SPDR SERIES TRUST (MDYV) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling MDYV?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for SPDR SERIES TRUST, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on MDYV?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for SPDR SERIES TRUST.

Is institutional money flowing into MDYV?

70 institutional investors hold SPDR SERIES TRUST (MDYV). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about MDYV?

Track institutional sentiment and conviction scores for SPDR SERIES TRUST (MDYV) including Smart Money Verdict and position changes on HoldingsIntel.

SPDR SERIES TRUST

MDYV·78464A839·US·etf·Unknown - Unknown

STATE STREET S

MDYV (SPDR SERIES TRUST) is held by 70 institutional investors as of Q4 2025. Largest holders: WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($181.4M), Financial Engines Advisors L.L.C. ($106.2M), LPL Financial LLC ($89.2M). Net institutional sentiment: Mixed.

Holders

Avg rating(10 Elite)

$912.2M

Total Value

51% (73)

Fund Consensus

33 buying - 32 selling

Smart Money Verdict

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51Mixed MomentumSplit Signals

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See how MDYV's score breaks down across 4 SEC sources

Held by 70 funds

10 elite

Who's Trading

Congress

Charles J. "Chuck" Fleischmann

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	2.1M(-3.7%)	$181.4M	0.2%	+32.39%	0
Financial Engines Advisors L.L.C.	Decreased	1.3M(-1.9%)	$106.2M	0.2%	+79.46%	0
LPL Financial LLC	Increased	1.1M(+1.2%)	$89.2M	0.0%	+45.92%	30
AE Wealth Management LLC	Increased	858,798(+29.8%)	$72.7M	0.4%	+18.07%	45
MORGAN STANLEY	Decreased	643,475(-3.4%)	$54.5M	0.0%	+22.05%	0
TIAA TRUST, NATIONAL ASSOCIATION	Decreased	531,704(-0.3%)	$45M	0.1%	+32.22%	0
WELLS FARGO & COMPANY/MN	Decreased	474,394(-0.6%)	$40.2M	0.0%	+34.63%	0
Cetera Investment Advisers	Increased	381,286(+16.2%)	$32.3M	0.0%	+16.82%	33
HighTower Advisors, LLC	Increased	313,909(+15.9%)	$26.6M	0.0%	+38.56%	33
Equitable Holdings, Inc.	Decreased	296,276(-0.1%)	$25.1M	0.2%	+28.21%	0
STIFEL FINANCIAL CORP	Decreased	254,811(-55.5%)	$21.6M	0.0%	+35.93%	0
JONES FINANCIAL COMPANIES LLLP	Increased	233,634(+19.1%)	$19.8M	0.0%	+14.57%	34
GOLDMAN SACHS GROUP INC	Increased	232,520(+3.6%)	$19.7M	0.0%	+13.79%	29
BENJAMIN EDWARDS INC	Decreased	203,436(-57.1%)	$17.2M	0.2%	+15.40%	0
MGMERCER GLOBAL ADVISORS INC /ADV	Decreased	203,268(-1.2%)	$17.2M	0.0%	+23.50%	0
MML INVESTORS SERVICES, LLC	Increased	162,800(+4.8%)	$13.8M	0.0%	+15.21%	29
Mariner, LLC	Increased	127,799(+13.2%)	$10.8M	0.0%	+44.40%	31
BANK OF AMERICA CORP /DE/	Increased	126,287(+71.8%)	$10.7M	0.0%	+9.70%	41
AMERIPRISE FINANCIAL INC	Increased	121,844(+4.8%)	$10.3M	0.0%	+29.44%	29
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	107,980(-0.5%)	$9.1M	0.0%	+46.93%	0
Private Advisor Group, LLC	Increased	85,592(+3.4%)	$7.2M	0.0%	+35.56%	28
RAYMOND JAMES FINANCIAL INC	Increased	76,846(+1.6%)	$6.5M	0.0%	+13.55%	28
Pathstone Holdings, LLC	Unchanged	69,328	$5.9M	0.0%	+26.39%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	55,869(+0.6%)	$4.7M	0.0%	+42.17%	27
OSAIC HOLDINGS, INC.	Decreased	47,182(-51.2%)	$4M	0.0%	+25.03%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	46,855(+1794.7%)	$4M	0.0%	+4.95%	43
UBS Group AG	Decreased	44,901(-13.7%)	$3.8M	0.0%	+48.66%	0
ROYAL BANK OF CANADA	Decreased	41,400(-0.7%)	$3.5M	0.0%	+13.85%	0
Empowered Funds, LLC	New	40,344	$3.4M	0.0%	+4.50%	37
AQR CAPITAL MANAGEMENT LLC	Increased	39,973(+123.4%)	$3.4M	0.0%	+7.29%	43
ENVESTNET ASSET MANAGEMENT INC	Decreased	39,589(-4.3%)	$3.4M	0.0%	+25.12%	0
Steward Partners Investment Advisory, LLC	Increased	37,236(+2.2%)	$3.2M	0.0%	+8.82%	27
JPMORGAN CHASE & CO	Decreased	33,298(-25.2%)	$2.8M	0.0%	+10.74%	0
Creative Planning	Increased	30,878(+3.4%)	$2.6M	0.0%	+31.15%	27
Quantinno Capital Management LP	Increased	27,307(+151.0%)	$2.3M	0.0%	+5.83%	42
CAPTRUST FINANCIAL ADVISORS	Decreased	26,434(-4.5%)	$2.2M	0.0%	+46.96%	0
NewEdge Advisors, LLC	Increased	24,729(+3.7%)	$2.1M	0.0%	+12.44%	27
Kestra Advisory Services, LLC	Increased	24,287(+4.8%)	$2.1M	0.0%	+19.49%	27
TRUIST FINANCIAL CORP	Increased	23,342(+9.9%)	$2M	0.0%	+29.32%	28
Wealthspire Advisors, LLC	Increased	23,276(+17.5%)	$2M	0.0%	+13.14%	30
Aptus Capital Advisors, LLC	Decreased	21,781(-3.9%)	$1.8M	0.0%	+21.57%	0
MFMerit Financial Group, LLC	Decreased	21,399(-4.4%)	$1.8M	0.0%	+15.32%	0
EP Wealth Advisors, LLC	Decreased	19,153(-5.7%)	$1.6M	0.0%	+14.16%	0
FWFocus Partners Wealth	Increased	17,428(+10.4%)	$1.5M	0.0%	+18.42%	28
MAI Capital Management	Decreased	17,033(-0.6%)	$1.4M	0.0%	+23.14%	0
Farther Finance Advisors, LLC	Decreased	16,116(-8.9%)	$1.4M	0.0%	+42.89%	0
BROWN ADVISORY INC	Decreased	13,759(-2.6%)	$1.2M	0.0%	+27.86%	0
Allworth Financial LP	Increased	12,816(+1.7%)	$1.1M	0.0%	+48.20%	26
CBCULLEN/FROST BANKERS, INC.	New	12,000	$1M	0.0%	+4.50%	35
FMR LLC	Decreased	9,754(-1.7%)	$825,649	0.0%	+13.88%	0
Orion Porfolio Solutions, LLC	Decreased	9,647(-1.6%)	$816,612	0.0%	+22.63%	0
BlackRock, Inc.	Increased	7,667(+24.3%)	$649,011	0.0%	+11.89%	20
QRQRG CAPITAL MANAGEMENT, INC.	Increased	5,974(+0.9%)	$505,699	0.0%	+7.87%	24
M&T BANK CORP	Increased	6,757(+179.4%)	$467,000	0.0%	+7.55%	39
&PARTNERS	Decreased	4,355(-24.6%)	$368,651	0.0%	+14.21%	0
COMERICA BANK	Decreased	3,821(-35.6%)	$323,445	0.0%	+33.90%	0
Cerity Partners LLC	New	2,628	$222,482	0.0%	+4.50%	32
BLAIR WILLIAM & CO/IL	Decreased	2,608(-1.3%)	$220,767	0.0%	+64.70%	0
HUNTINGTON NATIONAL BANK	Unchanged	2,000	$169,300	0.0%	+36.69%	0
ASSETMARK, INC	Increased	1,958(+319.3%)	$165,746	0.0%	+6.48%	36
PNC FINANCIAL SERVICES GROUP, INC.	Unchanged	1,744	$147,630	0.0%	+74.13%	0
Rockefeller Capital Management L.P.	Increased	1,260(+16.1%)	$106,663	0.0%	+7.41%	25
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Unchanged	1,020	$86,343	0.0%	+22.71%	0
$US BANCORP \DE\$ US BANCORP \DE\	Decreased	609(-5.3%)	$51,552	0.0%	+21.05%	0
CIBC Private Wealth Group LLC	Unchanged	452	$38,262	0.0%	+20.86%	0
Russell Investments Group, Ltd.	Increased	195(+51.2%)	$16,507	0.0%	+12.85%	17
Allspring Global Investments Holdings, LLC	Unchanged	154	$13,358	0.0%	+18.19%	0
EXCHANGE TRADED CONCEPTS, LLC	Unchanged	18	$1,524	0.0%	+13.48%	0
Qube Research & Technologies Ltd	Decreased	13(-90.4%)	$1,100	0.0%	+8.41%	0
CITIGROUP INC	Unchanged	3	$254	0.0%	+9.81%	0
IWIntegrated Wealth Concepts LLC	Exited	0(-100.0%)	$274,985	0.0%	+25.92%	0
Bank of New York Mellon Corp	Exited	0(-100.0%)	$266,931	0.0%	+14.60%	0
BNP PARIBAS FINANCIAL MARKETS	Exited	0(-100.0%)	$4.2M	0.0%	+3.25%	0

SPDR SERIES TRUST

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