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 |
|---|---|---|---|---|---|
| Nixon Peabody Trust Co | 16,558 | $883.3 萬 | 0.75% | −1,153−6.5% | 減碼 |
| Terry L. Blaker | 16,616 | $886.4 萬 | 0.35% | −249−1.5% | 減碼 |
| Wealthspire Advisors, LLC | 16,769 | $894.7 萬 | 0.05% | +934+5.9% | 加碼 |
| Harbour Trust & Investment Management Co | 16,780 | $895.2 萬 | 1.08% | −793−4.5% | 減碼 |
| Legacy Advisors, LLC | 17,082 | $911.3 萬 | 0.96% | +10+0.1% | 加碼 |
| Franklin Resources Inc | 17,088 | $911.6 萬 | 0.00% | +505+3.0% | 加碼 |
| Atria Wealth Solutions, Inc. | 17,084 | $913.1 萬 | 0.11% | −11,021−39.2% | 減碼 |
| Brown Brothers Harriman & Co | 17,236 | $919.5 萬 | 0.06% | −69−0.4% | 減碼 |
| Hummer Financial Advisory Services Inc | 17,228 | $921.3 萬 | 7.48% | +90+0.5% | 加碼 |
| Oppenheimer & Co Inc | 17,275 | $921.6 萬 | 0.14% | +9,606+125.3% | 加碼 |
| Bordeaux Wealth Advisors LLC | 17,296 | $922.7 萬 | 1.71% | 00.0% | 不變 |
| NBT Bank N A | 17,455 | $931.2 萬 | 0.67% | −219−1.2% | 減碼 |
| Symmetry Investments LP | 17,495 | $933.3 萬 | 0.84% | +13,823+376.4% | 加碼 |
| Canopy Partners, LLC | 17,527 | $935.0 萬 | 3.64% | −1,025−5.5% | 減碼 |
| Kovitz Investment Group Partners, LLC | 17,797 | $949.5 萬 | 0.05% | −31−0.2% | 減碼 |
| Quantinno Capital Management LP | 17,930 | $956.6 萬 | 0.06% | +16,294+996.0% | 加碼 |
| GFS Advisors, LLC | 17,988 | $959.6 萬 | 1.93% | +2,500+16.1% | 加碼 |
| Country Club Bank | 18,473 | $983.2 萬 | 0.66% | −673−3.5% | 減碼 |
| Financial & Tax Architects, LLC | 18,520 | $988.0 萬 | 2.48% | +18,520 | 新進 |
| Carnegie Capital Asset Management, LLC | 21,112 | $1,010 萬 | 0.24% | −2,408−10.2% | 減碼 |
| Lutz Financial Services LLC | 19,111 | $1,020 萬 | 0.83% | −97−0.5% | 減碼 |
| Peddock Capital Advisors, LLC | 19,252 | $1,027 萬 | 2.60% | −331−1.7% | 減碼 |
| Ameritas Investment Partners, Inc. | 19,355 | $1,033 萬 | 0.36% | +1,310+7.3% | 加碼 |
| jvl associates llc | 19,829 | $1,058 萬 | 4.27% | −36−0.2% | 減碼 |
| Old National Bancorp | 19,965 | $1,065 萬 | 0.28% | −260−1.3% | 減碼 |
| Exchange Capital Management, Inc. | 20,031 | $1,069 萬 | 1.73% | −234−1.2% | 減碼 |
| Dumont & Blake Investment Advisors LLC | 20,066 | $1,071 萬 | 3.00% | −128−0.6% | 減碼 |
| Mercer Global Advisors Inc | 20,149 | $1,074 萬 | 0.02% | +5,061+33.5% | 加碼 |
| Callan Family Office, LLC | 20,167 | $1,076 萬 | 0.81% | −556−2.7% | 減碼 |
| Trifecta Capital Advisors, LLC | 20,254 | $1,081 萬 | 2.26% | −375−1.8% | 減碼 |
| Savant Capital, LLC | 20,316 | $1,084 萬 | 0.09% | −4,901−19.4% | 減碼 |
| Thrivent Financial for Lutherans | 19,098 | $1,152 萬 | 0.03% | 00.0% | 不變 |
| MCF Advisors LLC | 21,764 | $1,163 萬 | 0.84% | −1,177−5.1% | 減碼 |
| Caldwell Trust Co | 22,252 | $1,187 萬 | 1.27% | −334−1.5% | 減碼 |
| Wellspring Financial Advisors, LLC | 22,850 | $1,219 萬 | 1.36% | −1,467−6.0% | 減碼 |
| Glenmede Trust Co NA | 22,925 | $1,223 萬 | 0.07% | +1,132+5.2% | 加碼 |
| Avantax Advisory Services, Inc. | 22,996 | $1,227 萬 | 0.07% | −400−1.7% | 減碼 |
| Cresset Asset Management, LLC | 23,208 | $1,241 萬 | 0.06% | −12,925−35.8% | 減碼 |
| Yousif Capital Management, LLC | 23,816 | $1,271 萬 | 0.15% | +6,589+38.2% | 加碼 |
| Wealth Alliance Advisory Group, LLC | 23,934 | $1,277 萬 | 2.65% | −8,144−25.4% | 減碼 |
| Steward Partners Investment Advisory, LLC | 24,338 | $1,298 萬 | 0.11% | −1,043−4.1% | 減碼 |
| Atlantic Edge Private Wealth Management, LLC | 24,446 | $1,304 萬 | 3.99% | −193−0.8% | 減碼 |
| Commerce Bank | 26,289 | $1,402 萬 | 0.09% | −401−1.5% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 26,716 | $1,425 萬 | 0.28% | +1,123+4.4% | 加碼 |
| Simmons Bank | 26,716 | $1,425 萬 | 1.07% | −1,742−6.1% | 減碼 |
| MML Investors Services, LLC | 27,065 | $1,444 萬 | 0.05% | −854−3.1% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 27,581 | $1,471 萬 | 0.05% | −4,149−13.1% | 減碼 |
| Youngs Advisory Group, Inc. | 28,021 | $1,495 萬 | 6.23% | +958+3.5% | 加碼 |
| RMB Capital Management, LLC | 28,362 | $1,517 萬 | 0.37% | −1,547−5.2% | 減碼 |
| Tandem Wealth Advisors LLC | 29,251 | $1,560 萬 | 8.16% | +785+2.8% | 加碼 |
| Hancock Whitney Corp | 29,252 | $1,561 萬 | 0.51% | +34+0.1% | 加碼 |
| Kestra Advisory Services, LLC | 29,627 | $1,581 萬 | 0.08% | −1,252−4.1% | 減碼 |
| Curbstone Financial Management Corp | 29,806 | $1,590 萬 | 3.35% | −550−1.8% | 減碼 |
| Miracle Mile Advisors, LLC | 29,831 | $1,591 萬 | 0.32% | −234−0.8% | 減碼 |
| M&T Bank Corp | 30,013 | $1,601 萬 | 0.06% | −2,424−7.5% | 減碼 |
| FMR LLC | 30,443 | $1,624 萬 | 0.00% | −94−0.3% | 減碼 |
| Serenus Wealth Advisors, LLC | 30,923 | $1,650 萬 | 2.74% | −364−1.2% | 減碼 |
| EP Wealth Advisors, LLC | 31,311 | $1,670 萬 | 0.13% | +513+1.7% | 加碼 |
| Huntington National Bank | – | $1,671 萬 | 0.12% | – | – |
| Vestor Capital, LLC | 32,231 | $1,720 萬 | 1.41% | +150+0.5% | 加碼 |
| Trustmark National Bank Trust Department | 32,290 | $1,723 萬 | 1.28% | +98+0.3% | 加碼 |
| Pinnacle Financial Partners Inc | 33,140 | $1,771 萬 | 0.36% | −450−1.3% | 減碼 |
| Steele Capital Management, Inc. | 33,876 | $1,812 萬 | 0.94% | −126−0.4% | 減碼 |
| Prescott Group Capital Management, L.L.C. | 34,323 | $1,831 萬 | 2.66% | 00.0% | 不變 |
| Squarepoint Ops LLC | 34,335 | $1,832 萬 | 0.04% | +32,915+2,318.0% | 加碼 |
| Madison Asset Management, LLC | 34,904 | $1,862 萬 | 0.21% | −4,938−12.4% | 減碼 |
| Waldron Private Wealth LLC | 35,034 | $1,869 萬 | 0.88% | −299−0.8% | 減碼 |
| 1st Source Bank | 36,020 | $1,922 萬 | 1.13% | −136−0.4% | 減碼 |
| Johnson Investment Counsel Inc | 36,316 | $1,937 萬 | 0.19% | +33+0.1% | 加碼 |
| Lido Advisors, LLC | 38,400 | $2,052 萬 | 0.12% | −773−2.0% | 減碼 |
| Conning Inc. | 40,185 | $2,144 萬 | 0.75% | 00.0% | 不變 |
| Weiss Asset Management LP | 40,210 | $2,145 萬 | 0.57% | +40,210 | 新進 |
| Bessemer Group Inc | 40,326 | $2,151 萬 | 0.04% | −11,302−21.9% | 減碼 |
| Janney Montgomery Scott LLC | 41,865 | $2,233 萬 | 0.06% | −2,065−4.7% | 減碼 |
| C V Starr & Co Inc | 42,100 | $2,246 萬 | 17.31% | +42,100 | 新進 |
| Klingman & Associates, LLC | 42,360 | $2,260 萬 | 1.38% | +79+0.2% | 加碼 |
| LCM Capital Management Inc | 43,787 | $2,336 萬 | 13.72% | +926+2.2% | 加碼 |
| Chicago Partners Investment Group LLC | 44,380 | $2,364 萬 | 0.79% | +37+0.1% | 加碼 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 45,467 | $2,426 萬 | 3.70% | +662+1.5% | 加碼 |
| Retirement Systems of Alabama | 46,240 | $2,467 萬 | 0.10% | −111−0.2% | 減碼 |
| IFG Advisors, LLC | 46,397 | $2,475 萬 | 4.77% | +1,979+4.5% | 加碼 |
| Citizens Financial Group Inc | 46,445 | $2,478 萬 | 0.49% | −74−0.2% | 減碼 |
| Cumberland Advisors Inc | 48,437 | $2,584 萬 | 11.71% | −1,045−2.1% | 減碼 |
| Rockefeller Capital Management L.P. | 48,724 | $2,599 萬 | 0.06% | +1,578+3.3% | 加碼 |
| Granite Bay Wealth Management, LLC | 50,398 | $2,689 萬 | 9.34% | +6,072+13.7% | 加碼 |
| Crewe Advisors LLC | 50,953 | $2,718 萬 | 3.82% | −110.0% | 減碼 |
| Susquehanna International Group, LLP | 51,191 | $2,731 萬 | 0.04% | +15,001+41.5% | 加碼 |
| Heritage Investors Management Corp | 51,469 | $2,746 萬 | 0.94% | −498−1.0% | 減碼 |
| Clearstead Advisors, LLC | 51,720 | $2,759 萬 | 0.43% | +358+0.7% | 加碼 |
| Baird Financial Group, Inc. | 51,747 | $2,761 萬 | 0.05% | −1,328−2.5% | 減碼 |
| Oldfather Financial Services, LLC | 51,922 | $2,770 萬 | 10.51% | +333+0.6% | 加碼 |
| BlackRock, Inc. | 52,354 | $2,793 萬 | 0.00% | −1,245−2.3% | 減碼 |
| Peapack Gladstone Financial Corp | 53,719 | $2,866 萬 | 0.43% | −670−1.2% | 減碼 |
| Comerica Bank | 53,998 | $2,881 萬 | 0.12% | +8,786+19.4% | 加碼 |
| Massmutual Trust Co FSB | 60,252 | $3,214 萬 | 0.93% | +165+0.3% | 加碼 |
| Smith, Moore & Co. | 60,492 | $3,227 萬 | 2.99% | +122+0.2% | 加碼 |
| Ascent Wealth Partners, LLC | 61,310 | $3,271 萬 | 4.39% | +1,847+3.1% | 加碼 |
| SCS Capital Management LLC | 61,505 | $3,286 萬 | 0.42% | +61,505 | 新進 |
| Bartlett & Co. Wealth Management LLC | 61,708 | $3,300 萬 | 0.49% | −142−0.2% | 減碼 |
| Cetera Investment Advisers | 62,623 | $3,341 萬 | 0.06% | −252−0.4% | 減碼 |