Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Series Trust (JNK)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -5
Streak
1Q ▼
Buyers last Q
51%

Smart Money Signals — JNK

Based on 550 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their JNK positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
550 hedge funds hold JNK 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding JNK is almost the same as a year ago (+12 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 51% buying

272 buying259 selling
Last quarter: 272 funds bought or added vs 259 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.
⚠️

Fewer new buyers each quarter (-14 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 83 → 49 → 87 → 73. 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.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 21% medium ■ 16% new
345 out of 550 hedge funds have held JNK 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

61 → 83 → 49 → 87 → 73 new funds/Q
New funds entering each quarter: 83 → 49 → 87 → 73. A growing number of institutions are discovering JNK each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 66% veterans vs 21% newcomers

■ 66% veterans ■ 14% 1-2yr ■ 21% new
Entry-cohort mix of 552 holders: 363 (66%) are 2+ year veterans, 75 entered 1–2 years ago, and 114 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds
36 of 548 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in JNK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 — JNK

In 2026 Q1, 272 hedge funds were net buyers of JNK (73 opened a new position, 199 added to an existing one), while 259 reduced or exited (181 trimmed, 78 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 55% of total institutional value in JNK is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 550.

Hedge Fund Ownership: JNK

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

Market Analysis: JNK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JNK

-- --

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

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

Signal Freshness measures how much JNK 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 · 74d ago
JNK
+0.6%
SPY
+14.1%

JNK outperformed SPY by -13.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 29d ago
JNK
+1.1%
SPY
+0.3%

Since the filing became public, JNK outperformed SPY by +0.8% .

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.

21 top-rated funds 12 high-conviction
Consensus
5.8
/ 10
breadth
×
Elite
4.7
/ 10
conviction
Hedge Fund Positioning: JNK
548 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 548 555 -1.26%
13F Shares 75M 70M 5.96%
Total Value $6.68B $6.79B -1.62%
New Positions 72 87 -15
Increased Positions 199 185 +14
Closed Positions 79 67 +12
Reduced Positions 179 187 -8
Total Calls 1 2 -50.0%
Total Puts 3 4 -25.0%
PUT/CALL Ratio 3.0 2.0 Bearish

Statistics: JNK

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 Q1)

548 + investors

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

QUARTER:
Top 25 JNK holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Aristotle Pacific Capital, LLC 18.29% 235,000 $22.5M
2 CNO Financial Group, Inc. 14.22% 259,200 $24.8M
3 American Family Investments, Inc. 8.97% 3,565,000 $341.2M
4 Navigation Wealth Management, Inc. 7.66% 22,190 $2.1M
5 Up Capital Management, Inc. 7.24% 67,387 $6.5M
6 Somnio Financial Group, LLC 6.43% 102,175 $9.8M
7 Japan Science & Technology Agency 5.77% 2,900,000 $277.6M
8 Transmarket Holdings LP 5.27% 74,230 $7.2M
9 Silverleafe Capital Partners, LLC 4.78% 169,193 $16.2M
10 Virtus Fixed Income Advisers, LLC 4.77% 61,012 $5.8M
11 Jessup Wealth Management, Inc 4.71% 134,783 $12.9M
12 Altura Wealth Advisors Inc. 4.65% 111,333 $10.7M
13 Idaho Trust Co 4.15% 133,442 $12.8M
14 Hibernia Wealth Partners, LLC 3.76% 132,824 $12.7M
15 Strategic Investment Management, LLC 3.19% 79,820 $7.6M
16 Brindle & Bay Financial Advisors, LLC 2.84% 48,308 $4.6M
17 Meeder Asset Management Inc 2.83% 516,867 $49.5M
18 Park Square Financial Group, LLC 2.72% 3,749 $359K
19 Graetz Wealth LLC 2.56% 29,987 $2.9M
20 BLB&B Advisors, LLC 2.31% 584,549 $56.0M
21 Counterpoint Mutual Funds LLC 2.30% 160,061 $15.3M
22 Capital CS Group, LLC 2.24% 11,384 $1.1M
23 Clark Capital Management Group, Inc. 2.20% 3,730,215 $357.1M
24 LightSquare Wealth Management, LLC 1.92% 26,767 $2.6M
25 Global Trust Wealth Management LLC 1.87% 25,820 $2.5M
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 (JNK)

What does the Smart Money Trend signal show for JNK?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their JNK 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 JNK?

Slight buying edge — 51% buying: Last quarter: 272 funds bought or added vs 259 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 JNK holders?

Elite ownership — 55% AUM from top-100 funds: 36 of 548 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in JNK. 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 JNK?

63% of holders stayed for 2+ years: 345 out of 550 hedge funds have held JNK 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 (JNK) following the 2026 Q1 hedge fund 13F filings?

As of today, JNK has moved +1.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +0.8%. Since the quarter end (March 31, 2026), JNK has gained +0.6% vs +14.1% 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 →