Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Series Trust (MDYV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
45%

Smart Money Signals — MDYV

Based on 374 hedge funds · latest filing: 2026 Q1 · 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 (100% of max)

100% of all-time peak
374 hedge funds hold MDYV 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 MDYV is almost the same as a year ago (+11 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 45% buying

150 buying183 selling
Last quarter: 183 funds reduced or exited vs 150 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.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 33 → 28 → 36 → 30. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 23% medium ■ 15% new
234 out of 374 hedge funds have held MDYV 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 — ~30 new funds/quarter

30 → 33 → 28 → 36 → 30 new funds/Q
New funds entering each quarter: 33 → 28 → 36 → 30. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 65% veterans vs 20% newcomers

■ 65% veterans ■ 15% 1-2yr ■ 20% new
Entry-cohort mix of 374 holders: 244 (65%) are 2+ year veterans, 56 entered 1–2 years ago, and 74 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 15% AUM from top-100

15% from top-100 AUM funds
18 of 374 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — MDYV

In 2026 Q1, 150 hedge funds were net buyers of MDYV (30 opened a new position, 120 added to an existing one), while 183 reduced or exited (153 trimmed, 30 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 374.

Hedge Fund Ownership: MDYV

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

Market Analysis: MDYV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MDYV

-- --

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

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

Signal Freshness measures how much MDYV 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 · 78d ago
MDYV
+10.7%
SPY
+15.9%

MDYV outperformed SPY by -5.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
MDYV
+6.3%
SPY
+2.0%

Since the filing became public, MDYV outperformed SPY by +4.3% .

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.

14 top-rated funds 7 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: MDYV
371 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 371 374 -0.8%
13F Shares 21M 22M -6.53%
Total Value $1.77B $1.87B -5.6%
New Positions 29 36 -7
Increased Positions 119 135 -16
Closed Positions 32 20 +12
Reduced Positions 152 131 +21
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MDYV

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

371 + investors

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

QUARTER:
Top 25 MDYV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Marathon Mission, Inc. 6.10% 122,996 $10.5M
2 Convergence Financial, LLC 5.44% 601,278 $51.4M
3 Balanced Wealth Group LLC 4.91% 161,121 $13.7M
4 Lutz Financial Services LLC 4.61% 805,859 $68.6M
5 First Pacific Financial 4.03% 367,076 $31.3M
6 FAS Wealth Partners, Inc. 3.32% 625,208 $53.2M
7 Canandaigua National Trust Co of Florida 3.23% 47,250 $4.0M
8 Canandaigua National Corp 3.21% 421,045 $35.9M
9 ERn Financial, LLC 2.71% 169,432 $14.4M
10 Private Wealth Management Group, LLC 2.61% 116,916 $10.0M
11 May Barnhard Investments LLC 2.59% 62,758 $5.3M
12 Capital Wealth Management, LLC 2.25% 97,552 $8.3M
13 Avantax Planning Partners, Inc. 2.15% 918,268 $78.2M
14 Barden Capital Management, Inc. 1.94% 26,602 $2.3M
15 Rodgers & Associates, LTD 1.90% 218,907 $18.6M
16 WealthTrak Capital Management LLC 1.88% 30,986 $2.6M
17 NorthRock Partners, LLC 1.84% 1,343,748 $114.4M
18 Shum Financial Group, Inc. 1.76% 29,263 $2.5M
19 Prestige Wealth Management Group LLC 1.58% 94,745 $8.1M
20 Capital Squared Financial LLC 1.58% 17,103 $1.4M
21 Montz Harcus Wealth Management LLC 1.55% 45,162 $3.8M
22 Klingman & Associates, LLC 1.51% 369,859 $31.5M
23 Cooke Wealth Management, LLC 1.49% 19,787 $1.7M
24 Diligent Investors, LLC 1.36% 64,478 $5.5M
25 Signet Financial Management, LLC 1.24% 129,387 $11.0M
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 — Spdr Series Trust (MDYV)

What does the Smart Money Trend signal show for MDYV?

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 MDYV?

More sellers than buyers — 45% buying: Last quarter: 183 funds reduced or exited vs 150 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 MDYV holders?

Smaller funds dominant — 15% AUM from top-100: 18 of 374 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held MDYV?

63% of holders stayed for 2+ years: 234 out of 374 hedge funds have held MDYV 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 (MDYV) following the 2026 Q1 hedge fund 13F filings?

As of today, MDYV has moved +6.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +4.3%. Since the quarter end (March 31, 2026), MDYV has gained +10.7% vs +15.9% 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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