Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Series Trust (MDYG)

420 + Investors. Track Smart Money conviction in MDYG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +29
Streak
2Q ▲
Buyers last Q
50%

Smart Money Signals — MDYG

Based on 423 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added MDYG 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
423 hedge funds hold MDYG 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 — +10% more funds vs a year ago

fund count last 6Q
+38 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

183 buying184 selling
Last quarter: 183 funds bought or added vs 184 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter
Funds opening a new MDYG position: 43 → 40 → 45 → 57. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 20% medium ■ 20% new
252 out of 423 hedge funds have held MDYG 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.
💰

Price up while funds trimmed (+15% value, -1% shares)

Value
+15%
Shares
-1%
Last quarter: total value of institutional MDYG holdings rose +15% even though funds reduced share count by 1%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

43 → 43 → 40 → 45 → 57 new funds/Q
New funds entering each quarter: 43 → 40 → 45 → 57. A growing number of institutions are discovering MDYG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 63% veterans vs 23% newcomers

■ 63% veterans ■ 14% 1-2yr ■ 23% new
Entry-cohort mix of 423 holders: 265 (63%) are 2+ year veterans, 59 entered 1–2 years ago, and 99 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 26% AUM from major funds

26% from top-100 AUM funds
24 of 422 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

Institutional Sentiment Summary — MDYG

In 2026 Q2, 183 hedge funds were net buyers of MDYG (57 opened a new position, 126 added to an existing one), while 184 reduced or exited (156 trimmed, 28 sold completely) — a 50% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 26% of total institutional value in MDYG is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +29 funds (more new holders than closures). Total institutional holders: 423.

Hedge Fund Ownership: MDYG

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

Market Analysis: MDYG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MDYG

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 4 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
3.0
/ 10
conviction
Hedge Fund Positioning: MDYG
420 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 420 394 6.6%
13F Shares 19M 19M -1.06%
Total Value $2.08B $1.80B 15.42%
New Positions 57 45 +12
Increased Positions 126 129 -3
Closed Positions 30 31 -1
Reduced Positions 156 137 +19
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MDYG

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Institutional Holders (2026 Q2)

420 + investors

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

QUARTER:
Top 25 MDYG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SFG Wealth Management, LLC. 6.72% 166,652 $18.7M
2 Shakespeare Wealth Management, LLC 5.44% 183,300 $20.5M
3 Marathon Mission, Inc. 4.65% 83,077 $9.3M
4 Financial Concepts Unlimited, Inc. 4.09% 46,591 $5.2M
5 Convergence Financial, LLC 3.34% 374,287 $42.0M
6 FAS Wealth Partners, Inc. 3.24% 555,604 $62.3M
7 Barden Capital Management, Inc. 2.49% 24,094 $2.7M
8 Walsh & Associates, LLC 2.34% 25,608 $2.9M
9 Sacks & Associates, LLC 2.29% 31,829 $3.4M
10 Balanced Wealth Group LLC 2.07% 58,278 $6.5M
11 Councilor Wealth, LLC 1.98% 43,585 $4.9M
12 Elevation Capital Advisory, LLC 1.93% 44,680 $5.0M
13 Rodgers & Associates, LTD 1.90% 187,167 $21.0M
14 NorthRock Partners, LLC 1.88% 1,153,617 $129.3M
15 Rehmann Capital Advisory Group 1.82% 353,924 $39.7M
16 ERn Financial, LLC 1.70% 91,445 $10.3M
17 GEN Financial Management, INC. 1.66% 24,683 $2.8M
18 Diligent Investors, LLC 1.48% 59,401 $6.7M
19 Capital Squared Financial LLC 1.45% 19,788 $2.2M
20 Richmond Brothers, Inc. 1.44% 24,659 $2.8M
21 Comprehensive Wealth Management, LLC 1.43% 27,971 $3.1M
22 Klingman & Associates, LLC 1.42% 297,555 $33.4M
23 Cordatus Wealth Management LLC 1.39% 56,450 $6.3M
24 GHP Investment Advisors, Inc. 1.39% 336,389 $37.7M
25 Prestige Wealth Management Group LLC 1.38% 68,008 $7.6M
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 — Spdr Series Trust (MDYG)

What does the Smart Money Trend signal show for MDYG?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added MDYG 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 MDYG?

Slight buying edge — 50% buying: Last quarter: 183 funds bought or added vs 184 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for MDYG holders?

Strong quality — 26% AUM from major funds: 24 of 422 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held MDYG?

60% of holders stayed for 2+ years: 252 out of 423 hedge funds have held MDYG 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.

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