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 |
|---|---|---|---|---|---|
| Silvercrest Asset Management Group LLC | 5,637 | $340.1 萬 | 0.02% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 5,637 | $340.1 萬 | 0.07% | +4,179+286.6% | 加碼 |
| Whalerock Point Partners, LLC | 5,645 | $340.6 萬 | 0.65% | 00.0% | 不變 |
| Signature Securities Group Corporation | 5,671 | $343.4 萬 | 1.15% | +20.0% | 加碼 |
| Greenleaf Trust | 5,744 | $346.5 萬 | 0.03% | 00.0% | 不變 |
| Joel Isaacson & Co., LLC | 5,796 | $349.7 萬 | 0.12% | +346+6.3% | 加碼 |
| Sepio Capital, LP | 5,810 | $350.5 萬 | 0.19% | 00.0% | 不變 |
| Audent Global Asset Management, LLC | 5,795 | $350.9 萬 | 2.22% | −157−2.6% | 減碼 |
| RSM US Wealth Management LLC | 54,079 | $353.8 萬 | 0.05% | +10.0% | 加碼 |
| Concurrent Investment Advisors, LLC | 5,876 | $354.5 萬 | 0.04% | +5,159+719.5% | 加碼 |
| Precedent Wealth Partners, LLC | 5,886 | $355.1 萬 | 0.74% | −65−1.1% | 減碼 |
| Bryn Mawr Trust Co | 5,893 | $355.5 萬 | 0.08% | +65+1.1% | 加碼 |
| Clear Point Advisors Inc. | 5,904 | $356.2 萬 | 2.76% | −211−3.5% | 減碼 |
| Fiduciary Trust Co | 5,911 | $356.6 萬 | 0.04% | −226−3.7% | 減碼 |
| Crews Bank & Trust | 5,932 | $357.9 萬 | 0.51% | −260−4.2% | 減碼 |
| Bailard, Inc. | 6,019 | $363.1 萬 | 0.08% | −355−5.6% | 減碼 |
| Salomon & Ludwin, LLC | 5,870 | $363.6 萬 | 0.32% | −113−1.9% | 減碼 |
| CIBC World Markets Inc. | 6,045 | $364.7 萬 | 0.01% | −39−0.6% | 減碼 |
| Woodstock Corp | 6,054 | $365.2 萬 | 0.31% | −176−2.8% | 減碼 |
| Brinker Capital Investments, LLC | 6,056 | $365.4 萬 | 0.03% | +95+1.6% | 加碼 |
| Matrix Asset Advisors Inc | 6,116 | $369.0 萬 | 0.33% | +139+2.3% | 加碼 |
| United Capital Financial Advisers, LLC | 6,120 | $369.2 萬 | 0.02% | +548+9.8% | 加碼 |
| Tandem Investment Partners LLC | 6,170 | $372.2 萬 | 3.14% | −140−2.2% | 減碼 |
| Elyxium Wealth, LLC | 6,200 | $374.0 萬 | 1.04% | 00.0% | 不變 |
| Penobscot Investment Management Company, Inc. | 6,221 | $375.3 萬 | 0.28% | −11−0.2% | 減碼 |
| Resources Investment Advisors, LLC. | 6,301 | $380.1 萬 | 0.04% | −174−2.7% | 減碼 |
| Segment Wealth Management, LLC | 6,308 | $380.5 萬 | 0.22% | −137−2.1% | 減碼 |
| Glen Eagle Advisors, LLC | 6,319 | $381.2 萬 | 0.52% | −239−3.6% | 減碼 |
| Charter Research & Investment Group, Inc. | 6,334 | $382.1 萬 | 2.55% | +86+1.4% | 加碼 |
| TD Private Client Wealth LLC | 6,383 | $385.1 萬 | 0.08% | +2,684+72.6% | 加碼 |
| Advisory Services Network, LLC | 6,394 | $385.8 萬 | 0.05% | +167+2.7% | 加碼 |
| Keystone Financial Group | 6,455 | $389.4 萬 | 0.29% | +2,511+63.7% | 加碼 |
| First Citizens Bank & Trust Co | 6,478 | $390.8 萬 | 0.08% | −157−2.4% | 減碼 |
| Bank of Nova Scotia | 6,521 | $393.4 萬 | 0.01% | +330+5.3% | 加碼 |
| Union Savings Bank | 6,575 | $396.6 萬 | 1.72% | +6,575 | 新進 |
| Sagespring Wealth Partners, LLC | 6,589 | $397.5 萬 | 0.07% | −346−5.0% | 減碼 |
| Benchmark Financial Wealth Advisors, LLC | 6,703 | $404.4 萬 | 1.16% | −211−3.1% | 減碼 |
| Moneta Group Investment Advisors LLC | 6,716 | $405.2 萬 | 0.03% | +1,215+22.1% | 加碼 |
| Houlihan Financial Resource Group, Ltd. | 6,647 | $408.3 萬 | 1.55% | +3,440+107.3% | 加碼 |
| Davis R M Inc | 6,807 | $410.7 萬 | 0.07% | −120−1.7% | 減碼 |
| Ballentine Partners, LLC | 6,816 | $411.2 萬 | 0.06% | 00.0% | 不變 |
| Mayflower Financial Advisors, LLC | 6,923 | $417.6 萬 | 0.51% | −1,797−20.6% | 減碼 |
| Fifth Third Wealth Advisors LLC | 6,934 | $418.3 萬 | 0.15% | +13+0.2% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 6,989 | $421.6 萬 | 0.11% | −34−0.5% | 減碼 |
| JMG Financial Group, Ltd. | 7,053 | $425.5 萬 | 0.12% | 00.0% | 不變 |
| Yousif Capital Management, LLC | 6,969 | $439.9 萬 | 0.05% | −4,795−40.8% | 減碼 |
| Keybank National Association | 7,327 | $442.0 萬 | 0.02% | +78+1.1% | 加碼 |
| Midwest Financial Group LLC | 7,330 | $442.2 萬 | 1.95% | −1,252−14.6% | 減碼 |
| Fidelis Capital Partners, LLC | 7,340 | $442.8 萬 | 0.32% | −12−0.2% | 減碼 |
| Sonata Capital Group Inc | 7,438 | $448.7 萬 | 1.62% | −44−0.6% | 減碼 |
| Breakwater Capital Group | 7,504 | $452.7 萬 | 0.63% | −468−5.9% | 減碼 |
| Evensky & Katz LLC | 7,508 | $453.0 萬 | 0.26% | +43+0.6% | 加碼 |
| Beacon Pointe Advisors, LLC | 7,515 | $453.4 萬 | 0.03% | −197−2.6% | 減碼 |
| KMG Fiduciary Partners, LLC | 7,555 | $455.8 萬 | 0.32% | −20.0% | 減碼 |
| Smith Chas P & Associates Pa Cpas | 7,568 | $456.6 萬 | 0.24% | +968+14.7% | 加碼 |
| GWM Advisors LLC | 7,573 | $456.9 萬 | 0.02% | +915+13.7% | 加碼 |
| Williams Jones Wealth Management, LLC. | 7,608 | $459.0 萬 | 0.05% | −93−1.2% | 減碼 |
| Perigon Wealth Management, LLC | 7,644 | $461.1 萬 | 0.08% | +20+0.3% | 加碼 |
| NorthCrest Asset Manangement, LLC | 7,476 | $463.0 萬 | 0.10% | +211+2.9% | 加碼 |
| Associated Banc-Corp | 7,682 | $463.4 萬 | 0.12% | −860−10.1% | 減碼 |
| Intrepid Financial Planning Group LLC | 7,712 | $465.3 萬 | 1.77% | +75+1.0% | 加碼 |
| Prospera Financial Services Inc | 7,877 | $475.2 萬 | 0.08% | +215+2.8% | 加碼 |
| Haverford Trust Co | 7,888 | $475.9 萬 | 0.04% | +116+1.5% | 加碼 |
| Fifth Third Bancorp | 7,898 | $476.5 萬 | 0.02% | −360−4.4% | 減碼 |
| Bay Rivers Group | 7,972 | $480.9 萬 | 1.94% | +77+1.0% | 加碼 |
| Bokf, NA | 7,980 | $481.4 萬 | 0.07% | −1,013−11.3% | 減碼 |
| Crestwood Advisors Group LLC | 8,005 | $482.9 萬 | 0.08% | −610−7.1% | 減碼 |
| RFG Advisory, LLC | 8,034 | $484.7 萬 | 0.09% | +2,694+50.4% | 加碼 |
| Highview Capital Management LLC | 8,094 | $488.3 萬 | 1.72% | −99−1.2% | 減碼 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 8,104 | $488.9 萬 | 1.63% | +58+0.7% | 加碼 |
| Colorado Capital Management, Inc. | 8,200 | $494.7 萬 | 1.86% | −219−2.6% | 減碼 |
| North Star Investment Management Corp. | 8,296 | $500.5 萬 | 0.31% | +121+1.5% | 加碼 |
| Apollon Wealth Management, LLC | 8,301 | $500.8 萬 | 0.09% | +204+2.5% | 加碼 |
| Financial Engines Advisors L.L.C. | 8,313 | $501.5 萬 | 0.01% | +330+4.1% | 加碼 |
| David Loasby | 8,023 | $507.3 萬 | 0.34% | +961+13.6% | 加碼 |
| Nicollet Investment Management, Inc. | 8,448 | $509.7 萬 | 1.61% | +7,214+584.6% | 加碼 |
| AMG National Trust Bank | 8,454 | $510.0 萬 | 0.12% | +50+0.6% | 加碼 |
| Cape Cod Five Cents Savings Bank | 9,002 | $512.8 萬 | 0.48% | 00.0% | 不變 |
| Bank of New Hampshire | 8,526 | $514.4 萬 | 1.16% | −280−3.2% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 8,508 | $515.1 萬 | 0.13% | −87−1.0% | 減碼 |
| Meridian Investment Counsel Inc. | 8,565 | $516.7 萬 | 1.24% | −106−1.2% | 減碼 |
| Millennium Management LLC | 8,575 | $517.3 萬 | 0.00% | −26,852−75.8% | 減碼 |
| Gotham Asset Management, LLC | 8,638 | $521.1 萬 | 0.02% | 00.0% | 不變 |
| Flputnam Investment Management Co | 8,654 | $522.1 萬 | 0.08% | −258−2.9% | 減碼 |
| HSBC Holdings PLC | 8,685 | $524.5 萬 | 0.00% | +6,097+235.6% | 加碼 |
| Peak Asset Management, LLC | 8,832 | $532.8 萬 | 0.91% | −280−3.1% | 減碼 |
| Firestone Capital Management | 9,031 | $544.8 萬 | 1.16% | −189−2.0% | 減碼 |
| Modera Wealth Management, LLC | 9,118 | $550.1 萬 | 0.06% | −136−1.5% | 減碼 |
| Balboa Wealth Partners | 9,177 | $553.6 萬 | 0.92% | −12−0.1% | 減碼 |
| Paller Financial Services Inc | 9,183 | $554.0 萬 | 4.44% | +9,183 | 新進 |
| Resonant Capital Advisors, LLC | 9,198 | $556.9 萬 | 0.31% | +15+0.2% | 加碼 |
| Motco | 9,266 | $559.0 萬 | 0.51% | −79−0.8% | 減碼 |
| Barrett & Company, Inc. | 9,277 | $559.7 萬 | 1.87% | −20−0.2% | 減碼 |
| Change Path, LLC | 9,367 | $565.1 萬 | 0.14% | +803+9.4% | 加碼 |
| Laird Norton Trust Company, LLC | 9,371 | $567.4 萬 | 0.12% | +9,371 | 新進 |
| Fifth Third Securities, Inc. | 9,433 | $569.1 萬 | 0.37% | −158−1.6% | 減碼 |
| Ti-Trust, Inc | 9,456 | $570.5 萬 | 3.52% | +10+0.1% | 加碼 |
| Sageworth Trust Co | 9,569 | $577.3 萬 | 0.25% | 00.0% | 不變 |
| Teachers Retirement System of the State of Kentucky | 9,602 | $579.2 萬 | 0.04% | +158+1.7% | 加碼 |
| Merit Financial Group, LLC | 9,627 | $580.8 萬 | 0.05% | +383+4.1% | 加碼 |