Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SPDR SERIES TRUST (KIE)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +13
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — KIE

Based on 140 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 KIE 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.
📊

High ownership — 80% of 3.0Y peak

80% of all-time peak
140 funds currently hold this stock — 80% of the 3.0-year high of 174 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 12% fewer funds vs a year ago

fund count last 6Q
19 fewer hedge funds hold KIE compared to a year ago (-12% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 54% buying

73 buying61 selling
Last quarter: 73 funds bought or added vs 61 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 (+23 vs last Q)

new funds entering per quarter
Funds opening a new KIE position: 45 → 23 → 11 → 34. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

52% of holders stayed for 2+ years

52% conviction (2yr+) 33% medium 15% new
73 out of 140 hedge funds have held KIE 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.
📊

Peak discovery — momentum slowing

45 → 45 → 23 → 11 → 34 new funds/Q
New funds entering each quarter: 45 → 23 → 11 → 34. KIE is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 61% of holders stayed 2+ years

61% veterans 15% 1-2yr 24% new
Of 146 current holders: 89 (61%) 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 — 56% AUM from top-100 funds

56% from top-100 AUM funds
20 of 140 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in KIE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.4
out of 10
Low Exit Risk
Exit risk score 2.4/10 — 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.

Hedge Fund Ownership: KIE

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

Market Analysis: KIE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: KIE

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 1 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: KIE
2026 Q1 Stats Unlock in 15 days 146 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 146 132 10.61%
13F Shares 10M 10M -1.65%
Total Value $606M $608M -0.3%
New Positions 37 11 +26
Increased Positions 47 41 +6
Closed Positions 21 45 -24
Reduced Positions 43 55 -12
Total Calls 2 2 -
Total Puts 7 4 75.0%
PUT/CALL Ratio 3.5 2.0 Bearish

Statistics: KIE

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Valuation Measures Data as of: --

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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) --
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Revenue (ttm) --
Net Income Avi to Common (ttm) --
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Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

146 + investors

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

Top 25 institutional holders of KIE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CUMBERLAND ADVISORS INC 2.64% 122,680 $6.7M
2 Triangle Securities Wealth Management 0.95% 76,126 $4.2M
3 FORONJY FINANCIAL LLC 0.36% 15,681 $862K
4 Vertex Investment Solutions Co., Ltd. 0.34% 5,300 $290K
5 TCP Asset Management, LLC 0.31% 44,368 $2.4M
6 ALTFEST L J & CO INC 0.20% 33,173 $1.8M
7 Kaizen Financial Strategies 0.18% 7,350 $424K
8 Fairvoy Private Wealth, LLC 0.18% 13,642 $750K
9 JMAC ENTERPRISES LLC 0.11% 10,556 $581K
10 American State Bank (Iowa) 0.09% 2,864 $96K
11 TOTH FINANCIAL ADVISORY CORP 0.07% 12,274 $675K
12 Nova Wealth Management, Inc. 0.07% 1,999 $110K
13 Spire Wealth Management 0.04% 19,794 $1.1M
14 KINGSWOOD WEALTH ADVISORS, LLC 0.04% 14,017 $771K
15 FIFTH THIRD SECURITIES, INC. 0.03% 7,288 $401K
16 First Heartland Consultants, Inc. 0.03% 6,052 $333K
17 WPG Advisers, LLC 0.02% 525 $29K
18 Segment Wealth Management, LLC 0.01% 4,460 $245K
19 Provident Wealth Management, LLC 0.01% 800 $44K
20 PFG Investments, LLC 0.01% 4,980 $274K
21 Avior Wealth Management, LLC 0.01% 6,354 $349K
22 MML INVESTORS SERVICES, LLC 0.01% 61,547 $3.4M
23 CARY STREET PARTNERS FINANCIAL LLC 0.01% 5,828 $321K
24 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% 11,126 $612K
25 CoreCap Advisors, LLC 0.01% 3,415 $188K
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 (KIE)

What does the Smart Money Trend signal show for KIE?

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

Slight buying edge — 54% buying: Last quarter: 73 funds bought or added vs 61 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 KIE holders?

Elite ownership — 56% AUM from top-100 funds: 20 of 140 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in KIE. 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 KIE?

52% of holders stayed for 2+ years: 73 out of 140 hedge funds have held KIE 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.

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.