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。
2026 年第 1 季 13F 持有人
SPDR S&P Midcap 400 ETF Trust 在 2026/3/31 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
- 1,455
- 較 2025 年第 4 季 +43 家
- 持有股數
- 2,490 萬
- 較 2025 年第 4 季 −26.4 萬 (−1.0%)
- 總市值
- $153.1 億
- 較 2025 年第 4 季 +$2.01 億 (+1.3%)
- 新進機構
- 112
- 另有 325 家加碼
- 清倉機構
- 69
- 另有 542 家減碼
另有 26 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Old Second National Bank of Aurora | 3,188 | $196.6 萬 | 0.41% | −383−10.7% | 減碼 |
| Mount Yale Investment Advisors, LLC | 3,229 | $199.5 萬 | 0.05% | +2,836+721.6% | 加碼 |
| AlTi Global, Inc. | 3,247 | $200.8 萬 | 0.04% | 00.0% | 不變 |
| Embree Financial Group | 3,264 | $201.3 萬 | 0.24% | +405+14.2% | 加碼 |
| Bank of Nova Scotia | 3,311 | $204.2 萬 | 0.00% | −3,210−49.2% | 減碼 |
| CWS Financial Advisors, LLC | 3,325 | $205.1 萬 | 0.53% | +12+0.4% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 3,355 | $206.9 萬 | 0.01% | −2,141−39.0% | 減碼 |
| ZWJ Investment Counsel Inc | 3,368 | $207.7 萬 | 0.07% | −385−10.3% | 減碼 |
| Rosenblum Silverman Sutton S F Inc | 3,369 | $207.8 萬 | 0.54% | −27−0.8% | 減碼 |
| Northern Oak Wealth Management Inc | 3,402 | $209.8 萬 | 0.26% | −5−0.1% | 減碼 |
| Sentinus, LLC | 3,428 | $211.4 萬 | 0.19% | −22−0.6% | 減碼 |
| Lavaca Capital LLC | 3,500 | $215.9 萬 | 0.40% | −442−11.2% | 減碼 |
| Horizon Investments, LLC | 3,508 | $216.4 萬 | 0.02% | +1,699+93.9% | 加碼 |
| McLaughlin Asset Management, Inc. | 3,518 | $217.0 萬 | 2.07% | −17−0.5% | 減碼 |
| Red Door Wealth Management, LLC | 3,518 | $217.0 萬 | 0.23% | +5+0.1% | 加碼 |
| Marin Bay Wealth Advisors, LLC | 3,546 | $218.7 萬 | 1.32% | −4−0.1% | 減碼 |
| Topsail Wealth Management, LLC | 3,551 | $219.0 萬 | 0.32% | +70+2.0% | 加碼 |
| HRT Financial LP | 3,561 | $219.6 萬 | 0.01% | −247,021−98.6% | 減碼 |
| Trust Point Inc. | 3,584 | $221.0 萬 | 0.19% | 00.0% | 不變 |
| Wealth Alliance Advisory Group, LLC | 3,598 | $221.9 萬 | 0.35% | −21,918−85.9% | 減碼 |
| Capital Investment Advisory Services, LLC | 3,608 | $222.5 萬 | 0.16% | −150−4.0% | 減碼 |
| Freestone Capital Holdings, LLC | 3,621 | $223.3 萬 | 0.07% | +193+5.6% | 加碼 |
| Finley Financial, LLC | 3,625 | $223.6 萬 | 1.05% | 00.0% | 不變 |
| RVW Wealth, LLC | 3,629 | $223.8 萬 | 0.17% | −500−12.1% | 減碼 |
| Investment Advisory Group, LLC | 3,637 | $224.3 萬 | 0.57% | −112−3.0% | 減碼 |
| Revolve Wealth Partners, LLC | 3,649 | $225.1 萬 | 0.29% | −136−3.6% | 減碼 |
| Lewis Asset Management, LLC | 3,674 | $226.6 萬 | 0.93% | −7−0.2% | 減碼 |
| Churchill Financial Advisors, LLC | 3,677 | $226.8 萬 | 0.48% | −33−0.9% | 減碼 |
| Pincus Capital Management, LP | 3,695 | $227.9 萬 | 1.59% | 00.0% | 不變 |
| Scotia Capital Inc. | 3,715 | $229.1 萬 | 0.01% | −20−0.5% | 減碼 |
| American Institute for Advanced Investment Management, LLP | 3,718 | $229.3 萬 | 1.49% | 00.0% | 不變 |
| ARS Investment Partners, LLC | 3,734 | $230.3 萬 | 0.12% | +205+5.8% | 加碼 |
| Wealthcare Advisory Partners LLC | 3,740 | $230.7 萬 | 0.04% | −24−0.6% | 減碼 |
| Clientfirst Wealth Management, LLC | 3,741 | $230.7 萬 | 1.95% | 00.0% | 不變 |
| Intelligent Financial Strategies | 3,743 | $231.4 萬 | 1.21% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 3,767 | $232.3 萬 | 0.21% | +71+1.9% | 加碼 |
| Davidson Trust Co | 3,768 | $232.4 萬 | 1.00% | 00.0% | 不變 |
| Baltimore-Washington Financial Advisors, Inc. | 3,783 | $233.3 萬 | 0.10% | −307−7.5% | 減碼 |
| PKS Advisory Services, LLC | 3,795 | $234.0 萬 | 0.54% | −41−1.1% | 減碼 |
| Financial Life Planners | 3,808 | $234.9 萬 | 1.80% | −73−1.9% | 減碼 |
| Lionsbridge Wealth Management LLC | 3,827 | $236.0 萬 | 2.37% | −705−15.6% | 減碼 |
| CAPROCK Group, Inc. | 3,819 | $236.2 萬 | 0.06% | 00.0% | 不變 |
| Adviser Investments LLC | 3,855 | $237.8 萬 | 0.03% | +10.0% | 加碼 |
| St. Johns Investment Management Company, LLC | 3,866 | $238.4 萬 | 1.00% | −107−2.7% | 減碼 |
| Baron Financial Group, LLC | 3,887 | $239.7 萬 | 1.29% | −62−1.6% | 減碼 |
| Cambridge Advisors Inc. | 3,894 | $240.2 萬 | 0.47% | 00.0% | 不變 |
| Becker Capital Management Inc | 3,885 | $240.2 萬 | 0.07% | −160−4.0% | 減碼 |
| Park Capital Management, LLC | 3,895 | $240.2 萬 | 2.34% | +69+1.8% | 加碼 |
| Weil Company, Inc. | 3,912 | $241.3 萬 | 0.54% | −602−13.3% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 3,915 | $241.4 萬 | 0.01% | −1,174−23.1% | 減碼 |
| International Assets Investment Management, LLC | 3,892 | $242.0 萬 | 0.17% | −327−7.8% | 減碼 |
| Banque Transatlantique SA | 3,963 | $244.4 萬 | 0.06% | +3,963 | 新進 |
| Connecticut Wealth Management, LLC | 3,985 | $245.8 萬 | 0.10% | −559−12.3% | 減碼 |
| All Terrain Financial Advisors, LLC | 3,992 | $246.2 萬 | 0.77% | +429+12.0% | 加碼 |
| Green Square Capital Advisors LLC | 3,995 | $246.4 萬 | 0.26% | −299−7.0% | 減碼 |
| Courier Capital LLC | 3,999 | $246.7 萬 | 0.14% | +18+0.5% | 加碼 |
| NorthRock Partners, LLC | 4,059 | $250.3 萬 | 0.04% | −4−0.1% | 減碼 |
| Sterling Investment Advisors, Ltd. | 4,076 | $251.4 萬 | 0.46% | −22−0.5% | 減碼 |
| Kingsview Wealth Management, LLC | 4,079 | $251.6 萬 | 0.03% | +1,607+65.0% | 加碼 |
| Farther Finance Advisors, LLC | 4,052 | $251.9 萬 | 0.02% | +459+12.8% | 加碼 |
| Sage Financial Management Group, Inc. | 4,103 | $253.1 萬 | 0.78% | −93−2.2% | 減碼 |
| Taylor, Cottrill, Erickson & Associates, Inc. | 4,150 | $256.0 萬 | 0.81% | 00.0% | 不變 |
| Atria Investments LLC | 4,199 | $259.0 萬 | 0.03% | −5,446−56.5% | 減碼 |
| Salem Investment Counselors Inc | 4,197 | $259.5 萬 | 0.08% | 00.0% | 不變 |
| Blue Fin Capital, Inc. | 4,219 | $260.2 萬 | 0.43% | +502+13.5% | 加碼 |
| Expressive Wealth LLC | 3,831 | $260.9 萬 | 2.49% | +70+1.9% | 加碼 |
| Providence First Trust Co | 4,236 | $261.3 萬 | 0.92% | −651−13.3% | 減碼 |
| Victory Financial Group, LLC | 4,236 | $261.3 萬 | 0.32% | −1,350−24.2% | 減碼 |
| Blueline Advisors LLC | 4,242 | $261.8 萬 | 2.03% | +918+27.6% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,093 | $263.2 萬 | 0.03% | 00.0% | 不變 |
| Naples Global Advisors, LLC | 4,327 | $267.5 萬 | 0.20% | +50+1.2% | 加碼 |
| Veracity Capital LLC | 4,359 | $268.8 萬 | 0.96% | 00.0% | 不變 |
| Prime Capital Investment Advisors, LLC | 4,374 | $269.8 萬 | 0.03% | −37−0.8% | 減碼 |
| Diversified Trust Co | 4,403 | $271.6 萬 | 0.05% | −191−4.2% | 減碼 |
| Gilman Hill Asset Management, LLC | 4,408 | $271.9 萬 | 0.41% | −40−0.9% | 減碼 |
| WealthBridge Capital Management, LLC | 4,421 | $272.7 萬 | 0.63% | +8+0.2% | 加碼 |
| Winthrop Advisory Group LLC | 4,457 | $275.6 萬 | 0.23% | −6−0.1% | 減碼 |
| Stratos Wealth Partners, LTD. | 4,473 | $275.9 萬 | 0.03% | +27+0.6% | 加碼 |
| Element Pointe Advisors, LLC | 4,500 | $277.5 萬 | 0.52% | 00.0% | 不變 |
| Hudson Valley Investment Advisors Inc | 4,532 | $279.5 萬 | 0.36% | +194+4.5% | 加碼 |
| Shoker Investment Counsel, Inc. | 4,547 | $280.4 萬 | 0.83% | −3−0.1% | 減碼 |
| West Paces Advisors Inc. | 4,562 | $281.4 萬 | 0.55% | 00.0% | 不變 |
| Evoke Wealth, LLC | 4,612 | $285.2 萬 | 0.05% | −10.0% | 減碼 |
| Two Sigma Securities, LLC | 4,651 | $286.9 萬 | 0.33% | +4,651 | 新進 |
| New England Private Wealth Advisors LLC | 4,677 | $288.5 萬 | 0.33% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 4,724 | $291.4 萬 | 0.02% | −1,332−22.0% | 減碼 |
| Snowden Capital Advisors LLC | 4,720 | $291.8 萬 | 0.08% | +10+0.2% | 加碼 |
| Paladin Advisory Group, LLC | 4,734 | $292.0 萬 | 2.22% | −516−9.8% | 減碼 |
| Providence Financial Advisors, LLC | 4,751 | $293.0 萬 | 1.67% | −442−8.5% | 減碼 |
| Northstar Asset Management LLC | 4,755 | $293.3 萬 | 0.66% | −60−1.2% | 減碼 |
| Asset Management Group, Inc. | 4,800 | $296.0 萬 | 0.48% | +36+0.8% | 加碼 |
| Stephenson National Bank & Trust | 4,800 | $296.0 萬 | 0.84% | −575−10.7% | 減碼 |
| Independence Bank of Kentucky | 4,809 | $296.6 萬 | 0.38% | 00.0% | 不變 |
| Wesbanco Bank Inc | 4,864 | $300.0 萬 | 0.08% | −33−0.7% | 減碼 |
| Meridian Wealth Management, LLC | 4,879 | $300.9 萬 | 0.11% | +106+2.2% | 加碼 |
| Johnson Financial Group, Inc. | 4,916 | $303.9 萬 | 0.11% | 00.0% | 不變 |
| Pegasus Asset Management, Inc. | 4,971 | $306.6 萬 | 0.98% | −7−0.1% | 減碼 |
| GLR Partners, LLC | 4,998 | $308.3 萬 | 1.68% | +4,998 | 新進 |
| Coastline Trust Co | 5,039 | $310.8 萬 | 0.31% | +12+0.2% | 加碼 |
| Spinnaker Trust | 5,055 | $311.7 萬 | 0.17% | −10.0% | 減碼 |