SPDR SERIES TRUST (HYMB): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

SPDR SERIES TRUST (HYMB)

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

Smart Money Signals — HYMB

Based on 386 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added HYMB 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

386 hedge funds hold HYMB 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

+20 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.

🟡

Slight buying edge — 55% buying

199 buying163 selling

Last quarter: 199 funds bought or added vs 163 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.

📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter

Funds opening a new HYMB position: 38 → 46 → 39 → 51. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 23% medium ■ 20% new

220 out of 386 hedge funds have held HYMB 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 — ~51 new funds/quarter

50 → 38 → 46 → 39 → 51 new funds/Q

New funds entering each quarter: 38 → 46 → 39 → 51. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Deep conviction — 58% of holders stayed 2+ years

■ 58% veterans ■ 16% 1-2yr ■ 26% new

Of 387 current holders: 226 (58%) 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 — 41% AUM from top-100 funds

41% from top-100 AUM funds

18 of 386 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in HYMB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.6

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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	387	363	6.61%
13F Shares	84M	80M	5.4%
Total Value	$2.10B	$1.99B	5.55%
New Positions	51	39	+12
Increased Positions	149	156	-7
Closed Positions	27	41	-14
Reduced Positions	136	122	+14
Total Calls	1	1	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

387

363

6.61%

13F Shares

84M

80M

5.4%

Total Value

$2.10B

$1.99B

5.55%

New Positions

+12

Increased Positions

149

156

-7

Closed Positions

-14

Reduced Positions

136

122

+14

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

387 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 25 institutional holders of HYMB — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Revolve Wealth Partners, LLC	3.51%	1,088,948	$27.0M
2	QP WEALTH MANAGEMENT, LLC	2.79%	65,584	$1.6M
3	Erickson Financial Group, LLC	2.74%	176,617	$4.4M
4	CABANA LLC	2.51%	12,914	$320K
5	Brady Martz Wealth Solutions, LLC	1.71%	405,317	$10.1M
6	Parkside Investments, LLC	1.60%	529,675	$13.1M
7	Austin Wealth Management, LLC	1.44%	254,493	$6.3M
8	APS Management Group, Inc.	1.35%	63,714	$1.6M
9	Melone Private Wealth, LLC	1.35%	133,072	$3.3M
10	CAPITAL INSIGHT PARTNERS, LLC	1.31%	247,535	$6.2M
11	Artesa Financial Group, LLC	1.29%	54,371	$1.3M
12	High Net Worth Advisory Group LLC	1.08%	186,892	$4.6M
13	Syntegra Private Wealth Group, LLC	0.85%	360,120	$8.9M
14	Chemistry Wealth Management LLC	0.84%	192,201	$4.8M
15	Friday Financial	0.77%	90,138	$2.2M
16	Signature Wealth Management Partners, LLC	0.73%	58,576	$1.5M
17	WEALTH MANAGEMENT RESOURCES, INC.	0.71%	82,345	$2.0M
18	Prentice Wealth Management LLC	0.70%	125,024	$3.1M
19	Heartwood Wealth Advisors LLC	0.70%	321,392	$8.0M
20	Traveka Wealth, LLC	0.64%	68,076	$1.7M
21	K2 Financial Inc.	0.63%	34,438	$867K
22	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.61%	1,673,925	$41.5M
23	Oakwell Private Wealth Management, LLC	0.52%	116,884	$2.9M
24	RAINIER FAMILY WEALTH INC	0.51%	30,375	$753K
25	ACT Advisors, LLC.	0.47%	44,872	$1.1M

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 (HYMB)

What does the Smart Money Trend signal show for HYMB?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added HYMB 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 HYMB?

Slight buying edge — 55% buying: Last quarter: 199 funds bought or added vs 163 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 HYMB holders?

Elite ownership — 41% AUM from top-100 funds: 18 of 386 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in HYMB. 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 HYMB?

57% of holders stayed for 2+ years: 220 out of 386 hedge funds have held HYMB 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.

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SPDR SERIES TRUST (HYMB)

Smart Money Signals — HYMB

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

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

Slight buying edge — 55% buying

More new buyers each quarter (+12 vs last Q)

57% of holders stayed for 2+ years

Steady discovery — ~51 new funds/quarter

Deep conviction — 58% of holders stayed 2+ years

Elite ownership — 41% AUM from top-100 funds

Hedge Fund Ownership: HYMB

Market Analysis: HYMB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: HYMB

Hedge Fund Positioning: HYMB

Statistics: HYMB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — SPDR SERIES TRUST (HYMB)

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