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 3 季 13F 持有人
SPDR S&P Midcap 400 ETF Trust 在 2025/9/30 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
- 1,369
- 較 2025 年第 2 季 +43 家
- 持有股數
- 2,572 萬
- 較 2025 年第 2 季 +76.6 萬 (+3.1%)
- 總市值
- $150.4 億
- 較 2025 年第 2 季 +$9.36 億 (+6.6%)
- 新進機構
- 88
- 另有 356 家加碼
- 清倉機構
- 45
- 另有 482 家減碼
另有 25 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Caliber Wealth Management, LLC | 4,100 | $244.3 萬 | 0.27% | −158−3.7% | 減碼 |
| St. Johns Investment Management Company, LLC | 4,076 | $242.9 萬 | 1.03% | −6−0.1% | 減碼 |
| Becker Capital Management Inc | 4,045 | $241.7 萬 | 0.07% | +700+20.9% | 加碼 |
| Courier Capital LLC | 4,010 | $239.0 萬 | 0.14% | −3−0.1% | 減碼 |
| Berman McAleer LLC | 3,990 | $238.5 萬 | 0.33% | +3,990 | 新進 |
| Summit Wealth Group LLC | 8,346 | $237.6 萬 | 0.33% | +8,346 | 新進 |
| Transatlantique Private Wealth LLC | 3,963 | $236.2 萬 | 0.77% | 00.0% | 不變 |
| Baron Financial Group, LLC | 3,958 | $235.9 萬 | 1.29% | −49−1.2% | 減碼 |
| Keystone Financial Group | 3,944 | $235.1 萬 | 0.18% | −2,468−38.5% | 減碼 |
| Lavaca Capital LLC | 3,942 | $235.0 萬 | 0.43% | −258−6.1% | 減碼 |
| Financial Life Planners | 3,914 | $233.3 萬 | 1.57% | −124−3.1% | 減碼 |
| PKS Advisory Services, LLC | 3,942 | $233.1 萬 | 0.55% | −188−4.6% | 減碼 |
| LM Advisors LLC | 3,884 | $232.1 萬 | 0.33% | +1,040+36.6% | 加碼 |
| Cambridge Advisors Inc. | 3,894 | $232.1 萬 | 0.45% | 00.0% | 不變 |
| Capital Investment Advisory Services, LLC | 3,888 | $231.7 萬 | 0.18% | −73−1.8% | 減碼 |
| Hilltop Holdings Inc. | 3,857 | $229.9 萬 | 0.12% | −32−0.8% | 減碼 |
| International Assets Investment Management, LLC | 3,984 | $228.6 萬 | 0.18% | 00.0% | 不變 |
| CAPROCK Group, Inc. | 3,830 | $228.0 萬 | 0.06% | +3,830 | 新進 |
| Woodmont Investment Counsel LLC | 3,793 | $226.0 萬 | 0.15% | −342−8.3% | 減碼 |
| Revolve Wealth Partners, LLC | 3,785 | $225.6 萬 | 0.27% | +8+0.2% | 加碼 |
| Adviser Investments LLC | 3,753 | $223.7 萬 | 0.03% | +45+1.2% | 加碼 |
| Intelligent Financial Strategies | 3,743 | $223.7 萬 | 1.09% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 3,749 | $223.5 萬 | 0.10% | 00.0% | 不變 |
| Clientfirst Wealth Management, LLC | 3,741 | $223.0 萬 | 1.78% | 00.0% | 不變 |
| American Institute for Advanced Investment Management, LLP | 3,731 | $222.4 萬 | 1.46% | −50−1.3% | 減碼 |
| Aster Capital Management (DIFC) Ltd | 3,727 | $222.1 萬 | 1.12% | −721−16.2% | 減碼 |
| Park Capital Management, LLC | 3,708 | $221.0 萬 | 1.77% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 3,699 | $220.5 萬 | 0.05% | −513−12.2% | 減碼 |
| All Terrain Financial Advisors, LLC | 3,680 | $219.3 萬 | 0.71% | −18−0.5% | 減碼 |
| Investment Advisory Group, LLC | 3,671 | $218.8 萬 | 0.60% | +226+6.6% | 加碼 |
| Lewis Asset Management, LLC | 3,663 | $218.3 萬 | 0.90% | +472+14.8% | 加碼 |
| Finley Financial, LLC | 3,645 | $217.3 萬 | 1.00% | −4,165−53.3% | 減碼 |
| Evoke Wealth, LLC | 3,635 | $217.3 萬 | 0.05% | +182+5.3% | 加碼 |
| ZWJ Investment Counsel Inc | 3,605 | $214.8 萬 | 0.08% | −108−2.9% | 減碼 |
| NorthRock Partners, LLC | 3,599 | $214.5 萬 | 0.04% | −571−13.7% | 減碼 |
| Trust Point Inc. | 3,584 | $213.6 萬 | 0.17% | −9−0.3% | 減碼 |
| Rosenblum Silverman Sutton S F Inc | 3,578 | $213.3 萬 | 0.49% | −18−0.5% | 減碼 |
| Old Second National Bank of Aurora | 3,571 | $212.8 萬 | 0.44% | −35−1.0% | 減碼 |
| Blue Fin Capital, Inc. | 3,535 | $210.7 萬 | 0.33% | +452+14.7% | 加碼 |
| Northern Oak Wealth Management Inc | 3,531 | $210.5 萬 | 0.26% | −10−0.3% | 減碼 |
| Scotia Capital Inc. | 3,518 | $209.7 萬 | 0.01% | −113−3.1% | 減碼 |
| Global Retirement Partners, LLC | 3,518 | $209.7 萬 | 0.05% | −122−3.4% | 減碼 |
| Red Door Wealth Management, LLC | 3,508 | $209.1 萬 | 0.22% | −107−3.0% | 減碼 |
| Moloney Securities Asset Management, LLC | 3,505 | $208.9 萬 | 0.25% | −162−4.4% | 減碼 |
| Sentinus, LLC | 3,479 | $207.4 萬 | 0.45% | −39−1.1% | 減碼 |
| Gsa Capital Partners LLP | 3,474 | $207.1 萬 | 0.17% | +1,179+51.4% | 加碼 |
| Topsail Wealth Management, LLC | 3,461 | $206.3 萬 | 0.35% | 00.0% | 不變 |
| Freestone Capital Holdings, LLC | 3,404 | $202.9 萬 | 0.06% | +358+11.8% | 加碼 |
| Farther Finance Advisors, LLC | 3,307 | $197.1 萬 | 0.03% | +1,170+54.7% | 加碼 |
| CWS Financial Advisors, LLC | 3,304 | $196.9 萬 | 0.55% | −15−0.5% | 減碼 |
| ARS Investment Partners, LLC | 3,290 | $196.1 萬 | 0.13% | +507+18.2% | 加碼 |
| Gould Asset Management LLC | 3,286 | $195.9 萬 | 0.36% | −1,140−25.8% | 減碼 |
| Summit Wealth Partners, LLC | 3,232 | $192.6 萬 | 0.35% | −40−1.2% | 減碼 |
| Aspiriant, LLC | 3,221 | $192.0 萬 | 0.06% | 00.0% | 不變 |
| Houlihan Financial Resource Group, Ltd. | 3,207 | $191.2 萬 | 1.68% | −3,758−54.0% | 減碼 |
| Meridian Financial, LLC | 3,186 | $189.9 萬 | 1.07% | −57−1.8% | 減碼 |
| Golden State Wealth Management, LLC | 3,165 | $188.7 萬 | 0.21% | −911−22.4% | 減碼 |
| Gridiron Partners, LLC | 305,602 | $188.6 萬 | 1.07% | +302,438+9,558.7% | 加碼 |
| Integrated Advisors Network LLC | 3,150 | $187.7 萬 | 0.08% | −205−6.1% | 減碼 |
| GenTrust, LLC | 3,138 | $187.6 萬 | 0.09% | −26−0.8% | 減碼 |
| Kelman-Lazarov, Inc. | 3,114 | $185.6 萬 | 0.28% | +57+1.9% | 加碼 |
| McKinley Carter Wealth Services, Inc. | 3,111 | $185.4 萬 | 0.10% | −40−1.3% | 減碼 |
| Farrow Financial Inc. | 3,095 | $184.5 萬 | 1.07% | −19−0.6% | 減碼 |
| Harvest Investment Services, LLC | 3,086 | $184.0 萬 | 0.37% | −72−2.3% | 減碼 |
| Valmark Advisers, Inc. | 3,081 | $183.6 萬 | 0.02% | +391+14.5% | 加碼 |
| Alpha Wealth Funds, LLC | 3,028 | $180.5 萬 | 1.48% | −674−18.2% | 減碼 |
| TSFG, LLC | 2,960 | $176.4 萬 | 0.28% | −278−8.6% | 減碼 |
| Farmers & Merchants Trust Co of Long Beach | 2,958 | $176.3 萬 | 0.37% | 00.0% | 不變 |
| Northwest Bancshares, Inc. | 2,956 | $176.2 萬 | 0.29% | −299−9.2% | 減碼 |
| Tiemann Investment Advisors, LLC | 2,939 | $175.2 萬 | 0.67% | +6+0.2% | 加碼 |
| Paradigm, Strategies in Wealth Management, LLC | 2,927 | $174.5 萬 | 1.12% | −2−0.1% | 減碼 |
| Regions Financial Corp | 2,900 | $172.8 萬 | 0.01% | 00.0% | 不變 |
| SlateStone Wealth, LLC | 2,885 | $172.0 萬 | 0.15% | −100−3.4% | 減碼 |
| AlTi Global, Inc. | 2,849 | $170.3 萬 | 0.04% | 00.0% | 不變 |
| Obermeyer Wood Investment Counsel, LLLP | 2,843 | $169.5 萬 | 0.08% | +874+44.4% | 加碼 |
| Embree Financial Group | 2,821 | $168.2 萬 | 0.23% | −286−9.2% | 減碼 |
| Fiducient Advisors LLC | 2,819 | $168.1 萬 | 0.20% | +55+2.0% | 加碼 |
| BKD Wealth Advisors, LLC | 2,819 | $168.0 萬 | 0.03% | 00.0% | 不變 |
| Edge Financial Advisors LLC | 2,776 | $165.5 萬 | 0.74% | +9+0.3% | 加碼 |
| Hardy Reed LLC | 2,775 | $165.4 萬 | 0.12% | 00.0% | 不變 |
| Millstone Evans Group, LLC | 2,757 | $164.3 萬 | 1.04% | 00.0% | 不變 |
| Stratos Wealth Advisors, LLC | 2,754 | $164.2 萬 | 0.08% | +108+4.1% | 加碼 |
| Harbor Advisory Corp | 2,743 | $163.5 萬 | 0.48% | 00.0% | 不變 |
| Pacific Point Advisors, LLC | 2,742 | $163.4 萬 | 0.95% | 00.0% | 不變 |
| Coyle Financial Counsel LLC | 2,741 | $163.4 萬 | 0.38% | +231+9.2% | 加碼 |
| Advus Financial Partners, LLC | 2,730 | $163.2 萬 | 0.61% | −9−0.3% | 減碼 |
| SK Wealth Management, LLC | 2,731 | $162.3 萬 | 0.61% | +9+0.3% | 加碼 |
| Moody Lynn & Lieberson, LLC | 2,705 | $161.2 萬 | 0.09% | +5+0.2% | 加碼 |
| XML Financial, LLC | 2,702 | $161.0 萬 | 0.13% | −76−2.7% | 減碼 |
| Marble Harbor Investment Counsel, LLC | 2,700 | $160.9 萬 | 0.17% | 00.0% | 不變 |
| Focus Financial Network, Inc. | 2,699 | $160.8 萬 | 0.06% | −54−2.0% | 減碼 |
| Compass Wealth Management LLC | 2,691 | $160.4 萬 | 0.36% | −68−2.5% | 減碼 |
| Compass Capital Corp | 2,671 | $159.2 萬 | 0.69% | 00.0% | 不變 |
| ARK & TLK Investments, LLC | 2,665 | $158.9 萬 | 0.50% | 00.0% | 不變 |
| Bradley Foster & Sargent Inc | 2,663 | $158.7 萬 | 0.02% | +63+2.4% | 加碼 |
| Tower Research Capital LLC (TRC) | 2,646 | $157.7 萬 | 0.04% | −2,109−44.4% | 減碼 |
| Disciplined Investments, LLC | 2,638 | $157.2 萬 | 0.63% | +6+0.2% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 2,637 | $157.2 萬 | 0.01% | +661+33.5% | 加碼 |
| GEM Asset Management, LLC | 2,622 | $156.0 萬 | 0.74% | 00.0% | 不變 |
| Essex Financial Services, Inc. | 2,612 | $155.7 萬 | 0.09% | −5−0.2% | 減碼 |