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 |
|---|---|---|---|---|---|
| Brighton Jones LLC | 1,995 | $106.4 萬 | 0.03% | −45−2.2% | 減碼 |
| FF Advisors,LLC | 1,993 | $106.2 萬 | 0.61% | +478+31.6% | 加碼 |
| 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 |
| Founders Financial Securities LLC | 2,035 | $105.7 萬 | 0.09% | −23−1.1% | 減碼 |
| Horizon Investments, LLC | 1,981 | $105.7 萬 | 0.03% | −47−2.3% | 減碼 |
| Burling Wealth Partners, LLC | 1,979 | $105.6 萬 | 0.22% | 00.0% | 不變 |
| Bear Mountain Capital, Inc. | 2,019 | $105.4 萬 | 0.41% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 1,968 | $105.0 萬 | 0.06% | −280−12.5% | 減碼 |
| Frank, Rimerman Advisors LLC | 1,962 | $104.7 萬 | 0.08% | −133−6.3% | 減碼 |
| Mason Investment Advisory Services, Inc. | 1,960 | $104.6 萬 | 0.06% | 00.0% | 不變 |
| Astoria Portfolio Advisors LLC. | 2,051 | $104.4 萬 | 0.36% | 00.0% | 不變 |
| Cassaday & Co Wealth Management LLC | 1,956 | $104.3 萬 | 0.03% | +50+2.6% | 加碼 |
| Glassman Wealth Services | 1,955 | $104.3 萬 | 0.17% | 00.0% | 不變 |
| Evanson Asset Management, LLC | 1,949 | $104.0 萬 | 0.08% | −3−0.2% | 減碼 |
| Stephens Inc | 1,941 | $103.5 萬 | 0.02% | +340+21.2% | 加碼 |
| Appleton Partners Inc | 1,941 | $103.5 萬 | 0.08% | +963+98.5% | 加碼 |
| Simplicity Wealth,LLC | 1,935 | $103.2 萬 | 0.08% | +671+53.1% | 加碼 |
| CX Institutional | 1,935 | $103.2 萬 | 0.04% | −74−3.7% | 減碼 |
| White Pine Capital LLC | 1,929 | $102.9 萬 | 0.36% | −9−0.5% | 減碼 |
| Koss-Olinger Consulting, LLC | 1,910 | $101.9 萬 | 0.09% | +1,910 | 新進 |
| Berger Financial Group, Inc | 1,907 | $101.7 萬 | 0.07% | +926+94.4% | 加碼 |
| Wealth Watch Advisors, INC | 1,894 | $101.0 萬 | 0.82% | −51−2.6% | 減碼 |
| Private Wealth Group, LLC | 1,887 | $100.7 萬 | 0.59% | 00.0% | 不變 |
| ZRC Wealth Management, LLC | 1,878 | $100.2 萬 | 0.43% | −1−0.1% | 減碼 |
| Forza Wealth Management, LLC | 1,876 | $100.1 萬 | 0.45% | −74−3.8% | 減碼 |
| Clifford Swan Investment Counsel LLC | 1,870 | $99.8 萬 | 0.04% | 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 |
| Bremer Bank National Association | 1,858 | $99.1 萬 | 0.18% | 00.0% | 不變 |
| Avantax Planning Partners, Inc. | 1,855 | $99.0 萬 | 0.04% | −188−9.2% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 1,838 | $98.2 萬 | 0.06% | −2−0.1% | 減碼 |
| Beacon Financial Advisory LLC | 1,832 | $97.7 萬 | 0.30% | −20−1.1% | 減碼 |
| Financial Partners Group, LLC | 1,832 | $97.7 萬 | 0.42% | −256−12.3% | 減碼 |
| Baker Avenue Asset Management, LP | 1,832 | $97.7 萬 | 0.03% | −518−22.0% | 減碼 |
| SFM, LLC | 1,825 | $97.4 萬 | 0.72% | −69−3.6% | 減碼 |
| Journey Advisory Group, LLC | 1,819 | $97.0 萬 | 0.08% | +63+3.6% | 加碼 |
| BancorpSouth Bank | 1,818 | $97.0 萬 | 0.07% | 00.0% | 不變 |
| Peterson Wealth Management | 1,816 | $96.9 萬 | 0.65% | +60+3.4% | 加碼 |
| Sovereign Financial Group, Inc. | 1,804 | $96.2 萬 | 0.22% | −11−0.6% | 減碼 |
| Pettyjohn, Wood & White, Inc | 1,790 | $95.5 萬 | 0.18% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 1,777 | $95.3 萬 | 0.02% | +342+23.8% | 加碼 |
| Old North State Trust, LLC | 1,671 | $95.2 萬 | 0.61% | 00.0% | 不變 |
| Sebold Capital Management, Inc. | 1,773 | $94.6 萬 | 0.62% | −55−3.0% | 減碼 |
| Parsons Capital Management Inc | 1,753 | $93.5 萬 | 0.05% | +13+0.7% | 加碼 |
| Dana Investment Advisors, Inc. | 1,744 | $93.1 萬 | 0.03% | −31−1.7% | 減碼 |
| Lynch & Associates | 1,740 | $92.8 萬 | 0.20% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 1,739 | $92.8 萬 | 0.20% | 00.0% | 不變 |
| E&G Advisors, LP | 1,734 | $92.5 萬 | 0.26% | +497+40.2% | 加碼 |
| Wood Tarver Financial Group, LLC | 1,730 | $92.3 萬 | 0.30% | −25−1.4% | 減碼 |
| Darrow Company, Inc. | 1,730 | $92.3 萬 | 0.51% | −1,327−43.4% | 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 |
| Moors & Cabot, Inc. | 1,723 | $91.9 萬 | 0.05% | −2−0.1% | 減碼 |
| TownSquare Capital, LLC | 1,717 | $91.6 萬 | 0.01% | +213+14.2% | 加碼 |
| Paragon Capital Management Ltd | 1,700 | $90.7 萬 | 0.19% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 1,680 | $89.6 萬 | 0.03% | +28+1.7% | 加碼 |
| Nemes Rush Group LLC | 1,671 | $89.1 萬 | 0.11% | −99−5.6% | 減碼 |
| Legacy Private Trust Co. | 1,666 | $88.9 萬 | 0.06% | 00.0% | 不變 |
| Jordan Park Group LLC | 1,664 | $88.8 萬 | 0.06% | −1,186−41.6% | 減碼 |
| LCNB Corp | 1,655 | $88.3 萬 | 0.33% | −40−2.4% | 減碼 |
| Alesco Advisors LLC | 1,649 | $88.0 萬 | 0.03% | +95+6.1% | 加碼 |
| Carrera Capital Advisors | 1,643 | $87.8 萬 | 0.19% | +6+0.4% | 加碼 |
| Tritonpoint Wealth, LLC | 1,638 | $87.6 萬 | 0.08% | 00.0% | 不變 |
| Vista Wealth Management Group, LLC | 1,642 | $87.6 萬 | 0.06% | 00.0% | 不變 |
| Pettinga Financial Advisors, LLC | 1,636 | $87.3 萬 | 0.21% | +135+9.0% | 加碼 |
| Orgel Wealth Management, LLC | 1,634 | $87.2 萬 | 0.02% | −3−0.2% | 減碼 |
| Sachetta, LLC | 1,629 | $86.9 萬 | 0.36% | −73−4.3% | 減碼 |
| Gsa Capital Partners LLP | 1,629 | $86.9 萬 | 0.08% | −568−25.9% | 減碼 |
| Harvest Investment Services, LLC | 1,620 | $86.4 萬 | 0.24% | −1,450−47.2% | 減碼 |
| Prosperity Planning, Inc. | 1,616 | $86.2 萬 | 0.27% | −27−1.6% | 減碼 |
| Greystone Financial Group, LLC | 1,602 | $85.5 萬 | 0.16% | +3+0.2% | 加碼 |
| Rockland Trust Co | 1,601 | $85.4 萬 | 0.04% | 00.0% | 不變 |
| SkyView Investment Advisors, LLC | 1,600 | $85.4 萬 | 0.13% | −400−20.0% | 減碼 |
| Andrews, Lucia Wealth Management LLC | 1,470 | $83.7 萬 | 0.56% | 00.0% | 不變 |
| Acorn Wealth Advisors, LLC | 1,566 | $83.6 萬 | 0.35% | −5−0.3% | 減碼 |
| Accredited Investors Inc. | 1,566 | $83.6 萬 | 0.05% | 00.0% | 不變 |
| RTD Financial Advisors, Inc. | 1,560 | $83.2 萬 | 0.11% | 00.0% | 不變 |
| VeraBank, N.A. | 1,545 | $82.4 萬 | 0.23% | 00.0% | 不變 |
| Up Strategic Wealth Investment Advisors LLC | 1,537 | $82.0 萬 | 0.73% | 00.0% | 不變 |
| American Money Management, LLC | 1,534 | $81.8 萬 | 0.16% | 00.0% | 不變 |
| Spectrum Wealth Counsel, LLC | 1,525 | $81.4 萬 | 0.10% | −242−13.7% | 減碼 |
| Clarendon Private LLC | 1,510 | $80.5 萬 | 0.85% | +6+0.4% | 加碼 |
| Gen-Wealth Partners Inc | 1,508 | $80.4 萬 | 0.34% | −487−24.4% | 減碼 |
| Vista Investment Management | 1,503 | $80.2 萬 | 0.31% | +1+0.1% | 加碼 |
| Retirement Capital Strategies | 1,502 | $80.1 萬 | 0.31% | 00.0% | 不變 |
| Howland Capital Management LLC | 1,497 | $80.1 萬 | 0.04% | 00.0% | 不變 |
| General Partner, Inc. | 1,484 | $79.2 萬 | 0.52% | 00.0% | 不變 |
| XTX Topco Ltd | 1,476 | $78.7 萬 | 0.04% | +1,476 | 新進 |
| Rialto Wealth Management, LLC | 1,473 | $78.6 萬 | 0.25% | +6+0.4% | 加碼 |
| M3 Advisory Group, LLC | 1,470 | $78.4 萬 | 0.62% | +18+1.2% | 加碼 |
| Omega Financial Group, LLC | 1,454 | $77.6 萬 | 0.30% | +4+0.3% | 加碼 |
| Petix & Botte Co | 1,450 | $77.4 萬 | 0.20% | 00.0% | 不變 |
| Grimes & Company, Inc. | 1,449 | $77.3 萬 | 0.02% | +4+0.3% | 加碼 |
| Cornerstone Wealth Management, LLC | 1,447 | $77.2 萬 | 0.05% | −6−0.4% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,449 | $77.1 萬 | 0.12% | −117−7.5% | 減碼 |
| Rothschild Capital Partners, LLC | 1,445 | $77.1 萬 | 0.20% | −10,646−88.0% | 減碼 |
| BigSur Wealth Management LLC | 1,440 | $77.0 萬 | 0.21% | 00.0% | 不變 |
| Aptus Capital Advisors, LLC | 1,441 | $76.9 萬 | 0.01% | −5−0.3% | 減碼 |
| Cascade Financial Partners, LLC | 1,440 | $76.8 萬 | 0.10% | −85−5.6% | 減碼 |