Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Series Trust (FLRN)

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

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +17
Streak
3Q ▲
Buyers last Q
56%

Smart Money Signals — FLRN

Based on 367 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added FLRN 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
367 hedge funds hold FLRN 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 — +10% more funds vs a year ago

fund count last 6Q
+33 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

189 buying150 selling
Last quarter: 189 funds bought or added vs 150 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.
➡️

Steady new buyers — ~48 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 31 → 59 → 49 → 48. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 19% medium ■ 18% new
232 out of 367 hedge funds have held FLRN 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.
➡️

Steady discovery — ~48 new funds/quarter

37 → 31 → 59 → 49 → 48 new funds/Q
New funds entering each quarter: 31 → 59 → 49 → 48. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 66% veterans vs 20% newcomers

■ 66% veterans ■ 14% 1-2yr ■ 20% new
Entry-cohort mix of 367 holders: 244 (66%) are 2+ year veterans, 50 entered 1–2 years ago, and 73 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
22 of 367 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — FLRN

In 2026 Q2, 189 hedge funds were net buyers of FLRN (48 opened a new position, 141 added to an existing one), while 150 reduced or exited (119 trimmed, 31 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 33% of total institutional value in FLRN is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +17 funds (more new holders than closures). Total institutional holders: 367.

Hedge Fund Ownership: FLRN

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

Market Analysis: FLRN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FLRN

-- --

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

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

Signal Freshness measures how much FLRN has moved relative to its sector benchmark (SPY) since the 2026 Q2 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 June 30, 2026 · 89d ago
FLRN
-0.1%
SPY
+5.8%

FLRN outperformed SPY by -5.9% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 44d ago
FLRN
+0.5%
SPY
+1.6%

Since the filing became public, FLRN outperformed SPY by -1.1% .

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.

9 top-rated funds 8 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: FLRN
364 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 364 350 4.0%
13F Shares 63M 57M 10.87%
Total Value $1.91B $1.73B 10.48%
New Positions 47 49 -2
Increased Positions 141 118 +23
Closed Positions 33 39 -6
Reduced Positions 118 119 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FLRN

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)

364 + investors

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

QUARTER:
Top 25 FLRN holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Capital Advisory Group Advisory Services, LLC 100.00% 9,900 $305K
2 Curbstone Financial Management Corp 6.86% 1,304,506 $40.2M
3 Ameliora Wealth Management Ltd. 6.80% 742,057 $22.9M
4 Aspetuck Financial Management LLC 5.77% 317,768 $9.8M
5 Mfa Wealth Advisors, LLC 4.89% 930,045 $28.7M
6 Providence First Trust Co 4.55% 527,836 $16.3M
7 WESCAP Management Group, Inc. 4.55% 790,575 $24.4M
8 Cannon Advisors, Inc. 4.40% 234,795 $7.2M
9 Cornerstone Management, Inc. 3.87% 872,431 $26.9M
10 Milestone Asset Management, LLC 3.86% 796,500 $24.6M
11 Whitcomb & Hess, Inc. 3.51% 526,422 $16.2M
12 Viaable, LLC 3.43% 133,961 $4.1M
13 RiverGlades Family Offices LLC 3.21% 226,620 $7.0M
14 Alliance Wealth Management Group 3.08% 512,832 $15.8M
15 Tandem Investment Partners LLC 2.62% 110,235 $3.4M
16 Generation Capital Management LLC 2.51% 132,333 $4.1M
17 Portland Financial Advisors Inc 2.43% 43,084 $1.3M
18 Gilpin Wealth Management, LLC 2.35% 110,357 $3.4M
19 Towercrest Capital Management 2.33% 541,503 $16.7M
20 Cherry Tree Wealth Management, LLC 2.19% 378,098 $11.7M
21 Mosley Wealth Management 1.98% 201,798 $6.2M
22 Buska Wealth Management, LLC 1.89% 169,860 $5.2M
23 Gould Capital, LLC 1.81% 105,223 $3.2M
24 Heritage Oak Wealth Advisors LLC 1.66% 182,826 $5.6M
25 Ridgewood Investments LLC 1.60% 138,864 $4.3M
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 (FLRN)

What does the Smart Money Trend signal show for FLRN?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added FLRN 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 FLRN?

Slight buying edge — 56% buying: Last quarter: 189 funds bought or added vs 150 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 FLRN holders?

Strong quality — 33% AUM from major funds: 22 of 367 holders rank in the top 100 by AUM, accounting for 33% 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 FLRN?

63% of holders stayed for 2+ years: 232 out of 367 hedge funds have held FLRN 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.

Is it too late to buy Spdr Series Trust (FLRN) following the 2026 Q2 hedge fund 13F filings?

As of today, FLRN has moved +0.5% since the 2026 Q2 13F filing date (August 14, 2026), compared to +1.6% for the SPY sector ETF — an outperformance of -1.1%. Since the quarter end (June 30, 2026), FLRN has gained -0.1% vs +5.8% 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.

Full history →