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.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
2Q ▲
Buyers last Q
40%

Smart Money Signals — KIE

Based on 147 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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
147 funds currently hold this stock — 80% of the 3.0-year high of 184 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 20% fewer funds vs a year ago

fund count last 6Q
37 fewer hedge funds hold KIE compared to a year ago (-20% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 40% buying

62 buying92 selling
Last quarter: 92 funds reduced or exited vs 62 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.
➡️

Steady new buyers — ~35 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 23 → 11 → 35 → 35. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 25% medium ■ 20% new
80 out of 147 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.
🚀

Acceleration phase — new buyers rushing in

48 → 23 → 11 → 35 → 35 new funds/Q
New funds entering each quarter: 23 → 11 → 35 → 35. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 65% veterans vs 20% newcomers

■ 65% veterans ■ 15% 1-2yr ■ 20% new
Entry-cohort mix of 155 holders: 100 (65%) are 2+ year veterans, 24 entered 1–2 years ago, and 31 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 70% AUM from top-100 funds

70% from top-100 AUM funds
22 of 137 holders are among the 100 largest funds by AUM, controlling 70% 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.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — 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 — KIE

In 2026 Q1, 62 hedge funds were net buyers of KIE (35 opened a new position, 27 added to an existing one), while 92 reduced or exited (58 trimmed, 34 sold completely) — a 40% buyer ratio, indicating roughly balanced activity. Net buying has persisted for two consecutive quarters, a positive momentum signal. 70% of total institutional value in KIE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 147.

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.

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

Signal Freshness measures how much KIE 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 · 81d ago
KIE
nan%
SPY
+15.1%

KIE outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
KIE
nan%
SPY
+1.3%

Since the filing became public, KIE outperformed SPY by nan% .

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.

7 top-rated funds 2 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: KIE
146 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 146 146 -
13F Shares 11M 11M -0.11%
Total Value $584M $643M -9.07%
New Positions 34 35 -1
Increased Positions 27 39 -12
Closed Positions 34 24 +10
Reduced Positions 56 39 +17
Total Calls 5 2 150.0%
Total Puts 13 7 85.71%
PUT/CALL Ratio 2.6 3.5 Bearish

Statistics: KIE

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (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.

QUARTER:
Top 25 KIE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Aster Capital Management (DIFC) Ltd 2.98% 150,547 $9.1M
2 Perbak Capital Partners LLP 2.83% 208,841 $11.5M
3 Cumberland Advisors Inc 2.64% 122,680 $6.7M
4 Hunting Hill Global Capital, LLC 2.05% 48,000 $2.6M
5 Shaolin Capital Management LLC 2.03% 1,000,000 $55.0M
6 Flat Footed LLC 1.78% 297,600 $16.4M
7 Rhodes Investment Advisors Inc /Adv 0.96% 19,770 $1.2M
8 Triangle Securities Wealth Management 0.95% 76,126 $4.2M
9 Silverback Asset Management LLC 0.80% 100,000 $5.5M
10 Silverback Asset Management LLC 0.80% 100,000 $5.5M
11 Zinnia Wealth Advisory, LLC 0.41% 6,683 $368K
12 Foronjy Financial LLC 0.36% 15,681 $862K
13 Vertex Investment Solutions Co., Ltd. 0.34% 5,300 $290K
14 TCP Asset Management, LLC 0.31% 44,368 $2.4M
15 Ellis Investment Partners, LLC 0.25% 25,899 $1.4M
16 Kingsview Wealth Management, LLC 0.21% 286,126 $15.7M
17 Bayview Asset Management, LLC 0.21% 10,000 $550K
18 Altfest L J & Co Inc 0.20% 33,173 $1.8M
19 Factory Mutual Insurance Co 0.19% 314,550 $17.3M
20 Kaizen Financial Strategies 0.18% 7,350 $424K
21 Fairvoy Private Wealth, LLC 0.18% 13,642 $750K
22 Westco Advisory Services Inc /Adv 0.13% 3,705 $204K
23 Jmac Enterprises LLC 0.11% 10,556 $581K
24 K2 Principal Fund, L.P. 0.10% 25,000 $1.4M
25 American State Bank (Iowa) 0.09% 2,864 $96K
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 — 2 quarters in a row: For 2 consecutive quarters, 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?

More sellers than buyers — 40% buying: Last quarter: 92 funds reduced or exited vs 62 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 KIE holders?

Elite ownership — 70% AUM from top-100 funds: 22 of 137 holders are among the 100 largest funds by AUM, controlling 70% 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?

54% of holders stayed for 2+ years: 80 out of 147 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.

Is it too late to buy Spdr Series Trust (KIE) following the 2026 Q1 hedge fund 13F filings?

As of today, KIE has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), KIE has gained nan% vs +15.1% 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.

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