Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Series Trust (QUS)

192 + 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
↑ +5
Streak
2Q ▲
Buyers last Q
50%

Smart Money Signals — QUS

Based on 193 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added QUS 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
193 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 — +15% more funds vs a year ago

fund count last 6Q
+25 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

78 buying78 selling
Last quarter: 78 funds bought or added vs 78 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.
⚠️

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

new funds entering per quarter
Funds opening this position for the first time: 25 → 15 → 31 → 22. 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.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 23% medium ■ 16% new
117 out of 193 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

17 → 25 → 15 → 31 → 22 new funds/Q
New funds entering each quarter: 25 → 15 → 31 → 22. A growing number of institutions are discovering QUS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 63% veterans vs 21% newcomers

■ 63% veterans ■ 17% 1-2yr ■ 21% new
Entry-cohort mix of 193 holders: 121 (63%) are 2+ year veterans, 32 entered 1–2 years ago, and 40 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 17% AUM from top-100

17% from top-100 AUM funds
15 of 193 holders rank in the top 100 by AUM, but together hold only 17% 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.

Institutional Sentiment Summary — QUS

In 2026 Q2, 78 hedge funds were net buyers of QUS (22 opened a new position, 56 added to an existing one), while 78 reduced or exited (61 trimmed, 17 sold completely) — a 50% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 193.

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

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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.

2 top-rated funds 4 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: QUS
192 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 192 188 2.13%
13F Shares 7M 6M 11.35%
Total Value $1.30B $1.08B 20.47%
New Positions 22 31 -9
Increased Positions 56 35 +21
Closed Positions 18 22 -4
Reduced Positions 60 72 -12
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: QUS

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Institutional Holders (2026 Q2)

192 + investors

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

QUARTER:
Top 25 QUS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Tolleson Wealth Management, Inc. 13.48% 537,883 $92.3M
2 McKinney Capital Management, LLC 7.63% 103,585 $19.4M
3 Sfmg, LLC 6.31% 560,714 $104.8M
4 Paul R. Ried Financial Group, LLC 6.24% 76,485 $14.3M
5 Perennial Investment Advisors, LLC 3.74% 300,970 $56.2M
6 Midwest Financial Network, LLC 3.25% 25,439 $4.8M
7 Marotta Asset Management 2.65% 84,965 $15.9M
8 Goodman Advisory Group, LLC 2.58% 59,982 $11.2M
9 Vaquero Private Wealth, Ltd 2.42% 62,881 $11.8M
10 Great Point Wealth Advisors, LLC 2.22% 73,642 $13.8M
11 Vista Investment Management 2.09% 37,265 $7.0M
12 American Money Management, LLC 1.93% 72,164 $13.5M
13 Sage Mountain Advisors LLC 1.91% 166,196 $31.1M
14 Integrity Wealth Solutions LLC 1.69% 24,428 $4.6M
15 Garrett Wealth Advisory Group, LLC 1.53% 53,368 $10.0M
16 Arq Wealth Advisors, LLC 1.33% 57,189 $10.7M
17 Warner Group LLC 1.18% 25,637 $4.8M
18 Continuum Advisory, LLC 1.13% 75,092 $14.0M
19 Hughes Financial Services, LLC 1.06% 42,984 $8.0M
20 Eagle Strategies LLC 1.06% 57,036 $10.7M
21 BIP Wealth, LLC 0.92% 172,792 $32.3M
22 Allred Capital Management, LLC 0.86% 14,014 $2.6M
23 Presper Financial Architects, LLC 0.65% 6,717 $1.3M
24 First Hawaiian Bank 0.63% 26,815 $5.0M
25 Wilkins Miller Wealth Management, LLC 0.61% 5,894 $1.1M
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?

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

Slight buying edge — 50% buying: Last quarter: 78 funds bought or added vs 78 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 QUS holders?

Smaller funds dominant — 17% AUM from top-100: 15 of 193 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held QUS?

61% of holders stayed for 2+ years: 117 out of 193 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.

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