Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SPDR SERIES TRUST (MDYV)

355 + 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
↑ +14
Streak
1Q ▲
Buyers last Q
53%

Smart Money Signals — MDYV

Based on 355 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added MDYV 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
355 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 (+4 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 53% buying

164 buying147 selling
Last quarter: 164 funds bought or added vs 147 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 (+8 vs last Q)

new funds entering per quarter
Funds opening a new MDYV position: 29 → 30 → 26 → 34. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 21% medium ■ 13% new
234 out of 355 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 — ~34 new funds/quarter

43 → 29 → 30 → 26 → 34 new funds/Q
New funds entering each quarter: 29 → 30 → 26 → 34. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 14% 1-2yr ■ 21% new
Of 355 current holders: 230 (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.
📋

Smaller funds dominant — 14% AUM from top-100

14% from top-100 AUM funds
15 of 355 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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: 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

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

No strong consensus or elite conviction detected among institutional holders.

22 top-rated funds 6 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: MDYV
2026 Q1 Stats Unlock in 22 days 355 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 355 341 4.11%
13F Shares 22M 22M -0.62%
Total Value $1.86B $1.83B 1.23%
New Positions 34 26 +8
Increased Positions 130 103 +27
Closed Positions 20 41 -21
Reduced Positions 127 146 -19
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MDYV

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

355 + investors

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

Top 25 institutional holders of MDYV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Marathon Mission, Inc. 6.10% 122,996 $10.5M
2 BALANCED WEALTH GROUP LLC 4.91% 161,121 $13.7M
3 First Pacific Financial 4.03% 367,076 $31.3M
4 Canandaigua National Trust Co of Florida 3.23% 47,250 $4.0M
5 CANANDAIGUA NATIONAL CORP 3.21% 421,045 $35.9M
6 ERn Financial, LLC 2.71% 169,432 $14.4M
7 Private Wealth Management Group, LLC 2.61% 116,916 $10.0M
8 CAPITAL WEALTH MANAGEMENT, LLC 2.25% 97,552 $8.3M
9 Barden Capital Management, Inc. 1.94% 26,602 $2.3M
10 Shum Financial Group, Inc. 1.76% 29,263 $2.5M
11 Capital Squared Financial LLC 1.58% 17,103 $1.4M
12 Cooke Wealth Management, LLC 1.49% 19,787 $1.7M
13 Diligent Investors, LLC 1.36% 64,478 $5.5M
14 GHP Investment Advisors, Inc. 1.00% 285,050 $24.3M
15 Courage Miller Partners, LLC 0.74% 30,929 $2.6M
16 Marotta Asset Management 0.73% 46,414 $4.0M
17 Bill Few Associates, Inc. 0.72% 35,282 $3.0M
18 Financial Guidance Group, Inc. 0.69% 20,262 $1.7M
19 RED REEF ADVISORS LLC 0.65% 7,518 $636K
20 JNBA Financial Advisors 0.63% 88,612 $7.5M
21 Invera Wealth Advisors, LLC 0.57% 10,518 $896K
22 Cambridge Financial Group, LLC 0.55% 19,146 $1.6M
23 RTD Financial Advisors, Inc. 0.55% 52,646 $4.5M
24 HF Advisory Group, LLC 0.51% 17,470 $1.5M
25 WALLER FINANCIAL PLANNING GROUP, INC 0.50% 26,351 $2.2M
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 (MDYV)

What does the Smart Money Trend signal show for MDYV?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added MDYV 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 MDYV?

Slight buying edge — 53% buying: Last quarter: 164 funds bought or added vs 147 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 MDYV holders?

Smaller funds dominant — 14% AUM from top-100: 15 of 355 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held MDYV?

66% of holders stayed for 2+ years: 234 out of 355 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.

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.