Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SPDR SERIES TRUST (LGLV)

170 + Investors. Track Smart Money conviction in LGLV. 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
↑ +2
Streak
1Q ▲
Buyers last Q
48%

Smart Money Signals — LGLV

Based on 170 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 LGLV 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 (98% of max)

98% of all-time peak
170 hedge funds hold LGLV 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 — +13% more funds vs a year ago

fund count last 6Q
+20 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 48% buying

73 buying80 selling
Last quarter: 80 funds reduced or exited vs 73 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 — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 26 → 21 → 13 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

68% of holders stayed for 2+ years

68% conviction (2yr+) 22% medium 10% new
115 out of 170 hedge funds have held LGLV 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

22 → 26 → 21 → 13 → 18 new funds/Q
New funds entering each quarter: 26 → 21 → 13 → 18. LGLV 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 — 68% of holders stayed 2+ years

68% veterans 12% 1-2yr 20% new
Of 170 current holders: 116 (68%) 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.
📋

Smaller funds dominant — 14% AUM from top-100

14% from top-100 AUM funds
16 of 170 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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.

Hedge Fund Ownership: LGLV

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

Market Analysis: LGLV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LGLV

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 3 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: LGLV
2026 Q1 Stats Unlock in 21 days 170 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 170 168 1.19%
13F Shares 5M 5M 7.59%
Total Value $908M $882M 2.94%
New Positions 18 13 +5
Increased Positions 55 55 -
Closed Positions 16 18 -2
Reduced Positions 64 61 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: LGLV

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Institutional Holders (2026 Q1)

170 + investors

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

Top 25 institutional holders of LGLV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Syntegra Private Wealth Group, LLC 10.81% 639,008 $113.8M
2 DORVAL Corp 6.96% 126,008 $22.4M
3 HF Advisory Group, LLC 2.12% 34,968 $6.2M
4 Portland Financial Advisors Inc 2.04% 5,515 $982K
5 McNaughton Wealth Management, LLC 0.98% 13,295 $2.4M
6 FOUNDERS FINANCIAL SECURITIES LLC 0.67% 61,023 $11.1M
7 Retireful, LLC 0.51% 1,975 $361K
8 Flagship Private Wealth, LLC 0.44% 6,150 $1.1M
9 Family Capital Management, Inc. 0.42% 5,276 $940K
10 Financial Insights, Inc. 0.41% 7,040 $1.2M
11 Integrity Wealth Partners, LLC 0.36% 2,263 $403K
12 Mallini Complete Financial Planning LLC 0.35% 2,463 $439K
13 Independent Wealth Network Inc. 0.34% 6,378 $1.1M
14 JBR Co Financial Management Inc 0.32% 4,389 $771K
15 REGATTA CAPITAL GROUP, LLC 0.31% 11,641 $2.1M
16 Sherman Wealth Management LLC 0.26% 1,668 $297K
17 Hutchens & Kramer Investment Management Group, LLC 0.17% 2,980 $531K
18 Thrive Capital Management, LLC 0.16% 4,051 $722K
19 NORDEN GROUP LLC 0.14% 8,455 $1.5M
20 Apollon Financial, LLC 0.14% 5,724 $1.0M
21 CALIBER WEALTH MANAGEMENT, LLC / KS 0.14% 6,996 $1.2M
22 Cypress Wealth Services, LLC 0.13% 5,000 $890K
23 ROFFMAN MILLER ASSOCIATES INC /PA/ 0.12% 11,826 $2.1M
24 RIVERSEDGE ADVISORS, LLC 0.11% 3,887 $692K
25 PERRYMAN FINANCIAL ADVISORY INC /AD 0.10% 3,765 $671K
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 (LGLV)

What does the Smart Money Trend signal show for LGLV?

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

More sellers than buyers — 48% buying: Last quarter: 80 funds reduced or exited vs 73 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 LGLV holders?

Smaller funds dominant — 14% AUM from top-100: 16 of 170 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held LGLV?

68% of holders stayed for 2+ years: 115 out of 170 hedge funds have held LGLV 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.