Spdr Series Trust (IBND) Hedge Fund Ownership (Q2 2026)

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

As of today, IBND has moved -1.7% since the 2026 Q2 13F filing date (August 14, 2026), compared to -2.4% for the SPY sector ETF — an outperformance of +0.7%. Since the quarter end (June 30, 2026), IBND gained -2.1% vs +1.4% 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 Series Trust (IBND)

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

Smart Money Signals — IBND

Based on 116 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their IBND positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

📊

High ownership — 94% of 3.0Y peak

94% of all-time peak

116 funds currently hold this stock — 94% of the 3.0-year high of 124 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q

+8 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟠

More sellers than buyers — 46% buying

56 buying65 selling

Last quarter: 65 funds reduced or exited vs 56 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 15 → 25 → 27 → 17. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 19% medium ■ 31% new

58 out of 116 hedge funds have held IBND 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 — ~17 new funds/quarter

44 → 15 → 25 → 27 → 17 new funds/Q

New funds entering each quarter: 15 → 25 → 27 → 17. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 59% veterans vs 34% newcomers

■ 59% veterans ■ 8% 1-2yr ■ 34% new

Entry-cohort mix of 116 holders: 68 (59%) are 2+ year veterans, 9 entered 1–2 years ago, and 39 (34%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 23% AUM from major funds

23% from top-100 AUM funds

15 of 116 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	115	124	-7.26%
13F Shares	8M	10M	-13.34%
Total Value	$258M	$297M	-13.03%
New Positions	16	27	-11
Increased Positions	39	47	-8
Closed Positions	25	22	+3
Reduced Positions	40	30	+10
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

115

124

-7.26%

13F Shares

10M

-13.34%

Total Value

$258M

$297M

-13.03%

New Positions

-11

Increased Positions

-8

Closed Positions

Reduced Positions

+10

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

115 + investors

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

QUARTER:

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

Top 25 IBND holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Israel Discount Bank of New York	11.86%	205,477	$6.4M
2	CFG Wealth Management Services, Inc.	3.37%	116,282	$3.6M
3	Lam Group, INC.	3.30%	213,150	$6.6M
4	Obsido Oy	2.88%	172,843	$5.4M
5	Lodestar Private Asset Management LLC	1.81%	671,979	$21.0M
6	Checchi Capital Advisers, LLC	1.00%	709,863	$22.1M
7	Fsa Wealth Partners, INC.	0.98%	125,939	$3.9M
8	Aspect Partners, LLC	0.95%	81,769	$2.5M
9	Idaho Trust Co	0.82%	90,052	$2.8M
10	Hyundai Investments Co., Ltd.	0.70%	20,684	$646K
11	Farther Finance Advisors, LLC	0.50%	2,051,921	$64.0M
12	Optima Capital LLC	0.45%	36,447	$1.1M
13	Haven Private, LLC	0.42%	35,087	$1.1M
14	Family CFO Inc	0.30%	24,982	$779K
15	N.E.W. Advisory Services LLC	0.30%	143,210	$4.5M
16	Wagner Wealth Management, Corp	0.26%	10,208	$318K
17	Odyssey Capital Advisors, Inc.	0.25%	11,334	$353K
18	Ameritas Investment Partners, Inc.	0.24%	282,960	$8.8M
19	Tucker Asset Management LLC	0.22%	23,906	$743K
20	Insight Advisors, LLC/ PA	0.22%	39,838	$1.2M
21	Tempus Wealth Planning, LLC	0.22%	35,340	$1.1M
22	Risk Paradigm Group, LLC	0.21%	8,549	$267K
23	Headinvest, LLC	0.19%	33,425	$1.0M
24	Tru Independence Asset Management 2, LLC	0.15%	8,967	$280K
25	Omega Financial Group, LLC	0.15%	15,605	$487K

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 (IBND)

What does the Smart Money Trend signal show for IBND?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their IBND positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for IBND?

More sellers than buyers — 46% buying: Last quarter: 65 funds reduced or exited vs 56 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for IBND holders?

Strong quality — 23% AUM from major funds: 15 of 116 holders rank in the top 100 by AUM, accounting for 23% 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 IBND?

50% of holders stayed for 2+ years: 58 out of 116 hedge funds have held IBND 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 (IBND) following the 2026 Q2 hedge fund 13F filings?

As of today, IBND has moved -1.7% since the 2026 Q2 13F filing date (August 14, 2026), compared to -2.4% for the SPY sector ETF — an outperformance of +0.7%. Since the quarter end (June 30, 2026), IBND has gained -2.1% vs +1.4% 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 Series Trust (IBND)

Smart Money Signals — IBND

Selling streak — 1 quarter in a row

High ownership — 94% of 3.0Y peak

Steady growth — +7% more funds vs a year ago

More sellers than buyers — 46% buying

Fewer new buyers each quarter (-10 vs last Q)

50% of holders stayed for 2+ years

Steady discovery — ~17 new funds/quarter

Veteran-anchored — 59% veterans vs 34% newcomers

Strong quality — 23% AUM from major funds

Institutional Sentiment Summary — IBND

Hedge Fund Ownership: IBND

Market Analysis: IBND

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IBND

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

Hedge Fund Positioning: IBND

Statistics: IBND

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Spdr Series Trust (IBND)

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