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 4 季 13F 持有人
SPDR S&P Midcap 400 ETF Trust 在 2025/12/31 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
- 1,438
- 較 2025 年第 3 季 +95 家
- 持有股數
- 2,551 萬
- 較 2025 年第 3 季 −7.43 萬 (−0.3%)
- 總市值
- $153.2 億
- 較 2025 年第 3 季 +$3.64 億 (+2.4%)
- 新進機構
- 152
- 另有 356 家加碼
- 清倉機構
- 57
- 另有 491 家減碼
另有 26 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Old Second National Bank of Aurora | 3,571 | $215.4 萬 | 0.43% | 00.0% | 不變 |
| Trust Point Inc. | 3,584 | $216.2 萬 | 0.17% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 3,593 | $216.8 萬 | 0.02% | +286+8.6% | 加碼 |
| Finley Financial, LLC | 3,625 | $218.7 萬 | 1.00% | −20−0.5% | 減碼 |
| Global Retirement Partners, LLC | 3,654 | $220.5 萬 | 0.04% | +136+3.9% | 加碼 |
| Lewis Asset Management, LLC | 3,681 | $222.0 萬 | 0.90% | +18+0.5% | 加碼 |
| Pincus Capital Management, LP | 3,695 | $222.9 萬 | 1.49% | +3,695 | 新進 |
| Hilltop Holdings Inc. | 3,696 | $223.0 萬 | 0.13% | −161−4.2% | 減碼 |
| Churchill Financial Advisors, LLC | 3,710 | $223.8 萬 | 0.68% | +3,710 | 新進 |
| Berman McAleer LLC | 3,710 | $223.8 萬 | 0.31% | −280−7.0% | 減碼 |
| Blue Fin Capital, Inc. | 3,717 | $224.3 萬 | 0.35% | +182+5.1% | 加碼 |
| American Institute for Advanced Investment Management, LLP | 3,718 | $224.3 萬 | 1.44% | −13−0.3% | 減碼 |
| Scotia Capital Inc. | 3,735 | $225.2 萬 | 0.01% | +217+6.2% | 加碼 |
| Clientfirst Wealth Management, LLC | 3,741 | $225.7 萬 | 1.81% | 00.0% | 不變 |
| Investment Advisory Group, LLC | 3,749 | $226.2 萬 | 0.58% | +78+2.1% | 加碼 |
| Venturi Wealth Management, LLC | 3,750 | $226.2 萬 | 0.10% | +10.0% | 加碼 |
| ZWJ Investment Counsel Inc | 3,753 | $226.4 萬 | 0.08% | +148+4.1% | 加碼 |
| Intelligent Financial Strategies | 3,743 | $226.6 萬 | 1.09% | 00.0% | 不變 |
| Capital Investment Advisory Services, LLC | 3,758 | $226.7 萬 | 0.16% | −130−3.3% | 減碼 |
| Expressive Wealth LLC | 3,761 | $226.9 萬 | 2.45% | +3,761 | 新進 |
| Wealthcare Advisory Partners LLC | 3,764 | $227.1 萬 | 0.04% | −1,781−32.1% | 減碼 |
| Davidson Trust Co | 3,768 | $227.3 萬 | 0.95% | −655−14.8% | 減碼 |
| Woodmont Investment Counsel LLC | 3,783 | $228.2 萬 | 0.14% | −10−0.3% | 減碼 |
| Revolve Wealth Partners, LLC | 3,785 | $228.3 萬 | 0.27% | 00.0% | 不變 |
| Park Capital Management, LLC | 3,826 | $230.8 萬 | 1.65% | +118+3.2% | 加碼 |
| CAPROCK Group, Inc. | 3,819 | $231.3 萬 | 0.05% | −11−0.3% | 減碼 |
| PKS Advisory Services, LLC | 3,836 | $231.4 萬 | 0.53% | −106−2.7% | 減碼 |
| Adviser Investments LLC | 3,854 | $232.5 萬 | 0.03% | +101+2.7% | 加碼 |
| Financial Life Planners | 3,881 | $234.1 萬 | 1.68% | −33−0.8% | 減碼 |
| Cambridge Advisors Inc. | 3,894 | $234.9 萬 | 0.45% | 00.0% | 不變 |
| Lavaca Capital LLC | 3,942 | $237.8 萬 | 0.40% | 00.0% | 不變 |
| Baron Financial Group, LLC | 3,949 | $238.2 萬 | 1.28% | −9−0.2% | 減碼 |
| Transatlantique Private Wealth LLC | 3,963 | $239.1 萬 | 0.75% | 00.0% | 不變 |
| St. Johns Investment Management Company, LLC | 3,973 | $239.7 萬 | 1.00% | −103−2.5% | 減碼 |
| Courier Capital LLC | 3,981 | $240.2 萬 | 0.13% | −29−0.7% | 減碼 |
| Independent Financial Group, LLC | 4,007 | $241.7 萬 | 0.05% | −156−3.7% | 減碼 |
| Becker Capital Management Inc | 4,045 | $244.9 萬 | 0.07% | 00.0% | 不變 |
| NorthRock Partners, LLC | 4,063 | $245.2 萬 | 0.04% | +464+12.9% | 加碼 |
| Baltimore-Washington Financial Advisors, Inc. | 4,090 | $246.7 萬 | 0.10% | −244−5.6% | 減碼 |
| Sterling Investment Advisors, Ltd. | 4,098 | $247.3 萬 | 0.46% | −201−4.7% | 減碼 |
| RVW Wealth, LLC | 4,129 | $249.1 萬 | 0.19% | −70−1.7% | 減碼 |
| Taylor, Cottrill, Erickson & Associates, Inc. | 4,150 | $250.4 萬 | 0.78% | 00.0% | 不變 |
| Sage Financial Management Group, Inc. | 4,196 | $253.2 萬 | 0.77% | −120−2.8% | 減碼 |
| Salem Investment Counselors Inc | 4,197 | $254.1 萬 | 0.07% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 4,219 | $254.5 萬 | 0.17% | +235+5.9% | 加碼 |
| Naples Global Advisors, LLC | 4,277 | $259.0 萬 | 0.19% | −105−2.4% | 減碼 |
| Green Square Capital Advisors LLC | 4,294 | $259.1 萬 | 0.27% | −241−5.3% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,093 | $260.2 萬 | 0.02% | −392−8.7% | 減碼 |
| Hudson Valley Investment Advisors Inc | 4,338 | $261.7 萬 | 0.29% | −19−0.4% | 減碼 |
| Veracity Capital LLC | 4,359 | $263.0 萬 | 0.78% | 00.0% | 不變 |
| Prime Capital Investment Advisors, LLC | 4,411 | $266.1 萬 | 0.03% | +99+2.3% | 加碼 |
| WealthBridge Capital Management, LLC | 4,413 | $266.2 萬 | 0.61% | −51−1.1% | 減碼 |
| Stratos Wealth Partners, LTD. | 4,446 | $268.2 萬 | 0.03% | +141+3.3% | 加碼 |
| Gilman Hill Asset Management, LLC | 4,448 | $268.3 萬 | 0.42% | −100−2.2% | 減碼 |
| Winthrop Advisory Group LLC | 4,463 | $270.2 萬 | 0.23% | −23−0.5% | 減碼 |
| Element Pointe Advisors, LLC | 4,500 | $271.5 萬 | 0.52% | −9−0.2% | 減碼 |
| Weil Company, Inc. | 4,514 | $272.3 萬 | 0.63% | −232−4.9% | 減碼 |
| Lionsbridge Wealth Management LLC | 4,532 | $273.4 萬 | 2.77% | −928−17.0% | 減碼 |
| Connecticut Wealth Management, LLC | 4,544 | $274.1 萬 | 0.12% | +5+0.1% | 加碼 |
| Shoker Investment Counsel, Inc. | 4,550 | $274.5 萬 | 0.80% | −409−8.2% | 減碼 |
| West Paces Advisors Inc. | 4,562 | $275.2 萬 | 0.53% | +20.0% | 加碼 |
| IFG Advisory, LLC | 4,563 | $275.3 萬 | 0.12% | −154−3.3% | 減碼 |
| Diversified Trust Co | 4,594 | $277.1 萬 | 0.05% | −20−0.4% | 減碼 |
| Evoke Wealth, LLC | 4,613 | $279.3 萬 | 0.05% | +978+26.9% | 加碼 |
| Ssa Swiss Advisors AG | 4,667 | $281.8 萬 | 1.31% | −615−11.6% | 減碼 |
| New England Private Wealth Advisors LLC | 4,677 | $282.1 萬 | 0.35% | −45−1.0% | 減碼 |
| Snowden Capital Advisors LLC | 4,710 | $285.2 萬 | 0.07% | −136−2.8% | 減碼 |
| Asset Management Group, Inc. | 4,764 | $287.4 萬 | 0.46% | +12+0.3% | 加碼 |
| Meridian Wealth Management, LLC | 4,773 | $287.9 萬 | 0.10% | +10.0% | 加碼 |
| Capital Advisory Group Advisory Services, LLC | 4,803 | $289.8 萬 | 0.85% | +27+0.6% | 加碼 |
| Independence Bank of Kentucky | 4,809 | $290.1 萬 | 0.36% | +20+0.4% | 加碼 |
| Northstar Asset Management LLC | 4,815 | $290.5 萬 | 0.62% | −5−0.1% | 減碼 |
| Providence First Trust Co | 4,887 | $294.8 萬 | 1.02% | +3,270+202.2% | 加碼 |
| Wesbanco Bank Inc | 4,897 | $295.4 萬 | 0.08% | +118+2.5% | 加碼 |
| Raffa Wealth Management, LLC | 4,917 | $296.6 萬 | 0.46% | 00.0% | 不變 |
| Johnson Financial Group, Inc. | 4,916 | $297.6 萬 | 0.11% | +400+8.9% | 加碼 |
| Sigma Planning Corp | 4,963 | $299.5 萬 | 0.08% | −47−0.9% | 減碼 |
| TD Waterhouse Canada Inc. | 4,965 | $299.5 萬 | 0.02% | +18+0.4% | 加碼 |
| Crescent Sterling, Ltd. | 4,964 | $299.5 萬 | 3.07% | +219+4.6% | 加碼 |
| HB Wealth Management, LLC | 4,974 | $300.1 萬 | 0.02% | −161−3.1% | 減碼 |
| Pegasus Asset Management, Inc. | 4,978 | $300.3 萬 | 0.92% | −10−0.2% | 減碼 |
| Coastline Trust Co | 5,027 | $303.3 萬 | 0.29% | −39−0.8% | 減碼 |
| Spinnaker Trust | 5,056 | $305.0 萬 | 0.16% | 00.0% | 不變 |
| Envestnet Portfolio Solutions, Inc. | 5,089 | $307.0 萬 | 0.01% | −31−0.6% | 減碼 |
| Gamco Investors, Inc. Et Al | 5,165 | $311.6 萬 | 0.03% | −342−6.2% | 減碼 |
| J.W. Cole Advisors, Inc. | 7,293 | $312.7 萬 | 0.08% | +46+0.6% | 加碼 |
| Providence Financial Advisors, LLC | 5,193 | $313.3 萬 | 3.12% | −593−10.2% | 減碼 |
| Paladin Advisory Group, LLC | 5,250 | $316.7 萬 | 2.31% | −12−0.2% | 減碼 |
| Vanguard Group Inc | 5,320 | $320.9 萬 | 0.00% | +383+7.8% | 加碼 |
| Sowell Financial Services LLC | 5,331 | $321.6 萬 | 0.12% | +431+8.8% | 加碼 |
| Eastern Bank | 5,336 | $321.9 萬 | 0.06% | +10.0% | 加碼 |
| Kestra Private Wealth Services, LLC | 5,345 | $322.5 萬 | 0.04% | +627+13.3% | 加碼 |
| Stephenson National Bank & Trust | 5,375 | $324.3 萬 | 0.93% | −30−0.6% | 減碼 |
| Argent Trust Co | 5,381 | $324.6 萬 | 0.11% | 00.0% | 不變 |
| Chevy Chase Trust Holdings, Inc. | 5,496 | $331.6 萬 | 0.01% | +50+0.9% | 加碼 |
| Apella Capital, LLC | 5,498 | $331.7 萬 | 0.07% | +4,446+422.6% | 加碼 |
| Centaurus Financial, Inc. | 5,523 | $333.2 萬 | 0.15% | +198+3.7% | 加碼 |
| Means Investment Co., Inc. | 5,568 | $335.9 萬 | 0.28% | −387−6.5% | 減碼 |
| Victory Financial Group, LLC | 5,586 | $337.0 萬 | 0.42% | −842−13.1% | 減碼 |
| Romano Brothers and Company | 5,630 | $339.6 萬 | 0.39% | −70−1.2% | 減碼 |