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 |
|---|---|---|---|---|---|
| Atria Investments LLC | 9,645 | $581.8 萬 | 0.07% | +3,581+59.1% | 加碼 |
| Oppenheimer Asset Management Inc. | 9,648 | $582.0 萬 | 0.07% | +9,012+1,417.0% | 加碼 |
| Equitable Holdings, Inc. | 9,703 | $585.4 萬 | 0.04% | +2,732+39.2% | 加碼 |
| Harbour Investments, Inc. | 9,709 | $585.7 萬 | 0.12% | +214+2.3% | 加碼 |
| Central Trust Co | 9,710 | $585.8 萬 | 0.11% | −62−0.6% | 減碼 |
| Allworth Financial LP | 9,857 | $594.7 萬 | 0.02% | −1,457−12.9% | 減碼 |
| Private Wealth Asset Management, LLC | 9,947 | $600.1 萬 | 0.65% | +22+0.2% | 加碼 |
| RBF Capital, LLC | 10,000 | $603.3 萬 | 0.28% | 00.0% | 不變 |
| Wilmar Advisors LLC | 10,000 | $603.3 萬 | 4.71% | 00.0% | 不變 |
| Diversified Portfolios, Inc. | 10,065 | $607.2 萬 | 0.51% | −308−3.0% | 減碼 |
| Daymark Wealth Partners, LLC | 10,216 | $616.3 萬 | 0.20% | −84−0.8% | 減碼 |
| Summit Financial, LLC | 10,229 | $619.3 萬 | 0.09% | −70−0.7% | 減碼 |
| Arbor Trust Wealth Advisors, LLC | 10,234 | $619.7 萬 | 2.71% | −3,013−22.7% | 減碼 |
| Newport Capital Group, LLC | 10,284 | $621.2 萬 | 3.80% | +214+2.1% | 加碼 |
| Leavell Investment Management, Inc. | 10,266 | $621.6 萬 | 0.26% | −82−0.8% | 減碼 |
| Adirondack Trust Co | 10,308 | $621.8 萬 | 2.05% | −160−1.5% | 減碼 |
| Retirement Income Solutions, Inc | 10,323 | $622.8 萬 | 1.06% | −96−0.9% | 減碼 |
| G&S Capital LLC | 10,387 | $626.6 萬 | 2.21% | +67+0.6% | 加碼 |
| Hopwood Financial Services, Inc. | 10,401 | $627.5 萬 | 4.42% | −65−0.6% | 減碼 |
| Jones Financial Companies LLLP | 10,437 | $629.6 萬 | 0.00% | +556+5.6% | 加碼 |
| Palisade Asset Management, LLC | 10,451 | $630.5 萬 | 0.61% | +8+0.1% | 加碼 |
| Lynx Capital Group Ltd | 10,603 | $639.7 萬 | 2.93% | +41+0.4% | 加碼 |
| Madison Park Capital Advisors, LLC | 10,679 | $644.2 萬 | 5.23% | +105+1.0% | 加碼 |
| Winter & Associates, Inc. | 10,708 | $646.0 萬 | 5.97% | +10,708 | 新進 |
| CIBC Private Wealth Group, LLC | 10,721 | $646.8 萬 | 0.01% | −443−4.0% | 減碼 |
| Diversified Management Inc | 10,762 | $649.3 萬 | 1.52% | +10,762 | 新進 |
| Pinnacle Wealth Management Advisory Group, LLC | 10,832 | $653.5 萬 | 0.45% | +30+0.3% | 加碼 |
| Goelzer Investment Management, Inc. | 10,874 | $656.0 萬 | 0.30% | −97−0.9% | 減碼 |
| Latigo Investments, LLC | 10,962 | $661.3 萬 | 3.25% | 00.0% | 不變 |
| Sanctuary Advisors, LLC | 11,015 | $664.5 萬 | 0.04% | +1,938+21.4% | 加碼 |
| Hanover Advisors Inc | 11,127 | $671.3 萬 | 2.61% | −245−2.2% | 減碼 |
| First Horizon Corp | 11,176 | $674.2 萬 | 0.30% | −106−0.9% | 減碼 |
| Community Bank, N.A. | 11,199 | $675.6 萬 | 0.80% | −342−3.0% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 11,235 | $677.8 萬 | 0.09% | +10,858+2,880.1% | 加碼 |
| Linscomb & Williams, Inc. | 11,289 | $681.0 萬 | 0.29% | +9+0.1% | 加碼 |
| Lodestar Private Asset Management LLC | 11,325 | $683.2 萬 | 0.69% | +344+3.1% | 加碼 |
| Private Advisor Group, LLC | 11,337 | $683.9 萬 | 0.03% | −255−2.2% | 減碼 |
| NewEdge Wealth, LLC | 11,338 | $684.0 萬 | 0.08% | +9,326+463.5% | 加碼 |
| Paulson Wealth Management Inc. | 11,421 | $689.0 萬 | 1.59% | +786+7.4% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 11,478 | $694.9 萬 | 0.13% | +1,229+12.0% | 加碼 |
| Mechanics Bank Trust Department | 11,542 | $696.3 萬 | 0.91% | −195−1.7% | 減碼 |
| Boston Family Office LLC | 11,555 | $697.1 萬 | 0.44% | −1,165−9.2% | 減碼 |
| Alexis Investment Partners, LLC | 11,570 | $705.1 萬 | 2.62% | +432+3.9% | 加碼 |
| Dakota Wealth Management | 11,709 | $706.4 萬 | 0.13% | +271+2.4% | 加碼 |
| Capital Group Private Client Services, Inc. | 11,747 | $708.7 萬 | 0.11% | +22+0.2% | 加碼 |
| Meridian Wealth Advisors, LLC | 11,753 | $709.1 萬 | 0.98% | −948−7.5% | 減碼 |
| Wealthspire Advisors, LLC | 11,822 | $713.2 萬 | 0.06% | −3,071−20.6% | 減碼 |
| CMG Global Holdings, LLC | 11,217 | $716.0 萬 | 3.18% | +71+0.6% | 加碼 |
| Sand Hill Global Advisors, LLC | 11,929 | $719.7 萬 | 0.25% | −10−0.1% | 減碼 |
| Grove Bank & Trust | 12,427 | $749.7 萬 | 0.84% | −20−0.2% | 減碼 |
| Warren Averett Asset Management, LLC | 12,547 | $757.0 萬 | 0.06% | +337+2.8% | 加碼 |
| Pacific Center for Financial Services | 12,910 | $769.5 萬 | 1.96% | 00.0% | 不變 |
| Staley Capital Advisers Inc | 12,844 | $774.9 萬 | 0.32% | 00.0% | 不變 |
| Seeds Investor LLC | 12,880 | $777.0 萬 | 1.49% | −1,257−8.9% | 減碼 |
| Buckingham Strategic Partners | 12,922 | $779.6 萬 | 0.10% | −11,518−47.1% | 減碼 |
| Busey Wealth Management | 13,070 | $788.5 萬 | 0.21% | +102+0.8% | 加碼 |
| TKG Advisors, LLC | 13,309 | $802.9 萬 | 3.24% | −30−0.2% | 減碼 |
| Tiaa Trust, National Association | 13,632 | $822.4 萬 | 0.02% | −591−4.2% | 減碼 |
| Bearing Point Capital, LLC | 13,808 | $833.0 萬 | 1.30% | −113−0.8% | 減碼 |
| Boyd Watterson Asset Management LLC | 13,936 | $840.7 萬 | 2.43% | 00.0% | 不變 |
| Mill Creek Capital Advisors, LLC | 13,994 | $844.2 萬 | 0.17% | −3,090−18.1% | 減碼 |
| Legal & General Group Plc | 14,200 | $856.6 萬 | 0.00% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 14,232 | $858.6 萬 | 0.12% | +1,379+10.7% | 加碼 |
| RMR Wealth Builders | 14,395 | $868.4 萬 | 0.69% | −510−3.4% | 減碼 |
| KCM Investment Advisors LLC | 14,456 | $872.1 萬 | 0.28% | −526−3.5% | 減碼 |
| Chesley Taft & Associates LLC | 14,568 | $878.9 萬 | 0.35% | +1,080+8.0% | 加碼 |
| Central Bank & Trust Co | 14,841 | $895.3 萬 | 1.38% | +773+5.5% | 加碼 |
| Nixon Peabody Trust Co | 14,945 | $901.6 萬 | 0.68% | −273−1.8% | 減碼 |
| Capstone Financial Advisors, Inc. | 15,181 | $915.9 萬 | 0.49% | −159−1.0% | 減碼 |
| Howard Capital Management Inc. | 15,193 | $916.5 萬 | 0.12% | −50−0.3% | 減碼 |
| Evercore Wealth Management, LLC | 15,560 | $938.7 萬 | 0.14% | −124−0.8% | 減碼 |
| Terry L. Blaker | 15,567 | $939.1 萬 | 0.35% | −127−0.8% | 減碼 |
| GFS Advisors, LLC | 15,628 | $942.8 萬 | 1.12% | −180−1.1% | 減碼 |
| NBT Bank N A | 15,730 | $949.0 萬 | 0.61% | −321−2.0% | 減碼 |
| Agf Management Ltd | 15,794 | $952.8 萬 | 0.04% | −205−1.3% | 減碼 |
| Brookstone Capital Management | 15,884 | $958.2 萬 | 0.11% | +455+2.9% | 加碼 |
| Legacy Advisors, LLC | 15,922 | $960.6 萬 | 1.03% | −1,175−6.9% | 減碼 |
| Harbour Trust & Investment Management Co | 15,979 | $964.0 萬 | 0.98% | −82−0.5% | 減碼 |
| Montz Harcus Wealth Management LLC | 16,037 | $967.5 萬 | 3.92% | +177+1.1% | 加碼 |
| Arvest Investments, Inc. | 16,147 | $974.1 萬 | 1.37% | +290+1.8% | 加碼 |
| Quantinno Capital Management LP | 16,224 | $978.8 萬 | 0.02% | +482+3.1% | 加碼 |
| Cyndeo Wealth Partners, LLC | 16,273 | $981.7 萬 | 0.53% | −500−3.0% | 減碼 |
| Canopy Partners, LLC | 16,507 | $995.8 萬 | 3.24% | −585−3.4% | 減碼 |
| Granite FO LLC | 16,627 | $1,003 萬 | 5.35% | +606+3.8% | 加碼 |
| Pensionmark Financial Group, LLC | 16,630 | $1,003 萬 | 0.16% | +12+0.1% | 加碼 |
| First Financial Bank - Trust Division | 16,649 | $1,004 萬 | 0.83% | +604+3.8% | 加碼 |
| Torrey-Payne Wealth Management, LLC | 15,800 | $1,005 萬 | 9.00% | +15,800 | 新進 |
| Hummer Financial Advisory Services Inc | 17,093 | $1,035 萬 | 7.31% | −96−0.6% | 減碼 |
| Brown Brothers Harriman & Co | 17,272 | $1,042 萬 | 0.06% | +143+0.8% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 17,334 | $1,046 萬 | 0.05% | +1,384+8.7% | 加碼 |
| Ieq Capital, LLC | 17,432 | $1,052 萬 | 0.03% | +364+2.1% | 加碼 |
| First National Bank of Omaha | 17,983 | $1,096 萬 | 0.32% | +17,983 | 新進 |
| Thrive Wealth Management, LLC | 18,185 | $1,097 萬 | 1.61% | −3,307−15.4% | 減碼 |
| Dumont & Blake Investment Advisors LLC | 18,205 | $1,098 萬 | 2.64% | −458−2.5% | 減碼 |
| Prescott Group Capital Management, L.L.C. | 18,259 | $1,102 萬 | 1.02% | −25,076−57.9% | 減碼 |
| Wellspring Financial Advisors, LLC | 18,484 | $1,115 萬 | 0.88% | −514−2.7% | 減碼 |
| Csenge Advisory Group | 18,514 | $1,117 萬 | 0.51% | +100+0.5% | 加碼 |
| CWM, LLC | 18,548 | $1,119 萬 | 0.03% | +2,522+15.7% | 加碼 |
| Lutz Financial Services LLC | 18,573 | $1,120 萬 | 0.76% | −279−1.5% | 減碼 |
| Corsicana & Co. | 18,580 | $1,121 萬 | 6.29% | −180−1.0% | 減碼 |