SPDR SERIES TRUST

$MDYV
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Smart money positioned

7 of the Top-200 alpha managers hold $MDYV as of the latest 13F snapshot.

13F holders
372
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

7 holders · Q1 2026

$MDYV is held by 7 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.15%, with an average of 0.06% of portfolio. Largest holder: Certior Financial Group, LLC at 0.15%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Certior Financial Group, LLC
0.15% NEW
α +11.1pts
02
Courier Capital LLC
0.11% NEW
α +14.9pts
03
Fiduciary Alliance LLC
0.07% held
α +16.8pts
04
Condor Capital Management
0.03% held
α +23.6pts
05
ProVise Management Group, LLC
0.03% held
α +11.2pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 372 · Source: 13F-HR
01
Capital Analysts, LLC
1.84% of portfolio
1,343,748 sh
02
Ironwood Financial, llc
0.23% of portfolio
1,285,715 sh
03
Castlekeep Investment Advisors LLC
0.21% of portfolio
1,197,590 sh
04
State Farm Mutual Automobile Insurance Co.
0.01% of portfolio
1,144,338 sh
05
Taconic Capital Advisors LP
0.02% of portfolio
1,080,226 sh
06
Pennsylvania Capital Management Inc.
2.15% of portfolio
918,268 sh
07
Biltmore Family Office, LLC
4.61% of portfolio
805,859 sh
08
Pacific Ridge Capital Partners, LLC
3.34% of portfolio
610,840 sh
09
Avalon Ventures Management, LLC
3.54% of portfolio
601,278 sh
10
FAS Wealth Partners, Inc.
3.39% of portfolio
599,515 sh
See all 372 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $MDYV in the recent window.

Congress trades · last 90 days

3 disclosures · STOCK Act
Chuck Fleischmann
House · Tennessee · Traded Jan 28
SOLD
$MDYVSPDR S&P 400 Mid Cap Value ETF
$1K–$15K
Feb 9STOCK
Chuck Fleischmann
House · Tennessee · Traded Jul 17
SOLD
$MDYVSPDR S&P 400 MID CAP VALUE ETF
$1K–$15K
Aug 19STOCK
Chuck Fleischmann
House · Tennessee · Traded Apr 16
BOUGHT
$MDYVSPDR S&P 400 Mid Cap Value ETF
$1K–$15K
May 13STOCK

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 10:22 UTC.