Spdr Series Trust (BILS) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Spdr Series Trust (BILS) following the 2026 Q2 hedge fund 13F filings?

As of today, BILS has moved +0.3% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.7% for the SPY sector ETF — an outperformance of +1.0%. Since the quarter end (June 30, 2026), BILS gained -0.1% vs +3.3% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Spdr Series Trust (BILS)

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

Smart Money Signals — BILS

Based on 282 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added BILS 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

282 hedge funds hold BILS 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 BILS is almost the same as a year ago (+6 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.

🟠

More sellers than buyers — 44% buying

125 buying157 selling

Last quarter: 157 funds reduced or exited vs 125 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: 23 → 34 → 36 → 32. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 30% medium ■ 20% new

140 out of 282 hedge funds have held BILS 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.

📈

Growing discovery — still being found

39 → 23 → 34 → 36 → 32 new funds/Q

New funds entering each quarter: 23 → 34 → 36 → 32. A growing number of institutions are discovering BILS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 50% veterans vs 25% newcomers

■ 50% veterans ■ 25% 1-2yr ■ 25% new

Entry-cohort mix of 282 holders: 141 (50%) are 2+ year veterans, 70 entered 1–2 years ago, and 71 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds

18 of 282 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.9

out of 10

Low Exit Risk

Exit risk score 3.9/10 — 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 (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	280	274	2.19%
13F Shares	24M	27M	-12.71%
Total Value	$2.29B	$2.62B	-12.46%
New Positions	30	36	-6
Increased Positions	93	113	-20
Closed Positions	24	24	-
Reduced Positions	133	108	+25
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

280

274

2.19%

13F Shares

24M

27M

-12.71%

Total Value

$2.29B

$2.62B

-12.46%

New Positions

-6

Increased Positions

113

-20

Closed Positions

Reduced Positions

133

108

+25

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

280 + investors

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

QUARTER:

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

Top 25 BILS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Miller Investment Management, LP	11.12%	1,225,012	$121.7M
2	DBK Financial Counsel, LLC	11.02%	132,170	$13.1M
3	Horizon Family Wealth, Inc.	9.54%	210,314	$20.9M
4	Pecaut & CO.	7.86%	259,692	$25.8M
5	Sargent Investment Group, LLC	7.76%	648,966	$64.5M
6	Treasure Coast Financial Planning	6.94%	143,209	$14.2M
7	Anson Capital, Inc.	6.54%	101,141	$10.1M
8	Delos Wealth Advisors, LLC	6.47%	127,056	$12.6M
9	Birchcreek Wealth Management, LLC	6.32%	163,150	$16.2M
10	Promethium Advisors,LLC	6.29%	131,967	$13.1M
11	Ndwm LLC	5.73%	98,197	$9.8M
12	Samara Investment Management, LLC	5.65%	61,803	$6.1M
13	MOKAN Wealth Management Inc.	5.53%	145,546	$14.5M
14	Marshall Financial Group, LLC	5.13%	353,625	$35.1M
15	Peak Asset Management, LLC	3.28%	224,499	$22.3M
16	OakTrust Wealth Advisors, LLC	3.04%	35,499	$3.5M
17	Castlekeep Investment Advisors LLC	2.90%	58,289	$5.8M
18	Capstone Wealth Management Group, Inc.	2.87%	47,846	$4.8M
19	O'ROURKE & COMPANY, Inc	2.70%	77,724	$7.7M
20	Asset One Wealth Management LLC	2.66%	253,471	$25.2M
21	Hibernia Wealth Partners, LLC	2.31%	42,906	$4.3M
22	One Day In July LLC	2.28%	329,361	$32.7M
23	Pacific Sage Partners, LLC	2.23%	158,075	$15.7M
24	Traub Capital Management LLC	2.22%	25,068	$2.5M
25	Kera Capital Partners, Inc.	2.13%	223,630	$22.2M

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 (BILS)

What does the Smart Money Trend signal show for BILS?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added BILS 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 BILS?

More sellers than buyers — 44% buying: Last quarter: 157 funds reduced or exited vs 125 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 BILS holders?

Strong quality — 38% AUM from major funds: 18 of 282 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held BILS?

50% of holders stayed for 2+ years: 140 out of 282 hedge funds have held BILS 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.

Is it too late to buy Spdr Series Trust (BILS) following the 2026 Q2 hedge fund 13F filings?

As of today, BILS has moved +0.3% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.7% for the SPY sector ETF — an outperformance of +1.0%. Since the quarter end (June 30, 2026), BILS has gained -0.1% vs +3.3% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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 (BILS)

Smart Money Signals — BILS

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Stable — ownership unchanged year-over-year

More sellers than buyers — 44% buying

Steady new buyers — ~32 new funds per quarter

50% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 50% veterans vs 25% newcomers

Strong quality — 38% AUM from major funds

Institutional Sentiment Summary — BILS

Hedge Fund Ownership: BILS

Market Analysis: BILS

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: BILS

Is It Too Late to Buy Spdr Series Trust (BILS) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: BILS

Statistics: BILS

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Spdr Series Trust (BILS)

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