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 | 1,126 | $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 |
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 |
|---|---|---|---|---|---|
| LCNB Corp | 1,655 | $88.3 萬 | 0.33% | −40−2.4% | 減碼 |
| Jordan Park Group LLC | 1,664 | $88.8 萬 | 0.06% | −1,186−41.6% | 減碼 |
| Legacy Private Trust Co. | 1,666 | $88.9 萬 | 0.06% | 00.0% | 不變 |
| Nemes Rush Group LLC | 1,671 | $89.1 萬 | 0.11% | −99−5.6% | 減碼 |
| Quadrant Capital Group LLC | 1,680 | $89.6 萬 | 0.03% | +28+1.7% | 加碼 |
| Paragon Capital Management Ltd | 1,700 | $90.7 萬 | 0.19% | 00.0% | 不變 |
| TownSquare Capital, LLC | 1,717 | $91.6 萬 | 0.01% | +213+14.2% | 加碼 |
| Moors & Cabot, Inc. | 1,723 | $91.9 萬 | 0.05% | −2−0.1% | 減碼 |
| Fiera Capital Corp | 1,725 | $92.0 萬 | 0.00% | 00.0% | 不變 |
| Atomi Financial Group, Inc. | 1,725 | $92.0 萬 | 0.04% | +174+11.2% | 加碼 |
| Credit Agricole S A | 1,725 | $92.0 萬 | 0.00% | +1,725 | 新進 |
| Darrow Company, Inc. | 1,730 | $92.3 萬 | 0.51% | −1,327−43.4% | 減碼 |
| Wood Tarver Financial Group, LLC | 1,730 | $92.3 萬 | 0.30% | −25−1.4% | 減碼 |
| E&G Advisors, LP | 1,734 | $92.5 萬 | 0.26% | +497+40.2% | 加碼 |
| Carolinas Wealth Consulting LLC | 1,739 | $92.8 萬 | 0.20% | 00.0% | 不變 |
| Lynch & Associates | 1,740 | $92.8 萬 | 0.20% | 00.0% | 不變 |
| Dana Investment Advisors, Inc. | 1,744 | $93.1 萬 | 0.03% | −31−1.7% | 減碼 |
| Parsons Capital Management Inc | 1,753 | $93.5 萬 | 0.05% | +13+0.7% | 加碼 |
| Sebold Capital Management, Inc. | 1,773 | $94.6 萬 | 0.62% | −55−3.0% | 減碼 |
| Old North State Trust, LLC | 1,671 | $95.2 萬 | 0.61% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 1,777 | $95.3 萬 | 0.02% | +342+23.8% | 加碼 |
| Pettyjohn, Wood & White, Inc | 1,790 | $95.5 萬 | 0.18% | 00.0% | 不變 |
| Sovereign Financial Group, Inc. | 1,804 | $96.2 萬 | 0.22% | −11−0.6% | 減碼 |
| Peterson Wealth Management | 1,816 | $96.9 萬 | 0.65% | +60+3.4% | 加碼 |
| BancorpSouth Bank | 1,818 | $97.0 萬 | 0.07% | 00.0% | 不變 |
| Journey Advisory Group, LLC | 1,819 | $97.0 萬 | 0.08% | +63+3.6% | 加碼 |
| SFM, LLC | 1,825 | $97.4 萬 | 0.72% | −69−3.6% | 減碼 |
| Baker Avenue Asset Management, LP | 1,832 | $97.7 萬 | 0.03% | −518−22.0% | 減碼 |
| Financial Partners Group, LLC | 1,832 | $97.7 萬 | 0.42% | −256−12.3% | 減碼 |
| Beacon Financial Advisory LLC | 1,832 | $97.7 萬 | 0.30% | −20−1.1% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 1,838 | $98.2 萬 | 0.06% | −2−0.1% | 減碼 |
| Avantax Planning Partners, Inc. | 1,855 | $99.0 萬 | 0.04% | −188−9.2% | 減碼 |
| Bremer Bank National Association | 1,858 | $99.1 萬 | 0.18% | 00.0% | 不變 |
| First National Bank of Mount Dora, Trust Investment Services | 1,868 | $99.7 萬 | 0.24% | −42−2.2% | 減碼 |
| Clifford Swan Investment Counsel LLC | 1,870 | $99.8 萬 | 0.04% | 00.0% | 不變 |
| Forza Wealth Management, LLC | 1,876 | $100.1 萬 | 0.45% | −74−3.8% | 減碼 |
| ZRC Wealth Management, LLC | 1,878 | $100.2 萬 | 0.43% | −1−0.1% | 減碼 |
| Private Wealth Group, LLC | 1,887 | $100.7 萬 | 0.59% | 00.0% | 不變 |
| Wealth Watch Advisors, INC | 1,894 | $101.0 萬 | 0.82% | −51−2.6% | 減碼 |
| Berger Financial Group, Inc | 1,907 | $101.7 萬 | 0.07% | +926+94.4% | 加碼 |
| Koss-Olinger Consulting, LLC | 1,910 | $101.9 萬 | 0.09% | +1,910 | 新進 |
| White Pine Capital LLC | 1,929 | $102.9 萬 | 0.36% | −9−0.5% | 減碼 |
| CX Institutional | 1,935 | $103.2 萬 | 0.04% | −74−3.7% | 減碼 |
| Simplicity Wealth,LLC | 1,935 | $103.2 萬 | 0.08% | +671+53.1% | 加碼 |
| Appleton Partners Inc | 1,941 | $103.5 萬 | 0.08% | +963+98.5% | 加碼 |
| Stephens Inc | 1,941 | $103.5 萬 | 0.02% | +340+21.2% | 加碼 |
| Evanson Asset Management, LLC | 1,949 | $104.0 萬 | 0.08% | −3−0.2% | 減碼 |
| Glassman Wealth Services | 1,955 | $104.3 萬 | 0.17% | 00.0% | 不變 |
| Cassaday & Co Wealth Management LLC | 1,956 | $104.3 萬 | 0.03% | +50+2.6% | 加碼 |
| Astoria Portfolio Advisors LLC. | 2,051 | $104.4 萬 | 0.36% | 00.0% | 不變 |
| Mason Investment Advisory Services, Inc. | 1,960 | $104.6 萬 | 0.06% | 00.0% | 不變 |
| Frank, Rimerman Advisors LLC | 1,962 | $104.7 萬 | 0.08% | −133−6.3% | 減碼 |
| EverSource Wealth Advisors, LLC | 1,968 | $105.0 萬 | 0.06% | −280−12.5% | 減碼 |
| Bear Mountain Capital, Inc. | 2,019 | $105.4 萬 | 0.41% | 00.0% | 不變 |
| Burling Wealth Partners, LLC | 1,979 | $105.6 萬 | 0.22% | 00.0% | 不變 |
| Horizon Investments, LLC | 1,981 | $105.7 萬 | 0.03% | −47−2.3% | 減碼 |
| Founders Financial Securities LLC | 2,035 | $105.7 萬 | 0.09% | −23−1.1% | 減碼 |
| NCM Capital Management, LLC | 1,988 | $106.1 萬 | 0.48% | 00.0% | 不變 |
| Bill Few Associates, Inc. | 1,988 | $106.1 萬 | 0.38% | 00.0% | 不變 |
| FF Advisors,LLC | 1,993 | $106.2 萬 | 0.61% | +478+31.6% | 加碼 |
| Brighton Jones LLC | 1,995 | $106.4 萬 | 0.03% | −45−2.2% | 減碼 |
| Capital Planning Advisors, LLC | 2,000 | $106.7 萬 | 0.16% | 00.0% | 不變 |
| Dorsey & Whitney Trust CO LLC | 2,004 | $106.9 萬 | 0.06% | 00.0% | 不變 |
| Runnymede Capital Advisors, Inc. | 2,022 | $107.9 萬 | 1.03% | −70−3.3% | 減碼 |
| Taylor Financial Group, Inc. | 2,024 | $108.0 萬 | 0.75% | −75−3.6% | 減碼 |
| Maltin Wealth Management, Inc. | 2,034 | $108.5 萬 | 0.51% | +86+4.4% | 加碼 |
| Marion Wealth Management | 2,035 | $108.5 萬 | 0.29% | +4+0.2% | 加碼 |
| High Falls Advisors, Inc | 2,038 | $108.7 萬 | 0.26% | −600−22.7% | 減碼 |
| LaSalle St. Investment Advisors, LLC | 2,043 | $108.9 萬 | 0.26% | +154+8.2% | 加碼 |
| Bradley Foster & Sargent Inc | 2,048 | $109.3 萬 | 0.02% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 2,050 | $109.4 萬 | 0.02% | −318−13.4% | 減碼 |
| Pacific Financial Group Inc | 2,063 | $110.0 萬 | 0.89% | +31+1.5% | 加碼 |
| OneAscent Financial Services LLC | 2,052 | $110.2 萬 | 0.07% | +581+39.5% | 加碼 |
| Jennison Associates LLC | 2,072 | $110.5 萬 | 0.00% | −237−10.3% | 減碼 |
| SOL Capital Management CO | 2,075 | $110.7 萬 | 0.12% | +2+0.1% | 加碼 |
| JFS Wealth Advisors, LLC | 2,086 | $111.3 萬 | 0.08% | +52+2.6% | 加碼 |
| Bank of Hawaii | 2,087 | $111.3 萬 | 0.06% | 00.0% | 不變 |
| Frisch Financial Group, Inc. | 2,090 | $111.8 萬 | 0.31% | +6+0.3% | 加碼 |
| Emprise Bank | 2,096 | $111.8 萬 | 0.60% | 00.0% | 不變 |
| TruWealth Advisors, LLC | 2,101 | $112.1 萬 | 0.07% | 00.0% | 不變 |
| Sanibel Captiva Trust Company, Inc. | 2,110 | $112.6 萬 | 0.04% | −2−0.1% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 2,110 | $112.6 萬 | 0.01% | +713+51.0% | 加碼 |
| Lyell Wealth Management, LP | 2,111 | $112.6 萬 | 0.11% | −106−4.8% | 減碼 |
| Braun Stacey Associates Inc | 2,123 | $113.3 萬 | 0.05% | −239−10.1% | 減碼 |
| Great Valley Advisor Group, Inc. | 2,125 | $113.4 萬 | 0.02% | +5+0.2% | 加碼 |
| We Are One Seven, LLC | 2,133 | $113.8 萬 | 0.04% | −80−3.6% | 減碼 |
| AlphaStar Capital Management, LLC | 2,135 | $113.9 萬 | 0.11% | +53+2.5% | 加碼 |
| Plancorp, LLC | 2,163 | $115.4 萬 | 0.05% | +1,160+115.7% | 加碼 |
| Choate Investment Advisors | 2,184 | $116.5 萬 | 0.03% | −303−12.2% | 減碼 |
| Arthur M. Cohen & Associates, LLC | 2,187 | $116.7 萬 | 0.22% | +362+19.8% | 加碼 |
| Tompkins Financial Corp | 2,191 | $116.9 萬 | 0.11% | +287+15.1% | 加碼 |
| Gryphon Financial Partners LLC | 2,201 | $117.4 萬 | 0.17% | +36+1.7% | 加碼 |
| Kennebec Savings Bank | 2,210 | $117.9 萬 | 1.25% | −26−1.2% | 減碼 |
| Wedbush Securities Inc | 2,216 | $118.2 萬 | 0.04% | +2+0.1% | 加碼 |
| Atria Investments LLC | 2,219 | $118.4 萬 | 0.02% | −3,803−63.2% | 減碼 |
| Howe & Rusling Inc | 2,242 | $119.6 萬 | 0.10% | 00.0% | 不變 |
| Macquarie Group Ltd | 2,244 | $119.7 萬 | 0.00% | +2,244 | 新進 |
| Warner Financial, Inc | 2,247 | $119.9 萬 | 0.53% | −13−0.6% | 減碼 |
| Pasadena Private Wealth, LLC | 2,250 | $120.0 萬 | 0.23% | +2,250 | 新進 |
| SOA Wealth Advisors, LLC. | 2,251 | $120.1 萬 | 0.25% | 00.0% | 不變 |