Запись по ценной бумаге · архивный квартал
MDY
State Street SPDR S&P MIDCAP 400 ETF Trust · Financial Services · Asset Management - Global
81Отслеживаемые держатели
-7Δ держателей
15.76MАкций в держании
$9.71BОтчётная стоимость
+2Новые позиции
−9Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -8.0% ·
поток акций -5.1% ·
новые чистые позиции -8.6%
— формула
Широкое распределение — снижение доли акций и уменьшение числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 88 | +8 | 15.28M | $10.73B | +12 | −4 |
| Q1 2026 | 81 | -7 | 15.76M | $9.71B | +2 | −9 |
| Q4 2025 | 88 | +3 | 16.59M | $10.01B | +4 | −1 |
| Q3 2025 | 13 | 0 | 3.63M | $2.17B | — | — |
| Q2 2025 | 10 | 0 | 116.59K | $66.05M | +1 | −1 |
| Q1 2025 | 7 | +2 | 354.07K | $188.89M | +2 | — |
| Q4 2024 | 5 | 0 | 444.95K | $253.44M | +2 | −2 |
| Q3 2024 | 5 | 0 | 164.85K | $93.91M | +2 | −2 |
| Q2 2024 | 5 | — | 119.95K | $64.18M | — | — |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.05M | -3.4% | $1.26B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 2.05M | -3.4% | $1.26B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 2.05M | -3.4% | $1.26B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 2.05M | -3.4% | $1.26B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 2.05M | -3.4% | $1.26B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 2.05M | -3.4% | $1.26B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 1.54M | +38.4% | $952.03M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 1.54M | +38.4% | $952.03M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 1.54M | +38.4% | $952.03M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 1.54M | +38.4% | $952.03M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 1.54M | +38.4% | $952.03M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 1.54M | +38.4% | $952.03M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 1.54M | +38.4% | $952.03M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 1.19M | -11.2% | $736.00M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 1.19M | -11.2% | $736.00M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 1.19M | -11.2% | $736.00M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 1.19M | -11.2% | $736.00M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 1.19M | -11.2% | $736.00M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 1.19M | -11.2% | $736.00M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 20 | Northern Trust Corp | 1.06M | -1.3% | $654.50M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 21 | Northern Trust Corp | 1.06M | -1.3% | $654.50M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 22 | Us Bancorp \De\ | 969.96K | -1.1% | $598.23M | 0.7% | ▼ Trim | 2 | SEC ↗ |
| 23 | Us Bancorp \De\ | 969.96K | -1.1% | $598.23M | 0.7% | ▼ Trim | 2 | SEC ↗ |
| 24 | Us Bancorp \De\ | 969.96K | -1.1% | $598.23M | 0.7% | ▼ Trim | 2 | SEC ↗ |
| 25 | Goldman Sachs Group ✦ | 881.94K | -14.2% | $543.95M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 26 | Goldman Sachs Group ✦ | 881.94K | -14.2% | $543.95M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 27 | Goldman Sachs Group ✦ | 881.94K | -14.2% | $543.95M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 28 | Goldman Sachs Group ✦ | 881.94K | -14.2% | $543.95M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 29 | Goldman Sachs Group ✦ | 881.94K | -14.2% | $543.95M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 864.77K | +4.2% | $533.35M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 699.31K | -0.8% | $431.30M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 699.31K | -0.8% | $431.30M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 699.31K | -0.8% | $431.30M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 699.31K | -0.8% | $431.30M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 699.31K | -0.8% | $431.30M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 699.31K | -0.8% | $431.30M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 699.31K | -0.8% | $431.30M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 699.31K | -0.8% | $431.30M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 39 | UBS Group AG | 640.51K | +5.3% | $395.04M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 40 | UBS Group AG | 640.51K | +5.3% | $395.04M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 41 | UBS Group AG | 640.51K | +5.3% | $395.04M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 42 | UBS Group AG | 640.51K | +5.3% | $395.04M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 43 | Raymond James Financial Inc | 497.19K | -10.9% | $306.65M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 44 | Raymond James Financial Inc | 497.19K | -10.9% | $306.65M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 45 | Raymond James Financial Inc | 497.19K | -10.9% | $306.65M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 46 | Bank Of Montreal /Can/ | 488.94K | -4.8% | $301.56M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 47 | Bank Of Montreal /Can/ | 488.94K | -4.8% | $301.56M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 48 | Bank Of Montreal /Can/ | 488.94K | -4.8% | $301.56M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 49 | Bank Of Montreal /Can/ | 488.94K | -4.8% | $301.56M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 50 | Bank Of Montreal /Can/ | 488.94K | -4.8% | $301.56M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 51 | Bank Of Montreal /Can/ | 488.94K | -4.8% | $301.56M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 52 | Bank Of Montreal /Can/ | 488.94K | -4.8% | $301.56M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 53 | Bank Of Montreal /Can/ | 488.94K | -4.8% | $301.56M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 54 | Bnp Paribas Financial Markets | 317.03K | +29.3% | $195.53M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 55 | Royal Bank Of Canada | 299.72K | -14.9% | $184.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Royal Bank Of Canada | 299.72K | -14.9% | $184.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Royal Bank Of Canada | 299.72K | -14.9% | $184.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Royal Bank Of Canada | 299.72K | -14.9% | $184.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Royal Bank Of Canada | 299.72K | -14.9% | $184.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Royal Bank Of Canada | 299.72K | -14.9% | $184.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Royal Bank Of Canada | 299.72K | -14.9% | $184.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Royal Bank Of Canada | 299.72K | -14.9% | $184.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Royal Bank Of Canada | 299.72K | -14.9% | $184.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Royal Bank Of Canada | 299.72K | -14.9% | $184.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Royal Bank Of Canada | 299.72K | -14.9% | $184.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Royal Bank Of Canada | 299.72K | -14.9% | $184.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Royal Bank Of Canada | 299.72K | -14.9% | $184.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Kayne Anderson Rudnick Investment… | 298.77K | -52.8% | $184.14M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 69 | JPMorgan Chase ✦ | 304.16K | -17.9% | $182.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | JPMorgan Chase ✦ | 304.16K | -17.9% | $182.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | JPMorgan Chase ✦ | 304.16K | -17.9% | $182.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | JPMorgan Chase ✦ | 304.16K | -17.9% | $182.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | JPMorgan Chase ✦ | 304.16K | -17.9% | $182.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | JPMorgan Chase ✦ | 304.16K | -17.9% | $182.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | JPMorgan Chase ✦ | 304.16K | -17.9% | $182.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Creative Planning | 248.68K | -10.1% | $153.38M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 77 | Creative Planning | 248.68K | -10.1% | $153.38M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 78 | Alliancebernstein L.P. | 251.13K | -2.9% | $151.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | HighTower Advisors, LLC | 235.01K | -0.5% | $144.95M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 80 | Susquehanna International Group, Llp | 234.69K | +32.5% | $144.74M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 81 | Corient Private Wealth LP | 229.85K | -52.2% | $141.66M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 82 | LPL Financial LLC | 163.40K | -6.3% | $100.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | Bank of New York Mellon Corp | 162.62K | -0.6% | $100.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Bank of New York Mellon Corp | 162.62K | -0.6% | $100.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | Bank of New York Mellon Corp | 162.62K | -0.6% | $100.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | Bank of New York Mellon Corp | 162.62K | -0.6% | $100.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | Bank of New York Mellon Corp | 162.62K | -0.6% | $100.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | Bank of New York Mellon Corp | 162.62K | -0.6% | $100.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 89 | Bank of New York Mellon Corp | 162.62K | -0.6% | $100.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 90 | Bank of New York Mellon Corp | 162.62K | -0.6% | $100.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | Cerity Partners LLC | 138.74K | +5.5% | $85.57M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 92 | Cerity Partners LLC | 138.74K | +5.5% | $85.57M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 93 | Cerity Partners LLC | 138.74K | +5.5% | $85.57M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 94 | Balyasny Asset Management L.P. | 124.32K | +37.0% | $76.67M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 95 | Truist Financial Corp | 118.35K | -2.1% | $72.99M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 96 | Truist Financial Corp | 118.35K | -2.1% | $72.99M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 97 | Truist Financial Corp | 118.35K | -2.1% | $72.99M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 98 | Brown Advisory Inc | 111.40K | -2.1% | $68.71M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 99 | Brown Advisory Inc | 111.40K | -2.1% | $68.71M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 100 | Brown Advisory Inc | 111.40K | -2.1% | $68.71M | 0.1% | ▼ Trim | 2 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Новых отслеживаемых покупателей в этом квартале нет. |
Закрыто
| Qube Research & Technologies… | $14.28M | составлял 0.0% |
| D. E. Shaw & Co. | $1.43M | составлял 0.0% |
| Toronto Dominion Bank | $1.28M | составлял 0.0% |
| Nuveen, LLC | $1.24M | составлял 0.0% |
| Point72 Asset Management | $953,182 | составлял 0.0% |
| Tudor Investment Corp Et Al | $666,624 | составлял 0.0% |
| Simplex Trading, Llc | $609,916 | составлял 0.0% |
| Citadel Advisors | $503,136 | составлял 0.0% |
| Fisher Asset Management | $326,758 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 1,436 держатели, 24.61M акции, $14.78B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q1 2026 ·
Методология ·
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