MDY Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy State Str Spdr S&P Midcap 40 (MDY) following the 2026 Q2 hedge fund 13F filings?

As of today, MDY has moved -7.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of -5.2%. Since the quarter end (June 30, 2026), MDY gained -5.2% vs +2.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

State Str Spdr S&P Midcap 40 (MDY)

2K + Investors. Track Smart Money conviction in MDY. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — MDY

Based on 1537 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 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

1,537 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.

📶

Steady growth — +16% more funds vs a year ago

fund count last 6Q

+209 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟠

More sellers than buyers — 45% buying

505 buying617 selling

Last quarter: 617 funds reduced or exited vs 505 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 (+39 vs last Q)

new funds entering per quarter

Funds opening a new MDY position: 96 → 160 → 124 → 163. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

69% of holders stayed for 2+ years

■ 69% conviction (2yr+) ■ 15% medium ■ 16% new

1,059 out of 1,537 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

93 → 96 → 160 → 124 → 163 new funds/Q

New funds entering each quarter: 96 → 160 → 124 → 163. A growing number of institutions are discovering MDY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 71% veterans vs 18% newcomers

■ 71% veterans ■ 11% 1-2yr ■ 18% new

Entry-cohort mix of 1,555 holders: 1,105 (71%) are 2+ year veterans, 171 entered 1–2 years ago, and 279 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds

40 of 1535 holders are among the 100 largest funds by AUM, controlling 47% 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.

3.8

out of 10

Low Exit Risk

Exit risk score 3.8/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	1525	1448	5.32%
13F Shares	26M	26M	1.06%
Total Value	$18.27B	$15.80B	15.65%
New Positions	159	124	+35
Increased Positions	336	328	+8
Closed Positions	80	99	-19
Reduced Positions	540	533	+7
Total Calls	9	7	28.57%
Total Puts	10	10	-
PUT/CALL Ratio	1.11	1.43	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

1525

1448

5.32%

13F Shares

26M

1.06%

Total Value

$18.27B

$15.80B

15.65%

New Positions

159

124

+35

Increased Positions

336

328

Closed Positions

-19

Reduced Positions

540

533

Total Calls

28.57%

Total Puts

PUT/CALL Ratio

1.11

1.43

Neutral

Institutional Holders (2026 Q2)

2K + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 MDY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	LCM Capital Management Inc	13.51%	44,192	$31.1M
2	Conservest Capital Advisors, Inc.	11.66%	208,394	$146.6M
3	Tandem Wealth Advisors LLC	11.52%	41,156	$28.9M
4	Cumberland Advisors Inc	10.48%	42,307	$29.8M
5	OFS Enterprise LLC	10.21%	56,835	$40.0M
6	Nitorum Capital, L.P.	10.16%	21,216	$14.9M
7	Torrey-Payne Wealth Management, LLC	9.23%	15,961	$11.2M
8	Hummer Financial Advisory Services Inc	7.97%	17,189	$12.1M
9	Arvest Bank Trust Division	7.69%	224,334	$157.8M
10	Tiller Private Wealth, Inc.	7.37%	33,454	$23.5M
11	DC Investments Management, LLC	7.36%	30,673	$21.6M
12	Corsicana & Co.	6.14%	18,003	$12.7M
13	Granite FO LLC	5.47%	14,702	$10.3M
14	Waddell & Associates, LLC	5.38%	154,726	$108.8M
15	Madison Park Capital Advisors, LLC	5.33%	10,644	$7.5M
16	Wilmar Advisors LLC	5.09%	10,000	$7.0M
17	Newport Capital Group, LLC	4.76%	12,055	$8.5M
18	Glaxis Capital Management, LLC	4.72%	3,340	$2.3M
19	Alexis Investment Partners, LLC	4.49%	11,006	$7.7M
20	Fi3 FINANCIAL ADVISORS, LLC	4.49%	25,046	$18.8M
21	Audent Global Asset Management, LLC	4.31%	5,472	$3.9M
22	Portland Global Advisors LLC	4.26%	63,792	$44.9M
23	IFG Advisors, LLC	4.26%	43,944	$30.9M
24	Hopwood Financial Services, Inc.	4.09%	10,032	$7.1M
25	Montz Harcus Wealth Management LLC	3.99%	15,925	$11.2M

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 — 4 quarters in a row: For 4 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 — 45% buying: Last quarter: 617 funds reduced or exited vs 505 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 — 47% AUM from top-100 funds: 40 of 1535 holders are among the 100 largest funds by AUM, controlling 47% 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?

69% of holders stayed for 2+ years: 1,059 out of 1,537 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.

Is it too late to buy State Str Spdr S&P Midcap 40 (MDY) following the 2026 Q2 hedge fund 13F filings?

As of today, MDY has moved -7.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of -5.2%. Since the quarter end (June 30, 2026), MDY has gained -5.2% vs +2.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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State Str Spdr S&P Midcap 40 (MDY)

Smart Money Signals — MDY

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Steady growth — +16% more funds vs a year ago

More sellers than buyers — 45% buying

More new buyers each quarter (+39 vs last Q)

69% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 71% veterans vs 18% newcomers

Elite ownership — 47% AUM from top-100 funds

Institutional Sentiment Summary — MDY

Hedge Fund Ownership: MDY

Market Analysis: MDY

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: MDY

Is It Too Late to Buy State Str Spdr S&P Midcap 40 (MDY) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: MDY

Statistics: MDY

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — State Str Spdr S&P Midcap 40 (MDY)

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