Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Series Trust (LGLV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +13
Streak
1Q ▲
Buyers last Q
52%

Smart Money Signals — LGLV

Based on 188 hedge funds · latest filing: 2026 Q1 · 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 (100% of max)

100% of all-time peak
188 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 — +11% more funds vs a year ago

fund count last 6Q
+18 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

85 buying80 selling
Last quarter: 85 funds bought or added vs 80 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 (+7 vs last Q)

new funds entering per quarter
Funds opening a new LGLV position: 24 → 13 → 18 → 25. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 24% medium ■ 12% new
120 out of 188 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.
📈

Growing discovery — still being found

28 → 24 → 13 → 18 → 25 new funds/Q
New funds entering each quarter: 24 → 13 → 18 → 25. A growing number of institutions are discovering LGLV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 64% of holders stayed 2+ years

■ 64% veterans ■ 14% 1-2yr ■ 21% new
Of 188 current holders: 121 (64%) 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 — 16% AUM from top-100

16% from top-100 AUM funds
21 of 188 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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.

Institutional Sentiment Summary — LGLV

In 2026 Q1, 85 hedge funds were net buyers of LGLV (25 opened a new position, 60 added to an existing one), while 80 reduced or exited (68 trimmed, 12 sold completely) — a 52% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +13 funds (more new holders than closures). Total institutional holders: 188.

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

-- --

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

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

Signal Freshness measures how much LGLV 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
LGLV
+0.2%
SPY
+15.9%

LGLV outperformed SPY by -15.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
LGLV
+1.2%
SPY
+2.0%

Since the filing became public, LGLV outperformed SPY by -0.8% .

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.

5 top-rated funds 1 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: LGLV
187 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 187 175 6.86%
13F Shares 5M 5M -0.48%
Total Value $943M $911M 3.49%
New Positions 25 18 +7
Increased Positions 59 56 +3
Closed Positions 13 19 -6
Reduced Positions 68 67 +1
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)

187 + investors

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

QUARTER:
Top 25 LGLV holders by conviction (% of portfolio weight) — 2026 Q1 · 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 Baltimore-Washington Financial Advisors, Inc. 2.33% 302,891 $53.9M
4 HF Advisory Group, LLC 2.12% 34,968 $6.2M
5 Portland Financial Advisors Inc 2.04% 5,515 $982K
6 Legacy Advisory Services, LLC 1.89% 13,865 $2.5M
7 Gerber Kawasaki Wealth & Investment Management 1.75% 309,038 $55.1M
8 Tempo Wealth, LLC 1.24% 39,823 $7.1M
9 McNaughton Wealth Management, LLC 0.98% 13,295 $2.4M
10 Cwm, LLC 0.83% 1,783,969 $317.7M
11 Ethos Financial Group, LLC 0.77% 60,029 $10.6M
12 Founders Financial Securities LLC 0.67% 61,023 $11.1M
13 Elevation Capital Advisory, LLC 0.57% 7,483 $1.3M
14 Vista Cima Wealth Management LLC 0.53% 2,988 $532K
15 Retireful, LLC 0.51% 1,975 $361K
16 Flagship Private Wealth, LLC 0.44% 6,150 $1.1M
17 Integrity Alliance, LLC. 0.43% 64,224 $11.4M
18 Family Capital Management, Inc. 0.42% 5,276 $940K
19 Financial Insights, Inc. 0.41% 7,040 $1.2M
20 Avant Capital LLC 0.41% 3,283 $585K
21 Integrity Wealth Partners, LLC 0.36% 2,263 $403K
22 Mallini Complete Financial Planning LLC 0.35% 2,463 $439K
23 Milestone Investment Advisors LLC 0.34% 7,918 $1.4M
24 Independent Wealth Network Inc. 0.34% 6,378 $1.1M
25 Abound Financial, LLC 0.34% 4,328 $771K
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?

Slight buying edge — 52% buying: Last quarter: 85 funds bought or added vs 80 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 LGLV holders?

Smaller funds dominant — 16% AUM from top-100: 21 of 188 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held LGLV?

64% of holders stayed for 2+ years: 120 out of 188 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.

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

As of today, LGLV has moved +1.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -0.8%. Since the quarter end (March 31, 2026), LGLV has gained +0.2% 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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