Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SPDR SERIES TRUST (MDYG)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
49%

Smart Money Signals — MDYG

Based on 361 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
361 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding MDYG is almost the same as a year ago (+1 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 49% buying

164 buying171 selling
Last quarter: 171 funds reduced or exited vs 164 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.
➡️

Steady new buyers — ~37 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 29 → 39 → 36 → 37. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

65% of holders stayed for 2+ years

65% conviction (2yr+) 20% medium 14% new
236 out of 361 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 — ~37 new funds/quarter

38 → 29 → 39 → 36 → 37 new funds/Q
New funds entering each quarter: 29 → 39 → 36 → 37. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 65% of holders stayed 2+ years

65% veterans 14% 1-2yr 22% new
Of 361 current holders: 234 (65%) 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.

Strong quality — 22% AUM from major funds

22% from top-100 AUM funds
18 of 361 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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: 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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

18 top-rated funds 3 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: MDYG
2026 Q1 Stats Unlock in 22 days 361 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 361 361 -
13F Shares 19M 19M -1.06%
Total Value $1.70B $1.70B -0.08%
New Positions 37 36 +1
Increased Positions 127 114 +13
Closed Positions 37 46 -9
Reduced Positions 134 145 -11
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MDYG

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

361 + investors

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

Top 25 institutional holders of MDYG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SFG Wealth Management, LLC. 6.49% 164,316 $15.8M
2 BALANCED WEALTH GROUP LLC 4.95% 144,257 $13.8M
3 Marathon Mission, Inc. 4.45% 79,646 $7.6M
4 Barden Capital Management, Inc. 1.95% 23,799 $2.3M
5 ERn Financial, LLC 1.64% 91,056 $8.7M
6 Capital Squared Financial LLC 1.56% 15,381 $1.3M
7 GEN Financial Management, INC. 1.44% 24,312 $2.3M
8 Diligent Investors, LLC 1.43% 59,951 $5.8M
9 GHP Investment Advisors, Inc. 1.30% 330,087 $31.7M
10 Clarus Wealth Advisors 1.07% 25,650 $2.5M
11 Centennial Wealth Advisory LLC 1.01% 43,666 $4.2M
12 Bill Few Associates, Inc. 0.85% 36,800 $3.5M
13 Courage Miller Partners, LLC 0.83% 30,747 $3.0M
14 JNBA Financial Advisors 0.68% 85,630 $8.2M
15 WILLNER & HELLER, LLC 0.50% 6,982 $670K
16 Goldstone Financial Group, LLC 0.50% 47,732 $4.6M
17 Pine Haven Investment Counsel, Inc 0.48% 6,742 $647K
18 New England Capital Financial Advisors LLC 0.47% 18,079 $1.7M
19 Redhawk Wealth Advisors, Inc. 0.46% 43,821 $4.2M
20 Investors Research Corp 0.44% 24,129 $2.3M
21 WALLER FINANCIAL PLANNING GROUP, INC 0.44% 20,645 $2.0M
22 Lewis Asset Management, LLC 0.42% 10,779 $1.0M
23 Syntegra Private Wealth Group, LLC 0.40% 44,416 $4.3M
24 Occidental Asset Management, LLC 0.37% 32,293 $3.1M
25 BREAKTHRU ADVISORY SERVICES, LLC 0.36% 2,355 $226K
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?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for MDYG?

More sellers than buyers — 49% buying: Last quarter: 171 funds reduced or exited vs 164 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 MDYG holders?

Strong quality — 22% AUM from major funds: 18 of 361 holders rank in the top 100 by AUM, accounting for 22% 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?

65% of holders stayed for 2+ years: 236 out of 361 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.