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 2 季 13F 持有人
SPDR S&P Midcap 400 ETF Trust 在 2025/6/30 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
- 1,351
- 較 2025 年第 1 季 +17 家
- 持有股數
- 2,512 萬
- 較 2025 年第 1 季 +11.4 萬 (+0.5%)
- 總市值
- $142.0 億
- 較 2025 年第 1 季 +$8.95 億 (+6.7%)
- 新進機構
- 85
- 另有 330 家加碼
- 清倉機構
- 68
- 另有 518 家減碼
另有 27 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Veracity Capital LLC | 4,359 | $246.9 萬 | 0.86% | 00.0% | 不變 |
| Sage Financial Management Group, Inc. | 4,356 | $246.8 萬 | 0.85% | −324−6.9% | 減碼 |
| Stratos Wealth Partners, LTD. | 4,345 | $246.1 萬 | 0.03% | +400+10.1% | 加碼 |
| Lowe Wealth Advisors, LLC | 4,335 | $245.6 萬 | 0.96% | −27−0.6% | 減碼 |
| Hudson Valley Investment Advisors Inc | 4,321 | $244.8 萬 | 0.27% | −118−2.7% | 減碼 |
| Sterling Investment Advisors, Ltd. | 4,304 | $243.8 萬 | 0.53% | −91−2.1% | 減碼 |
| Caliber Wealth Management, LLC | 4,258 | $241.2 萬 | 0.26% | −350−7.6% | 減碼 |
| TD Private Client Wealth LLC | 4,212 | $238.6 萬 | 0.06% | +1,575+59.7% | 加碼 |
| Salem Investment Counselors Inc | 4,197 | $238.5 萬 | 0.08% | 00.0% | 不變 |
| WealthBridge Capital Management, LLC | 4,206 | $238.3 萬 | 0.60% | −155−3.6% | 減碼 |
| Lavaca Capital LLC | 4,200 | $237.9 萬 | 0.97% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 4,199 | $237.9 萬 | 0.03% | +441+11.7% | 加碼 |
| Element Wealth, LLC | 4,193 | $237.5 萬 | 1.09% | −169−3.9% | 減碼 |
| NorthRock Partners, LLC | 4,170 | $236.2 萬 | 0.06% | +568+15.8% | 加碼 |
| RVW Wealth, LLC | 4,154 | $235.3 萬 | 0.20% | −162−3.8% | 減碼 |
| Taylor, Cottrill, Erickson & Associates, Inc. | 4,150 | $235.1 萬 | 0.80% | 00.0% | 不變 |
| Woodmont Investment Counsel LLC | 4,135 | $234.2 萬 | 0.15% | +3,272+379.1% | 加碼 |
| PKS Advisory Services, LLC | 4,130 | $233.9 萬 | 0.58% | −75−1.8% | 減碼 |
| Independent Financial Group, LLC | 4,108 | $232.7 萬 | 0.06% | +1,718+71.9% | 加碼 |
| St. Johns Investment Management Company, LLC | 4,082 | $231.2 萬 | 1.06% | −625−13.3% | 減碼 |
| Golden State Wealth Management, LLC | 4,076 | $230.9 萬 | 0.28% | −2,244−35.5% | 減碼 |
| Financial Life Planners | 4,038 | $228.8 萬 | 1.86% | −962−19.2% | 減碼 |
| RFG Advisory, LLC | 4,019 | $227.7 萬 | 0.05% | −829−17.1% | 減碼 |
| Courier Capital LLC | 4,013 | $227.3 萬 | 0.14% | −590−12.8% | 減碼 |
| Baron Financial Group, LLC | 4,007 | $227.0 萬 | 1.33% | −124−3.0% | 減碼 |
| International Assets Investment Management, LLC | 3,984 | $225.7 萬 | 0.18% | +130+3.4% | 加碼 |
| Transatlantique Private Wealth LLC | 3,963 | $224.5 萬 | 0.83% | −32−0.8% | 減碼 |
| Capital Investment Advisory Services, LLC | 3,961 | $224.4 萬 | 0.18% | −11−0.3% | 減碼 |
| Cambridge Advisors Inc. | 3,894 | $220.6 萬 | 0.46% | +20+0.5% | 加碼 |
| Hilltop Holdings Inc. | 3,889 | $220.3 萬 | 0.14% | +865+28.6% | 加碼 |
| CIBC World Markets Inc. | 3,877 | $219.6 萬 | 0.00% | −943−19.6% | 減碼 |
| HB Wealth Management, LLC | 3,869 | $219.2 萬 | 0.02% | −2,289−37.2% | 減碼 |
| American Institute for Advanced Investment Management, LLP | 3,781 | $214.2 萬 | 1.52% | −55−1.4% | 減碼 |
| Revolve Wealth Partners, LLC | 3,777 | $214.0 萬 | 0.28% | −241−6.0% | 減碼 |
| Intelligent Financial Strategies | 3,743 | $212.7 萬 | 1.13% | −103−2.7% | 減碼 |
| Venturi Wealth Management, LLC | 3,749 | $212.4 萬 | 0.10% | 00.0% | 不變 |
| Clientfirst Wealth Management, LLC | 3,741 | $211.9 萬 | 2.17% | 00.0% | 不變 |
| ZWJ Investment Counsel Inc | 3,713 | $210.4 萬 | 0.08% | −144−3.7% | 減碼 |
| Adviser Investments LLC | 3,708 | $210.1 萬 | 0.03% | +10.0% | 加碼 |
| Park Capital Management, LLC | 3,708 | $210.1 萬 | 1.95% | +7+0.2% | 加碼 |
| Alpha Wealth Funds, LLC | 3,702 | $209.7 萬 | 1.96% | −161−4.2% | 減碼 |
| Renaissance Technologies LLC | 3,700 | $209.6 萬 | 0.00% | −9,800−72.6% | 減碼 |
| All Terrain Financial Advisors, LLC | 3,698 | $209.5 萬 | 0.76% | −11−0.3% | 減碼 |
| Moloney Securities Asset Management, LLC | 3,667 | $207.7 萬 | 0.26% | +10.0% | 加碼 |
| Global Retirement Partners, LLC | 3,640 | $206.2 萬 | 0.05% | +3,640 | 新進 |
| Scotia Capital Inc. | 3,631 | $205.6 萬 | 0.01% | +329+10.0% | 加碼 |
| Red Door Wealth Management, LLC | 3,615 | $204.8 萬 | 0.24% | +2,755+320.3% | 加碼 |
| Old Second National Bank of Aurora | 3,606 | $204.3 萬 | 0.45% | −48−1.3% | 減碼 |
| Rosenblum Silverman Sutton S F Inc | 3,596 | $203.7 萬 | 0.49% | +100+2.9% | 加碼 |
| Trust Point Inc. | 3,593 | $203.5 萬 | 0.19% | −111−3.0% | 減碼 |
| Lionsbridge Wealth Management LLC | 3,588 | $203.3 萬 | 2.02% | +101+2.9% | 加碼 |
| National Asset Management, Inc. | 3,561 | $201.7 萬 | 0.10% | −1,073−23.2% | 減碼 |
| Northern Oak Wealth Management Inc | 3,541 | $200.6 萬 | 0.25% | 00.0% | 不變 |
| Sentinus, LLC | 3,518 | $199.3 萬 | 0.49% | +1,050+42.5% | 加碼 |
| Glaxis Capital Management, LLC | 3,500 | $198.3 萬 | 2.65% | +2,700+337.5% | 加碼 |
| Private Trust Co NA | 3,466 | $196.3 萬 | 0.19% | −50−1.4% | 減碼 |
| Evoke Wealth, LLC | 3,453 | $196.2 萬 | 0.05% | +2,301+199.7% | 加碼 |
| Topsail Wealth Management, LLC | 3,461 | $196.1 萬 | 0.36% | −275−7.4% | 減碼 |
| Peterson Wealth Management | 3,457 | $195.9 萬 | 1.16% | +1,641+90.4% | 加碼 |
| Investment Advisory Group, LLC | 3,445 | $195.2 萬 | 0.59% | −25−0.7% | 減碼 |
| Becker Capital Management Inc | 3,345 | $190.1 萬 | 0.06% | −106−3.1% | 減碼 |
| Integrated Advisors Network LLC | 3,355 | $190.1 萬 | 0.09% | −41−1.2% | 減碼 |
| CWS Financial Advisors, LLC | 3,319 | $188.0 萬 | 0.55% | 00.0% | 不變 |
| Summit Wealth Partners, LLC | 3,272 | $185.3 萬 | 0.35% | −36−1.1% | 減碼 |
| Northwest Bancshares, Inc. | 3,255 | $184.4 萬 | 0.32% | +289+9.7% | 加碼 |
| Meridian Financial, LLC | 3,243 | $183.7 萬 | 1.19% | −100−3.0% | 減碼 |
| TSFG, LLC | 3,238 | $183.4 萬 | 0.33% | −22−0.7% | 減碼 |
| Aspiriant, LLC | 3,221 | $182.5 萬 | 0.06% | 00.0% | 不變 |
| Gotham Asset Management, LLC | 3,198 | $181.2 萬 | 0.01% | 00.0% | 不變 |
| Oxford Financial Group Ltd | 3,192 | $180.8 萬 | 0.11% | 00.0% | 不變 |
| Lewis Asset Management, LLC | 3,191 | $180.8 萬 | 0.85% | +3,191 | 新進 |
| Eldridge Investment Advisors, Inc. | 3,177 | $180.0 萬 | 0.38% | −100−3.1% | 減碼 |
| GenTrust, LLC | 3,164 | $179.8 萬 | 0.08% | −127−3.9% | 減碼 |
| Gridiron Partners, LLC | 3,164 | $179.2 萬 | 1.11% | 00.0% | 不變 |
| Harvest Investment Services, LLC | 3,158 | $178.9 萬 | 0.40% | +1,538+94.9% | 加碼 |
| McKinley Carter Wealth Services, Inc. | 3,151 | $178.5 萬 | 0.10% | 00.0% | 不變 |
| Farrow Financial Inc. | 3,114 | $176.4 萬 | 1.07% | −157−4.8% | 減碼 |
| Embree Financial Group | 3,107 | $176.0 萬 | 0.27% | +4+0.1% | 加碼 |
| Blue Fin Capital, Inc. | 3,083 | $174.6 萬 | 0.30% | −464−13.1% | 減碼 |
| Dynamic Advisor Solutions LLC | 3,068 | $173.8 萬 | 0.05% | −123−3.9% | 減碼 |
| Kelman-Lazarov, Inc. | 3,057 | $173.2 萬 | 0.28% | −43−1.4% | 減碼 |
| Freestone Capital Holdings, LLC | 3,046 | $172.5 萬 | 0.06% | −26−0.8% | 減碼 |
| Scientech Research LLC | 3,043 | $172.4 萬 | 0.42% | +2,237+277.5% | 加碼 |
| Black Maple Capital Management LP | 3,000 | $169.9 萬 | 1.18% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 2,999 | $169.9 萬 | 0.09% | +310+11.5% | 加碼 |
| SlateStone Wealth, LLC | 2,985 | $169.1 萬 | 0.16% | 00.0% | 不變 |
| Farmers & Merchants Trust Co of Long Beach | 2,958 | $167.6 萬 | 0.36% | 00.0% | 不變 |
| Tiemann Investment Advisors, LLC | 2,933 | $166.1 萬 | 0.68% | −175−5.6% | 減碼 |
| Paradigm, Strategies in Wealth Management, LLC | 2,929 | $165.9 萬 | 1.09% | −57−1.9% | 減碼 |
| Regions Financial Corp | 2,900 | $164.3 萬 | 0.01% | −58−2.0% | 減碼 |
| AlTi Global, Inc. | 2,849 | $161.9 萬 | 0.04% | −155−5.2% | 減碼 |
| LM Advisors LLC | 2,844 | $161.1 萬 | 0.21% | −1,670−37.0% | 減碼 |
| BKD Wealth Advisors, LLC | 2,819 | $159.7 萬 | 0.03% | +384+15.8% | 加碼 |
| SK Wealth Management, LLC | 2,722 | $158.3 萬 | 0.69% | +9+0.3% | 加碼 |
| ARS Investment Partners, LLC | 2,783 | $157.6 萬 | 0.11% | +248+9.8% | 加碼 |
| XML Financial, LLC | 2,778 | $157.4 萬 | 0.14% | −13−0.5% | 減碼 |
| Hardy Reed LLC | 2,775 | $157.2 萬 | 0.13% | 00.0% | 不變 |
| Edge Financial Advisors LLC | 2,767 | $156.8 萬 | 0.83% | +7+0.3% | 加碼 |
| Fiducient Advisors LLC | 2,764 | $156.6 萬 | 0.19% | +152+5.8% | 加碼 |
| Compass Wealth Management LLC | 2,759 | $156.3 萬 | 0.37% | −207−7.0% | 減碼 |