Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Series Trust (MDYG)

391 + 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
↑ +16
Streak
1Q ▲
Buyers last Q
51%

Smart Money Signals — MDYG

Based on 394 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
394 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 — +7% more funds vs a year ago

fund count last 6Q
+25 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

174 buying166 selling
Last quarter: 174 funds bought or added vs 166 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 (+6 vs last Q)

new funds entering per quarter
Funds opening a new MDYG position: 42 → 43 → 39 → 45. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 21% medium ■ 18% new
243 out of 394 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.
➡️

Steady discovery — ~45 new funds/quarter

32 → 42 → 43 → 39 → 45 new funds/Q
New funds entering each quarter: 42 → 43 → 39 → 45. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 64% veterans vs 22% newcomers

■ 64% veterans ■ 14% 1-2yr ■ 22% new
Entry-cohort mix of 394 holders: 252 (64%) are 2+ year veterans, 57 entered 1–2 years ago, and 85 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 25% AUM from major funds

25% from top-100 AUM funds
20 of 393 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 Q1, 174 hedge funds were net buyers of MDYG (45 opened a new position, 129 added to an existing one), while 166 reduced or exited (137 trimmed, 29 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 25% of total institutional value in MDYG is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +16 funds (more new holders than closures). Total institutional holders: 394.

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

-- --

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

Is It Too Late to Buy Spdr Series Trust (MDYG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MDYG has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
MDYG
+15.2%
SPY
+13.9%

MDYG outperformed SPY by +1.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
MDYG
+5.1%
SPY
+0.2%

Since the filing became public, MDYG outperformed SPY by +4.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 5 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: MDYG
391 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 391 378 3.44%
13F Shares 19M 19M -0.7%
Total Value $1.75B $1.71B 2.35%
New Positions 45 39 +6
Increased Positions 127 131 -4
Closed Positions 32 40 -8
Reduced Positions 137 140 -3
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 Q1)

391 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SFG Wealth Management, LLC. 6.49% 164,316 $15.8M
2 Convergence Financial, LLC 5.61% 548,826 $52.9M
3 Balanced Wealth Group LLC 4.95% 144,257 $13.8M
4 Shakespeare Wealth Management, LLC 4.90% 215,676 $20.7M
5 Marathon Mission, Inc. 4.45% 79,646 $7.6M
6 Financial Concepts Unlimited, Inc. 3.93% 45,676 $4.4M
7 FAS Wealth Partners, Inc. 3.03% 507,678 $48.7M
8 May Barnhard Investments LLC 2.16% 46,299 $4.4M
9 Barden Capital Management, Inc. 1.95% 23,799 $2.3M
10 Rodgers & Associates, LTD 1.90% 194,202 $18.6M
11 Walsh & Associates, LLC 1.78% 19,497 $1.8M
12 Rehmann Capital Advisory Group 1.76% 352,653 $33.8M
13 NorthRock Partners, LLC 1.68% 1,083,341 $104.0M
14 ERn Financial, LLC 1.64% 91,056 $8.7M
15 Heritage Wealth Management, Inc. /CA/ 1.60% 30,177 $2.9M
16 Capital Squared Financial LLC 1.56% 15,381 $1.3M
17 Klingman & Associates, LLC 1.49% 324,175 $31.1M
18 Comprehensive Wealth Management, LLC 1.48% 30,517 $2.9M
19 GEN Financial Management, INC. 1.44% 24,312 $2.3M
20 Diligent Investors, LLC 1.43% 59,951 $5.8M
21 Pacific Sun Financial Corp 1.33% 28,554 $2.7M
22 GHP Investment Advisors, Inc. 1.30% 330,087 $31.7M
23 Prestige Wealth Management Group LLC 1.27% 67,613 $6.5M
24 Signet Financial Management, LLC 1.23% 114,552 $11.0M
25 First National Trust Co 1.17% 356,566 $34.2M
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 — Spdr Series Trust (MDYG)

What does the Smart Money Trend signal show for MDYG?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, 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 — 51% buying: Last quarter: 174 funds bought or added vs 166 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 — 25% AUM from major funds: 20 of 393 holders rank in the top 100 by AUM, accounting for 25% 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?

62% of holders stayed for 2+ years: 243 out of 394 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.

Is it too late to buy Spdr Series Trust (MDYG) following the 2026 Q1 hedge fund 13F filings?

As of today, MDYG has moved +5.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +4.9%. Since the quarter end (March 31, 2026), MDYG has gained +15.2% vs +13.9% 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.

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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