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 |
|---|---|---|---|---|---|
| Callan Family Office, LLC | 18,953 | $1,143 萬 | 0.25% | −16−0.1% | 減碼 |
| Carnegie Capital Asset Management, LLC | 19,470 | $1,175 萬 | 0.22% | −423−2.1% | 減碼 |
| Trifecta Capital Advisors, LLC | 19,564 | $1,180 萬 | 1.75% | −625−3.1% | 減碼 |
| Peddock Capital Advisors, LLC | 19,574 | $1,181 萬 | 2.47% | +2,285+13.2% | 加碼 |
| jvl associates llc | 19,689 | $1,188 萬 | 3.87% | −97−0.5% | 減碼 |
| BlackRock, Inc. | 19,879 | $1,199 萬 | 0.00% | +12,255+160.7% | 加碼 |
| Ameritas Investment Partners, Inc. | 20,045 | $1,209 萬 | 0.37% | −3,000−13.0% | 減碼 |
| Old National Bancorp | 20,058 | $1,210 萬 | 0.20% | −717−3.5% | 減碼 |
| Franklin Resources Inc | 20,694 | $1,248 萬 | 0.00% | +6,398+44.8% | 加碼 |
| Caldwell Trust Co | 20,814 | $1,256 萬 | 1.12% | −285−1.4% | 減碼 |
| IMC-Chicago, LLC | 20,869 | $1,259 萬 | 0.22% | +20,869 | 新進 |
| MCF Advisors LLC | 21,143 | $1,278 萬 | 0.71% | −82−0.4% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 22,000 | $1,327 萬 | 0.27% | −3,355−13.2% | 減碼 |
| Savant Capital, LLC | 22,021 | $1,328 萬 | 0.08% | +1,519+7.4% | 加碼 |
| HighPoint Advisor Group LLC | 22,105 | $1,334 萬 | 0.29% | +22,105 | 新進 |
| Atlantic Edge Private Wealth Management, LLC | 22,486 | $1,357 萬 | 3.37% | −462−2.0% | 減碼 |
| Steward Partners Investment Advisory, LLC | 22,729 | $1,371 萬 | 0.08% | +375+1.7% | 加碼 |
| Glenmede Trust Co NA | 23,172 | $1,398 萬 | 0.07% | +23,172 | 新進 |
| Qube Research & Technologies Ltd | 23,671 | $1,428 萬 | 0.02% | +16,562+233.0% | 加碼 |
| MML Investors Services, LLC | 24,099 | $1,454 萬 | 0.04% | +624+2.7% | 加碼 |
| Simmons Bank | 24,514 | $1,479 萬 | 0.99% | −152−0.6% | 減碼 |
| Barclays PLC | 24,976 | $1,507 萬 | 0.01% | −130,530−83.9% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 25,516 | $1,539 萬 | 2.64% | +574+2.3% | 加碼 |
| Kestra Advisory Services, LLC | 26,119 | $1,576 萬 | 0.06% | −8,779−25.2% | 減碼 |
| Serenus Wealth Advisors, LLC | 26,345 | $1,589 萬 | 3.08% | −256−1.0% | 減碼 |
| Cresset Asset Management, LLC | 26,294 | $1,592 萬 | 0.07% | +2,344+9.8% | 加碼 |
| Commerce Bank | 26,616 | $1,606 萬 | 0.09% | +103+0.4% | 加碼 |
| AQR Capital Management LLC | 27,612 | $1,666 萬 | 0.01% | +5,563+25.2% | 加碼 |
| Mercer Global Advisors Inc | 28,772 | $1,736 萬 | 0.03% | +3,668+14.6% | 加碼 |
| Huntington National Bank | – | $1,767 萬 | 0.11% | – | – |
| Curbstone Financial Management Corp | 31,318 | $1,889 萬 | 3.61% | +140+0.4% | 加碼 |
| M&T Bank Corp | 31,325 | $1,890 萬 | 0.06% | +4,126+15.2% | 加碼 |
| Vestor Capital, LLC | 850 | $1,901 萬 | 1.39% | −30,358−97.3% | 減碼 |
| Marshall Wace, LLP | 32,062 | $1,934 萬 | 0.02% | +32,062 | 新進 |
| Trustmark National Bank Trust Department | 32,124 | $1,938 萬 | 1.22% | −70−0.2% | 減碼 |
| Citigroup Inc | 32,607 | $1,967 萬 | 0.01% | +614+1.9% | 加碼 |
| Waldron Private Wealth LLC | 32,643 | $1,969 萬 | 0.78% | −975−2.9% | 減碼 |
| Youngs Advisory Group, Inc. | 32,648 | $1,970 萬 | 7.01% | +3,813+13.2% | 加碼 |
| Jane Street Group, LLC | 32,820 | $1,980 萬 | 0.02% | +3,024+10.1% | 加碼 |
| Hancock Whitney Corp | 32,988 | $1,990 萬 | 0.36% | +1,632+5.2% | 加碼 |
| Steele Capital Management, Inc. | 33,223 | $2,012 萬 | 0.86% | −108−0.3% | 減碼 |
| EP Wealth Advisors, LLC | 33,406 | $2,015 萬 | 0.10% | +33,406 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 33,836 | $2,041 萬 | 0.05% | +6,282+22.8% | 加碼 |
| Miracle Mile Advisors, LLC | 34,390 | $2,075 萬 | 0.30% | −2,297−6.3% | 減碼 |
| 1st Source Bank | 35,986 | $2,171 萬 | 1.14% | +166+0.5% | 加碼 |
| FMR LLC | 36,750 | $2,217 萬 | 0.00% | +1,983+5.7% | 加碼 |
| Johnson Investment Counsel Inc | 37,726 | $2,276 萬 | 0.19% | +1,004+2.7% | 加碼 |
| SummitTX Capital, L.P. | 37,867 | $2,284 萬 | 0.69% | +37,867 | 新進 |
| RMB Capital Management, LLC | 37,832 | $2,290 萬 | 0.40% | +38+0.1% | 加碼 |
| Basswood Capital Management, L.L.C. | 38,082 | $2,297 萬 | 1.01% | 00.0% | 不變 |
| Conning Inc. | 38,596 | $2,328 萬 | 0.78% | 00.0% | 不變 |
| Klingman & Associates, LLC | 41,828 | $2,523 萬 | 1.22% | −100−0.2% | 減碼 |
| Tandem Wealth Advisors LLC | 41,299 | $2,547 萬 | 11.42% | +10,504+34.1% | 加碼 |
| LCM Capital Management Inc | 43,573 | $2,629 萬 | 12.70% | −244−0.6% | 減碼 |
| Comerica Bank | 43,694 | $2,636 萬 | 0.11% | +2,142+5.2% | 加碼 |
| Cumberland Advisors Inc | 43,947 | $2,651 萬 | 10.05% | −355−0.8% | 減碼 |
| Clearstead Advisors, LLC | 44,364 | $2,676 萬 | 0.34% | −2,318−5.0% | 減碼 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 44,400 | $2,679 萬 | 3.59% | +14,421+48.1% | 加碼 |
| Pinnacle Financial Partners, Inc. | 44,594 | $2,690 萬 | 0.20% | +44,594 | 新進 |
| IFG Advisors, LLC | 45,622 | $2,752 萬 | 4.58% | −1,097−2.3% | 減碼 |
| Chicago Partners Investment Group LLC | 45,582 | $2,900 萬 | 0.71% | +835+1.9% | 加碼 |
| Heritage Investors Management Corp | 49,921 | $3,012 萬 | 0.88% | −589−1.2% | 減碼 |
| Crewe Advisors LLC | 50,125 | $3,024 萬 | 2.68% | +60.0% | 加碼 |
| Baird Financial Group, Inc. | 50,502 | $3,047 萬 | 0.05% | +868+1.7% | 加碼 |
| MetLife Investment Management | 52,300 | $3,155 萬 | 0.15% | +29,000+124.5% | 加碼 |
| SCS Capital Management LLC | 52,453 | $3,171 萬 | 0.34% | −593−1.1% | 減碼 |
| Janney Montgomery Scott LLC | 52,670 | $3,178 萬 | 0.07% | +5,526+11.7% | 加碼 |
| Peapack Gladstone Financial Corp | 53,158 | $3,207 萬 | 0.40% | −434−0.8% | 減碼 |
| Rockefeller Capital Management L.P. | 53,349 | $3,219 萬 | 0.06% | +693+1.3% | 加碼 |
| Lido Advisors, LLC | 54,534 | $3,275 萬 | 0.13% | −2,535−4.4% | 減碼 |
| Oldfather Financial Services, LLC | 55,249 | $3,333 萬 | 9.92% | +299+0.5% | 加碼 |
| Pinnacle Associates Ltd | 57,751 | $3,484 萬 | 0.45% | −615−1.1% | 減碼 |
| Massmutual Trust Co FSB | 58,149 | $3,508 萬 | 0.90% | −1,813−3.0% | 減碼 |
| Citizens Financial Group Inc | 59,213 | $3,572 萬 | 0.48% | −557−0.9% | 減碼 |
| Smith, Moore & Co. | 59,895 | $3,613 萬 | 2.73% | −386−0.6% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 63,317 | $3,833 萬 | 0.50% | +1,604+2.6% | 加碼 |
| Ascent Wealth Partners, LLC | 64,328 | $3,881 萬 | 4.47% | +696+1.1% | 加碼 |
| Pittenger & Anderson Inc | 64,832 | $3,911 萬 | 1.51% | −5,186−7.4% | 減碼 |
| Midwest Trust Co | 65,015 | $3,922 萬 | 0.49% | −1,215−1.8% | 減碼 |
| Portland Global Advisors LLC | 66,505 | $4,012 萬 | 4.31% | −495−0.7% | 減碼 |
| Captrust Financial Advisors | 67,994 | $4,102 萬 | 0.08% | −3,766−5.2% | 減碼 |
| Commonwealth Equity Services, LLC | 70,521 | $4,254 萬 | 0.06% | −17,567−19.9% | 減碼 |
| Whittier Trust Co of Nevada Inc | 67,830 | $4,262 萬 | 0.88% | −290.0% | 減碼 |
| Henshaw Capital LLC | 75,050 | $4,528 萬 | 1.63% | 00.0% | 不變 |
| Blair William & Co | 75,368 | $4,547 萬 | 0.12% | −1,733−2.2% | 減碼 |
| Divergent Planning, LLC | 76,242 | $4,661 萬 | 11.90% | +1,958+2.6% | 加碼 |
| Envestnet Asset Management Inc | 78,745 | $4,751 萬 | 0.01% | +1,123+1.4% | 加碼 |
| Ameriprise Financial Inc | 82,041 | $4,950 萬 | 0.01% | +6,940+9.2% | 加碼 |
| Madison Asset Management, LLC | 83,341 | $5,028 萬 | 0.58% | +59,283+246.4% | 加碼 |
| SG Americas Securities, LLC | 85,760 | $5,174 萬 | 0.07% | +48,730+131.6% | 加碼 |
| Washington Trust Co | 85,815 | $5,177 萬 | 1.69% | −2,112−2.4% | 減碼 |
| Atlantic Union Bankshares Corp | 86,561 | $5,222 萬 | 0.98% | −3,437−3.8% | 減碼 |
| Cetera Investment Advisers | 86,834 | $5,239 萬 | 0.06% | −4,398−4.8% | 減碼 |
| Bessemer Group Inc | 89,237 | $5,384 萬 | 0.08% | +47,530+114.0% | 加碼 |
| Advisor Group Holdings, Inc. | 89,938 | $5,434 萬 | 0.08% | −3,287−3.5% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 86,951 | $5,470 萬 | 0.07% | +1,326+1.5% | 加碼 |
| Balyasny Asset Management LLC | 90,763 | $5,476 萬 | 0.10% | +86,319+1,942.4% | 加碼 |
| TSG Advice Partners, LLC | 103,151 | $6,223 萬 | 9.50% | +103,151 | 新進 |
| Montag A & Associates Inc | 103,466 | $6,264 萬 | 2.86% | −1,735−1.6% | 減碼 |
| Mariner, LLC | 104,560 | $6,308 萬 | 0.08% | −594−0.6% | 減碼 |