Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

STATE STR SPDR S&P MIDCAP 40 (MDY)

1K + Investors. Track Smart Money conviction in MDY. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +69
Streak
2Q ▲
Buyers last Q
48%

Smart Money Signals — MDY

Based on 1316 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added MDY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,316 hedge funds hold MDY right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding MDY is almost the same as a year ago (+28 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 48% buying

480 buying527 selling
Last quarter: 527 funds reduced or exited vs 480 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+63 vs last Q)

new funds entering per quarter
Funds opening a new MDY position: 77 → 83 → 81 → 144. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

73% of holders stayed for 2+ years

■ 73% conviction (2yr+) ■ 15% medium ■ 12% new
959 out of 1,316 hedge funds have held MDY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

133 → 77 → 83 → 81 → 144 new funds/Q
New funds entering each quarter: 77 → 83 → 81 → 144. A growing number of institutions are discovering MDY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 72% of holders stayed 2+ years

■ 72% veterans ■ 12% 1-2yr ■ 16% new
Of 1,328 current holders: 956 (72%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
28 of 1316 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in MDY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: MDY

How many hedge funds hold MDY — quarterly history vs. share price
Quarterly hedge fund ownership of MDY vs. share price

Market Analysis: MDY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MDY

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

87 top-rated funds 26 high-conviction
Consensus
8.4
/ 10
breadth
×
Elite
4.9
/ 10
conviction
Hedge Fund Positioning: MDY
2026 Q1 Stats Unlock in 22 days 1K + Investors

Track Smart Money conviction in MDY. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1328 1263 5.15%
13F Shares 25M 26M -2.3%
Total Value $15.21B $16.97B -10.37%
New Positions 146 81 +65
Increased Positions 349 365 -16
Closed Positions 77 78 -1
Reduced Positions 467 457 +10
Total Calls 7 9 -22.22%
Total Puts 8 10 -20.0%
PUT/CALL Ratio 1.14 1.11 Neutral

Statistics: MDY

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MDY. Verified SEC 13F-HR filings.

Top 25 institutional holders of MDY — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 LCM Capital Management Inc 13.53% 43,713 $27.0M
2 CUMBERLAND ADVISORS INC 10.82% 44,807 $27.6M
3 OFS Enterprise LLC 10.17% 56,110 $34.6M
4 Hummer Financial Advisory Services Inc 7.51% 17,189 $10.6M
5 Tiller Private Wealth, Inc. 7.14% 32,568 $20.1M
6 Granite FO LLC 6.22% 17,037 $10.5M
7 Alexis Investment Partners, LLC 5.84% 14,164 $8.5M
8 Madison Park Capital Advisors, LLC 5.11% 10,551 $6.5M
9 Winter & Associates, Inc. 4.95% 9,050 $5.7M
10 IFG Advisors, LLC 4.47% 44,274 $27.3M
11 jvl associates llc 4.07% 19,689 $12.1M
12 Curbstone Financial Management Corp 3.68% 31,188 $19.2M
13 Atlantic Edge Private Wealth Management, LLC 3.39% 22,356 $13.8M
14 TKG Advisors, LLC 3.37% 13,235 $8.2M
15 TSG Advice Partners, LLC 3.27% 35,383 $21.8M
16 Serenus Wealth Advisors, LLC 3.20% 26,012 $16.0M
17 Crescent Sterling, Ltd. 3.05% 5,118 $3.2M
18 Roan Capital Partners 2.97% 5,216 $3.2M
19 PEDDOCK CAPITAL ADVISORS, LLC 2.78% 20,471 $12.6M
20 BOYD WATTERSON ASSET MANAGEMENT LLC/OH 2.64% 13,936 $8.6M
21 Murphy, Middleton, Hinkle & Parker, Inc. 2.41% 8,441 $5.2M
22 Shulman DeMeo Asset Management LLC 2.35% 17,967 $11.1M
23 Park Capital Management, LLC / WI 2.34% 3,895 $2.4M
24 G&S Capital LLC 2.29% 10,588 $6.5M
25 Bay Rivers Group 2.10% 8,166 $5.0M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — STATE STR SPDR S&P MIDCAP 40 (MDY)

What does the Smart Money Trend signal show for MDY?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added MDY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MDY?

More sellers than buyers — 48% buying: Last quarter: 527 funds reduced or exited vs 480 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for MDY holders?

Elite ownership — 40% AUM from top-100 funds: 28 of 1316 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in MDY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MDY?

73% of holders stayed for 2+ years: 959 out of 1,316 hedge funds have held MDY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.