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 |
|---|---|---|---|---|---|
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 7,652 | $380.6 萬 | 1.57% | +35+0.5% | 加碼 |
| Haverford Trust Co | 7,099 | $378.7 萬 | 0.04% | 00.0% | 不變 |
| Davis R M Inc | 7,065 | $376.9 萬 | 0.08% | −10−0.1% | 減碼 |
| Tower View Investment Management & Research LLC | 7,019 | $374.5 萬 | 2.18% | +1,501+27.2% | 加碼 |
| NBW Capital LLC | 6,961 | $371.4 萬 | 0.82% | −1,659−19.2% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 6,951 | $370.0 萬 | 0.04% | +785+12.7% | 加碼 |
| Segment Wealth Management, LLC | 6,930 | $369.7 萬 | 0.25% | −450−6.1% | 減碼 |
| Quadrature Capital Ltd | 6,911 | $368.6 萬 | 0.08% | −1,032−13.0% | 減碼 |
| Resources Investment Advisors, LLC. | 6,892 | $367.7 萬 | 0.04% | −220−3.1% | 減碼 |
| Jones Financial Companies LLLP | 6,868 | $365.6 萬 | 0.00% | +1,515+28.3% | 加碼 |
| Ballentine Partners, LLC | 6,839 | $364.8 萬 | 0.06% | +208+3.1% | 加碼 |
| Tandem Investment Partners LLC | 6,813 | $363.5 萬 | 3.59% | −4,080−37.5% | 減碼 |
| Snowden Capital Advisors LLC | 6,785 | $362.8 萬 | 0.12% | −179−2.6% | 減碼 |
| Union Savings Bank | 6,799 | $362.7 萬 | 1.77% | −12−0.2% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 6,766 | $361.0 萬 | 0.11% | +77+1.2% | 加碼 |
| Capital Advantage, Inc. | 6,327 | $360.4 萬 | 0.66% | 00.0% | 不變 |
| Proficio Capital Partners LLC | 6,640 | $355.8 萬 | 0.28% | +65+1.0% | 加碼 |
| Smith Chas P & Associates Pa Cpas | 6,670 | $355.8 萬 | 0.21% | −17−0.3% | 減碼 |
| Washburn Capital Management, Inc. | 60,960 | $355.7 萬 | 2.34% | −2,020−3.2% | 減碼 |
| Keeley-Teton Advisors, LLC | 6,655 | $355.0 萬 | 0.43% | +519+8.5% | 加碼 |
| Glen Eagle Advisors, LLC | 6,564 | $350.2 萬 | 0.58% | −7−0.1% | 減碼 |
| Gould Asset Management LLC | 6,551 | $349.5 萬 | 0.72% | +70+1.1% | 加碼 |
| Keystone Financial Group | 6,441 | $348.9 萬 | 0.35% | −1,411−18.0% | 減碼 |
| Bristlecone Advisors, LLC | 6,514 | $347.5 萬 | 0.28% | −215−3.2% | 減碼 |
| Matrix Asset Advisors Inc | 6,469 | $345.1 萬 | 0.38% | −97−1.5% | 減碼 |
| Sentinel Trust Co Lba | 6,454 | $344.3 萬 | 0.41% | −139−2.1% | 減碼 |
| AQR Capital Management LLC | 6,417 | $342.3 萬 | 0.00% | +1,401+27.9% | 加碼 |
| Bailard, Inc. | 6,381 | $340.4 萬 | 0.09% | −97−1.5% | 減碼 |
| New Century Financial Group, LLC | 6,365 | $339.6 萬 | 3.93% | −19−0.3% | 減碼 |
| Change Path, LLC | 6,363 | $339.5 萬 | 0.10% | +3,404+115.0% | 加碼 |
| Greenleaf Trust | 6,362 | $339.4 萬 | 0.03% | −58−0.9% | 減碼 |
| Audent Global Asset Management, LLC | 6,339 | $338.2 萬 | 2.79% | −1,008−13.7% | 減碼 |
| Golden State Wealth Management, LLC | 6,320 | $337.2 萬 | 0.50% | +6,320 | 新進 |
| United Capital Financial Advisers, LLC | 6,290 | $335.6 萬 | 0.03% | −32−0.5% | 減碼 |
| Charter Research & Investment Group, Inc. | 6,278 | $334.9 萬 | 2.56% | +66+1.1% | 加碼 |
| Clear Point Advisors Inc. | 6,259 | $333.9 萬 | 3.00% | +7+0.1% | 加碼 |
| Fiduciary Trust Co | 6,230 | $332.4 萬 | 0.04% | +176+2.9% | 加碼 |
| Crews Bank & Trust | 6,230 | $332.4 萬 | 0.57% | −220−3.4% | 減碼 |
| Salomon & Ludwin, LLC | 6,221 | $331.9 萬 | 0.35% | +808+14.9% | 加碼 |
| Elyxium Wealth, LLC | 6,200 | $330.8 萬 | 1.47% | 00.0% | 不變 |
| Woodstock Corp | 6,190 | $330.2 萬 | 0.33% | +928+17.6% | 加碼 |
| HB Wealth Management, LLC | 6,158 | $328.6 萬 | 0.03% | −299−4.6% | 減碼 |
| Seeds Investor LLC | 6,095 | $325.2 萬 | 0.91% | +4,397+259.0% | 加碼 |
| RSM US Wealth Management LLC | 54,338 | $324.1 萬 | 0.05% | +46,295+575.6% | 加碼 |
| First Citizens Bank & Trust Co | 6,070 | $323.8 萬 | 0.08% | −244−3.9% | 減碼 |
| Weil Company, Inc. | 6,062 | $323.4 萬 | 0.97% | −1,641−21.3% | 減碼 |
| GWM Advisors LLC | 5,976 | $318.8 萬 | 0.02% | −1,436−19.4% | 減碼 |
| Precedent Wealth Partners, LLC | 5,951 | $317.5 萬 | 0.88% | +429+7.8% | 加碼 |
| Romano Brothers and Company | 5,892 | $314.3 萬 | 0.41% | −90−1.5% | 減碼 |
| Paladin Advisory Group, LLC | 5,887 | $314.1 萬 | 2.51% | −12−0.2% | 減碼 |
| Garden State Investment Advisory Services LLC | 5,850 | $312.6 萬 | 1.00% | +610+11.6% | 加碼 |
| Sepio Capital, LP | 5,810 | $310.0 萬 | 0.25% | 00.0% | 不變 |
| Signature Securities Group Corporation | 5,787 | $309.5 萬 | 0.79% | +77+1.3% | 加碼 |
| PFG Advisors | 5,782 | $308.5 萬 | 0.17% | −93−1.6% | 減碼 |
| Graypoint LLC | 5,680 | $303.0 萬 | 0.19% | +1,180+26.2% | 加碼 |
| Silvercrest Asset Management Group LLC | 5,677 | $302.8 萬 | 0.02% | −126−2.2% | 減碼 |
| Whalerock Point Partners, LLC | 5,645 | $301.1 萬 | 0.72% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 5,569 | $297.1 萬 | 0.08% | −112−2.0% | 減碼 |
| GTS Securities LLC | 5,568 | $297.0 萬 | 0.13% | +280+5.3% | 加碼 |
| Stephenson National Bank & Trust | 5,561 | $296.7 萬 | 1.07% | −749−11.9% | 減碼 |
| Advisory Services Network, LLC | 5,544 | $295.7 萬 | 0.06% | −73−1.3% | 減碼 |
| Penobscot Investment Management Company, Inc. | 5,517 | $294.3 萬 | 0.28% | +310+6.0% | 加碼 |
| Eastern Bank | 5,492 | $293.0 萬 | 0.06% | −338−5.8% | 減碼 |
| J.W. Cole Advisors, Inc. | 5,482 | $292.5 萬 | 0.09% | −49−0.9% | 減碼 |
| Joel Isaacson & Co., LLC | 5,464 | $291.5 萬 | 0.13% | +52+1.0% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 5,453 | $290.9 萬 | 0.01% | −314−5.4% | 減碼 |
| Boston Private Wealth LLC | 5,411 | $288.7 萬 | 0.12% | +711+15.1% | 加碼 |
| David Loasby | 5,794 | $284.3 萬 | 0.28% | +1,279+28.3% | 加碼 |
| Miller Investment Management, LP | 5,201 | $277.5 萬 | 0.31% | 00.0% | 不變 |
| Delta Financial Group, Inc. | 5,011 | $276.2 萬 | 0.63% | +167+3.4% | 加碼 |
| Argent Trust Co | 5,119 | $273.1 萬 | 0.11% | +6+0.1% | 加碼 |
| Sigma Planning Corp | 5,092 | $271.6 萬 | 0.09% | +145+2.9% | 加碼 |
| Vanguard Group Inc | 5,081 | $271.1 萬 | 0.00% | −41−0.8% | 減碼 |
| Pegasus Asset Management, Inc. | 5,072 | $270.6 萬 | 1.08% | −123−2.4% | 減碼 |
| Spinnaker Trust | 5,057 | $269.8 萬 | 0.18% | −10−0.2% | 減碼 |
| Sowell Financial Services LLC | 5,046 | $269.2 萬 | 0.12% | +5,046 | 新進 |
| Shoker Investment Counsel, Inc. | 5,036 | $268.7 萬 | 0.91% | −11−0.2% | 減碼 |
| Financial Life Planners | 5,000 | $266.7 萬 | 2.60% | −337−6.3% | 減碼 |
| CenterStar Asset Management, LLC | 4,984 | $266.0 萬 | 3.82% | +4,514+960.4% | 加碼 |
| Green Square Capital Advisors LLC | 4,977 | $265.5 萬 | 0.40% | −908−15.4% | 減碼 |
| Raffa Wealth Management, LLC | 4,917 | $262.3 萬 | 0.60% | 00.0% | 不變 |
| Capital Advisory Group Advisory Services, LLC | 4,874 | $260.0 萬 | 0.99% | −71−1.4% | 減碼 |
| RFG Advisory, LLC | 4,848 | $258.7 萬 | 0.07% | +692+16.7% | 加碼 |
| Northstar Asset Management LLC | 4,820 | $257.1 萬 | 0.62% | −20−0.4% | 減碼 |
| CIBC World Markets Inc. | 4,820 | $257.1 萬 | 0.01% | +3,592+292.5% | 加碼 |
| IFG Advisory, LLC | 4,817 | $257.0 萬 | 0.14% | −67−1.4% | 減碼 |
| Independence Bank of Kentucky | 4,789 | $255.5 萬 | 0.40% | 00.0% | 不變 |
| Moneta Group Investment Advisors LLC | 4,775 | $254.7 萬 | 0.04% | −3−0.1% | 減碼 |
| TD Waterhouse Canada Inc. | 4,749 | $254.6 萬 | 0.02% | +382+8.7% | 加碼 |
| InTrack Investment Management Inc | 4,772 | $254.6 萬 | 2.31% | −262−5.2% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,986 | $253.8 萬 | 0.02% | −45−0.9% | 減碼 |
| Baltimore-Washington Financial Advisors, Inc. | 4,728 | $252.2 萬 | 0.13% | −259−5.2% | 減碼 |
| Asset Management Group, Inc. | 4,726 | $252.1 萬 | 0.47% | +15+0.3% | 加碼 |
| Winthrop Advisory Group LLC | 4,711 | $252.0 萬 | 0.30% | 00.0% | 不變 |
| New England Private Wealth Advisors LLC | 4,721 | $251.9 萬 | 0.39% | 00.0% | 不變 |
| Sabal Trust CO | 4,708 | $251.2 萬 | 0.14% | +115+2.5% | 加碼 |
| St. Johns Investment Management Company, LLC | 4,707 | $251.1 萬 | 1.24% | −163−3.3% | 減碼 |
| Coastline Trust Co | 4,691 | $250.3 萬 | 0.31% | 00.0% | 不變 |
| Prime Capital Investment Advisors, LLC | 4,683 | $249.8 萬 | 0.03% | +266+6.0% | 加碼 |
| Sage Financial Management Group, Inc. | 4,680 | $249.7 萬 | 0.91% | −247−5.0% | 減碼 |