Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Series Trust (IBND)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
4Q ▲
Buyers last Q
59%

Smart Money Signals — IBND

Based on 124 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added IBND 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
124 hedge funds hold IBND 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 — +80% more funds vs a year ago

fund count last 6Q
+55 new funds entered over the past year (+80% 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.
🟡

Slight buying edge — 59% buying

74 buying51 selling
Last quarter: 74 funds bought or added vs 51 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 — ~27 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 43 → 15 → 24 → 27. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

44% of holders stayed for 2+ years

■ 44% conviction (2yr+) ■ 24% medium ■ 31% new
55 out of 124 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 — ~27 new funds/quarter

8 → 43 → 15 → 24 → 27 new funds/Q
New funds entering each quarter: 43 → 15 → 24 → 27. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 52% veterans vs 40% newcomers

■ 52% veterans ■ 9% 1-2yr ■ 40% new
Entry-cohort mix of 124 holders: 64 (52%) are 2+ year veterans, 11 entered 1–2 years ago, and 49 (40%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 25% AUM from major funds

25% from top-100 AUM funds
15 of 124 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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.

Institutional Sentiment Summary — IBND

In 2026 Q1, 74 hedge funds were net buyers of IBND (27 opened a new position, 47 added to an existing one), while 51 reduced or exited (30 trimmed, 21 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 25% of total institutional value in IBND is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 124.

Hedge Fund Ownership: IBND

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

Market Analysis: IBND

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IBND

-- --

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

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

Signal Freshness measures how much IBND has moved relative to its sector benchmark (SPY) since the 2026 Q1 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 March 31, 2026 · 79d ago
IBND
+0.5%
SPY
+13.9%

IBND outperformed SPY by -13.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
IBND
+0.2%
SPY
+0.2%

Since the filing became public, IBND outperformed SPY by +0.0% .

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.

5 top-rated funds 2 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: IBND
124 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 124 118 5.08%
13F Shares 10M 8M 18.55%
Total Value $297M $263M 12.75%
New Positions 27 24 +3
Increased Positions 47 36 +11
Closed Positions 21 18 +3
Reduced Positions 30 35 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IBND

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Institutional Holders (2026 Q1)

124 + 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:
Top 25 IBND holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Israel Discount Bank of New York 12.47% 182,943 $5.7M
2 Lam Group, INC. 3.69% 215,900 $6.7M
3 CFG Wealth Management Services, Inc. 3.27% 111,690 $3.6M
4 Obsido Oy 3.00% 159,672 $5.0M
5 LFA - Lugano Financial Advisors SA 1.98% 125,704 $3.9M
6 Lodestar Private Asset Management LLC 1.91% 622,167 $19.3M
7 Fsa Wealth Partners, INC. 1.52% 103,191 $3.2M
8 Checchi Capital Advisers, LLC 1.11% 709,148 $22.0M
9 Leo Wealth, LLC 1.04% 462,961 $14.4M
10 Hobart Private Capital, LLC 0.85% 139,337 $4.3M
11 Idaho Trust Co 0.85% 83,941 $2.6M
12 Aspect Partners, LLC 0.84% 66,234 $2.1M
13 Leuthold Group, LLC 0.84% 254,065 $7.9M
14 Optima Capital LLC 0.67% 46,335 $1.4M
15 Hyundai Investments Co., Ltd. 0.65% 18,736 $575K
16 Farther Finance Advisors, LLC 0.51% 1,727,635 $53.8M
17 Haven Private, LLC 0.50% 37,107 $1.2M
18 Stonehaven Wealth & Tax Solutions, LLC 0.42% 15,356 $477K
19 Family CFO Inc 0.35% 25,397 $789K
20 N.E.W. Advisory Services LLC 0.32% 136,901 $4.3M
21 Odyssey Capital Advisors, Inc. 0.27% 9,569 $297K
22 Ameritas Investment Partners, Inc. 0.25% 266,013 $8.3M
23 Tempus Wealth Planning, LLC 0.24% 34,240 $1.1M
24 Wagner Wealth Management, Corp 0.23% 8,355 $260K
25 Risk Paradigm Group, LLC 0.23% 8,658 $269K
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?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added IBND 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 IBND?

Slight buying edge — 59% buying: Last quarter: 74 funds bought or added vs 51 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 IBND holders?

Strong quality — 25% AUM from major funds: 15 of 124 holders rank in the top 100 by AUM, accounting for 25% 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?

44% of holders stayed for 2+ years: 55 out of 124 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 Q1 hedge fund 13F filings?

As of today, IBND has moved +0.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (March 31, 2026), IBND has gained +0.5% vs +13.9% 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.

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