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 | 1,126 | $136.7 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 |
|---|---|---|---|---|---|
| Youngs Advisory Group, Inc. | 32,648 | $1,970 萬 | 7.01% | +3,813+13.2% | 加碼 |
| Waldron Private Wealth LLC | 32,643 | $1,969 萬 | 0.78% | −975−2.9% | 減碼 |
| Citigroup Inc | 32,607 | $1,967 萬 | 0.01% | +614+1.9% | 加碼 |
| Trustmark National Bank Trust Department | 32,124 | $1,938 萬 | 1.22% | −70−0.2% | 減碼 |
| Marshall Wace, LLP | 32,062 | $1,934 萬 | 0.02% | +32,062 | 新進 |
| Vestor Capital, LLC | 850 | $1,901 萬 | 1.39% | −30,358−97.3% | 減碼 |
| M&T Bank Corp | 31,325 | $1,890 萬 | 0.06% | +4,126+15.2% | 加碼 |
| Curbstone Financial Management Corp | 31,318 | $1,889 萬 | 3.61% | +140+0.4% | 加碼 |
| Huntington National Bank | – | $1,767 萬 | 0.11% | – | – |
| Mercer Global Advisors Inc | 28,772 | $1,736 萬 | 0.03% | +3,668+14.6% | 加碼 |
| AQR Capital Management LLC | 27,612 | $1,666 萬 | 0.01% | +5,563+25.2% | 加碼 |
| Commerce Bank | 26,616 | $1,606 萬 | 0.09% | +103+0.4% | 加碼 |
| Cresset Asset Management, LLC | 26,294 | $1,592 萬 | 0.07% | +2,344+9.8% | 加碼 |
| Serenus Wealth Advisors, LLC | 26,345 | $1,589 萬 | 3.08% | −256−1.0% | 減碼 |
| Kestra Advisory Services, LLC | 26,119 | $1,576 萬 | 0.06% | −8,779−25.2% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 25,516 | $1,539 萬 | 2.64% | +574+2.3% | 加碼 |
| Barclays PLC | 24,976 | $1,507 萬 | 0.01% | −130,530−83.9% | 減碼 |
| Simmons Bank | 24,514 | $1,479 萬 | 0.99% | −152−0.6% | 減碼 |
| MML Investors Services, LLC | 24,099 | $1,454 萬 | 0.04% | +624+2.7% | 加碼 |
| Qube Research & Technologies Ltd | 23,671 | $1,428 萬 | 0.02% | +16,562+233.0% | 加碼 |
| Glenmede Trust Co NA | 23,172 | $1,398 萬 | 0.07% | +23,172 | 新進 |
| Steward Partners Investment Advisory, LLC | 22,729 | $1,371 萬 | 0.08% | +375+1.7% | 加碼 |
| Atlantic Edge Private Wealth Management, LLC | 22,486 | $1,357 萬 | 3.37% | −462−2.0% | 減碼 |
| HighPoint Advisor Group LLC | 22,105 | $1,334 萬 | 0.29% | +22,105 | 新進 |
| Savant Capital, LLC | 22,021 | $1,328 萬 | 0.08% | +1,519+7.4% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 22,000 | $1,327 萬 | 0.27% | −3,355−13.2% | 減碼 |
| MCF Advisors LLC | 21,143 | $1,278 萬 | 0.71% | −82−0.4% | 減碼 |
| IMC-Chicago, LLC | 20,869 | $1,259 萬 | 0.22% | +20,869 | 新進 |
| Caldwell Trust Co | 20,814 | $1,256 萬 | 1.12% | −285−1.4% | 減碼 |
| Franklin Resources Inc | 20,694 | $1,248 萬 | 0.00% | +6,398+44.8% | 加碼 |
| Old National Bancorp | 20,058 | $1,210 萬 | 0.20% | −717−3.5% | 減碼 |
| Ameritas Investment Partners, Inc. | 20,045 | $1,209 萬 | 0.37% | −3,000−13.0% | 減碼 |
| BlackRock, Inc. | 19,879 | $1,199 萬 | 0.00% | +12,255+160.7% | 加碼 |
| jvl associates llc | 19,689 | $1,188 萬 | 3.87% | −97−0.5% | 減碼 |
| Peddock Capital Advisors, LLC | 19,574 | $1,181 萬 | 2.47% | +2,285+13.2% | 加碼 |
| Trifecta Capital Advisors, LLC | 19,564 | $1,180 萬 | 1.75% | −625−3.1% | 減碼 |
| Carnegie Capital Asset Management, LLC | 19,470 | $1,175 萬 | 0.22% | −423−2.1% | 減碼 |
| Callan Family Office, LLC | 18,953 | $1,143 萬 | 0.25% | −16−0.1% | 減碼 |
| Corsicana & Co. | 18,580 | $1,121 萬 | 6.29% | −180−1.0% | 減碼 |
| Lutz Financial Services LLC | 18,573 | $1,120 萬 | 0.76% | −279−1.5% | 減碼 |
| CWM, LLC | 18,548 | $1,119 萬 | 0.03% | +2,522+15.7% | 加碼 |
| Csenge Advisory Group | 18,514 | $1,117 萬 | 0.51% | +100+0.5% | 加碼 |
| Wellspring Financial Advisors, LLC | 18,484 | $1,115 萬 | 0.88% | −514−2.7% | 減碼 |
| Prescott Group Capital Management, L.L.C. | 18,259 | $1,102 萬 | 1.02% | −25,076−57.9% | 減碼 |
| Dumont & Blake Investment Advisors LLC | 18,205 | $1,098 萬 | 2.64% | −458−2.5% | 減碼 |
| Thrive Wealth Management, LLC | 18,185 | $1,097 萬 | 1.61% | −3,307−15.4% | 減碼 |
| First National Bank of Omaha | 17,983 | $1,096 萬 | 0.32% | +17,983 | 新進 |
| Ieq Capital, LLC | 17,432 | $1,052 萬 | 0.03% | +364+2.1% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 17,334 | $1,046 萬 | 0.05% | +1,384+8.7% | 加碼 |
| Brown Brothers Harriman & Co | 17,272 | $1,042 萬 | 0.06% | +143+0.8% | 加碼 |
| Hummer Financial Advisory Services Inc | 17,093 | $1,035 萬 | 7.31% | −96−0.6% | 減碼 |
| Torrey-Payne Wealth Management, LLC | 15,800 | $1,005 萬 | 9.00% | +15,800 | 新進 |
| First Financial Bank - Trust Division | 16,649 | $1,004 萬 | 0.83% | +604+3.8% | 加碼 |
| Pensionmark Financial Group, LLC | 16,630 | $1,003 萬 | 0.16% | +12+0.1% | 加碼 |
| Granite FO LLC | 16,627 | $1,003 萬 | 5.35% | +606+3.8% | 加碼 |
| Canopy Partners, LLC | 16,507 | $995.8 萬 | 3.24% | −585−3.4% | 減碼 |
| Cyndeo Wealth Partners, LLC | 16,273 | $981.7 萬 | 0.53% | −500−3.0% | 減碼 |
| Quantinno Capital Management LP | 16,224 | $978.8 萬 | 0.02% | +482+3.1% | 加碼 |
| Arvest Investments, Inc. | 16,147 | $974.1 萬 | 1.37% | +290+1.8% | 加碼 |
| Montz Harcus Wealth Management LLC | 16,037 | $967.5 萬 | 3.92% | +177+1.1% | 加碼 |
| Harbour Trust & Investment Management Co | 15,979 | $964.0 萬 | 0.98% | −82−0.5% | 減碼 |
| Legacy Advisors, LLC | 15,922 | $960.6 萬 | 1.03% | −1,175−6.9% | 減碼 |
| Brookstone Capital Management | 15,884 | $958.2 萬 | 0.11% | +455+2.9% | 加碼 |
| Agf Management Ltd | 15,794 | $952.8 萬 | 0.04% | −205−1.3% | 減碼 |
| NBT Bank N A | 15,730 | $949.0 萬 | 0.61% | −321−2.0% | 減碼 |
| GFS Advisors, LLC | 15,628 | $942.8 萬 | 1.12% | −180−1.1% | 減碼 |
| Terry L. Blaker | 15,567 | $939.1 萬 | 0.35% | −127−0.8% | 減碼 |
| Evercore Wealth Management, LLC | 15,560 | $938.7 萬 | 0.14% | −124−0.8% | 減碼 |
| Howard Capital Management Inc. | 15,193 | $916.5 萬 | 0.12% | −50−0.3% | 減碼 |
| Capstone Financial Advisors, Inc. | 15,181 | $915.9 萬 | 0.49% | −159−1.0% | 減碼 |
| Nixon Peabody Trust Co | 14,945 | $901.6 萬 | 0.68% | −273−1.8% | 減碼 |
| Central Bank & Trust Co | 14,841 | $895.3 萬 | 1.38% | +773+5.5% | 加碼 |
| Chesley Taft & Associates LLC | 14,568 | $878.9 萬 | 0.35% | +1,080+8.0% | 加碼 |
| KCM Investment Advisors LLC | 14,456 | $872.1 萬 | 0.28% | −526−3.5% | 減碼 |
| RMR Wealth Builders | 14,395 | $868.4 萬 | 0.69% | −510−3.4% | 減碼 |
| Oppenheimer & Co Inc | 14,232 | $858.6 萬 | 0.12% | +1,379+10.7% | 加碼 |
| Legal & General Group Plc | 14,200 | $856.6 萬 | 0.00% | 00.0% | 不變 |
| Mill Creek Capital Advisors, LLC | 13,994 | $844.2 萬 | 0.17% | −3,090−18.1% | 減碼 |
| Boyd Watterson Asset Management LLC | 13,936 | $840.7 萬 | 2.43% | 00.0% | 不變 |
| Bearing Point Capital, LLC | 13,808 | $833.0 萬 | 1.30% | −113−0.8% | 減碼 |
| Tiaa Trust, National Association | 13,632 | $822.4 萬 | 0.02% | −591−4.2% | 減碼 |
| TKG Advisors, LLC | 13,309 | $802.9 萬 | 3.24% | −30−0.2% | 減碼 |
| Busey Wealth Management | 13,070 | $788.5 萬 | 0.21% | +102+0.8% | 加碼 |
| Buckingham Strategic Partners | 12,922 | $779.6 萬 | 0.10% | −11,518−47.1% | 減碼 |
| Seeds Investor LLC | 12,880 | $777.0 萬 | 1.49% | −1,257−8.9% | 減碼 |
| Staley Capital Advisers Inc | 12,844 | $774.9 萬 | 0.32% | 00.0% | 不變 |
| Pacific Center for Financial Services | 12,910 | $769.5 萬 | 1.96% | 00.0% | 不變 |
| Warren Averett Asset Management, LLC | 12,547 | $757.0 萬 | 0.06% | +337+2.8% | 加碼 |
| Grove Bank & Trust | 12,427 | $749.7 萬 | 0.84% | −20−0.2% | 減碼 |
| Sand Hill Global Advisors, LLC | 11,929 | $719.7 萬 | 0.25% | −10−0.1% | 減碼 |
| CMG Global Holdings, LLC | 11,217 | $716.0 萬 | 3.18% | +71+0.6% | 加碼 |
| Wealthspire Advisors, LLC | 11,822 | $713.2 萬 | 0.06% | −3,071−20.6% | 減碼 |
| Meridian Wealth Advisors, LLC | 11,753 | $709.1 萬 | 0.98% | −948−7.5% | 減碼 |
| Capital Group Private Client Services, Inc. | 11,747 | $708.7 萬 | 0.11% | +22+0.2% | 加碼 |
| Dakota Wealth Management | 11,709 | $706.4 萬 | 0.13% | +271+2.4% | 加碼 |
| Alexis Investment Partners, LLC | 11,570 | $705.1 萬 | 2.62% | +432+3.9% | 加碼 |
| Boston Family Office LLC | 11,555 | $697.1 萬 | 0.44% | −1,165−9.2% | 減碼 |
| Mechanics Bank Trust Department | 11,542 | $696.3 萬 | 0.91% | −195−1.7% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 11,478 | $694.9 萬 | 0.13% | +1,229+12.0% | 加碼 |
| Paulson Wealth Management Inc. | 11,421 | $689.0 萬 | 1.59% | +786+7.4% | 加碼 |