Spdr Index Shs Fds (GII) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Spdr Index Shs Fds (GII) following the 2026 Q2 hedge fund 13F filings?

As of today, GII has moved -4.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.7% for the SPY sector ETF — an outperformance of -3.5%. Since the quarter end (June 30, 2026), GII gained -5.0% vs +3.3% 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.

Spdr Index Shs Fds (GII)

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

Smart Money Signals — GII

Based on 138 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q

For 7 consecutive quarters, more hedge funds added GII 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

138 hedge funds hold GII 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

+37 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 — 72% buying

88 buying35 selling

Last quarter: 88 funds were net buyers (25 opened a brand new position + 63 added to an existing one). Only 35 were sellers (25 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter

Funds opening a new GII position: 12 → 22 → 19 → 25. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 23% medium ■ 25% new

72 out of 138 hedge funds have held GII 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

17 → 12 → 22 → 19 → 25 new funds/Q

New funds entering each quarter: 12 → 22 → 19 → 25. A growing number of institutions are discovering GII each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 58% veterans vs 30% newcomers

■ 58% veterans ■ 12% 1-2yr ■ 30% new

Entry-cohort mix of 138 holders: 80 (58%) are 2+ year veterans, 17 entered 1–2 years ago, and 41 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 22% AUM from major funds

22% from top-100 AUM funds

20 of 138 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	137	123	11.38%
13F Shares	6M	5M	9.73%
Total Value	$417M	$381M	9.55%
New Positions	25	19	+6
Increased Positions	63	47	+16
Closed Positions	11	12	-1
Reduced Positions	24	31	-7
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

137

123

11.38%

13F Shares

9.73%

Total Value

$417M

$381M

9.55%

New Positions

Increased Positions

+16

Closed Positions

-1

Reduced Positions

-7

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

137 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 GII holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	TOWER TRUST & INVESTMENT Co	8.64%	188,099	$14.2M
2	Wealth Architects, LLC	3.93%	656,485	$49.7M
3	Warren Street Wealth Advisors, LLC	2.62%	155,331	$11.8M
4	Hills Bank & Trust Co	2.41%	749,512	$56.7M
5	Newport Capital Group, LLC	1.75%	41,282	$3.1M
6	Ironsides Asset Advisors, LLC	1.53%	86,166	$6.5M
7	Tableaux LLC	1.14%	35,655	$2.7M
8	Prime Buchholz LLC	0.82%	30,032	$2.3M
9	Comprehensive Money Management Services LLC	0.75%	15,683	$1.2M
10	Breakwater Investment Management	0.75%	28,941	$2.2M
11	Wharton Business Group, LLC	0.65%	254,990	$19.3M
12	Hedeker Wealth, LLC	0.51%	35,363	$2.7M
13	WealthPoint Financial, LLC	0.45%	8,211	$622K
14	Sincerus Advisory, LLC	0.39%	7,590	$575K
15	Nikulski Financial, Inc.	0.27%	16,295	$1.2M
16	Baker Avenue Asset Management, LP	0.22%	152,505	$11.5M
17	Naples Global Advisors, LLC	0.21%	44,640	$3.4M
18	Oxford Financial Group, LTD. LLC	0.21%	53,774	$4.1M
19	Consultiva Wealth Management, CORP.	0.18%	1,075	$81K
20	WMG Financial Advisors, LLC	0.16%	5,600	$424K
21	Provenance Wealth Advisors, LLC	0.12%	16,032	$1.2M
22	Ehrlich Financial Group	0.11%	2,816	$213K
23	Worth Financial Advisory Group, LLC	0.09%	2,867	$217K
24	Godfrey Financial Associates, Inc.	0.09%	1,486	$113K
25	Citizens Financial Group Inc/Ri	0.08%	88,437	$6.7M

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 Index Shs Fds (GII)

What does the Smart Money Trend signal show for GII?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added GII 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 GII?

More buyers than sellers — 72% buying: Last quarter: 88 funds were net buyers (25 opened a brand new position + 63 added to an existing one). Only 35 were sellers (25 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for GII holders?

Strong quality — 22% AUM from major funds: 20 of 138 holders rank in the top 100 by AUM, accounting for 22% 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 GII?

52% of holders stayed for 2+ years: 72 out of 138 hedge funds have held GII 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 Index Shs Fds (GII) following the 2026 Q2 hedge fund 13F filings?

As of today, GII has moved -4.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.7% for the SPY sector ETF — an outperformance of -3.5%. Since the quarter end (June 30, 2026), GII has gained -5.0% vs +3.3% 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.

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Spdr Index Shs Fds (GII)

Smart Money Signals — GII

Buying streak — 7 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +37% more funds vs a year ago

More buyers than sellers — 72% buying

More new buyers each quarter (+6 vs last Q)

52% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 58% veterans vs 30% newcomers

Strong quality — 22% AUM from major funds

Institutional Sentiment Summary — GII

Hedge Fund Ownership: GII

Market Analysis: GII

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: GII

Is It Too Late to Buy Spdr Index Shs Fds (GII) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: GII

Statistics: GII

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Spdr Index Shs Fds (GII)

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