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 |
|---|---|---|---|---|---|
| Ssa Swiss Advisors AG | 5,082 | $313.4 萬 | 1.45% | +415+8.9% | 加碼 |
| Sigma Planning Corp | 5,101 | $314.6 萬 | 0.09% | +138+2.8% | 加碼 |
| Crescent Sterling, Ltd. | 5,118 | $315.6 萬 | 3.05% | +154+3.1% | 加碼 |
| Centaurus Financial, Inc. | 5,126 | $316.1 萬 | 0.15% | −397−7.2% | 減碼 |
| Arkadios Wealth Advisors | 5,142 | $317.2 萬 | 0.05% | −495−8.8% | 減碼 |
| Vanguard National Trust Co | 5,156 | $318.0 萬 | 0.20% | +5,156 | 新進 |
| Gamco Investors, Inc. Et Al | 5,159 | $318.2 萬 | 0.03% | −6−0.1% | 減碼 |
| Coldstream Capital Management Inc | 5,178 | $319.3 萬 | 0.04% | +2,911+128.4% | 加碼 |
| Eastern Bank | 5,194 | $320.3 萬 | 0.05% | −142−2.7% | 減碼 |
| Roan Capital Partners | 5,216 | $321.7 萬 | 2.97% | +5,216 | 新進 |
| HB Wealth Management, LLC | 5,248 | $323.7 萬 | 0.02% | +274+5.5% | 加碼 |
| TD Waterhouse Canada Inc. | 5,285 | $328.5 萬 | 0.01% | +320+6.4% | 加碼 |
| Means Investment Co., Inc. | 5,368 | $331.1 萬 | 0.29% | −200−3.6% | 減碼 |
| Argent Trust Co | 5,381 | $331.9 萬 | 0.11% | 00.0% | 不變 |
| Fiduciary Trust Co | 5,480 | $338.0 萬 | 0.04% | −431−7.3% | 減碼 |
| Audent Global Asset Management, LLC | 4,582 | $338.5 萬 | 3.38% | −1,213−20.9% | 減碼 |
| Romano Brothers and Company | 5,599 | $345.3 萬 | 0.39% | −31−0.6% | 減碼 |
| Silvercrest Asset Management Group LLC | 5,637 | $347.6 萬 | 0.03% | 00.0% | 不變 |
| Whalerock Point Partners, LLC | 5,645 | $348.2 萬 | 0.67% | 00.0% | 不變 |
| U.S. Capital Wealth Advisors, LLC | 5,650 | $348.5 萬 | 0.09% | −1,339−19.2% | 減碼 |
| Greenleaf Trust | 5,665 | $349.4 萬 | 0.03% | −79−1.4% | 減碼 |
| Sowell Financial Services LLC | 5,674 | $349.9 萬 | 0.13% | +343+6.4% | 加碼 |
| TD Private Client Wealth LLC | 5,745 | $354.3 萬 | 0.07% | −638−10.0% | 減碼 |
| Apella Capital, LLC | 5,344 | $355.6 萬 | 0.05% | −154−2.8% | 減碼 |
| RSM US Wealth Management LLC | 54,054 | $356.5 萬 | 0.04% | −250.0% | 減碼 |
| Salomon & Ludwin, LLC | 5,738 | $357.1 萬 | 0.32% | −132−2.2% | 減碼 |
| Sepio Capital, LP | 5,810 | $358.3 萬 | 0.19% | 00.0% | 不變 |
| Joel Isaacson & Co., LLC | 5,845 | $360.5 萬 | 0.12% | +49+0.8% | 加碼 |
| Crews Bank & Trust | 5,848 | $360.7 萬 | 0.52% | −84−1.4% | 減碼 |
| Sagespring Wealth Partners, LLC | 5,856 | $361.2 萬 | 0.07% | −733−11.1% | 減碼 |
| Signature Securities Group Corporation | 5,842 | $361.2 萬 | 1.31% | +171+3.0% | 加碼 |
| Precedent Wealth Partners, LLC | 5,880 | $362.7 萬 | 0.73% | −6−0.1% | 減碼 |
| Bryn Mawr Trust Co | 5,885 | $363.0 萬 | 0.09% | −8−0.1% | 減碼 |
| Kestra Private Wealth Services, LLC | 5,885 | $363.0 萬 | 0.04% | +540+10.1% | 加碼 |
| Matrix Asset Advisors Inc | 5,979 | $368.8 萬 | 0.34% | −137−2.2% | 減碼 |
| Tandem Investment Partners LLC | 6,011 | $370.7 萬 | 3.14% | −159−2.6% | 減碼 |
| Bailard, Inc. | 6,012 | $370.8 萬 | 0.09% | −7−0.1% | 減碼 |
| CIBC World Markets Inc. | 6,018 | $371.2 萬 | 0.01% | −27−0.4% | 減碼 |
| United Capital Financial Advisers, LLC | 6,054 | $373.4 萬 | 0.02% | −66−1.1% | 減碼 |
| Woodstock Corp | 6,059 | $373.7 萬 | 0.33% | +5+0.1% | 加碼 |
| Resources Investment Advisors, LLC. | 6,065 | $374.1 萬 | 0.04% | −236−3.7% | 減碼 |
| Concurrent Investment Advisors, LLC | 6,093 | $375.8 萬 | 0.04% | +217+3.7% | 加碼 |
| Segment Wealth Management, LLC | 6,093 | $375.8 萬 | 0.22% | −215−3.4% | 減碼 |
| Advisory Services Network, LLC | 6,131 | $378.2 萬 | 0.05% | −263−4.1% | 減碼 |
| Elyxium Wealth, LLC | 6,200 | $382.4 萬 | 1.23% | 00.0% | 不變 |
| Penobscot Investment Management Company, Inc. | 6,221 | $383.7 萬 | 0.30% | 00.0% | 不變 |
| First Citizens Bank & Trust Co | 6,222 | $383.7 萬 | 0.08% | −256−4.0% | 減碼 |
| Glen Eagle Advisors, LLC | 6,250 | $385.5 萬 | 0.54% | −69−1.1% | 減碼 |
| Fifth Third Wealth Advisors LLC | 6,282 | $387.4 萬 | 0.13% | −652−9.4% | 減碼 |
| Great Valley Advisor Group, Inc. | 6,333 | $390.6 萬 | 0.07% | +4,403+228.1% | 加碼 |
| Charter Research & Investment Group, Inc. | 6,350 | $391.6 萬 | 2.61% | +16+0.3% | 加碼 |
| Sanders Morris Harris LLC | 9,450 | $397.8 萬 | 0.63% | +8,450+845.0% | 加碼 |
| Union Savings Bank | 6,453 | $398.0 萬 | 1.74% | −122−1.9% | 減碼 |
| Ballentine Partners, LLC | 6,518 | $402.0 萬 | 0.06% | −298−4.4% | 減碼 |
| Houlihan Financial Resource Group, Ltd. | 6,533 | $403.0 萬 | 1.57% | −114−1.7% | 減碼 |
| Keystone Financial Group | 6,364 | $404.2 萬 | 0.28% | −91−1.4% | 減碼 |
| Benchmark Financial Wealth Advisors, LLC | 6,562 | $404.7 萬 | 1.12% | −141−2.1% | 減碼 |
| JMG Financial Group, Ltd. | 6,786 | $418.5 萬 | 0.12% | −267−3.8% | 減碼 |
| Davis R M Inc | 6,800 | $420.4 萬 | 0.07% | −7−0.1% | 減碼 |
| Mayflower Financial Advisors, LLC | 6,823 | $420.8 萬 | 0.51% | −100−1.4% | 減碼 |
| J.W. Cole Advisors, Inc. | 6,890 | $424.9 萬 | 0.14% | −403−5.5% | 減碼 |
| Keybank National Association | 7,007 | $432.2 萬 | 0.02% | −320−4.4% | 減碼 |
| Evensky & Katz LLC | 7,239 | $446.5 萬 | 0.25% | −269−3.6% | 減碼 |
| Midwest Financial Group LLC | 7,276 | $448.8 萬 | 1.91% | −54−0.7% | 減碼 |
| Financial Engines Advisors L.L.C. | 7,378 | $455.0 萬 | 0.01% | −935−11.2% | 減碼 |
| Brevan Howard Capital Management LP | 7,391 | $455.8 萬 | 0.05% | +7,391 | 新進 |
| GWM Advisors LLC | 7,402 | $456.5 萬 | 0.02% | −171−2.3% | 減碼 |
| Modera Wealth Management, LLC | 7,412 | $457.1 萬 | 0.05% | −1,706−18.7% | 減碼 |
| Breakwater Capital Group | 7,432 | $458.4 萬 | 0.61% | −72−1.0% | 減碼 |
| Smith Chas P & Associates Pa Cpas | 7,510 | $463.2 萬 | 0.25% | −58−0.8% | 減碼 |
| Intrepid Financial Planning Group LLC | 7,541 | $465.1 萬 | 1.88% | −171−2.2% | 減碼 |
| KMG Fiduciary Partners, LLC | 7,552 | $465.8 萬 | 0.34% | −30.0% | 減碼 |
| Nixon Peabody Trust Co | 7,556 | $466.0 萬 | 0.37% | −7,389−49.4% | 減碼 |
| Sonata Capital Group Inc | 7,620 | $470.0 萬 | 1.73% | +182+2.4% | 加碼 |
| Associated Banc-Corp | 7,643 | $471.4 萬 | 0.12% | −39−0.5% | 減碼 |
| Bokf, NA | 7,653 | $472.0 萬 | 0.07% | −327−4.1% | 減碼 |
| Fidelis Capital Partners, LLC | 7,657 | $472.3 萬 | 0.34% | +317+4.3% | 加碼 |
| Financial & Tax Architects, LLC | 7,690 | $474.3 萬 | 1.06% | +7,690 | 新進 |
| Crestwood Advisors Group LLC | 7,721 | $476.2 萬 | 0.08% | −284−3.5% | 減碼 |
| Peak Asset Management, LLC | 7,737 | $477.2 萬 | 0.84% | −1,095−12.4% | 減碼 |
| Williams Jones Wealth Management, LLC. | 7,753 | $478.2 萬 | 0.06% | +145+1.9% | 加碼 |
| Perigon Wealth Management, LLC | 7,794 | $480.7 萬 | 0.09% | +150+2.0% | 加碼 |
| HSBC Holdings PLC | 7,831 | $482.3 萬 | 0.00% | −854−9.8% | 減碼 |
| Nicollet Investment Management, Inc. | 7,829 | $482.9 萬 | 1.65% | −619−7.3% | 減碼 |
| Haverford Trust Co | 7,832 | $483.0 萬 | 0.04% | −56−0.7% | 減碼 |
| Apollon Wealth Management, LLC | 7,890 | $486.6 萬 | 0.08% | −411−5.0% | 減碼 |
| Prospera Financial Services Inc | 7,892 | $486.8 萬 | 0.08% | +15+0.2% | 加碼 |
| Colorado Capital Management, Inc. | 7,906 | $487.6 萬 | 1.82% | −294−3.6% | 減碼 |
| RFG Advisory, LLC | 7,916 | $488.2 萬 | 0.09% | −118−1.5% | 減碼 |
| Moneta Group Investment Advisors LLC | 7,917 | $488.3 萬 | 0.04% | +1,201+17.9% | 加碼 |
| Fifth Third Securities, Inc. | 7,936 | $489.5 萬 | 0.32% | −1,497−15.9% | 減碼 |
| Bay Rivers Group | 8,166 | $503.6 萬 | 2.10% | +194+2.4% | 加碼 |
| Oppenheimer & Co Inc | 8,273 | $510.2 萬 | 0.06% | −5,959−41.9% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 8,298 | $511.8 萬 | 0.12% | −210−2.5% | 減碼 |
| Leavell Investment Management, Inc. | 8,416 | $520.3 萬 | 0.21% | −1,850−18.0% | 減碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 8,441 | $520.6 萬 | 2.41% | +8,441 | 新進 |
| Bank of New Hampshire | 8,479 | $523.0 萬 | 1.20% | −47−0.6% | 減碼 |
| Flputnam Investment Management Co | 8,516 | $525.2 萬 | 0.08% | −138−1.6% | 減碼 |
| Daymark Wealth Partners, LLC | 8,540 | $526.7 萬 | 0.17% | −1,676−16.4% | 減碼 |
| Meridian Investment Counsel Inc. | 8,550 | $527.3 萬 | 1.26% | −15−0.2% | 減碼 |