Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Series Trust (KOMP)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
4Q ▲
Buyers last Q
54%

Smart Money Signals — KOMP

Based on 151 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 KOMP 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
151 hedge funds hold KOMP 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 — +29% more funds vs a year ago

fund count last 6Q
+34 new funds entered over the past year (+29% 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 — 54% buying

75 buying63 selling
Last quarter: 75 funds bought or added vs 63 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 — ~28 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 19 → 28 → 29 → 28. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

45% of holders stayed for 2+ years

■ 45% conviction (2yr+) ■ 26% medium ■ 29% new
68 out of 151 hedge funds have held KOMP 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

14 → 19 → 28 → 29 → 28 new funds/Q
New funds entering each quarter: 19 → 28 → 29 → 28. A growing number of institutions are discovering KOMP each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 49% veterans vs 34% newcomers

■ 49% veterans ■ 17% 1-2yr ■ 34% new
Entry-cohort mix of 151 holders: 74 (49%) are 2+ year veterans, 26 entered 1–2 years ago, and 51 (34%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds
18 of 151 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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 — KOMP

In 2026 Q1, 75 hedge funds were net buyers of KOMP (28 opened a new position, 47 added to an existing one), while 63 reduced or exited (42 trimmed, 21 sold completely) — a 54% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 151.

Hedge Fund Ownership: KOMP

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

Market Analysis: KOMP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: KOMP

-- --

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

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

Signal Freshness measures how much KOMP 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
KOMP
+19.9%
SPY
+13.9%

KOMP outperformed SPY by +6.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
KOMP
+3.4%
SPY
+0.2%

Since the filing became public, KOMP outperformed SPY by +3.2% .

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.

6 top-rated funds 3 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: KOMP
151 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 151 144 4.86%
13F Shares 35M 36M -2.3%
Total Value $1.97B $2.16B -8.61%
New Positions 28 29 -1
Increased Positions 47 43 +4
Closed Positions 21 17 +4
Reduced Positions 42 38 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: KOMP

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Financial Highlights

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Institutional Holders (2026 Q1)

151 + investors

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

QUARTER:
Top 25 KOMP holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Strategic Advocates LLC 6.17% 23,848 $1.4M
2 Financial Engines Advisors L.L.C. 3.51% 29,594,305 $1.73B
3 Midland Wealth Advisors, LLC 3.37% 1,116,494 $65.3M
4 Sava Penzisko Drushtvo A.D. Skopje 2.96% 165,825 $9.7M
5 Financial Guidance Group, Inc. 2.36% 100,466 $5.9M
6 Towerpoint Wealth, LLC 1.92% 81,431 $4.8M
7 Comprehensive Money Management Services LLC 0.79% 20,600 $1.2M
8 Lunt Capital Management, Inc. 0.68% 30,383 $1.8M
9 Advantage Trust Co 0.63% 23,955 $1.4M
10 Penobscot Wealth Management 0.54% 31,248 $1.8M
11 Austin Wealth Management, LLC 0.45% 32,891 $2.0M
12 WealthCare Investment Partners, LLC 0.42% 24,908 $1.5M
13 Financial Enhancement Group LLC 0.40% 49,527 $3.3M
14 Opulen Financial Group LLC 0.25% 6,016 $352K
15 Summit Investment Advisory Services, LLC 0.24% 11,191 $654K
16 Kintra Wealth, LLC 0.22% 53,277 $3.1M
17 Private Advisory Group LLC 0.22% 56,670 $3.3M
18 Entrewealth, LLC 0.19% 7,130 $417K
19 Hughes Financial Services, LLC 0.18% 20,513 $1.2M
20 Sherman Asset Management, Inc. 0.18% 3,400 $199K
21 Lynx Investment Advisory 0.16% 5,550 $325K
22 Junk Investment Group, LLC 0.15% 4,812 $281K
23 Essex LLC 0.11% 10,786 $631K
24 Global Financial Private Client, LLC 0.11% 5,778 $338K
25 Frederick Financial Consultants, LLC 0.10% 3,553 $208K
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 (KOMP)

What does the Smart Money Trend signal show for KOMP?

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

Slight buying edge — 54% buying: Last quarter: 75 funds bought or added vs 63 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 KOMP holders?

Smaller funds dominant — 3% AUM from top-100: 18 of 151 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held KOMP?

45% of holders stayed for 2+ years: 68 out of 151 hedge funds have held KOMP 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 (KOMP) following the 2026 Q1 hedge fund 13F filings?

As of today, KOMP has moved +3.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +3.2%. Since the quarter end (March 31, 2026), KOMP has gained +19.9% 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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