Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Series Trust (CERY)

123 + 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
↑ +27
Streak
6Q ▲
Buyers last Q
82%

Smart Money Signals — CERY

Based on 124 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 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
124 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 — +88% more funds vs a year ago

fund count last 6Q
+58 new funds entered over the past year (+88% 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 — 82% buying

103 buying22 selling
Last quarter: 103 funds were net buyers (35 opened a brand new position + 68 added to an existing one). Only 22 were sellers (14 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+18 vs last Q)

new funds entering per quarter
Funds opening a new CERY position: 16 → 22 → 17 → 35. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 47% entered in last year

1% conviction (2yr+) 52% medium 47% 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.
💰

Value +62% but shares only +35% — price-driven

Value
+61%
Shares
+35%
Last quarter: the total dollar value of institutional holdings rose +62%, but actual share count only changed +35%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

26 → 16 → 22 → 17 → 35 new funds/Q
New funds entering each quarter: 16 → 22 → 17 → 35. A growing number of institutions are discovering CERY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 67% of holders entered in last year

1% veterans 32% 1-2yr 67% new
Of 125 current holders: 84 (67%) entered in the past year, only 1 (1%) 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
12 of 124 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.
5.0
out of 10
Moderate Exit Risk
Exit risk score 5.0/10 — 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 Q1, 103 hedge funds were net buyers of CERY (35 opened a new position, 68 added to an existing one), while 22 reduced or exited (14 trimmed, 8 sold completely) — a 82% buyer ratio, indicating clear institutional accumulation. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. 59% of total institutional value in CERY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +27 funds (more new holders than closures). Total institutional holders: 124.

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

-- --

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

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

Signal Freshness measures how much CERY has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 80d ago
CERY
nan%
SPY
+13.9%

CERY outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
CERY
nan%
SPY
+0.2%

Since the filing became public, CERY outperformed SPY by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 3 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: CERY
123 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 123 97 26.8%
13F Shares 18M 13M 34.9%
Total Value $599M $372M 61.33%
New Positions 34 17 +17
Increased Positions 68 30 +38
Closed Positions 8 11 -3
Reduced Positions 14 44 -30
Total Calls 1 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CERY

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Financial Highlights

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Institutional Holders (2026 Q1)

123 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Continuum Wealth Advisors, LLC 5.02% 343,353 $12.1M
2 Novus Advisors, LLC 3.11% 39,447 $1.4M
3 International Private Wealth Advisors LLC 2.37% 110,073 $3.9M
4 Cohalo Advisory LLC 2.17% 869 $31K
5 Landmark Wealth Management, INC. 2.03% 152,561 $5.4M
6 Lockerman Financial Group, INC. 2.01% 31,714 $1.1M
7 Aspire Private Capital, LLC 1.61% 202,721 $7.1M
8 Raleigh Capital Management Inc. 1.33% 109,527 $3.9M
9 Midwest Financial Network, LLC 0.94% 33,506 $1.2M
10 Cambria Investment Management, L.P. 0.90% 458,575 $16.2M
11 Capital Investment Management, Inc. 0.67% 67,417 $1.9M
12 Richardson Financial Services INC. 0.61% 27,734 $977K
13 Valtinson Bruner Financial Planning LLC 0.59% 60,745 $2.1M
14 Private Advisory Group LLC 0.41% 178,406 $6.3M
15 Global Financial Private Client, LLC 0.39% 34,209 $1.2M
16 Legacy Wealth Partners, LLC 0.36% 41,034 $1.4M
17 Sharkey, Howes & Javer 0.36% 74,792 $2.6M
18 Leo Wealth, LLC 0.33% 127,061 $4.5M
19 WealthPoint Financial, LLC 0.27% 10,990 $314K
20 Signal Advisors Wealth, LLC 0.26% 109,311 $3.9M
21 Envestnet Portfolio Solutions, Inc. 0.23% 1,188,939 $41.9M
22 Fsb Premier Wealth Management, INC. 0.22% 19,751 $696K
23 Aegis Wealth Management, Inc. 0.20% 7,145 $252K
24 Sanchez Gaunt Capital Management, LLC 0.19% 8,825 $311K
25 Balefire, LLC 0.18% 27,178 $958K
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 — 6 quarters in a row: For 6 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 — 82% buying: Last quarter: 103 funds were net buyers (35 opened a brand new position + 68 added to an existing one). Only 22 were sellers (14 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CERY holders?

Elite ownership — 59% AUM from top-100 funds: 12 of 124 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 — 47% 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.

Is it too late to buy Spdr Series Trust (CERY) following the 2026 Q1 hedge fund 13F filings?

As of today, CERY has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), CERY has gained nan% vs +13.9% 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.

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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