Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SPDR SERIES TRUST (PSK)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
1Q ▲
Buyers last Q
49%

Smart Money Signals — PSK

Based on 158 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 PSK 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.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
158 funds currently hold this stock — 93% of the 3.0-year high of 169 funds (reached 2023 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 7% fewer funds vs a year ago

fund count last 6Q
11 fewer hedge funds hold PSK compared to a year ago (-7% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 49% buying

75 buying78 selling
Last quarter: 78 funds reduced or exited vs 75 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.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new PSK position: 18 → 13 → 17 → 26. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 22% medium ■ 16% new
99 out of 158 hedge funds have held PSK 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

25 → 18 → 13 → 17 → 26 new funds/Q
New funds entering each quarter: 18 → 13 → 17 → 26. A growing number of institutions are discovering PSK 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 ■ 22% new
Of 159 current holders: 102 (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.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
17 of 158 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in PSK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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: PSK

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

Market Analysis: PSK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PSK

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

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 2 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: PSK
2026 Q1 Stats Unlock in 21 days 159 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 159 153 3.92%
13F Shares 13M 13M 0.32%
Total Value $425M $440M -3.5%
New Positions 26 17 +9
Increased Positions 49 43 +6
Closed Positions 21 19 +2
Reduced Positions 57 65 -8
Total Calls 0 0 -
Total Puts 1 0 100%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PSK

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Valuation Measures Data as of: --

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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) --
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Institutional Holders (2026 Q1)

159 + investors

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

Top 25 institutional holders of PSK — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Twelve Points Wealth Management LLC 0.91% 133,511 $4.1M
2 Breachway Investments LLC 0.70% 23,741 $730K
3 Shulman DeMeo Asset Management LLC 0.69% 105,776 $3.3M
4 Rosenberg Matthew Hamilton 0.65% 102,305 $3.2M
5 Investors Research Corp 0.52% 88,842 $2.7M
6 Financial Insights, Inc. 0.29% 27,619 $875K
7 WealthPoint Financial, LLC 0.23% 8,168 $259K
8 Sound Income Strategies, LLC 0.20% 136,899 $4.2M
9 Atlas Private Wealth Advisors 0.17% 23,604 $728K
10 Provenance Wealth Advisors, LLC 0.10% 31,535 $973K
11 Medallion Wealth Advisors, LLC 0.10% 6,782 $219K
12 ST GERMAIN D J CO INC 0.10% 80,425 $2.5M
13 LAUREL OAK WEALTH MANAGEMENT, LLC 0.10% 18,806 $580K
14 Sequent Planning LLC 0.09% 12,238 $377K
15 Sharper & Granite LLC 0.08% 7,310 $225K
16 XML Financial, LLC 0.07% 26,984 $832K
17 Bath Savings Trust Co 0.07% 19,962 $616K
18 Amicus Financial Advisors, LLC 0.06% 7,574 $234K
19 PARK AVENUE SECURITIES LLC 0.05% 213,178 $7K
20 FULTON BREAKEFIELD BROENNIMAN LLC 0.05% 25,512 $787K
21 ECLECTIC ASSOCIATES INC /ADV 0.05% 11,767 $363K
22 Crumly & Associates Inc. 0.05% 7,368 $227K
23 NBT BANK N A /NY 0.04% 21,916 $676K
24 FIFTH THIRD SECURITIES, INC. 0.04% 21,467 $662K
25 Inscription Capital, LLC 0.04% 13,063 $403K
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 (PSK)

What does the Smart Money Trend signal show for PSK?

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

More sellers than buyers — 49% buying: Last quarter: 78 funds reduced or exited vs 75 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 PSK holders?

Elite ownership — 50% AUM from top-100 funds: 17 of 158 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in PSK. 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 PSK?

63% of holders stayed for 2+ years: 99 out of 158 hedge funds have held PSK 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.