Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Series Trust (ONEY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
2Q ▲
Buyers last Q
57%

Smart Money Signals — ONEY

Based on 110 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 ONEY 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 (96% of max)

96% of all-time peak
110 hedge funds hold ONEY 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.
📉

Outflows — 4% fewer funds vs a year ago

fund count last 6Q
4 fewer hedge funds hold ONEY compared to a year ago (-4% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 57% buying

55 buying42 selling
Last quarter: 55 funds bought or added vs 42 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 — ~13 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 7 → 16 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 28% medium ■ 16% new
61 out of 110 hedge funds have held ONEY 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

12 → 8 → 7 → 16 → 13 new funds/Q
New funds entering each quarter: 8 → 7 → 16 → 13. A growing number of institutions are discovering ONEY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 56% veterans vs 20% newcomers

■ 56% veterans ■ 24% 1-2yr ■ 20% new
Entry-cohort mix of 110 holders: 62 (56%) are 2+ year veterans, 26 entered 1–2 years ago, and 22 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
16 of 110 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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 — ONEY

In 2026 Q1, 55 hedge funds were net buyers of ONEY (13 opened a new position, 42 added to an existing one), while 42 reduced or exited (31 trimmed, 11 sold completely) — a 57% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 33% of total institutional value in ONEY is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 110.

Hedge Fund Ownership: ONEY

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

Market Analysis: ONEY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ONEY

-- --

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

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

Signal Freshness measures how much ONEY 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 · 80d ago
ONEY
nan%
SPY
+13.9%

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

Since 13F Filing Date May 15, 2026 · 35d ago
ONEY
nan%
SPY
+0.2%

Since the filing became public, ONEY 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.

6 top-rated funds 2 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: ONEY
109 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 109 108 0.93%
13F Shares 5M 6M -5.62%
Total Value $604M $638M -5.21%
New Positions 13 16 -3
Increased Positions 42 40 +2
Closed Positions 12 12 -
Reduced Positions 30 31 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ONEY

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Institutional Holders (2026 Q1)

109 + investors

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

QUARTER:
Top 25 ONEY holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Alaska Permanent Fund Corp 13.08% 1,620,489 $205.5M
2 FMA Wealth Management, LLC 3.07% 38,456 $4.6M
3 Holos Integrated Wealth LLC 2.66% 43,528 $5.3M
4 Collaborative Wealth Managment Inc. 2.09% 37,858 $4.5M
5 Lebenthal Global Advisors, LLC 2.02% 115,566 $13.9M
6 Bonfire Financial 0.96% 10,578 $1.3M
7 Family Investment Center, Inc. 0.83% 35,905 $4.3M
8 Pathfinder Wealth Consulting, Inc. 0.73% 9,432 $1.1M
9 Kestra Investment Management, LLC 0.73% 350,816 $42.1M
10 Portland Financial Advisors Inc 0.69% 2,775 $333K
11 CoreFirst Bank & Trust 0.52% 8,238 $989K
12 Crumly & Associates Inc. 0.35% 13,723 $1.6M
13 Precedent Wealth Partners, LLC 0.31% 12,784 $1.5M
14 Creekside Partners 0.27% 5,546 $666K
15 Horizon Wealth Management, LLC 0.21% 12,035 $1.4M
16 CAP Partners, LLC 0.16% 2,388 $287K
17 IVC Wealth Advisors LLC 0.15% 2,855 $343K
18 Brown, Lisle/Cummings, INC. 0.15% 4,925 $591K
19 Pallas Capital Advisors LLC 0.15% 32,110 $3.9M
20 Financial Freedom, LLC 0.13% 2,209 $265K
21 World Equity Group, INC. 0.12% 3,743 $449K
22 Meriwether Wealth & Planning, LLC 0.11% 1,747 $210K
23 Savvy Advisors, Inc. 0.10% 30,747 $3.7M
24 Insight Advisors, LLC/ PA 0.10% 4,241 $509K
25 Fifth Third Securities, INC. 0.08% 10,630 $1.3M
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 (ONEY)

What does the Smart Money Trend signal show for ONEY?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added ONEY 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 ONEY?

Slight buying edge — 57% buying: Last quarter: 55 funds bought or added vs 42 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 ONEY holders?

Strong quality — 33% AUM from major funds: 16 of 110 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held ONEY?

55% of holders stayed for 2+ years: 61 out of 110 hedge funds have held ONEY 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 (ONEY) following the 2026 Q1 hedge fund 13F filings?

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