Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Series Trust (EBND)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
4Q ▲
Buyers last Q
60%

Smart Money Signals — EBND

Based on 243 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added EBND 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
243 hedge funds hold EBND 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 — +37% more funds vs a year ago

fund count last 6Q
+66 new funds entered over the past year (+37% 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 — 60% buying

141 buying95 selling
Last quarter: 141 funds were net buyers (43 opened a brand new position + 98 added to an existing one). Only 95 were sellers (62 trimmed + 33 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~43 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 39 → 35 → 48 → 43. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 26% medium ■ 25% new
120 out of 243 hedge funds have held EBND 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

28 → 39 → 35 → 48 → 43 new funds/Q
New funds entering each quarter: 39 → 35 → 48 → 43. A growing number of institutions are discovering EBND each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 58% veterans vs 28% newcomers

■ 58% veterans ■ 14% 1-2yr ■ 28% new
Entry-cohort mix of 243 holders: 140 (58%) are 2+ year veterans, 34 entered 1–2 years ago, and 69 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
26 of 242 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in EBND. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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.

Institutional Sentiment Summary — EBND

In 2026 Q2, 141 hedge funds were net buyers of EBND (43 opened a new position, 98 added to an existing one), while 95 reduced or exited (62 trimmed, 33 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 46% of total institutional value in EBND is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 243.

Hedge Fund Ownership: EBND

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

Market Analysis: EBND

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EBND

-- --

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.

6 top-rated funds 2 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: EBND
241 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 241 233 3.43%
13F Shares 93M 94M -1.67%
Total Value $1.93B $1.94B -0.55%
New Positions 43 48 -5
Increased Positions 97 93 +4
Closed Positions 34 24 +10
Reduced Positions 62 46 +16
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EBND

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

241 + investors

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

QUARTER:
Top 25 EBND holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Hamrick Investment Counsel, llc 6.40% 461,539 $9.7M
2 Avos Capital Management, LLC 3.47% 399,715 $8.4M
3 Genesis Wealth Advisors, LLC 2.65% 211,659 $4.4M
4 Empower Advisory Group, LLC 1.49% 29,889,679 $625.3M
5 Hibernia Wealth Partners, LLC 1.19% 105,435 $2.2M
6 SeaBridge Investment Advisors LLC 1.19% 393,524 $8.2M
7 City State Bank 1.06% 221,052 $4.6M
8 Novus Advisors, LLC 0.95% 21,849 $457K
9 Aspire Private Capital, LLC 0.68% 156,574 $3.3M
10 Breakwater Investment Management 0.60% 84,220 $1.8M
11 Lockerman Financial Group, INC. 0.56% 17,410 $364K
12 Ci Investments INC. 0.55% 8,236,130 $172.3M
13 Treasure Coast Financial Planning 0.55% 53,569 $1.1M
14 Valtinson Bruner Financial Planning LLC 0.54% 102,080 $2.1M
15 Landmark Wealth Management, INC. 0.44% 63,697 $1.3M
16 Raleigh Capital Management Inc. 0.43% 64,356 $1.3M
17 Stonehaven Wealth & Tax Solutions, LLC 0.41% 24,764 $518K
18 Pension & Wealth Management Advisors, INC. 0.41% 23,531 $484K
19 Upper Left Wealth Management, LLC 0.41% 35,106 $734K
20 NewSquare Capital LLC 0.39% 254,050 $5.3M
21 Capital Investment Management, Inc. 0.38% 59,746 $1.2M
22 WealthPoint Financial, LLC 0.36% 23,453 $491K
23 PCB Capital LLC 0.32% 12,679 $265K
24 Sax Wealth Advisors, LLC 0.31% 370,565 $7.6M
25 Wagner Wealth Management, Corp 0.31% 18,095 $379K
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 (EBND)

What does the Smart Money Trend signal show for EBND?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added EBND 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 EBND?

More buyers than sellers — 60% buying: Last quarter: 141 funds were net buyers (43 opened a brand new position + 98 added to an existing one). Only 95 were sellers (62 trimmed + 33 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EBND holders?

Elite ownership — 46% AUM from top-100 funds: 26 of 242 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in EBND. 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 EBND?

49% of holders stayed for 2+ years: 120 out of 243 hedge funds have held EBND 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.

Full history →