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 |
|---|---|---|---|---|---|
| Gotham Asset Management, LLC | 8,638 | $532.8 萬 | 0.02% | 00.0% | 不變 |
| Paller Financial Services Inc | 8,671 | $534.8 萬 | 4.42% | −512−5.6% | 減碼 |
| North Star Investment Management Corp. | 8,729 | $538.4 萬 | 0.33% | +433+5.2% | 加碼 |
| Highview Capital Management LLC | 8,763 | $540.5 萬 | 1.96% | +669+8.3% | 加碼 |
| Change Path, LLC | 8,800 | $542.7 萬 | 0.13% | −567−6.1% | 減碼 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 8,200 | $545.2 萬 | 1.82% | +96+1.2% | 加碼 |
| Flow Traders U.S. LLC | 8,921 | $550.2 萬 | 0.17% | +8,921 | 新進 |
| Firestone Capital Management | 8,999 | $555.0 萬 | 1.16% | −32−0.4% | 減碼 |
| Motco | 9,148 | $564.2 萬 | 0.52% | −118−1.3% | 減碼 |
| Balboa Wealth Partners | 9,166 | $565.3 萬 | 0.95% | −11−0.1% | 減碼 |
| Winter & Associates, Inc. | 9,050 | $565.8 萬 | 4.95% | −1,658−15.5% | 減碼 |
| Barrett & Company, Inc. | 9,214 | $568.3 萬 | 1.96% | −63−0.7% | 減碼 |
| Laird Norton Trust Company, LLC | 9,326 | $576.7 萬 | 0.13% | −45−0.5% | 減碼 |
| Resonant Capital Advisors, LLC | 9,339 | $577.4 萬 | 0.30% | +141+1.5% | 加碼 |
| SRS Capital Advisors, Inc. | 9,493 | $585.5 萬 | 0.17% | +8,713+1,117.1% | 加碼 |
| Barclays PLC | 9,561 | $589.7 萬 | 0.00% | −15,415−61.7% | 減碼 |
| Sageworth Trust Co | 9,569 | $590.2 萬 | 0.25% | 00.0% | 不變 |
| Adirondack Trust Co | 9,587 | $591.3 萬 | 1.99% | −721−7.0% | 減碼 |
| Ti-Trust, Inc | 9,595 | $591.8 萬 | 3.52% | +139+1.5% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 9,602 | $592.2 萬 | 0.05% | 00.0% | 不變 |
| Diversified Portfolios, Inc. | 9,679 | $597.0 萬 | 0.49% | −386−3.8% | 減碼 |
| Central Trust Co | 9,707 | $598.7 萬 | 0.12% | −30.0% | 減碼 |
| Beacon Pointe Advisors, LLC | 9,708 | $598.8 萬 | 0.03% | +2,193+29.2% | 加碼 |
| Private Wealth Asset Management, LLC | 9,739 | $600.7 萬 | 0.64% | −208−2.1% | 減碼 |
| Allworth Financial LP | 9,850 | $607.5 萬 | 0.02% | −7−0.1% | 減碼 |
| Arbor Trust Wealth Advisors, LLC | 9,933 | $614.1 萬 | 2.70% | −301−2.9% | 減碼 |
| RBF Capital, LLC | 10,000 | $616.8 萬 | 0.30% | 00.0% | 不變 |
| Wilmar Advisors LLC | 10,000 | $616.8 萬 | 5.33% | 00.0% | 不變 |
| Hopwood Financial Services, Inc. | 10,138 | $625.3 萬 | 4.21% | −263−2.5% | 減碼 |
| Merit Financial Group, LLC | 10,221 | $630.4 萬 | 0.05% | +594+6.2% | 加碼 |
| Retirement Income Solutions, Inc | 10,228 | $630.8 萬 | 1.08% | −95−0.9% | 減碼 |
| Nicolet Bankshares Inc | 10,178 | $632.0 萬 | 0.23% | +8,943+724.1% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 10,342 | $637.9 萬 | 0.64% | −7,917−43.4% | 減碼 |
| Palisade Asset Management, LLC | 10,451 | $644.6 萬 | 0.65% | 00.0% | 不變 |
| Lynx Capital Group Ltd | 10,482 | $646.5 萬 | 3.01% | −121−1.1% | 減碼 |
| Madison Park Capital Advisors, LLC | 10,551 | $650.8 萬 | 5.11% | −128−1.2% | 減碼 |
| Newport Capital Group, LLC | 10,556 | $651.7 萬 | 3.97% | +272+2.6% | 加碼 |
| Summit Financial, LLC | 10,542 | $651.8 萬 | 0.08% | +313+3.1% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 10,572 | $652.0 萬 | 0.45% | −260−2.4% | 減碼 |
| G&S Capital LLC | 10,588 | $653.0 萬 | 2.29% | +201+1.9% | 加碼 |
| Linscomb & Williams, Inc. | 10,715 | $660.8 萬 | 0.29% | −574−5.1% | 減碼 |
| CIBC Bancorp USA Inc. | 10,821 | $667.4 萬 | 0.01% | +10,821 | 新進 |
| Community Bank, N.A. | 10,822 | $667.5 萬 | 0.79% | −377−3.4% | 減碼 |
| Tiaa-Cref Individual & Institutional Services, LLC | 10,836 | $668.3 萬 | 0.03% | +10,836 | 新進 |
| Goelzer Investment Management, Inc. | 10,874 | $670.7 萬 | 0.32% | 00.0% | 不變 |
| Diversified Management Inc | 10,919 | $673.4 萬 | 1.15% | +157+1.5% | 加碼 |
| Latigo Investments, LLC | 10,962 | $676.1 萬 | 3.37% | 00.0% | 不變 |
| Dakota Wealth Management | 11,004 | $678.7 萬 | 0.15% | −705−6.0% | 減碼 |
| Yousif Capital Management, LLC | 11,012 | $679.2 萬 | 0.08% | +4,043+58.0% | 加碼 |
| First Horizon Corp | 11,079 | $683.3 萬 | 0.29% | −97−0.9% | 減碼 |
| Boston Family Office LLC | 11,081 | $683.4 萬 | 0.45% | −474−4.1% | 減碼 |
| Hanover Advisors Inc | 11,128 | $686.3 萬 | 2.79% | +10.0% | 加碼 |
| Private Advisor Group, LLC | 11,148 | $687.6 萬 | 0.03% | −189−1.7% | 減碼 |
| CMG Global Holdings, LLC | 11,164 | $688.5 萬 | 3.28% | −53−0.5% | 減碼 |
| Mechanics Bank Trust Department | 11,328 | $698.7 萬 | 0.97% | −214−1.9% | 減碼 |
| Lodestar Private Asset Management LLC | 11,361 | $700.7 萬 | 0.69% | +36+0.3% | 加碼 |
| Harbour Investments, Inc. | 11,732 | $723.6 萬 | 0.11% | +2,023+20.8% | 加碼 |
| Capital Group Private Client Services, Inc. | 11,746 | $724.5 萬 | 0.12% | −10.0% | 減碼 |
| Wealthspire Advisors, LLC | 11,853 | $731.1 萬 | 0.06% | +31+0.3% | 加碼 |
| Sand Hill Global Advisors, LLC | 11,886 | $733.1 萬 | 0.25% | −43−0.4% | 減碼 |
| Meridian Wealth Advisors, LLC | 11,906 | $734.3 萬 | 0.97% | +153+1.3% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 11,919 | $736.8 萬 | 0.15% | +441+3.8% | 加碼 |
| Warren Averett Asset Management, LLC | 12,125 | $747.8 萬 | 0.06% | −422−3.4% | 減碼 |
| Jones Financial Companies LLLP | 12,410 | $749.9 萬 | 0.00% | +1,973+18.9% | 加碼 |
| Grove Bank & Trust | 12,190 | $751.8 萬 | 0.85% | −237−1.9% | 減碼 |
| Sanctuary Advisors, LLC | 12,193 | $752.0 萬 | 0.04% | +1,178+10.7% | 加碼 |
| Pacific Center for Financial Services | 12,353 | $761.9 萬 | 1.93% | −557−4.3% | 減碼 |
| Paulson Wealth Management Inc. | 12,465 | $768.8 萬 | 1.80% | +1,044+9.1% | 加碼 |
| Buckingham Strategic Partners | 12,512 | $771.7 萬 | 0.08% | −410−3.2% | 減碼 |
| Seeds Investor LLC | 11,906 | $777.9 萬 | 1.06% | −974−7.6% | 減碼 |
| Renaissance Technologies LLC | 12,720 | $784.5 萬 | 0.01% | +12,720 | 新進 |
| Staley Capital Advisers Inc | 12,844 | $792.2 萬 | 0.34% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 13,133 | $793.6 萬 | 0.05% | +3,430+35.3% | 加碼 |
| Busey Wealth Management | 13,070 | $806.1 萬 | 0.22% | 00.0% | 不變 |
| TKG Advisors, LLC | 13,235 | $816.3 萬 | 3.37% | −74−0.6% | 減碼 |
| Bearing Point Capital, LLC | 13,736 | $847.2 萬 | 1.33% | −72−0.5% | 減碼 |
| Alexis Investment Partners, LLC | 14,164 | $848.5 萬 | 5.84% | +2,594+22.4% | 加碼 |
| Mill Creek Capital Advisors, LLC | 13,787 | $850.3 萬 | 0.17% | −207−1.5% | 減碼 |
| AMG National Trust Bank | 13,814 | $852.0 萬 | 0.18% | +5,360+63.4% | 加碼 |
| Boyd Watterson Asset Management LLC | 13,936 | $859.5 萬 | 2.64% | 00.0% | 不變 |
| RMR Wealth Builders | 13,966 | $861.4 萬 | 0.68% | −429−3.0% | 減碼 |
| KCM Investment Advisors LLC | 14,012 | $864.2 萬 | 0.29% | −444−3.1% | 減碼 |
| Legal & General Group Plc | 14,200 | $875.9 萬 | 0.00% | 00.0% | 不變 |
| Chesley Taft & Associates LLC | 14,362 | $885.8 萬 | 0.37% | −206−1.4% | 減碼 |
| Cresset Asset Management, LLC | 14,768 | $913.1 萬 | 0.04% | −11,526−43.8% | 減碼 |
| Howard Capital Management Inc. | 14,964 | $922.9 萬 | 0.15% | −229−1.5% | 減碼 |
| Quantinno Capital Management LP | 15,027 | $926.8 萬 | 0.02% | −1,197−7.4% | 減碼 |
| Capstone Financial Advisors, Inc. | 15,178 | $936.1 萬 | 0.50% | −30.0% | 減碼 |
| NBT Bank N A | 15,209 | $938.0 萬 | 0.61% | −521−3.3% | 減碼 |
| Evercore Wealth Management, LLC | 15,390 | $949.2 萬 | 0.15% | −170−1.1% | 減碼 |
| Arvest Investments, Inc. | 15,505 | $956.3 萬 | 1.30% | −642−4.0% | 減碼 |
| Terry L. Blaker | 15,514 | $956.8 萬 | 0.36% | −53−0.3% | 減碼 |
| Canopy Partners, LLC | 15,548 | $958.9 萬 | 3.29% | −959−5.8% | 減碼 |
| Central Bank & Trust Co | 15,560 | $959.7 萬 | 1.51% | +719+4.8% | 加碼 |
| Agf Management Ltd | 15,569 | $960.2 萬 | 0.04% | −225−1.4% | 減碼 |
| Torrey-Payne Wealth Management, LLC | 15,836 | $976.7 萬 | 8.96% | +36+0.2% | 加碼 |
| Harbour Trust & Investment Management Co | 15,902 | $980.8 萬 | 1.04% | −77−0.5% | 減碼 |
| Legacy Advisors, LLC | 15,932 | $982.6 萬 | 1.16% | +10+0.1% | 加碼 |
| Montz Harcus Wealth Management LLC | 16,071 | $991.2 萬 | 4.00% | +34+0.2% | 加碼 |
| Cyndeo Wealth Partners, LLC | 16,073 | $991.3 萬 | 0.52% | −200−1.2% | 減碼 |