Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SPDR SERIES TRUST (EBND)

197 + 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
↑ +12
Streak
2Q ▲
Buyers last Q
65%

Smart Money Signals — EBND

Based on 197 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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
197 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.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+9 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 65% buying

119 buying65 selling
Last quarter: 119 funds were net buyers (34 opened a brand new position + 85 added to an existing one). Only 65 were sellers (43 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~34 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 26 → 25 → 37 → 34. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 25% medium ■ 24% new
100 out of 197 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

40 → 26 → 25 → 37 → 34 new funds/Q
New funds entering each quarter: 26 → 25 → 37 → 34. A growing number of institutions are discovering EBND each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 56% of holders stayed 2+ years

■ 56% veterans ■ 13% 1-2yr ■ 30% new
Of 197 current holders: 111 (56%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
18 of 197 holders are among the 100 largest funds by AUM, controlling 49% 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.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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.

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

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

No strong consensus or elite conviction detected among institutional holders.

15 top-rated funds 3 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: EBND
2026 Q1 Stats Unlock in 22 days 197 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 197 185 6.49%
13F Shares 89M 86M 3.39%
Total Value $1.90B $1.84B 3.24%
New Positions 34 37 -3
Increased Positions 85 69 +16
Closed Positions 22 16 +6
Reduced Positions 43 49 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EBND

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

197 + investors

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

Top 25 institutional holders of EBND — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Hamrick Investment Counsel, llc 6.12% 385,266 $8.2M
2 rebel Financial LLC 2.11% 235,679 $4.9M
3 City State Bank 1.15% 215,546 $4.4M
4 NOVUS ADVISORS, LLC 0.96% 20,803 $429K
5 Aspire Private Capital, LLC 0.69% 148,429 $3.1M
6 LOCKERMAN FINANCIAL GROUP, INC. 0.52% 14,066 $290K
7 LANDMARK WEALTH MANAGEMENT, INC. 0.46% 58,707 $1.2M
8 Capital Investment Management, Inc. 0.41% 54,370 $1.2M
9 SAX WEALTH ADVISORS, LLC 0.36% 347,657 $7.4M
10 PCB Capital LLC 0.35% 10,267 $219K
11 Upper Left Wealth Management, LLC 0.34% 28,028 $578K
12 WealthPoint Financial, LLC 0.30% 16,265 $348K
13 McNamara Financial Services, Inc. 0.19% 48,008 $991K
14 RAINEY & RANDALL WEALTH ADVISORS INC. 0.17% 50,300 $1.0M
15 First Citizens Asset Management, Inc. 0.10% 14,265 $294K
16 VICUS CAPITAL 0.10% 62,691 $1.3M
17 Sharkey, Howes & Javer 0.09% 34,035 $702K
18 Legacy Wealth Partners, LLC 0.08% 14,938 $308K
19 Signal Advisors Wealth, LLC 0.05% 36,149 $746K
20 Kelly Financial Services LLC 0.05% 9,853 $203K
21 Prospera Financial Services Inc 0.04% 122,653 $2.5M
22 Balboa Wealth Partners 0.04% 11,259 $232K
23 KWB Wealth 0.03% 16,532 $353K
24 JAMES INVESTMENT RESEARCH, INC. 0.03% 14,994 $309K
25 Perigon Wealth Management, LLC 0.03% 84,568 $1.7M
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 — 2 quarters in a row: For 2 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 — 65% buying: Last quarter: 119 funds were net buyers (34 opened a brand new position + 85 added to an existing one). Only 65 were sellers (43 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EBND holders?

Elite ownership — 49% AUM from top-100 funds: 18 of 197 holders are among the 100 largest funds by AUM, controlling 49% 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?

51% of holders stayed for 2+ years: 100 out of 197 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.