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 |
|---|---|---|---|---|---|
| Moneta Group Investment Advisors LLC | 6,716 | $405.2 萬 | 0.03% | +1,215+22.1% | 加碼 |
| Benchmark Financial Wealth Advisors, LLC | 6,703 | $404.4 萬 | 1.16% | −211−3.1% | 減碼 |
| Sagespring Wealth Partners, LLC | 6,589 | $397.5 萬 | 0.07% | −346−5.0% | 減碼 |
| Union Savings Bank | 6,575 | $396.6 萬 | 1.72% | +6,575 | 新進 |
| Bank of Nova Scotia | 6,521 | $393.4 萬 | 0.01% | +330+5.3% | 加碼 |
| First Citizens Bank & Trust Co | 6,478 | $390.8 萬 | 0.08% | −157−2.4% | 減碼 |
| Keystone Financial Group | 6,455 | $389.4 萬 | 0.29% | +2,511+63.7% | 加碼 |
| Advisory Services Network, LLC | 6,394 | $385.8 萬 | 0.05% | +167+2.7% | 加碼 |
| TD Private Client Wealth LLC | 6,383 | $385.1 萬 | 0.08% | +2,684+72.6% | 加碼 |
| Charter Research & Investment Group, Inc. | 6,334 | $382.1 萬 | 2.55% | +86+1.4% | 加碼 |
| Glen Eagle Advisors, LLC | 6,319 | $381.2 萬 | 0.52% | −239−3.6% | 減碼 |
| Segment Wealth Management, LLC | 6,308 | $380.5 萬 | 0.22% | −137−2.1% | 減碼 |
| Resources Investment Advisors, LLC. | 6,301 | $380.1 萬 | 0.04% | −174−2.7% | 減碼 |
| Penobscot Investment Management Company, Inc. | 6,221 | $375.3 萬 | 0.28% | −11−0.2% | 減碼 |
| Elyxium Wealth, LLC | 6,200 | $374.0 萬 | 1.04% | 00.0% | 不變 |
| Tandem Investment Partners LLC | 6,170 | $372.2 萬 | 3.14% | −140−2.2% | 減碼 |
| United Capital Financial Advisers, LLC | 6,120 | $369.2 萬 | 0.02% | +548+9.8% | 加碼 |
| Matrix Asset Advisors Inc | 6,116 | $369.0 萬 | 0.33% | +139+2.3% | 加碼 |
| Brinker Capital Investments, LLC | 6,056 | $365.4 萬 | 0.03% | +95+1.6% | 加碼 |
| Woodstock Corp | 6,054 | $365.2 萬 | 0.31% | −176−2.8% | 減碼 |
| CIBC World Markets Inc. | 6,045 | $364.7 萬 | 0.01% | −39−0.6% | 減碼 |
| Salomon & Ludwin, LLC | 5,870 | $363.6 萬 | 0.32% | −113−1.9% | 減碼 |
| Bailard, Inc. | 6,019 | $363.1 萬 | 0.08% | −355−5.6% | 減碼 |
| Crews Bank & Trust | 5,932 | $357.9 萬 | 0.51% | −260−4.2% | 減碼 |
| Fiduciary Trust Co | 5,911 | $356.6 萬 | 0.04% | −226−3.7% | 減碼 |
| Clear Point Advisors Inc. | 5,904 | $356.2 萬 | 2.76% | −211−3.5% | 減碼 |
| Bryn Mawr Trust Co | 5,893 | $355.5 萬 | 0.08% | +65+1.1% | 加碼 |
| Precedent Wealth Partners, LLC | 5,886 | $355.1 萬 | 0.74% | −65−1.1% | 減碼 |
| Concurrent Investment Advisors, LLC | 5,876 | $354.5 萬 | 0.04% | +5,159+719.5% | 加碼 |
| RSM US Wealth Management LLC | 54,079 | $353.8 萬 | 0.05% | +10.0% | 加碼 |
| Audent Global Asset Management, LLC | 5,795 | $350.9 萬 | 2.22% | −157−2.6% | 減碼 |
| Sepio Capital, LP | 5,810 | $350.5 萬 | 0.19% | 00.0% | 不變 |
| Joel Isaacson & Co., LLC | 5,796 | $349.7 萬 | 0.12% | +346+6.3% | 加碼 |
| Greenleaf Trust | 5,744 | $346.5 萬 | 0.03% | 00.0% | 不變 |
| Signature Securities Group Corporation | 5,671 | $343.4 萬 | 1.15% | +20.0% | 加碼 |
| Whalerock Point Partners, LLC | 5,645 | $340.6 萬 | 0.65% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 5,637 | $340.1 萬 | 0.07% | +4,179+286.6% | 加碼 |
| Silvercrest Asset Management Group LLC | 5,637 | $340.1 萬 | 0.02% | 00.0% | 不變 |
| Romano Brothers and Company | 5,630 | $339.6 萬 | 0.39% | −70−1.2% | 減碼 |
| Victory Financial Group, LLC | 5,586 | $337.0 萬 | 0.42% | −842−13.1% | 減碼 |
| Means Investment Co., Inc. | 5,568 | $335.9 萬 | 0.28% | −387−6.5% | 減碼 |
| Centaurus Financial, Inc. | 5,523 | $333.2 萬 | 0.15% | +198+3.7% | 加碼 |
| Apella Capital, LLC | 5,498 | $331.7 萬 | 0.07% | +4,446+422.6% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 5,496 | $331.6 萬 | 0.01% | +50+0.9% | 加碼 |
| Argent Trust Co | 5,381 | $324.6 萬 | 0.11% | 00.0% | 不變 |
| Stephenson National Bank & Trust | 5,375 | $324.3 萬 | 0.93% | −30−0.6% | 減碼 |
| Kestra Private Wealth Services, LLC | 5,345 | $322.5 萬 | 0.04% | +627+13.3% | 加碼 |
| Eastern Bank | 5,336 | $321.9 萬 | 0.06% | +10.0% | 加碼 |
| Sowell Financial Services LLC | 5,331 | $321.6 萬 | 0.12% | +431+8.8% | 加碼 |
| Vanguard Group Inc | 5,320 | $320.9 萬 | 0.00% | +383+7.8% | 加碼 |
| Paladin Advisory Group, LLC | 5,250 | $316.7 萬 | 2.31% | −12−0.2% | 減碼 |
| Providence Financial Advisors, LLC | 5,193 | $313.3 萬 | 3.12% | −593−10.2% | 減碼 |
| J.W. Cole Advisors, Inc. | 7,293 | $312.7 萬 | 0.08% | +46+0.6% | 加碼 |
| Gamco Investors, Inc. Et Al | 5,165 | $311.6 萬 | 0.03% | −342−6.2% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 5,089 | $307.0 萬 | 0.01% | −31−0.6% | 減碼 |
| Spinnaker Trust | 5,056 | $305.0 萬 | 0.16% | 00.0% | 不變 |
| Coastline Trust Co | 5,027 | $303.3 萬 | 0.29% | −39−0.8% | 減碼 |
| Pegasus Asset Management, Inc. | 4,978 | $300.3 萬 | 0.92% | −10−0.2% | 減碼 |
| HB Wealth Management, LLC | 4,974 | $300.1 萬 | 0.02% | −161−3.1% | 減碼 |
| Crescent Sterling, Ltd. | 4,964 | $299.5 萬 | 3.07% | +219+4.6% | 加碼 |
| TD Waterhouse Canada Inc. | 4,965 | $299.5 萬 | 0.02% | +18+0.4% | 加碼 |
| Sigma Planning Corp | 4,963 | $299.5 萬 | 0.08% | −47−0.9% | 減碼 |
| Johnson Financial Group, Inc. | 4,916 | $297.6 萬 | 0.11% | +400+8.9% | 加碼 |
| Raffa Wealth Management, LLC | 4,917 | $296.6 萬 | 0.46% | 00.0% | 不變 |
| Wesbanco Bank Inc | 4,897 | $295.4 萬 | 0.08% | +118+2.5% | 加碼 |
| Providence First Trust Co | 4,887 | $294.8 萬 | 1.02% | +3,270+202.2% | 加碼 |
| Northstar Asset Management LLC | 4,815 | $290.5 萬 | 0.62% | −5−0.1% | 減碼 |
| Independence Bank of Kentucky | 4,809 | $290.1 萬 | 0.36% | +20+0.4% | 加碼 |
| Capital Advisory Group Advisory Services, LLC | 4,803 | $289.8 萬 | 0.85% | +27+0.6% | 加碼 |
| Meridian Wealth Management, LLC | 4,773 | $287.9 萬 | 0.10% | +10.0% | 加碼 |
| Asset Management Group, Inc. | 4,764 | $287.4 萬 | 0.46% | +12+0.3% | 加碼 |
| Snowden Capital Advisors LLC | 4,710 | $285.2 萬 | 0.07% | −136−2.8% | 減碼 |
| New England Private Wealth Advisors LLC | 4,677 | $282.1 萬 | 0.35% | −45−1.0% | 減碼 |
| Ssa Swiss Advisors AG | 4,667 | $281.8 萬 | 1.31% | −615−11.6% | 減碼 |
| Evoke Wealth, LLC | 4,613 | $279.3 萬 | 0.05% | +978+26.9% | 加碼 |
| Diversified Trust Co | 4,594 | $277.1 萬 | 0.05% | −20−0.4% | 減碼 |
| IFG Advisory, LLC | 4,563 | $275.3 萬 | 0.12% | −154−3.3% | 減碼 |
| West Paces Advisors Inc. | 4,562 | $275.2 萬 | 0.53% | +20.0% | 加碼 |
| Shoker Investment Counsel, Inc. | 4,550 | $274.5 萬 | 0.80% | −409−8.2% | 減碼 |
| Connecticut Wealth Management, LLC | 4,544 | $274.1 萬 | 0.12% | +5+0.1% | 加碼 |
| Lionsbridge Wealth Management LLC | 4,532 | $273.4 萬 | 2.77% | −928−17.0% | 減碼 |
| Weil Company, Inc. | 4,514 | $272.3 萬 | 0.63% | −232−4.9% | 減碼 |
| Element Pointe Advisors, LLC | 4,500 | $271.5 萬 | 0.52% | −9−0.2% | 減碼 |
| Winthrop Advisory Group LLC | 4,463 | $270.2 萬 | 0.23% | −23−0.5% | 減碼 |
| Gilman Hill Asset Management, LLC | 4,448 | $268.3 萬 | 0.42% | −100−2.2% | 減碼 |
| Stratos Wealth Partners, LTD. | 4,446 | $268.2 萬 | 0.03% | +141+3.3% | 加碼 |
| WealthBridge Capital Management, LLC | 4,413 | $266.2 萬 | 0.61% | −51−1.1% | 減碼 |
| Prime Capital Investment Advisors, LLC | 4,411 | $266.1 萬 | 0.03% | +99+2.3% | 加碼 |
| Veracity Capital LLC | 4,359 | $263.0 萬 | 0.78% | 00.0% | 不變 |
| Hudson Valley Investment Advisors Inc | 4,338 | $261.7 萬 | 0.29% | −19−0.4% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,093 | $260.2 萬 | 0.02% | −392−8.7% | 減碼 |
| Green Square Capital Advisors LLC | 4,294 | $259.1 萬 | 0.27% | −241−5.3% | 減碼 |
| Naples Global Advisors, LLC | 4,277 | $259.0 萬 | 0.19% | −105−2.4% | 減碼 |
| International Assets Investment Management, LLC | 4,219 | $254.5 萬 | 0.17% | +235+5.9% | 加碼 |
| Salem Investment Counselors Inc | 4,197 | $254.1 萬 | 0.07% | 00.0% | 不變 |
| Sage Financial Management Group, Inc. | 4,196 | $253.2 萬 | 0.77% | −120−2.8% | 減碼 |
| Taylor, Cottrill, Erickson & Associates, Inc. | 4,150 | $250.4 萬 | 0.78% | 00.0% | 不變 |
| RVW Wealth, LLC | 4,129 | $249.1 萬 | 0.19% | −70−1.7% | 減碼 |
| Sterling Investment Advisors, Ltd. | 4,098 | $247.3 萬 | 0.46% | −201−4.7% | 減碼 |
| Baltimore-Washington Financial Advisors, Inc. | 4,090 | $246.7 萬 | 0.10% | −244−5.6% | 減碼 |