Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SPDR SERIES TRUST (SHE)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
5Q ▲
Buyers last Q
54%

Smart Money Signals — SHE

Based on 117 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added SHE 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
117 hedge funds hold SHE 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
+18 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.
🟡

Slight buying edge — 54% buying

51 buying43 selling
Last quarter: 51 funds bought or added vs 43 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.
➡️

Steady new buyers — ~17 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 12 → 14 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

53% of holders stayed for 2+ years

53% conviction (2yr+) 25% medium 22% new
62 out of 117 hedge funds have held SHE 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

11 → 9 → 12 → 14 → 17 new funds/Q
New funds entering each quarter: 9 → 12 → 14 → 17. A growing number of institutions are discovering SHE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 59% of holders stayed 2+ years

59% veterans 13% 1-2yr 28% new
Of 117 current holders: 69 (59%) 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 — 43% AUM from top-100 funds

43% from top-100 AUM funds
17 of 117 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in SHE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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: SHE

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

Market Analysis: SHE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SHE

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 0 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: SHE
2026 Q1 Stats Unlock in 13 days 117 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 117 108 8.33%
13F Shares 865K 890K -2.85%
Total Value $114M $113M 0.63%
New Positions 17 14 +3
Increased Positions 34 43 -9
Closed Positions 8 11 -3
Reduced Positions 35 24 +11
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SHE

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

117 + investors

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

Top 25 institutional holders of SHE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 South Shore Capital Advisors 0.37% 3,973 $508K
2 ALBION FINANCIAL GROUP /UT 0.37% 44,692 $5.7M
3 Winter & Associates, Inc. 0.36% 3,165 $412K
4 Fingerlakes Wealth Management, Inc. 0.33% 3,843 $491K
5 Laurel Wealth Planning LLC 0.28% 4,221 $539K
6 Mendel Capital Management LLC 0.21% 3,202 $409K
7 CWC Advisors, LLC. 0.20% 3,259 $417K
8 Sincerus Advisory, LLC 0.17% 1,724 $220K
9 MITCHELL SINKLER & STARR/PA 0.15% 2,625 $335K
10 Bell Investment Advisors, Inc 0.13% 6,739 $861K
11 Napier Financial, LLC 0.12% 4,166 $532K
12 MJT & Associates Financial Advisory Group, Inc. 0.10% 1,112 $142K
13 Midway Capital Research & Management 0.10% 865 $111K
14 ABOUND FINANCIAL, LLC 0.10% 1,780 $227K
15 Geneos Wealth Management Inc. 0.10% 33,219 $4.2M
16 Vermillion Wealth Management, Inc. 0.05% 982 $126K
17 Grove Bank & Trust 0.03% 1,886 $241K
18 TRAPHAGEN INVESTMENT ADVISORS LLC 0.02% 2,076 $265K
19 Wilmington Savings Fund Society, FSB 0.02% 6,073 $776K
20 SIMON QUICK ADVISORS, LLC 0.02% 3,000 $383K
21 Dynamic Advisor Solutions LLC 0.01% 3,575 $457K
22 PRIVATE TRUST CO NA 0.01% 1,146 $146K
23 Gradient Investments LLC 0.01% 6,604 $844K
24 HOWE & RUSLING INC 0.01% 1,562 $200K
25 PITTENGER & ANDERSON INC 0.01% 2,430 $311K
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 (SHE)

What does the Smart Money Trend signal show for SHE?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added SHE 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 SHE?

Slight buying edge — 54% buying: Last quarter: 51 funds bought or added vs 43 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 SHE holders?

Elite ownership — 43% AUM from top-100 funds: 17 of 117 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in SHE. 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 SHE?

53% of holders stayed for 2+ years: 62 out of 117 hedge funds have held SHE 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.