Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Series Trust (ONEY)

119 + 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
↑ +10
Streak
3Q ▲
Buyers last Q
60%

Smart Money Signals — ONEY

Based on 120 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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 (100% of max)

100% of all-time peak
120 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.
📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q
+9 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 60% buying

60 buying40 selling
Last quarter: 60 funds were net buyers (18 opened a brand new position + 42 added to an existing one). Only 40 were sellers (32 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 16 → 13 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 22% medium ■ 17% new
73 out of 120 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

9 → 7 → 16 → 13 → 18 new funds/Q
New funds entering each quarter: 7 → 16 → 13 → 18. A growing number of institutions are discovering ONEY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 59% veterans vs 22% newcomers

■ 59% veterans ■ 19% 1-2yr ■ 22% new
Entry-cohort mix of 120 holders: 71 (59%) are 2+ year veterans, 23 entered 1–2 years ago, and 26 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
17 of 120 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in ONEY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 Q2, 60 hedge funds were net buyers of ONEY (18 opened a new position, 42 added to an existing one), while 40 reduced or exited (32 trimmed, 8 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 48% of total institutional value in ONEY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 120.

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 2 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: ONEY
119 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 119 110 8.18%
13F Shares 4M 5M -25.56%
Total Value $460M $605M -24.07%
New Positions 18 13 +5
Increased Positions 42 42 -
Closed Positions 9 12 -3
Reduced Positions 31 31 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ONEY

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

119 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 FMA Wealth Management, LLC 3.11% 37,915 $4.9M
2 Holos Integrated Wealth LLC 2.61% 42,660 $5.6M
3 Collaborative Wealth Managment Inc. 2.16% 40,204 $5.2M
4 Lebenthal Global Advisors, LLC 1.96% 113,557 $14.5M
5 Alaska Permanent Fund Corp 1.02% 111,642 $14.8M
6 Kestra Investment Management, LLC 0.94% 376,930 $48.3M
7 Bonfire Financial 0.79% 9,656 $1.2M
8 Family Investment Center, Inc. 0.74% 34,958 $4.5M
9 Pathfinder Wealth Consulting, Inc. 0.73% 9,432 $1.1M
10 Portland Financial Advisors Inc 0.65% 2,775 $355K
11 CoreFirst Bank & Trust 0.53% 8,395 $1.1M
12 Crumly & Associates Inc. 0.34% 13,723 $1.8M
13 Creekside Partners 0.26% 5,587 $716K
14 Precedent Wealth Partners, LLC 0.23% 10,929 $1.4M
15 Pension & Wealth Management Advisors, INC. 0.23% 2,854 $267K
16 World Equity Group, INC. 0.22% 7,526 $964K
17 Horizon Wealth Management, LLC 0.18% 11,186 $1.4M
18 Fiduciary Financial Advisors 0.17% 12,753 $1.6M
19 CAP Partners, LLC 0.15% 2,424 $311K
20 IVC Wealth Advisors LLC 0.14% 2,855 $366K
21 Brown, Lisle/Cummings, INC. 0.14% 4,865 $623K
22 Pallas Capital Advisors LLC 0.13% 32,934 $4.2M
23 Meriwether Wealth & Planning, LLC 0.11% 1,773 $227K
24 Savvy Advisors, Inc. 0.09% 34,857 $4.5M
25 Insight Advisors, LLC/ PA 0.08% 3,736 $479K
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 — 3 quarters in a row: For 3 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?

More buyers than sellers — 60% buying: Last quarter: 60 funds were net buyers (18 opened a brand new position + 42 added to an existing one). Only 40 were sellers (32 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ONEY holders?

Elite ownership — 48% AUM from top-100 funds: 17 of 120 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in ONEY. 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 ONEY?

61% of holders stayed for 2+ years: 73 out of 120 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.

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.

Full history →