Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Series Trust (QUS)

186 + 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
↑ +10
Streak
1Q ▲
Buyers last Q
42%

Smart Money Signals — QUS

Based on 188 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
188 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 — +18% more funds vs a year ago

fund count last 6Q
+28 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 42% buying

66 buying93 selling
Last quarter: 93 funds reduced or exited vs 66 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 (+16 vs last Q)

new funds entering per quarter
Funds opening a new QUS position: 16 → 25 → 15 → 31. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 22% medium ■ 21% new
107 out of 188 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 → 16 → 25 → 15 → 31 new funds/Q
New funds entering each quarter: 16 → 25 → 15 → 31. A growing number of institutions are discovering QUS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 59% veterans vs 25% newcomers

■ 59% veterans ■ 16% 1-2yr ■ 25% new
Entry-cohort mix of 188 holders: 110 (59%) are 2+ year veterans, 31 entered 1–2 years ago, and 47 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 19% AUM from top-100

19% from top-100 AUM funds
21 of 187 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.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 Q1, 66 hedge funds were net buyers of QUS (31 opened a new position, 35 added to an existing one), while 93 reduced or exited (72 trimmed, 21 sold completely) — a 42% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 188.

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

-- --

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

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

Signal Freshness measures how much QUS 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 · 82d ago
QUS
+7.1%
SPY
+15.1%

QUS outperformed SPY by -8.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
QUS
+0.8%
SPY
+1.3%

Since the filing became public, QUS outperformed SPY by -0.5% .

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.

5 top-rated funds 1 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: QUS
186 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 186 178 4.49%
13F Shares 6M 7M -13.68%
Total Value $1.07B $1.27B -15.28%
New Positions 29 15 +14
Increased Positions 35 58 -23
Closed Positions 21 17 +4
Reduced Positions 72 61 +11
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: QUS

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

186 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sfmg, LLC 6.29% 541,590 $93.0M
2 Paul R. Ried Financial Group, LLC 5.90% 73,994 $12.7M
3 Perennial Investment Advisors, LLC 4.35% 317,764 $54.5M
4 Midwest Financial Network, LLC 2.96% 21,689 $3.7M
5 Great Point Wealth Advisors, LLC 2.68% 84,481 $14.5M
6 Goodman Advisory Group, LLC 2.48% 55,742 $9.6M
7 Vista Investment Management 2.13% 37,262 $6.4M
8 Marotta Asset Management 2.12% 66,803 $11.5M
9 Sage Mountain Advisors LLC 2.02% 168,022 $28.8M
10 American Money Management, LLC 1.90% 69,812 $12.0M
11 Elevation Capital Advisory, LLC 1.89% 25,881 $4.4M
12 Garrett Wealth Advisory Group, LLC 1.73% 56,836 $9.8M
13 Integrity Wealth Solutions LLC 1.68% 24,867 $4.3M
14 Strategic Financial Partners, Ltd. 1.58% 21,318 $3.7M
15 Warner Group LLC 1.45% 12,902 $2.2M
16 Arq Wealth Advisors, LLC 1.31% 42,357 $7.3M
17 Continuum Advisory, LLC 1.21% 73,503 $12.6M
18 Eagle Strategies LLC 1.19% 58,040 $10.0M
19 Hughes Financial Services, LLC 1.15% 43,559 $7.5M
20 Presper Financial Architects, LLC 0.88% 8,654 $1.5M
21 BIP Wealth, LLC 0.74% 106,132 $18.2M
22 First Hawaiian Bank 0.74% 30,628 $5.3M
23 Allred Capital Management, LLC 0.69% 11,001 $1.9M
24 January Capital Advisors LLC 0.68% 2,949 $506K
25 Sharkey, Howes & Javer 0.68% 29,424 $5.1M
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

More sellers than buyers — 42% buying: Last quarter: 93 funds reduced or exited vs 66 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: 21 of 187 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?

57% of holders stayed for 2+ years: 107 out of 188 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.

Is it too late to buy Spdr Series Trust (QUS) following the 2026 Q1 hedge fund 13F filings?

As of today, QUS has moved +0.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of -0.5%. Since the quarter end (March 31, 2026), QUS has gained +7.1% vs +15.1% 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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