Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Series Trust (KBE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -10
Streak
1Q ▼
Buyers last Q
51%

Smart Money Signals — KBE

Based on 255 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 KBE 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 (96% of max)

96% of all-time peak
255 hedge funds hold KBE 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
+12 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 — 51% buying

119 buying114 selling
Last quarter: 119 funds bought or added vs 114 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 (-17 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 51 → 34 → 47 → 30. 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.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 18% medium ■ 16% new
167 out of 255 hedge funds have held KBE 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 — ~30 new funds/quarter

40 → 51 → 34 → 47 → 30 new funds/Q
New funds entering each quarter: 51 → 34 → 47 → 30. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 71% of holders stayed 2+ years

■ 71% veterans ■ 9% 1-2yr ■ 20% new
Of 273 current holders: 195 (71%) 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 — 75% AUM from top-100 funds

75% from top-100 AUM funds
28 of 255 holders are among the 100 largest funds by AUM, controlling 75% of total institutional value in KBE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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 — KBE

In 2026 Q1, 119 hedge funds were net buyers of KBE (30 opened a new position, 89 added to an existing one), while 114 reduced or exited (74 trimmed, 40 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 75% of total institutional value in KBE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -10 funds (more exits than new entries). Total institutional holders: 255.

Hedge Fund Ownership: KBE

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

Market Analysis: KBE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: KBE

-- --

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

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

Signal Freshness measures how much KBE 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 · 78d ago
KBE
+11.6%
SPY
+15.9%

KBE outperformed SPY by -4.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
KBE
+7.8%
SPY
+2.0%

Since the filing became public, KBE outperformed SPY by +5.8% .

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.

11 top-rated funds 1 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: KBE
254 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 254 265 -4.15%
13F Shares 35M 26M 32.71%
Total Value $2.05B $1.59B 28.63%
New Positions 30 47 -17
Increased Positions 84 72 +12
Closed Positions 41 32 +9
Reduced Positions 69 74 -5
Total Calls 8 10 -20.0%
Total Puts 13 15 -13.33%
PUT/CALL Ratio 1.62 1.5 Bearish

Statistics: KBE

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

254 + investors

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

QUARTER:
Top 25 KBE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Castlekeep Investment Advisors LLC 6.77% 209,483 $12.5M
2 Sage Advisory Services, Ltd.Co. 3.99% 122,355 $7.3M
3 MRA Advisory Group 2.61% 107,400 $6.4M
4 Credit Industriel Et Commercial 1.39% 300,000 $17.9M
5 Wharton Business Group, LLC 1.21% 537,846 $32.0M
6 ProVise Management Group, LLC 0.95% 221,474 $13.2M
7 Stirlingshire Investments, Inc. 0.68% 13,080 $779K
8 LOM Asset Management Ltd 0.57% 33,250 $2.0M
9 Value Investment Professionals, LLC 0.52% 11,433 $459K
10 RCW Management, LLC 0.45% 7,429 $442K
11 Objective Capital Management, LLC 0.44% 7,304 $435K
12 Credit Industriel Et Commercial 0.40% 87,134 $5.2M
13 Evolution Wealth Advisors, LLC 0.32% 53,022 $3.2M
14 Trans-Canada Capital Inc. 0.30% 70,000 $4.2M
15 Total Wealth Planning & Management, Inc. 0.28% 6,349 $378K
16 Madison Asset Management, LLC 0.25% 335,931 $20.0M
17 Hanover Advisors Inc 0.24% 10,009 $596K
18 Cedarwood Wealth LLC 0.24% 3,924 $234K
19 South Shore Capital Advisors 0.23% 5,174 $308K
20 Fairfield, Bush & CO. 0.22% 6,722 $400K
21 Vectors Research Management, LLC 0.20% 11,490 $684K
22 Bank of Montreal /Can/ 0.18% 8,001,300 $476.5M
23 Sage Capital Management, LLC 0.18% 6,300 $375K
24 Symphony Financial Services, Inc. 0.17% 5,604 $334K
25 Bluefin Capital Management, LLC 0.17% 11,200 $680K
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 (KBE)

What does the Smart Money Trend signal show for KBE?

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

Slight buying edge — 51% buying: Last quarter: 119 funds bought or added vs 114 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 KBE holders?

Elite ownership — 75% AUM from top-100 funds: 28 of 255 holders are among the 100 largest funds by AUM, controlling 75% of total institutional value in KBE. 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 KBE?

65% of holders stayed for 2+ years: 167 out of 255 hedge funds have held KBE 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 (KBE) following the 2026 Q1 hedge fund 13F filings?

As of today, KBE has moved +7.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +5.8%. Since the quarter end (March 31, 2026), KBE has gained +11.6% vs +15.9% 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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