SPDR SERIES TRUST (MDYV): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

SPDR SERIES TRUST (MDYV)

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

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.

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

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

355

341

4.11%

13F Shares

22M

-0.62%

Total Value

$1.86B

$1.83B

1.23%

New Positions

Increased Positions

130

103

+27

Closed Positions

-21

Reduced Positions

127

146

-19

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

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.

FILTER:All New Added To Reduced No Change | Overweight >5%

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	Lutz Financial Services LLC	4.61%	805,859	$68.6M
4	First Pacific Financial	4.03%	367,076	$31.3M
5	Canandaigua National Trust Co of Florida	3.23%	47,250	$4.0M
6	CANANDAIGUA NATIONAL CORP	3.21%	421,045	$35.9M
7	ERn Financial, LLC	2.71%	169,432	$14.4M
8	Private Wealth Management Group, LLC	2.61%	116,916	$10.0M
9	CAPITAL WEALTH MANAGEMENT, LLC	2.25%	97,552	$8.3M
10	Avantax Planning Partners, Inc.	2.15%	918,268	$78.2M
11	Barden Capital Management, Inc.	1.94%	26,602	$2.3M
12	Rodgers & Associates, LTD	1.90%	218,907	$18.6M
13	Shum Financial Group, Inc.	1.76%	29,263	$2.5M
14	Capital Squared Financial LLC	1.58%	17,103	$1.4M
15	Montz Harcus Wealth Management LLC	1.55%	45,162	$3.8M
16	Cooke Wealth Management, LLC	1.49%	19,787	$1.7M
17	Diligent Investors, LLC	1.36%	64,478	$5.5M
18	SIGNET FINANCIAL MANAGEMENT, LLC	1.24%	129,387	$11.0M
19	FIRST NATIONAL TRUST CO	1.11%	382,687	$32.6M
20	GHP Investment Advisors, Inc.	1.00%	285,050	$24.3M
21	HFG Advisors, Inc.	0.88%	14,701	$1.3M
22	WealthShield Partners, LLC	0.84%	88,173	$7.5M
23	MONECO ADVISORS, LLC	0.78%	117,952	$10.0M
24	IAG Wealth Partners, LLC	0.77%	80,913	$6.9M
25	Courage Miller Partners, LLC	0.74%	30,929	$2.6M

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.

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SPDR SERIES TRUST (MDYV)

Smart Money Signals — MDYV

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Stable — ownership unchanged year-over-year

Slight buying edge — 53% buying

More new buyers each quarter (+8 vs last Q)

66% of holders stayed for 2+ years

Steady discovery — ~34 new funds/quarter

Deep conviction — 65% of holders stayed 2+ years

Smaller funds dominant — 14% AUM from top-100

Hedge Fund Ownership: MDYV

Market Analysis: MDYV

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: MDYV

Hedge Fund Positioning: MDYV

Statistics: MDYV

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — SPDR SERIES TRUST (MDYV)

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