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 |
|---|---|---|---|---|---|
| All Terrain Financial Advisors, LLC | 3,992 | $246.2 萬 | 0.77% | +429+12.0% | 加碼 |
| Connecticut Wealth Management, LLC | 3,985 | $245.8 萬 | 0.10% | −559−12.3% | 減碼 |
| Banque Transatlantique SA | 3,963 | $244.4 萬 | 0.06% | +3,963 | 新進 |
| International Assets Investment Management, LLC | 3,892 | $242.0 萬 | 0.17% | −327−7.8% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 3,915 | $241.4 萬 | 0.01% | −1,174−23.1% | 減碼 |
| Weil Company, Inc. | 3,912 | $241.3 萬 | 0.54% | −602−13.3% | 減碼 |
| Park Capital Management, LLC | 3,895 | $240.2 萬 | 2.34% | +69+1.8% | 加碼 |
| Becker Capital Management Inc | 3,885 | $240.2 萬 | 0.07% | −160−4.0% | 減碼 |
| Cambridge Advisors Inc. | 3,894 | $240.2 萬 | 0.47% | 00.0% | 不變 |
| Baron Financial Group, LLC | 3,887 | $239.7 萬 | 1.29% | −62−1.6% | 減碼 |
| St. Johns Investment Management Company, LLC | 3,866 | $238.4 萬 | 1.00% | −107−2.7% | 減碼 |
| Adviser Investments LLC | 3,855 | $237.8 萬 | 0.03% | +10.0% | 加碼 |
| CAPROCK Group, Inc. | 3,819 | $236.2 萬 | 0.06% | 00.0% | 不變 |
| Lionsbridge Wealth Management LLC | 3,827 | $236.0 萬 | 2.37% | −705−15.6% | 減碼 |
| Financial Life Planners | 3,808 | $234.9 萬 | 1.80% | −73−1.9% | 減碼 |
| PKS Advisory Services, LLC | 3,795 | $234.0 萬 | 0.54% | −41−1.1% | 減碼 |
| Baltimore-Washington Financial Advisors, Inc. | 3,783 | $233.3 萬 | 0.10% | −307−7.5% | 減碼 |
| Davidson Trust Co | 3,768 | $232.4 萬 | 1.00% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 3,767 | $232.3 萬 | 0.21% | +71+1.9% | 加碼 |
| Intelligent Financial Strategies | 3,743 | $231.4 萬 | 1.21% | 00.0% | 不變 |
| Clientfirst Wealth Management, LLC | 3,741 | $230.7 萬 | 1.95% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 3,740 | $230.7 萬 | 0.04% | −24−0.6% | 減碼 |
| ARS Investment Partners, LLC | 3,734 | $230.3 萬 | 0.12% | +205+5.8% | 加碼 |
| American Institute for Advanced Investment Management, LLP | 3,718 | $229.3 萬 | 1.49% | 00.0% | 不變 |
| Scotia Capital Inc. | 3,715 | $229.1 萬 | 0.01% | −20−0.5% | 減碼 |
| Pincus Capital Management, LP | 3,695 | $227.9 萬 | 1.59% | 00.0% | 不變 |
| Churchill Financial Advisors, LLC | 3,677 | $226.8 萬 | 0.48% | −33−0.9% | 減碼 |
| Lewis Asset Management, LLC | 3,674 | $226.6 萬 | 0.93% | −7−0.2% | 減碼 |
| Revolve Wealth Partners, LLC | 3,649 | $225.1 萬 | 0.29% | −136−3.6% | 減碼 |
| Investment Advisory Group, LLC | 3,637 | $224.3 萬 | 0.57% | −112−3.0% | 減碼 |
| RVW Wealth, LLC | 3,629 | $223.8 萬 | 0.17% | −500−12.1% | 減碼 |
| Finley Financial, LLC | 3,625 | $223.6 萬 | 1.05% | 00.0% | 不變 |
| Freestone Capital Holdings, LLC | 3,621 | $223.3 萬 | 0.07% | +193+5.6% | 加碼 |
| Capital Investment Advisory Services, LLC | 3,608 | $222.5 萬 | 0.16% | −150−4.0% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 3,598 | $221.9 萬 | 0.35% | −21,918−85.9% | 減碼 |
| Trust Point Inc. | 3,584 | $221.0 萬 | 0.19% | 00.0% | 不變 |
| HRT Financial LP | 3,561 | $219.6 萬 | 0.01% | −247,021−98.6% | 減碼 |
| Topsail Wealth Management, LLC | 3,551 | $219.0 萬 | 0.32% | +70+2.0% | 加碼 |
| Marin Bay Wealth Advisors, LLC | 3,546 | $218.7 萬 | 1.32% | −4−0.1% | 減碼 |
| Red Door Wealth Management, LLC | 3,518 | $217.0 萬 | 0.23% | +5+0.1% | 加碼 |
| McLaughlin Asset Management, Inc. | 3,518 | $217.0 萬 | 2.07% | −17−0.5% | 減碼 |
| Horizon Investments, LLC | 3,508 | $216.4 萬 | 0.02% | +1,699+93.9% | 加碼 |
| Lavaca Capital LLC | 3,500 | $215.9 萬 | 0.40% | −442−11.2% | 減碼 |
| Sentinus, LLC | 3,428 | $211.4 萬 | 0.19% | −22−0.6% | 減碼 |
| Northern Oak Wealth Management Inc | 3,402 | $209.8 萬 | 0.26% | −5−0.1% | 減碼 |
| Rosenblum Silverman Sutton S F Inc | 3,369 | $207.8 萬 | 0.54% | −27−0.8% | 減碼 |
| ZWJ Investment Counsel Inc | 3,368 | $207.7 萬 | 0.07% | −385−10.3% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 3,355 | $206.9 萬 | 0.01% | −2,141−39.0% | 減碼 |
| CWS Financial Advisors, LLC | 3,325 | $205.1 萬 | 0.53% | +12+0.4% | 加碼 |
| Bank of Nova Scotia | 3,311 | $204.2 萬 | 0.00% | −3,210−49.2% | 減碼 |
| Embree Financial Group | 3,264 | $201.3 萬 | 0.24% | +405+14.2% | 加碼 |
| AlTi Global, Inc. | 3,247 | $200.8 萬 | 0.04% | 00.0% | 不變 |
| Mount Yale Investment Advisors, LLC | 3,229 | $199.5 萬 | 0.05% | +2,836+721.6% | 加碼 |
| Old Second National Bank of Aurora | 3,188 | $196.6 萬 | 0.41% | −383−10.7% | 減碼 |
| Stratos Wealth Advisors, LLC | 3,177 | $196.0 萬 | 0.12% | +425+15.4% | 加碼 |
| Acorn Wealth Advisors, LLC | 3,171 | $195.6 萬 | 0.57% | +1,365+75.6% | 加碼 |
| Gsa Capital Partners LLP | 3,169 | $195.5 萬 | 0.12% | +767+31.9% | 加碼 |
| Woodmont Investment Counsel LLC | 3,170 | $195.5 萬 | 0.12% | −613−16.2% | 減碼 |
| Caliber Wealth Management, LLC | 3,157 | $194.7 萬 | 0.21% | −104−3.2% | 減碼 |
| Venturi Wealth Management, LLC | 3,150 | $194.2 萬 | 0.09% | −600−16.0% | 減碼 |
| Gridiron Partners, LLC | 3,123 | $192.6 萬 | 1.18% | −41−1.3% | 減碼 |
| McKinley Carter Wealth Services, Inc. | 3,111 | $191.9 萬 | 0.11% | 00.0% | 不變 |
| Valmark Advisers, Inc. | 3,092 | $190.7 萬 | 0.02% | −46−1.5% | 減碼 |
| Junk Investment Group, LLC | 3,071 | $189.4 萬 | 0.99% | +3,071 | 新進 |
| Jones Kertz & Associates, Inc. | 3,070 | $189.3 萬 | 1.01% | −9−0.3% | 減碼 |
| Finivi Inc. | 3,069 | $189.3 萬 | 1.03% | +1,918+166.6% | 加碼 |
| Aspiriant, LLC | 3,063 | $188.9 萬 | 0.05% | −60−1.9% | 減碼 |
| Kelman-Lazarov, Inc. | 3,039 | $187.5 萬 | 0.27% | −51−1.7% | 減碼 |
| Independent Financial Group, LLC | 3,028 | $186.8 萬 | 0.04% | −979−24.4% | 減碼 |
| Jane Street Group, LLC | 3,022 | $186.4 萬 | 0.00% | −29,798−90.8% | 減碼 |
| Regions Financial Corp | 2,960 | $182.6 萬 | 0.01% | +60+2.1% | 加碼 |
| Bitterroot Capital Advisors LLC | 2,929 | $180.6 萬 | 1.10% | 00.0% | 不變 |
| GenTrust, LLC | 2,914 | $180.2 萬 | 0.08% | +45+1.6% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 2,921 | $180.2 萬 | 0.01% | +370+14.5% | 加碼 |
| Quantbot Technologies LP | 2,914 | $179.7 萬 | 0.07% | +2,914 | 新進 |
| Tiemann Investment Advisors, LLC | 2,906 | $179.2 萬 | 0.70% | −33−1.1% | 減碼 |
| Summit Trail Advisors, LLC | 2,900 | $178.9 萬 | 0.03% | +590+25.5% | 加碼 |
| Berman McAleer LLC | 2,885 | $177.9 萬 | 0.24% | −825−22.2% | 減碼 |
| Farmers & Merchants Trust Co of Long Beach | 2,877 | $177.4 萬 | 0.42% | −81−2.7% | 減碼 |
| SlateStone Wealth, LLC | 2,875 | $177.3 萬 | 0.15% | −10−0.3% | 減碼 |
| Alpha Wealth Funds, LLC | 2,870 | $177.0 萬 | 1.26% | −161−5.3% | 減碼 |
| Northwest Bancshares, Inc. | 2,870 | $177.0 萬 | 0.35% | −46−1.6% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 2,847 | $175.6 萬 | 0.02% | −8,388−74.7% | 減碼 |
| Paradigm, Strategies in Wealth Management, LLC | 2,845 | $175.4 萬 | 1.19% | −84−2.9% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 2,842 | $175.3 萬 | 0.08% | 00.0% | 不變 |
| Integrated Advisors Network LLC | 2,836 | $174.9 萬 | 0.09% | −387−12.0% | 減碼 |
| CSS LLC | 2,810 | $173.3 萬 | 0.10% | +230+8.9% | 加碼 |
| Fiducient Advisors LLC | 2,791 | $172.1 萬 | 0.23% | −28−1.0% | 減碼 |
| Price T Rowe Associates Inc | 2,789 | $172.1 萬 | 0.00% | +1,295+86.7% | 加碼 |
| Gould Asset Management LLC | 2,781 | $171.5 萬 | 0.30% | −475−14.6% | 減碼 |
| Hardy Reed LLC | 2,775 | $171.2 萬 | 0.12% | 00.0% | 不變 |
| TSFG, LLC | 2,773 | $171.0 萬 | 0.26% | −4−0.1% | 減碼 |
| Coyle Financial Counsel LLC | 2,747 | $169.4 萬 | 0.36% | −2−0.1% | 減碼 |
| SK Wealth Management, LLC | 2,710 | $169.4 萬 | 0.47% | +10+0.4% | 加碼 |
| Harbor Advisory Corp | 2,743 | $169.2 萬 | 0.51% | 00.0% | 不變 |
| Pacific Point Advisors, LLC | 2,742 | $169.1 萬 | 0.89% | 00.0% | 不變 |
| Advus Financial Partners, LLC | 2,730 | $168.8 萬 | 0.64% | 00.0% | 不變 |
| Millstone Evans Group, LLC | 2,712 | $167.3 萬 | 1.00% | 00.0% | 不變 |
| Moody Lynn & Lieberson, LLC | 2,705 | $166.8 萬 | 0.09% | 00.0% | 不變 |
| Marble Harbor Investment Counsel, LLC | 2,700 | $166.5 萬 | 0.18% | 00.0% | 不變 |