Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SPDR SERIES TRUST (SJNK)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +13
Streak
3Q ▲
Buyers last Q
57%

Smart Money Signals — SJNK

Based on 380 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added SJNK 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
380 hedge funds hold SJNK 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 — +7% more funds vs a year ago

fund count last 6Q
+25 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

207 buying159 selling
Last quarter: 207 funds bought or added vs 159 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.
📈

More new buyers each quarter (+15 vs last Q)

new funds entering per quarter
Funds opening a new SJNK position: 45 → 47 → 40 → 55. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 18% medium ■ 18% new
243 out of 380 hedge funds have held SJNK 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.
💰

Value +276% but shares only +3% — price-driven

Value
+276%
Shares
+3%
Last quarter: the total dollar value of institutional holdings rose +276%, but actual share count only changed +3%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~55 new funds/quarter

57 → 45 → 47 → 40 → 55 new funds/Q
New funds entering each quarter: 45 → 47 → 40 → 55. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 67% of holders stayed 2+ years

■ 67% veterans ■ 11% 1-2yr ■ 22% new
Of 380 current holders: 253 (67%) 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 — 95% AUM from top-100 funds

95% from top-100 AUM funds
23 of 380 holders are among the 100 largest funds by AUM, controlling 95% of total institutional value in SJNK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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: SJNK

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

Market Analysis: SJNK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SJNK

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

No strong consensus or elite conviction detected among institutional holders.

26 top-rated funds 12 high-conviction
Consensus
6.2
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: SJNK
2026 Q1 Stats Unlock in 16 days 380 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 380 368 3.26%
13F Shares 126M 122M 3.23%
Total Value $40.64B $10.80B 276.2%
New Positions 55 40 +15
Increased Positions 152 163 -11
Closed Positions 42 35 +7
Reduced Positions 118 98 +20
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SJNK

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

380 + investors

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

Top 25 institutional holders of SJNK — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cornerstone National Bank & Trust Co 5.45% 594,183 $14.8M
2 Sterling Manor Financial, LLC 5.40% 345,836 $8.6M
3 GRIMES & Co WEALTH MANAGEMENT, LLC 4.76% 6,890,436 $172.1M
4 Blue Capital, Inc. 4.53% 277,606 $6.9M
5 Benchmark Financial, LLC 4.34% 193,518 $4.8M
6 Berkshire Money Management, Inc. 4.30% 1,681,308 $42.0M
7 Essex LLC 3.78% 857,935 $21.4M
8 IRONWOOD WEALTH MANAGEMENT, INC. 3.69% 328,129 $8.2M
9 Monetary Solutions, Ltd 3.47% 143,908 $3.6M
10 MOULTON WEALTH MANAGEMENT, INC 3.14% 185,308 $4.6M
11 Curran Financial Partners, LLC 3.06% 684,920 $17.1M
12 Mason & Associates Inc 3.03% 630,741 $15.6M
13 Echo45 Advisors LLC 2.78% 197,922 $4.9M
14 BayBridge Capital Group, LLC 2.53% 161,180 $4.1M
15 Sharper & Granite LLC 2.40% 280,958 $7.0M
16 SIGMA INVESTMENT COUNSELORS INC 2.19% 1,659,855 $41.5M
17 Farmers & Merchants Trust Co of Chambersburg PA 2.11% 296,984 $8K
18 HOWARD FINANCIAL SERVICES, LTD. 2.09% 744,257 $18.6M
19 SAM Advisors, LLC 1.99% 254,646 $6.4M
20 Hidden Cove Wealth Management, LLC 1.86% 115,790 $2.9M
21 Williams Financial, LLC 1.59% 109,334 $2.7M
22 PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 1.48% 352,024 $8.8M
23 iA Global Asset Management Inc. 1.47% 4,154,736 $104K
24 KG Capital Management 1.42% 79,379 $2.0M
25 Altus Wealth Management, LLC 1.39% 125,431 $3.1M
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 (SJNK)

What does the Smart Money Trend signal show for SJNK?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added SJNK 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 SJNK?

Slight buying edge — 57% buying: Last quarter: 207 funds bought or added vs 159 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 SJNK holders?

Elite ownership — 95% AUM from top-100 funds: 23 of 380 holders are among the 100 largest funds by AUM, controlling 95% of total institutional value in SJNK. 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 SJNK?

64% of holders stayed for 2+ years: 243 out of 380 hedge funds have held SJNK 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.