼 |
| RMR Wealth Builders | 14,363 | $766.2 萬 | 0.81% | +113+0.8% | 加碼 |
| KCM Investment Advisors LLC | 14,454 | $771.1 萬 | 0.28% | −574−3.8% | 減碼 |
| Victory Capital Management Inc | 14,495 | $773.3 萬 | 0.01% | −450−3.0% | 減碼 |
| CWM, LLC | 14,662 | $782.2 萬 | 0.03% | +404+2.8% | 加碼 |
| Means Investment Co., Inc. | 14,676 | $783.0 萬 | 0.83% | +208+1.4% | 加碼 |
| Buckingham Strategic Partners | 14,700 | $784.3 萬 | 0.12% | +5,823+65.6% | 加碼 |
| Tiaa Trust, National Association | 14,944 | $797.2 萬 | 0.02% | −603−3.9% | 減碼 |
| Mill Creek Capital Advisors, LLC | 15,090 | $805.0 萬 | 0.19% | −3,755−19.9% | 減碼 |
| Central Bank & Trust Co | 15,189 | $810.3 萬 | 1.35% | −2,885−16.0% | 減碼 |
| Citigroup Inc | 15,273 | $814.8 萬 | 0.01% | −9,137−37.4% | 減碼 |
| Granite FO LLC | 15,278 | $815.1 萬 | 4.63% | +292+1.9% | 加碼 |
| Capstone Financial Advisors, Inc. | 15,663 | $835.6 萬 | 0.52% | −71−0.5% | 減碼 |
| Montz Harcus Wealth Management LLC | 15,718 | $838.5 萬 | 4.58% | +1,143+7.8% | 加碼 |
| Csenge Advisory Group | 16,723 | $839.1 萬 | 0.48% | +2,245+15.5% | 加碼 |
| Mechanics Bank Trust Department | 15,779 | $841.8 萬 | 1.15% | −599−3.7% | 減碼 |
| Evercore Wealth Management, LLC | 15,839 | $845.0 萬 | 0.14% | −794−4.8% | 減碼 |
| Arvest Investments, Inc. | 16,073 | $857.5 萬 | 1.35% | −182−1.1% | 減碼 |
| Howard Capital Management Inc. | 16,130 | $860.5 萬 | 0.22% | −441−2.7% | 減碼 |
| Agf Management Ltd | 16,149 | $861.5 萬 | 0.05% | −675−4.0% | 減碼 |
| Pensionmark Financial Group, LLC | 16,207 | $864.6 萬 | 0.22% | +367+2.3% | 加碼 |
| Brookstone Capital Management | 16,365 | $873.0 萬 | 0.13% | −727−4.3% | 減碼 |
| First Financial Bank - Trust Division | 16,408 | $875.3 萬 | 0.85% | −2,176−11.7% | 減碼 |