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 |
|---|---|---|---|---|---|
| Ameritas Advisory Services, LLC | 2,689 | $152.4 萬 | 0.06% | −1,300−32.6% | 減碼 |
| Aspen Investment Management Inc | 2,831 | $151.0 萬 | 0.70% | −114−3.9% | 減碼 |
| Deutsche Bank AG | 2,803 | $149.5 萬 | 0.00% | −33−1.2% | 減碼 |
| XML Financial, LLC | 2,791 | $148.9 萬 | 0.14% | −37−1.3% | 減碼 |
| Millstone Evans Group, LLC | 2,790 | $148.8 萬 | 1.01% | −73−2.5% | 減碼 |
| Neuberger Berman Group LLC | 2,784 | $148.5 萬 | 0.00% | −87−3.0% | 減碼 |
| Hardy Reed LLC | 2,775 | $148.0 萬 | 0.13% | 00.0% | 不變 |
| Edge Financial Advisors LLC | 2,760 | $147.3 萬 | 0.93% | +9+0.3% | 加碼 |
| Advus Financial Partners, LLC | 2,739 | $146.5 萬 | 0.63% | −28−1.0% | 減碼 |
| Harbor Advisory Corp | 2,743 | $146.3 萬 | 0.49% | 00.0% | 不變 |
| Pacific Point Advisors, LLC | 2,742 | $146.3 萬 | 0.82% | 00.0% | 不變 |
| GEM Asset Management, LLC | 2,724 | $146.1 萬 | 0.82% | 00.0% | 不變 |
| Stratos Wealth Advisors, LLC | 2,727 | $145.5 萬 | 0.08% | +252+10.2% | 加碼 |
| ARS Investment Partners, LLC | 2,535 | $144.4 萬 | 0.13% | 00.0% | 不變 |
| Osborne Partners Capital Management, LLC | 2,701 | $144.1 萬 | 0.08% | −67−2.4% | 減碼 |
| Marble Harbor Investment Counsel, LLC | 2,700 | $144.0 萬 | 0.16% | 00.0% | 不變 |
| Moody Lynn & Lieberson, LLC | 2,700 | $144.0 萬 | 0.09% | +19+0.7% | 加碼 |
| Walleye Trading LLC | 2,688 | $143.4 萬 | 0.04% | +2,688 | 新進 |
| TCTC Holdings, LLC | 2,686 | $143.3 萬 | 0.05% | 00.0% | 不變 |
| ARK & TLK Investments, LLC | 2,665 | $142.2 萬 | 0.50% | 00.0% | 不變 |
| Disciplined Investments, LLC | 2,655 | $141.6 萬 | 0.65% | +7+0.3% | 加碼 |
| TD Private Client Wealth LLC | 2,637 | $140.7 萬 | 0.04% | −1,200−31.3% | 減碼 |
| Essex Financial Services, Inc. | 2,627 | $140.1 萬 | 0.10% | +53+2.1% | 加碼 |
| Zions Bancorporation, National Association | 2,625 | $140.0 萬 | 0.09% | +2,625 | 新進 |
| Fiducient Advisors LLC | 2,612 | $139.7 萬 | 0.17% | +41+1.6% | 加碼 |
| Equitable Trust Co | 2,560 | $136.6 萬 | 0.08% | 00.0% | 不變 |
| Cary Street Partners Financial LLC | 2,557 | $136.4 萬 | 0.04% | −19−0.7% | 減碼 |
| Manchester Capital Management LLC | 2,528 | $134.9 萬 | 0.17% | 00.0% | 不變 |
| Coyle Financial Counsel LLC | 2,506 | $133.7 萬 | 0.41% | −72−2.8% | 減碼 |
| Ullmann Financial Group, Inc. | 2,504 | $133.6 萬 | 0.18% | 00.0% | 不變 |
| Marshall Wace, LLP | 2,500 | $133.4 萬 | 0.00% | +2,500 | 新進 |
| Financial Network Wealth Management LLC | 2,500 | $133.3 萬 | 0.47% | 00.0% | 不變 |
| Beaumont Financial Advisors, LLC | 2,497 | $133.2 萬 | 0.10% | −20−0.8% | 減碼 |
| SK Wealth Management, LLC | 2,713 | $133.0 萬 | 0.71% | +9+0.3% | 加碼 |
| Sunflower Bank, N.A. | 2,482 | $132.4 萬 | 0.37% | −19−0.8% | 減碼 |
| Summit Trail Advisors, LLC | 2,474 | $132.3 萬 | 0.04% | +200+8.8% | 加碼 |
| Spire Wealth Management | 2,475 | $132.0 萬 | 0.04% | +13+0.5% | 加碼 |
| Sunbeam Capital Management, LLC | 2,472 | $131.9 萬 | 1.26% | −42−1.7% | 減碼 |
| Stock Yards Bank & Trust Co | 2,471 | $131.8 萬 | 0.05% | −180−6.8% | 減碼 |
| Sentinus, LLC | 2,468 | $131.7 萬 | 0.37% | +38+1.6% | 加碼 |
| Two Sigma Securities, LLC | 2,468 | $131.7 萬 | 0.20% | +2,468 | 新進 |
| Valmark Advisers, Inc. | 2,466 | $131.5 萬 | 0.02% | −86−3.4% | 減碼 |
| ORBA Wealth Advisors, L.L.C. | 2,458 | $131.1 萬 | 0.66% | −60−2.4% | 減碼 |
| Compass Capital Corp | 2,672 | $130.0 萬 | 0.68% | +48+1.8% | 加碼 |
| Middleton & Co Inc | 2,436 | $130.0 萬 | 0.15% | 00.0% | 不變 |
| BKD Wealth Advisors, LLC | 2,435 | $129.9 萬 | 0.03% | −15−0.6% | 減碼 |
| Montecito Bank & Trust | 2,414 | $128.8 萬 | 0.23% | 00.0% | 不變 |
| GM Advisory Group, Inc. | 2,410 | $128.5 萬 | 0.07% | 00.0% | 不變 |
| Cozad Asset Management Inc | 2,403 | $128.2 萬 | 0.13% | 00.0% | 不變 |
| Altfest L J & Co Inc | 2,402 | $128.2 萬 | 0.16% | −22,067−90.2% | 減碼 |
| Independent Financial Group, LLC | 2,390 | $127.5 萬 | 0.04% | −242−9.2% | 減碼 |
| Axxcess Wealth Management, LLC | 2,388 | $127.4 萬 | 0.03% | +18+0.8% | 加碼 |
| Zhang Financial LLC | 2,379 | $126.9 萬 | 0.07% | +155+7.0% | 加碼 |
| Renaissance Investment Group LLC | 2,373 | $126.6 萬 | 0.31% | −4,506−65.5% | 減碼 |
| Kingsview Wealth Management, LLC | 2,321 | $123.8 萬 | 0.02% | −172−6.9% | 減碼 |
| Beacon Bridge Wealth Partners, LLC | 2,304 | $122.9 萬 | 0.52% | +3+0.1% | 加碼 |
| GAMMA Investing LLC | 2,303 | $122.9 萬 | 0.09% | +2,070+888.4% | 加碼 |
| American Capital Advisory, LLC | 2,301 | $122.8 萬 | 0.66% | −53−2.3% | 減碼 |
| Clear Harbor Asset Management, LLC | 2,298 | $122.6 萬 | 0.10% | +266+13.1% | 加碼 |
| Castle Rock Wealth Management, LLC | 2,285 | $122.3 萬 | 0.33% | −124−5.1% | 減碼 |
| Allred Capital Management, LLC | 2,263 | $120.7 萬 | 0.48% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 2,251 | $120.1 萬 | 0.25% | 00.0% | 不變 |
| Pasadena Private Wealth, LLC | 2,250 | $120.0 萬 | 0.23% | +2,250 | 新進 |
| Warner Financial, Inc | 2,247 | $119.9 萬 | 0.53% | −13−0.6% | 減碼 |
| Macquarie Group Ltd | 2,244 | $119.7 萬 | 0.00% | +2,244 | 新進 |
| Howe & Rusling Inc | 2,242 | $119.6 萬 | 0.10% | 00.0% | 不變 |
| Atria Investments LLC | 2,219 | $118.4 萬 | 0.02% | −3,803−63.2% | 減碼 |
| Wedbush Securities Inc | 2,216 | $118.2 萬 | 0.04% | +2+0.1% | 加碼 |
| Kennebec Savings Bank | 2,210 | $117.9 萬 | 1.25% | −26−1.2% | 減碼 |
| Gryphon Financial Partners LLC | 2,201 | $117.4 萬 | 0.17% | +36+1.7% | 加碼 |
| Tompkins Financial Corp | 2,191 | $116.9 萬 | 0.11% | +287+15.1% | 加碼 |
| Arthur M. Cohen & Associates, LLC | 2,187 | $116.7 萬 | 0.22% | +362+19.8% | 加碼 |
| Choate Investment Advisors | 2,184 | $116.5 萬 | 0.03% | −303−12.2% | 減碼 |
| Plancorp, LLC | 2,163 | $115.4 萬 | 0.05% | +1,160+115.7% | 加碼 |
| AlphaStar Capital Management, LLC | 2,135 | $113.9 萬 | 0.11% | +53+2.5% | 加碼 |
| We Are One Seven, LLC | 2,133 | $113.8 萬 | 0.04% | −80−3.6% | 減碼 |
| Great Valley Advisor Group, Inc. | 2,125 | $113.4 萬 | 0.02% | +5+0.2% | 加碼 |
| Braun Stacey Associates Inc | 2,123 | $113.3 萬 | 0.05% | −239−10.1% | 減碼 |
| Lyell Wealth Management, LP | 2,111 | $112.6 萬 | 0.11% | −106−4.8% | 減碼 |
| 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 |
| TruWealth Advisors, LLC | 2,101 | $112.1 萬 | 0.07% | 00.0% | 不變 |
| Emprise Bank | 2,096 | $111.8 萬 | 0.60% | 00.0% | 不變 |
| Frisch Financial Group, Inc. | 2,090 | $111.8 萬 | 0.31% | +6+0.3% | 加碼 |
| Bank of Hawaii | 2,087 | $111.3 萬 | 0.06% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 2,086 | $111.3 萬 | 0.08% | +52+2.6% | 加碼 |
| SOL Capital Management CO | 2,075 | $110.7 萬 | 0.12% | +2+0.1% | 加碼 |
| Jennison Associates LLC | 2,072 | $110.5 萬 | 0.00% | −237−10.3% | 減碼 |
| OneAscent Financial Services LLC | 2,052 | $110.2 萬 | 0.07% | +581+39.5% | 加碼 |
| Pacific Financial Group Inc | 2,063 | $110.0 萬 | 0.89% | +31+1.5% | 加碼 |
| Coldstream Capital Management Inc | 2,050 | $109.4 萬 | 0.02% | −318−13.4% | 減碼 |
| Bradley Foster & Sargent Inc | 2,048 | $109.3 萬 | 0.02% | 00.0% | 不變 |
| LaSalle St. Investment Advisors, LLC | 2,043 | $108.9 萬 | 0.26% | +154+8.2% | 加碼 |
| High Falls Advisors, Inc | 2,038 | $108.7 萬 | 0.26% | −600−22.7% | 減碼 |
| Marion Wealth Management | 2,035 | $108.5 萬 | 0.29% | +4+0.2% | 加碼 |
| Maltin Wealth Management, Inc. | 2,034 | $108.5 萬 | 0.51% | +86+4.4% | 加碼 |
| Taylor Financial Group, Inc. | 2,024 | $108.0 萬 | 0.75% | −75−3.6% | 減碼 |
| Runnymede Capital Advisors, Inc. | 2,022 | $107.9 萬 | 1.03% | −70−3.3% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 2,004 | $106.9 萬 | 0.06% | 00.0% | 不變 |
| Capital Planning Advisors, LLC | 2,000 | $106.7 萬 | 0.16% | 00.0% | 不變 |