Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Series Trust (DGT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
9Q ▲
Buyers last Q
53%

Smart Money Signals — DGT

Based on 98 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 consecutive quarters, more hedge funds added DGT 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
98 hedge funds hold DGT 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 — +26% more funds vs a year ago

fund count last 6Q
+20 new funds entered over the past year (+26% 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.
🟡

Slight buying edge — 53% buying

47 buying41 selling
Last quarter: 47 funds bought or added vs 41 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 10 → 15 → 21 → 13. 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.
🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 36% medium ■ 21% new
42 out of 98 hedge funds have held DGT 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

14 → 10 → 15 → 21 → 13 new funds/Q
New funds entering each quarter: 10 → 15 → 21 → 13. A growing number of institutions are discovering DGT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 48% veterans vs 31% newcomers

■ 48% veterans ■ 21% 1-2yr ■ 31% new
Entry-cohort mix of 98 holders: 47 (48%) are 2+ year veterans, 21 entered 1–2 years ago, and 30 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
14 of 98 holders rank in the top 100 by AUM, accounting for 39% 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.

Institutional Sentiment Summary — DGT

In 2026 Q2, 47 hedge funds were net buyers of DGT (13 opened a new position, 34 added to an existing one), while 41 reduced or exited (30 trimmed, 11 sold completely) — a 53% buyer ratio, indicating a slight buying edge. This marks 9 consecutive quarters of net institutional buying — a persistent conviction signal. 39% of total institutional value in DGT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 98.

Hedge Fund Ownership: DGT

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

Market Analysis: DGT

Analyst Price Targets

Avg. Price Target
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Analyst Recommendations

Stock Performance

Real-time

Company Profile: DGT

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 1 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: DGT
97 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 97 96 1.04%
13F Shares 2M 2M 29.26%
Total Value $315M $275M 14.38%
New Positions 12 21 -9
Increased Positions 34 35 -1
Closed Positions 11 10 +1
Reduced Positions 30 19 +11
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DGT

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Institutional Holders (2026 Q2)

97 + investors

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

QUARTER:
Top 25 DGT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Members Advisory Group LLC 4.13% 80,007 $14.8M
2 Systelligence, LLC 2.45% 79,315 $14.7M
3 Fortis Advisors, LLC 2.06% 23,867 $4.4M
4 Fagan Associates, INC. 1.71% 75,104 $13.9M
5 Baltimore-Washington Financial Advisors, Inc. 0.61% 87,866 $16.2M
6 Arq Wealth Advisors, LLC 0.58% 25,173 $4.7M
7 Onyx Bridge Wealth Group LLC 0.55% 33,003 $6.1M
8 Michels Family Financial, LLC 0.40% 3,367 $622K
9 Meridian Investment Counsel INC. 0.40% 9,971 $1.8M
10 Intact Investment Management INC. 0.38% 73,266 $13.5M
11 Main Street Financial Solutions, LLC 0.38% 30,800 $5.2M
12 Arcadia Investment Advisors LLC 0.38% 4,867 $899K
13 Asset Management Group, Inc. 0.35% 12,898 $2.4M
14 HUB Investment Partners, LLC 0.28% 84,798 $15.7M
15 Roundview Capital LLC 0.19% 19,166 $3.5M
16 Silver Oak Securities, Incorporated 0.17% 15,199 $2.8M
17 BlueChip Wealth Advisors LLC 0.15% 2,104 $389K
18 Nwam LLC 0.14% 15,123 $2.8M
19 Meridian Wealth Management, LLC 0.13% 22,994 $4.2M
20 Creekside Partners 0.12% 1,762 $326K
21 Perryman Financial Advisory Inc /Ad 0.11% 4,306 $796K
22 Calton & Associates, INC. 0.09% 3,494 $646K
23 AdvisorNet Financial, Inc 0.09% 11,127 $2.1M
24 Bleakley Financial Group, LLC 0.09% 38,880 $7.2M
25 Joseph P. Lucia & Associates, LLC 0.07% 1,172 $217K
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 (DGT)

What does the Smart Money Trend signal show for DGT?

Buying streak — 9 quarters in a row: For 9 consecutive quarters, more hedge funds added DGT 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 DGT?

Slight buying edge — 53% buying: Last quarter: 47 funds bought or added vs 41 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for DGT holders?

Strong quality — 39% AUM from major funds: 14 of 98 holders rank in the top 100 by AUM, accounting for 39% 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 DGT?

43% of holders stayed for 2+ years: 42 out of 98 hedge funds have held DGT 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.

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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