Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SPDR SERIES TRUST (QUS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
49%

Smart Money Signals — QUS

Based on 171 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their QUS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
171 hedge funds hold QUS 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 — +10% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 49% buying

70 buying74 selling
Last quarter: 74 funds reduced or exited vs 70 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.
⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 15 → 15 → 23 → 14. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 25% medium ■ 15% new
102 out of 171 hedge funds have held QUS 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

23 → 15 → 15 → 23 → 14 new funds/Q
New funds entering each quarter: 15 → 15 → 23 → 14. A growing number of institutions are discovering QUS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 60% of holders stayed 2+ years

■ 60% veterans ■ 18% 1-2yr ■ 22% new
Of 171 current holders: 102 (60%) 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 — 19% AUM from top-100

19% from top-100 AUM funds
13 of 171 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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: QUS

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

Market Analysis: QUS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: QUS

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

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 0 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: QUS
2026 Q1 Stats Unlock in 18 days 171 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 171 172 -0.58%
13F Shares 7M 7M -2.59%
Total Value $1.23B $1.25B -0.93%
New Positions 14 23 -9
Increased Positions 56 37 +19
Closed Positions 15 12 +3
Reduced Positions 59 62 -3
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: QUS

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Valuation Measures Data as of: --

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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

171 + investors

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

Top 25 institutional holders of QUS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Great Point Wealth Advisors, LLC 2.68% 84,481 $14.5M
2 Goodman Advisory Group, LLC 2.48% 55,742 $9.6M
3 Marotta Asset Management 2.12% 66,803 $11.5M
4 Garrett Wealth Advisory Group, LLC 1.73% 56,836 $9.8M
5 Strategic Financial Partners, Ltd. 1.58% 21,318 $3.7M
6 Warner Group LLC 1.45% 12,902 $2.2M
7 ARQ WEALTH ADVISORS, LLC 1.31% 42,357 $7.3M
8 Continuum Advisory, LLC 1.21% 73,503 $12.6M
9 Eagle Strategies LLC 1.19% 58,040 $10.0M
10 Hughes Financial Services, LLC 1.15% 43,559 $7.5M
11 Presper Financial Architects, LLC 0.88% 8,654 $1.5M
12 BIP Wealth, LLC 0.74% 106,132 $18.2M
13 FIRST HAWAIIAN BANK 0.74% 30,628 $5.3M
14 Sharkey, Howes & Javer 0.68% 29,424 $5.1M
15 Wilkins Miller Wealth Management, LLC 0.65% 6,294 $1.1M
16 Selby Wealth Management, LLC 0.58% 8,548 $1.5M
17 GILPIN WEALTH MANAGEMENT, LLC 0.50% 3,651 $627K
18 Opulen Financial Group LLC 0.41% 3,384 $581K
19 John W. Brooker & Co., CPAs 0.35% 1,306 $224K
20 ATLas Financial Planning LLC 0.27% 1,751 $301K
21 Financial Guidance Group, Inc. 0.23% 3,346 $574K
22 PARSONS CAPITAL MANAGEMENT INC/RI 0.23% 29,260 $5.0M
23 SENTINEL PENSION ADVISORS, LLC 0.22% 8,681 $1.5M
24 Private Advisor Group, LLC 0.22% 268,245 $46.0M
25 Goldstein Advisors, LLC 0.20% 10,734 $1.8M
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 (QUS)

What does the Smart Money Trend signal show for QUS?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their QUS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for QUS?

More sellers than buyers — 49% buying: Last quarter: 74 funds reduced or exited vs 70 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 QUS holders?

Smaller funds dominant — 19% AUM from top-100: 13 of 171 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held QUS?

60% of holders stayed for 2+ years: 102 out of 171 hedge funds have held QUS 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.