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 |
|---|---|---|---|---|---|
| NorthRock Partners, LLC | 4,063 | $245.2 萬 | 0.04% | +464+12.9% | 加碼 |
| Becker Capital Management Inc | 4,045 | $244.9 萬 | 0.07% | 00.0% | 不變 |
| Independent Financial Group, LLC | 4,007 | $241.7 萬 | 0.05% | −156−3.7% | 減碼 |
| Courier Capital LLC | 3,981 | $240.2 萬 | 0.13% | −29−0.7% | 減碼 |
| St. Johns Investment Management Company, LLC | 3,973 | $239.7 萬 | 1.00% | −103−2.5% | 減碼 |
| Transatlantique Private Wealth LLC | 3,963 | $239.1 萬 | 0.75% | 00.0% | 不變 |
| Baron Financial Group, LLC | 3,949 | $238.2 萬 | 1.28% | −9−0.2% | 減碼 |
| Lavaca Capital LLC | 3,942 | $237.8 萬 | 0.40% | 00.0% | 不變 |
| Cambridge Advisors Inc. | 3,894 | $234.9 萬 | 0.45% | 00.0% | 不變 |
| Financial Life Planners | 3,881 | $234.1 萬 | 1.68% | −33−0.8% | 減碼 |
| Adviser Investments LLC | 3,854 | $232.5 萬 | 0.03% | +101+2.7% | 加碼 |
| PKS Advisory Services, LLC | 3,836 | $231.4 萬 | 0.53% | −106−2.7% | 減碼 |
| CAPROCK Group, Inc. | 3,819 | $231.3 萬 | 0.05% | −11−0.3% | 減碼 |
| Park Capital Management, LLC | 3,826 | $230.8 萬 | 1.65% | +118+3.2% | 加碼 |
| Revolve Wealth Partners, LLC | 3,785 | $228.3 萬 | 0.27% | 00.0% | 不變 |
| Woodmont Investment Counsel LLC | 3,783 | $228.2 萬 | 0.14% | −10−0.3% | 減碼 |
| Davidson Trust Co | 3,768 | $227.3 萬 | 0.95% | −655−14.8% | 減碼 |
| Wealthcare Advisory Partners LLC | 3,764 | $227.1 萬 | 0.04% | −1,781−32.1% | 減碼 |
| Expressive Wealth LLC | 3,761 | $226.9 萬 | 2.45% | +3,761 | 新進 |
| Capital Investment Advisory Services, LLC | 3,758 | $226.7 萬 | 0.16% | −130−3.3% | 減碼 |
| Intelligent Financial Strategies | 3,743 | $226.6 萬 | 1.09% | 00.0% | 不變 |
| ZWJ Investment Counsel Inc | 3,753 | $226.4 萬 | 0.08% | +148+4.1% | 加碼 |
| Venturi Wealth Management, LLC | 3,750 | $226.2 萬 | 0.10% | +10.0% | 加碼 |
| Investment Advisory Group, LLC | 3,749 | $226.2 萬 | 0.58% | +78+2.1% | 加碼 |
| Clientfirst Wealth Management, LLC | 3,741 | $225.7 萬 | 1.81% | 00.0% | 不變 |
| Scotia Capital Inc. | 3,735 | $225.2 萬 | 0.01% | +217+6.2% | 加碼 |
| American Institute for Advanced Investment Management, LLP | 3,718 | $224.3 萬 | 1.44% | −13−0.3% | 減碼 |
| Blue Fin Capital, Inc. | 3,717 | $224.3 萬 | 0.35% | +182+5.1% | 加碼 |
| Berman McAleer LLC | 3,710 | $223.8 萬 | 0.31% | −280−7.0% | 減碼 |
| Churchill Financial Advisors, LLC | 3,710 | $223.8 萬 | 0.68% | +3,710 | 新進 |
| Hilltop Holdings Inc. | 3,696 | $223.0 萬 | 0.13% | −161−4.2% | 減碼 |
| Pincus Capital Management, LP | 3,695 | $222.9 萬 | 1.49% | +3,695 | 新進 |
| Lewis Asset Management, LLC | 3,681 | $222.0 萬 | 0.90% | +18+0.5% | 加碼 |
| Global Retirement Partners, LLC | 3,654 | $220.5 萬 | 0.04% | +136+3.9% | 加碼 |
| Finley Financial, LLC | 3,625 | $218.7 萬 | 1.00% | −20−0.5% | 減碼 |
| Farther Finance Advisors, LLC | 3,593 | $216.8 萬 | 0.02% | +286+8.6% | 加碼 |
| Trust Point Inc. | 3,584 | $216.2 萬 | 0.17% | 00.0% | 不變 |
| Old Second National Bank of Aurora | 3,571 | $215.4 萬 | 0.43% | 00.0% | 不變 |
| All Terrain Financial Advisors, LLC | 3,563 | $215.0 萬 | 0.66% | −117−3.2% | 減碼 |
| Marin Bay Wealth Advisors, LLC | 3,550 | $214.2 萬 | 1.23% | +3,550 | 新進 |
| McLaughlin Asset Management, Inc. | 3,535 | $213.3 萬 | 1.91% | +3,535 | 新進 |
| ARS Investment Partners, LLC | 3,529 | $212.9 萬 | 0.12% | +239+7.3% | 加碼 |
| Jennison Associates LLC | 3,528 | $212.8 萬 | 0.00% | +3,071+672.0% | 加碼 |
| Red Door Wealth Management, LLC | 3,513 | $211.9 萬 | 0.22% | +5+0.1% | 加碼 |
| Graham Capital Management, L.P. | 3,500 | $211.1 萬 | 0.07% | +3,500 | 新進 |
| Topsail Wealth Management, LLC | 3,481 | $210.0 萬 | 0.31% | +20+0.6% | 加碼 |
| Sentinus, LLC | 3,450 | $208.1 萬 | 0.20% | −29−0.8% | 減碼 |
| Freestone Capital Holdings, LLC | 3,428 | $206.8 萬 | 0.06% | +24+0.7% | 加碼 |
| Northern Oak Wealth Management Inc | 3,407 | $205.5 萬 | 0.26% | −124−3.5% | 減碼 |
| Rosenblum Silverman Sutton S F Inc | 3,396 | $204.9 萬 | 0.47% | −182−5.1% | 減碼 |
| Blueline Advisors LLC | 3,324 | $200.6 萬 | 1.64% | +3,324 | 新進 |
| CWS Financial Advisors, LLC | 3,313 | $199.9 萬 | 0.54% | +9+0.3% | 加碼 |
| Caliber Wealth Management, LLC | 3,261 | $196.7 萬 | 0.21% | −839−20.5% | 減碼 |
| AlTi Global, Inc. | 3,247 | $196.6 萬 | 0.04% | +398+14.0% | 加碼 |
| Gould Asset Management LLC | 3,256 | $196.4 萬 | 0.35% | −30−0.9% | 減碼 |
| Integrated Advisors Network LLC | 3,223 | $194.4 萬 | 0.09% | +73+2.3% | 加碼 |
| Gambit Capital Management, LLC | 3,207 | $193.5 萬 | 1.38% | +3,207 | 新進 |
| Gridiron Partners, LLC | 3,164 | $190.9 萬 | 1.09% | −302,438−99.0% | 減碼 |
| Valmark Advisers, Inc. | 3,138 | $189.3 萬 | 0.02% | +57+1.9% | 加碼 |
| Aspiriant, LLC | 3,123 | $188.4 萬 | 0.05% | −98−3.0% | 減碼 |
| Meridian Financial, LLC | 3,123 | $188.4 萬 | 1.03% | −63−2.0% | 減碼 |
| McKinley Carter Wealth Services, Inc. | 3,111 | $187.7 萬 | 0.10% | 00.0% | 不變 |
| Sollinda Capital Management LLC | 3,107 | $187.4 萬 | 0.48% | +3,107 | 新進 |
| Kelman-Lazarov, Inc. | 3,090 | $186.4 萬 | 0.27% | −24−0.8% | 減碼 |
| Jones Kertz & Associates, Inc. | 3,079 | $185.7 萬 | 0.95% | +3,079 | 新進 |
| Alpha Wealth Funds, LLC | 3,031 | $182.9 萬 | 1.23% | +3+0.1% | 加碼 |
| Intrua Financial, LLC | 2,970 | $179.2 萬 | 0.20% | +2,970 | 新進 |
| Farmers & Merchants Trust Co of Long Beach | 2,958 | $178.5 萬 | 0.41% | 00.0% | 不變 |
| Tiemann Investment Advisors, LLC | 2,939 | $177.3 萬 | 0.69% | 00.0% | 不變 |
| Paradigm, Strategies in Wealth Management, LLC | 2,929 | $176.7 萬 | 1.16% | +2+0.1% | 加碼 |
| Bitterroot Capital Advisors LLC | 2,929 | $176.7 萬 | 1.21% | +2,929 | 新進 |
| Northwest Bancshares, Inc. | 2,916 | $175.9 萬 | 0.34% | −40−1.4% | 減碼 |
| Regions Financial Corp | 2,900 | $175.0 萬 | 0.01% | 00.0% | 不變 |
| Harvest Investment Services, LLC | 2,895 | $174.6 萬 | 0.33% | −191−6.2% | 減碼 |
| SlateStone Wealth, LLC | 2,885 | $174.0 萬 | 0.15% | 00.0% | 不變 |
| GenTrust, LLC | 2,869 | $173.7 萬 | 0.08% | −269−8.6% | 減碼 |
| Embree Financial Group | 2,859 | $172.5 萬 | 0.21% | +38+1.3% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 2,842 | $171.5 萬 | 0.08% | −10.0% | 減碼 |
| SK Wealth Management, LLC | 2,700 | $171.0 萬 | 0.48% | −31−1.1% | 減碼 |
| Fiducient Advisors LLC | 2,819 | $170.0 萬 | 0.21% | 00.0% | 不變 |
| Focus Financial Network, Inc. | 2,797 | $168.7 萬 | 0.06% | +98+3.6% | 加碼 |
| TSFG, LLC | 2,777 | $167.5 萬 | 0.25% | −183−6.2% | 減碼 |
| Hardy Reed LLC | 2,775 | $167.4 萬 | 0.12% | 00.0% | 不變 |
| BKD Wealth Advisors, LLC | 2,761 | $166.6 萬 | 0.03% | −58−2.1% | 減碼 |
| Stratos Wealth Advisors, LLC | 2,752 | $166.0 萬 | 0.08% | −2−0.1% | 減碼 |
| Coyle Financial Counsel LLC | 2,749 | $165.8 萬 | 0.35% | +8+0.3% | 加碼 |
| Harbor Advisory Corp | 2,743 | $165.5 萬 | 0.50% | 00.0% | 不變 |
| Edge Financial Advisors LLC | 2,742 | $165.4 萬 | 0.70% | −34−1.2% | 減碼 |
| Pacific Point Advisors, LLC | 2,742 | $165.4 萬 | 0.89% | 00.0% | 不變 |
| Advus Financial Partners, LLC | 2,730 | $165.3 萬 | 0.59% | 00.0% | 不變 |
| Bedminster, LLC | 2,729 | $164.7 萬 | 1.51% | +2,729 | 新進 |
| Millstone Evans Group, LLC | 2,712 | $163.6 萬 | 0.96% | −45−1.6% | 減碼 |
| GEM Asset Management, LLC | 2,622 | $163.5 萬 | 0.73% | 00.0% | 不變 |
| Essex Financial Services, Inc. | 2,709 | $163.4 萬 | 0.09% | +97+3.7% | 加碼 |
| Moody Lynn & Lieberson, LLC | 2,705 | $163.2 萬 | 0.09% | 00.0% | 不變 |
| Marble Harbor Investment Counsel, LLC | 2,700 | $162.9 萬 | 0.17% | 00.0% | 不變 |
| GW&K Investment Management, LLC | 2,659 | $160.4 萬 | 0.01% | +436+19.6% | 加碼 |
| Bradley Foster & Sargent Inc | 2,625 | $158.4 萬 | 0.02% | −38−1.4% | 減碼 |
| ARK & TLK Investments, LLC | 2,617 | $157.9 萬 | 0.43% | −48−1.8% | 減碼 |
| Patriot Investment Management Inc. | 2,606 | $157.2 萬 | 0.10% | +2,606 | 新進 |