Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SPDR SERIES TRUST (CERY)

90 + 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
↑ +3
Streak
5Q ▲
Buyers last Q
45%

Smart Money Signals — CERY

Based on 90 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 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
90 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 — +100% more funds vs a year ago

fund count last 6Q
+45 new funds entered over the past year (+100% 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 sellers than buyers — 45% buying

43 buying52 selling
Last quarter: 52 funds reduced or exited vs 43 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.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 25 → 15 → 20 → 14. 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 — 38% entered in last year

2% conviction (2yr+) 60% medium 38% new
Only 2 funds (2%) 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.
➡️

Steady discovery — ~14 new funds/quarter

45 → 25 → 15 → 20 → 14 new funds/Q
New funds entering each quarter: 25 → 15 → 20 → 14. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 98% of holders entered in last year

2% veterans 0% 1-2yr 98% new
Of 90 current holders: 88 (98%) entered in the past year, only 2 (2%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 59% AUM from top-100 funds

59% from top-100 AUM funds
10 of 90 holders are among the 100 largest funds by AUM, controlling 59% 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.
5.1
out of 10
Moderate Exit Risk
Exit risk score 5.1/10 — 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.

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
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CERY

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: CERY
2026 Q1 Stats Unlock in 17 days 90 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 90 87 3.45%
13F Shares 13M 16M -16.29%
Total Value $371M $444M -16.58%
New Positions 14 20 -6
Increased Positions 29 51 -22
Closed Positions 11 6 +5
Reduced Positions 41 9 +32
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CERY

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Institutional Holders (2026 Q1)

90 + investors

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

Top 25 institutional holders of CERY — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 NOVUS ADVISORS, LLC 3.11% 39,447 $1.4M
2 International Private Wealth Advisors LLC 2.37% 110,073 $3.9M
3 Cohalo Advisory LLC 2.17% 869 $31K
4 LANDMARK WEALTH MANAGEMENT, INC. 2.03% 152,561 $5.4M
5 LOCKERMAN FINANCIAL GROUP, INC. 2.01% 31,714 $1.1M
6 Aspire Private Capital, LLC 1.61% 202,721 $7.1M
7 Raleigh Capital Management Inc. 1.33% 109,527 $3.9M
8 Capital Investment Management, Inc. 0.67% 67,417 $1.9M
9 Global Financial Private Client, LLC 0.39% 34,209 $1.2M
10 Legacy Wealth Partners, LLC 0.36% 41,034 $1.4M
11 Sharkey, Howes & Javer 0.36% 74,792 $2.6M
12 WealthPoint Financial, LLC 0.27% 10,990 $314K
13 Signal Advisors Wealth, LLC 0.26% 109,311 $3.9M
14 Envestnet Portfolio Solutions, Inc. 0.23% 1,188,939 $41.9M
15 Aegis Wealth Management, Inc. 0.20% 7,145 $252K
16 Sanchez Gaunt Capital Management, LLC 0.19% 8,825 $311K
17 Outlook Wealth Advisors, LLC 0.16% 19,311 $681K
18 True Vision MN LLC 0.15% 8,046 $284K
19 IAMS WEALTH MANAGEMENT, LLC 0.13% 10,781 $380K
20 Astoria Portfolio Advisors LLC. 0.13% 16,911 $618K
21 Balboa Wealth Partners 0.12% 20,484 $722K
22 OARSMAN CAPITAL, INC. 0.11% 24,463 $862K
23 PARK AVENUE SECURITIES LLC 0.10% 353,223 $12K
24 Simplicity Wealth,LLC 0.09% 45,122 $1.6M
25 USAdvisors Wealth Management, LLC 0.07% 5,749
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 — 5 quarters in a row: For 5 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 sellers than buyers — 45% buying: Last quarter: 52 funds reduced or exited vs 43 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 CERY holders?

Elite ownership — 59% AUM from top-100 funds: 10 of 90 holders are among the 100 largest funds by AUM, controlling 59% 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 — 38% entered in last year: Only 2 funds (2%) 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.