Stock Analysis
Data Source: SEC EDGAR 13F
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Spdr Series Trust (CERY)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
7Q ▲
Buyers last Q
62%

Smart Money Signals — CERY

Based on 131 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 consecutive quarters, more hedge funds added CERY 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
131 hedge funds hold CERY 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.
🚀

Fast accumulation — +70% more funds vs a year ago

fund count last 6Q
+54 new funds entered over the past year (+70% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 62% buying

87 buying54 selling
Last quarter: 87 funds were net buyers (25 opened a brand new position + 62 added to an existing one). Only 54 were sellers (36 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 22 → 17 → 35 → 25. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 40% entered in last year

1% conviction (2yr+) 59% medium 40% new
Only 1 funds (1%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
🚀

Acceleration phase — new buyers rushing in

17 → 22 → 17 → 35 → 25 new funds/Q
New funds entering each quarter: 22 → 17 → 35 → 25. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
📊

Mixed cohorts — 1% veterans, 54% new entrants

1% veterans 45% 1-2yr 54% new
Of 131 current holders: 1 (1%) held 2+ years, 59 held 1–2 years, 71 (54%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
10 of 131 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in CERY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.9
out of 10
Moderate Exit Risk
Exit risk score 4.9/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — CERY

In 2026 Q2, 87 hedge funds were net buyers of CERY (25 opened a new position, 62 added to an existing one), while 54 reduced or exited (36 trimmed, 18 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. This marks 7 consecutive quarters of net institutional buying — a persistent conviction signal. 56% of total institutional value in CERY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 131.

Hedge Fund Ownership: CERY

How many hedge funds hold CERY — quarterly history vs. share price
Quarterly hedge fund ownership of CERY vs. share price

Market Analysis: CERY

Analyst Price Targets

Avg. Price Target
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Analyst Recommendations

Stock Performance

Real-time

Company Profile: CERY

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: CERY
130 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 130 124 4.84%
13F Shares 18M 18M 2.37%
Total Value $586M $601M -2.45%
New Positions 25 35 -10
Increased Positions 61 68 -7
Closed Positions 19 9 +10
Reduced Positions 36 14 +22
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CERY

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Institutional Holders (2026 Q2)

130 + investors

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

QUARTER:
Top 25 CERY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Continuum Wealth Advisors, LLC 4.59% 407,023 $13.6M
2 Novus Advisors, LLC 2.81% 40,380 $1.3M
3 International Private Wealth Advisors LLC 1.88% 109,387 $3.7M
4 Landmark Wealth Management, INC. 1.83% 165,718 $5.5M
5 Lockerman Financial Group, INC. 1.81% 35,436 $1.2M
6 Cohalo Advisory LLC 1.74% 861 $29K
7 Aspire Private Capital, LLC 1.45% 209,445 $7.0M
8 Midwest Financial Network, LLC 1.25% 54,583 $1.8M
9 Raleigh Capital Management Inc. 1.24% 116,452 $3.9M
10 Private Advisory Group LLC 0.79% 437,134 $14.6M
11 Cambria Investment Management, L.P. 0.78% 470,072 $15.7M
12 Capital Investment Management, Inc. 0.69% 67,523 $2.3M
13 Valtinson Bruner Financial Planning LLC 0.55% 65,477 $2.2M
14 Richardson Financial Services INC. 0.51% 26,816 $896K
15 WealthPoint Financial, LLC 0.48% 19,838 $663K
16 Legacy Wealth Partners, LLC 0.34% 45,575 $1.5M
17 SMART Wealth LLC 0.34% 47,069 $1.6M
18 Global Financial Private Client, LLC 0.33% 35,959 $1.2M
19 PCB Capital LLC 0.26% 6,474 $216K
20 Aegis Wealth Management, Inc. 0.26% 12,089 $404K
21 Hibernia Wealth Partners, LLC 0.24% 13,005 $435K
22 Signal Advisors Wealth, LLC 0.22% 130,572 $4.4M
23 Envestnet Portfolio Solutions, Inc. 0.22% 1,342,660 $44.9M
24 October Effect Ltd 0.21% 6,667 $223K
25 Ruggiero Investments, Inc. 0.19% 6,917 $231K
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 (CERY)

What does the Smart Money Trend signal show for CERY?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added CERY 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 CERY?

More buyers than sellers — 62% buying: Last quarter: 87 funds were net buyers (25 opened a brand new position + 62 added to an existing one). Only 54 were sellers (36 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CERY holders?

Elite ownership — 56% AUM from top-100 funds: 10 of 131 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in CERY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CERY?

Mostly new holders — 40% entered in last year: Only 1 funds (1%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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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