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 |
|---|---|---|---|---|---|
| National Asset Management, Inc. | 4,634 | $247.2 萬 | 0.08% | −1,203−20.6% | 減碼 |
| Johnson Financial Group, Inc. | 4,608 | $246.4 萬 | 0.12% | −405−8.1% | 減碼 |
| Caliber Wealth Management, LLC | 4,608 | $245.8 萬 | 0.34% | +4,608 | 新進 |
| Courier Capital LLC | 4,603 | $245.6 萬 | 0.16% | +51+1.1% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 4,577 | $244.2 萬 | 0.01% | −1,733−27.5% | 減碼 |
| Connecticut Wealth Management, LLC | 4,567 | $243.6 萬 | 0.13% | −29−0.6% | 減碼 |
| West Paces Advisors Inc. | 4,560 | $243.3 萬 | 0.55% | 00.0% | 不變 |
| Gilman Hill Asset Management, LLC | 4,548 | $242.6 萬 | 0.42% | 00.0% | 不變 |
| LM Advisors LLC | 4,514 | $240.8 萬 | 0.43% | +1,685+59.6% | 加碼 |
| Element Pointe Advisors, LLC | 4,500 | $240.1 萬 | 0.58% | 00.0% | 不變 |
| Davidson Trust Co | 4,495 | $239.8 萬 | 1.14% | 00.0% | 不變 |
| Wesbanco Bank Inc | 4,487 | $239.4 萬 | 0.08% | +156+3.6% | 加碼 |
| Meridian Wealth Management, LLC | 4,453 | $237.6 萬 | 0.12% | −7−0.2% | 減碼 |
| Hudson Valley Investment Advisors Inc | 4,439 | $236.8 萬 | 0.28% | −63−1.4% | 減碼 |
| Stone Point Wealth LLC | 4,434 | $236.5 萬 | 0.80% | +55+1.3% | 加碼 |
| Diversified Trust Co | 4,429 | $236.3 萬 | 0.06% | −453−9.3% | 減碼 |
| Naples Global Advisors, LLC | 4,407 | $235.7 萬 | 0.22% | −270−5.8% | 減碼 |
| Sterling Investment Advisors, Ltd. | 4,395 | $234.5 萬 | 0.56% | −87−1.9% | 減碼 |
| Crescent Sterling, Ltd. | 4,370 | $233.1 萬 | 2.39% | +247+6.0% | 加碼 |
| Lowe Wealth Advisors, LLC | 4,362 | $232.7 萬 | 0.99% | +62+1.4% | 加碼 |
| Element Wealth, LLC | 4,362 | $232.7 萬 | 1.25% | −54−1.2% | 減碼 |
| WealthBridge Capital Management, LLC | 4,361 | $232.6 萬 | 0.66% | −82−1.8% | 減碼 |
| Veracity Capital LLC | 4,359 | $232.5 萬 | 0.91% | 00.0% | 不變 |
| RVW Wealth, LLC | 4,316 | $230.3 萬 | 0.22% | −1,509−25.9% | 減碼 |
| Salem Investment Counselors Inc | 4,197 | $224.5 萬 | 0.08% | 00.0% | 不變 |
| PKS Advisory Services, LLC | 4,205 | $224.3 萬 | 0.61% | −658−13.5% | 減碼 |
| Lavaca Capital LLC | 4,200 | $224.1 萬 | 1.02% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 4,180 | $223.0 萬 | 0.07% | +3,876+1,275.0% | 加碼 |
| Taylor, Cottrill, Erickson & Associates, Inc. | 4,150 | $221.4 萬 | 0.79% | 00.0% | 不變 |
| Baron Financial Group, LLC | 4,131 | $220.4 萬 | 1.39% | −23−0.6% | 減碼 |
| Revolve Wealth Partners, LLC | 4,018 | $214.4 萬 | 0.31% | −5−0.1% | 減碼 |
| Transatlantique Private Wealth LLC | 3,995 | $213.1 萬 | 0.85% | −45−1.1% | 減碼 |
| CAPROCK Group, Inc. | 3,980 | $212.9 萬 | 0.06% | +161+4.2% | 加碼 |
| Capital Investment Advisory Services, LLC | 3,972 | $211.9 萬 | 0.19% | −35−0.9% | 減碼 |
| Stratos Wealth Partners, LTD. | 3,945 | $210.5 萬 | 0.03% | +20+0.5% | 加碼 |
| Fifth Third Wealth Advisors LLC | 3,939 | $210.1 萬 | 0.11% | +159+4.2% | 加碼 |
| Centaurus Financial, Inc. | 3,913 | $208.8 萬 | 0.13% | +182+4.9% | 加碼 |
| Cambridge Advisors Inc. | 3,874 | $206.7 萬 | 0.45% | 00.0% | 不變 |
| Alpha Wealth Funds, LLC | 3,863 | $206.1 萬 | 2.24% | −475−10.9% | 減碼 |
| ZWJ Investment Counsel Inc | 3,857 | $205.7 萬 | 0.08% | −343−8.2% | 減碼 |
| Intelligent Financial Strategies | 3,846 | $205.7 萬 | 1.07% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 3,854 | $205.6 萬 | 0.18% | −74−1.9% | 減碼 |
| American Institute for Advanced Investment Management, LLP | 3,836 | $204.6 萬 | 1.56% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 3,758 | $200.5 萬 | 0.03% | +73+2.0% | 加碼 |
| Venturi Wealth Management, LLC | 3,749 | $200.0 萬 | 0.10% | +77+2.1% | 加碼 |
| Clientfirst Wealth Management, LLC | 3,741 | $199.6 萬 | 2.26% | 00.0% | 不變 |
| Topsail Wealth Management, LLC | 3,736 | $199.3 萬 | 0.41% | +1,030+38.1% | 加碼 |
| All Terrain Financial Advisors, LLC | 3,709 | $197.9 萬 | 0.77% | 00.0% | 不變 |
| Adviser Investments LLC | 3,707 | $197.8 萬 | 0.02% | −806−17.9% | 減碼 |
| Trust Point Inc. | 3,704 | $197.6 萬 | 0.18% | −5−0.1% | 減碼 |
| Park Capital Management, LLC | 3,701 | $197.4 萬 | 2.31% | −65−1.7% | 減碼 |
| Lindbrook Capital, LLC | 3,681 | $196.4 萬 | 0.18% | 00.0% | 不變 |
| Moloney Securities Asset Management, LLC | 3,666 | $195.6 萬 | 0.26% | −171−4.5% | 減碼 |
| Old Second National Bank of Aurora | 3,654 | $194.9 萬 | 0.46% | −12−0.3% | 減碼 |
| NorthRock Partners, LLC | 3,602 | $192.2 萬 | 0.06% | +91+2.6% | 加碼 |
| Blue Fin Capital, Inc. | 3,547 | $189.2 萬 | 0.37% | −12−0.3% | 減碼 |
| Northern Oak Wealth Management Inc | 3,541 | $188.9 萬 | 0.24% | −15−0.4% | 減碼 |
| Cubist Systematic Strategies, LLC | 3,520 | $187.8 萬 | 0.02% | +3,520 | 新進 |
| Private Trust Co NA | 3,516 | $187.6 萬 | 0.19% | −465−11.7% | 減碼 |
| Rosenblum Silverman Sutton S F Inc | 3,496 | $186.5 萬 | 0.51% | +19+0.5% | 加碼 |
| Lionsbridge Wealth Management LLC | 3,487 | $186.0 萬 | 1.65% | −335−8.8% | 減碼 |
| Investment Advisory Group, LLC | 3,470 | $185.1 萬 | 0.62% | +111+3.3% | 加碼 |
| Becker Capital Management Inc | 3,451 | $184.5 萬 | 0.06% | −193−5.3% | 減碼 |
| Jane Street Group, LLC | 3,445 | $183.8 萬 | 0.00% | −5,416−61.1% | 減碼 |
| Integrated Advisors Network LLC | 3,396 | $181.2 萬 | 0.09% | +22+0.7% | 加碼 |
| Meridian Financial, LLC | 3,343 | $178.3 萬 | 1.25% | −105−3.0% | 減碼 |
| CWS Financial Advisors, LLC | 3,319 | $177.1 萬 | 0.56% | 00.0% | 不變 |
| Summit Wealth Partners, LLC | 3,308 | $176.5 萬 | 0.36% | −18−0.5% | 減碼 |
| Scotia Capital Inc. | 3,302 | $176.2 萬 | 0.01% | −51−1.5% | 減碼 |
| GenTrust, LLC | 3,291 | $176.0 萬 | 0.08% | −7−0.2% | 減碼 |
| Eldridge Investment Advisors, Inc. | 3,277 | $174.8 萬 | 0.40% | −51−1.5% | 減碼 |
| Farrow Financial Inc. | 3,271 | $174.5 萬 | 1.17% | −18−0.5% | 減碼 |
| TSFG, LLC | 3,260 | $173.9 萬 | 0.36% | −20−0.6% | 減碼 |
| Aspiriant, LLC | 3,221 | $171.9 萬 | 0.06% | 00.0% | 不變 |
| Gotham Asset Management, LLC | 3,198 | $170.6 萬 | 0.01% | +3,198 | 新進 |
| Oxford Financial Group Ltd | 3,192 | $170.3 萬 | 0.12% | 00.0% | 不變 |
| Dynamic Advisor Solutions LLC | 3,191 | $170.2 萬 | 0.06% | +3,191 | 新進 |
| Gridiron Partners, LLC | 3,164 | $168.8 萬 | 1.08% | −209−6.2% | 減碼 |
| McKinley Carter Wealth Services, Inc. | 3,151 | $168.1 萬 | 0.10% | 00.0% | 不變 |
| Tiemann Investment Advisors, LLC | 3,108 | $165.8 萬 | 0.75% | −30−1.0% | 減碼 |
| Embree Financial Group | 3,103 | $165.6 萬 | 0.28% | −195−5.9% | 減碼 |
| Kelman-Lazarov, Inc. | 3,100 | $165.4 萬 | 0.30% | +242+8.5% | 加碼 |
| Freestone Capital Holdings, LLC | 3,072 | $163.9 萬 | 0.06% | −142−4.4% | 減碼 |
| Insigneo Advisory Services, LLC | 3,055 | $163.0 萬 | 0.17% | −1,594−34.3% | 減碼 |
| Brinker Capital Investments, LLC | 3,046 | $162.5 萬 | 0.02% | +379+14.2% | 加碼 |
| Orion Portfolio Solutions, LLC | 3,046 | $162.5 萬 | 0.02% | +379+14.2% | 加碼 |
| Hilltop Holdings Inc. | 3,024 | $161.3 萬 | 0.10% | +1,035+52.0% | 加碼 |
| AlTi Global, Inc. | 3,004 | $160.7 萬 | 0.04% | −174−5.5% | 減碼 |
| Black Maple Capital Management LP | 3,000 | $160.0 萬 | 1.26% | 00.0% | 不變 |
| DRW Securities, LLC | 3,000 | $160.0 萬 | 0.14% | +1,523+103.1% | 加碼 |
| Price T Rowe Associates Inc | 2,998 | $160.0 萬 | 0.00% | −1,037−25.7% | 減碼 |
| Paradigm, Strategies in Wealth Management, LLC | 2,986 | $159.3 萬 | 1.07% | −4−0.1% | 減碼 |
| SlateStone Wealth, LLC | 2,985 | $159.2 萬 | 0.16% | 00.0% | 不變 |
| Compass Wealth Management LLC | 2,966 | $158.2 萬 | 0.40% | −17−0.6% | 減碼 |
| Northwest Bancshares, Inc. | 2,966 | $158.2 萬 | 0.29% | −57−1.9% | 減碼 |
| Regions Financial Corp | 2,958 | $157.8 萬 | 0.01% | −96−3.1% | 減碼 |
| Farmers & Merchants Trust Co of Long Beach | 2,958 | $157.8 萬 | 0.40% | 00.0% | 不變 |
| HRT Financial LP | 2,959 | $157.8 萬 | 0.01% | +2,551+625.2% | 加碼 |
| Crestwood Advisors Group LLC | 2,927 | $156.1 萬 | 0.03% | +1,586+118.3% | 加碼 |
| Focus Financial Network, Inc. | 2,872 | $153.2 萬 | 0.06% | −270−8.6% | 減碼 |