Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Series Trust (MDYV)

382 + 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
↑ +9
Streak
1Q ▲
Buyers last Q
47%

Smart Money Signals — MDYV

Based on 383 hedge funds · latest filing: 2026 Q2 · 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
383 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 — 47% buying

155 buying175 selling
Last quarter: 175 funds reduced or exited vs 155 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 — ~32 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 28 → 37 → 30 → 32. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 22% medium ■ 15% new
242 out of 383 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 — ~32 new funds/quarter

34 → 28 → 37 → 30 → 32 new funds/Q
New funds entering each quarter: 28 → 37 → 30 → 32. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 67% veterans vs 19% newcomers

■ 67% veterans ■ 15% 1-2yr ■ 19% new
Entry-cohort mix of 383 holders: 256 (67%) are 2+ year veterans, 56 entered 1–2 years ago, and 71 (19%) 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
23 of 383 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.
3.6
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 — MDYV

In 2026 Q2, 155 hedge funds were net buyers of MDYV (32 opened a new position, 123 added to an existing one), while 175 reduced or exited (152 trimmed, 23 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 383.

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

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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.

8 top-rated funds 5 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
3.0
/ 10
conviction
Hedge Fund Positioning: MDYV
382 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 382 374 2.14%
13F Shares 22M 21M 1.01%
Total Value $2.03B $1.83B 10.53%
New Positions 32 30 +2
Increased Positions 123 120 +3
Closed Positions 24 32 -8
Reduced Positions 152 153 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MDYV

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Institutional Holders (2026 Q2)

382 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Pacific Life Fund Advisors LLC 6.24% 598,104 $56.7M
2 Marathon Mission, Inc. 5.94% 125,387 $11.9M
3 Lutz Financial Services LLC 4.79% 829,586 $78.7M
4 First Pacific Financial 4.14% 366,314 $34.7M
5 FAS Wealth Partners, Inc. 3.26% 659,887 $62.6M
6 Convergence Financial, LLC 3.18% 422,035 $40.0M
7 Sacks & Associates, LLC 2.99% 46,631 $4.4M
8 Canandaigua National Bank & Trust Co 2.84% 354,651 $33.6M
9 ERn Financial, LLC 2.69% 171,098 $16.2M
10 Private Wealth Management Group, LLC 2.43% 110,488 $10.5M
11 Barden Capital Management, Inc. 2.36% 27,020 $2.6M
12 Capital Wealth Management, LLC 2.33% 101,953 $9.7M
13 Councilor Wealth, LLC 2.30% 59,899 $5.7M
14 Avantax Planning Partners, Inc. 2.25% 952,267 $90.3M
15 NorthRock Partners, LLC 1.96% 1,427,030 $135.4M
16 Rodgers & Associates, LTD 1.89% 220,077 $20.9M
17 Shum Financial Group, Inc. 1.75% 30,622 $2.9M
18 Balanced Wealth Group LLC 1.70% 56,763 $5.4M
19 Prestige Wealth Management Group LLC 1.64% 95,461 $9.1M
20 Cooke Wealth Management, LLC 1.54% 19,785 $1.9M
21 Montz Harcus Wealth Management LLC 1.44% 42,632 $4.0M
22 Klingman & Associates, LLC 1.38% 340,538 $32.3M
23 Diligent Investors, LLC 1.35% 63,836 $6.1M
24 Capital Squared Financial LLC 1.33% 21,496 $2.0M
25 First National Trust Co 1.26% 390,832 $37.1M
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?

More sellers than buyers — 47% buying: Last quarter: 175 funds reduced or exited vs 155 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: 23 of 383 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: 242 out of 383 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.

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