Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Series Trust (SJNK)

398 + 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
↑ +10
Streak
1Q ▲
Buyers last Q
59%

Smart Money Signals — SJNK

Based on 399 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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 (97% of max)

97% of all-time peak
399 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding SJNK is almost the same as a year ago (+11 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 59% buying

219 buying153 selling
Last quarter: 219 funds bought or added vs 153 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 — ~47 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 45 → 61 → 43 → 47. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 19% medium ■ 16% new
257 out of 399 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.
📊

Peak discovery — momentum slowing

53 → 45 → 61 → 43 → 47 new funds/Q
New funds entering each quarter: 45 → 61 → 43 → 47. SJNK is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 66% veterans vs 19% newcomers

■ 66% veterans ■ 14% 1-2yr ■ 19% new
Entry-cohort mix of 399 holders: 265 (66%) are 2+ year veterans, 57 entered 1–2 years ago, and 77 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
26 of 399 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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 — SJNK

In 2026 Q2, 219 hedge funds were net buyers of SJNK (47 opened a new position, 172 added to an existing one), while 153 reduced or exited (116 trimmed, 37 sold completely) — a 59% buyer ratio, indicating a slight buying edge. 38% of total institutional value in SJNK is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 399.

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

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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.

11 top-rated funds 11 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: SJNK
398 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 398 389 2.31%
13F Shares 131M 117M 12.12%
Total Value $3.10B $2.73B 13.66%
New Positions 47 43 +4
Increased Positions 172 150 +22
Closed Positions 38 66 -28
Reduced Positions 115 130 -15
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SJNK

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Institutional Holders (2026 Q2)

398 + investors

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

QUARTER:
Top 25 SJNK holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Aristotle Pacific Capital, LLC 12.78% 1,073,016 $26.9M
2 Bramshill Investments, LLC 11.62% 6,067,585 $151.9M
3 RMG Wealth Management LLC 9.07% 3,534,764 $87.9M
4 Employees' Retirement Fund of the City of Fort Worth 6.20% 693,800 $17.4M
5 Crabel Capital Management, LLC 5.98% 327,284 $8.2M
6 Financial Management, Inc. 5.32% 221,400 $5.6M
7 Benchmark Financial, LLC 4.04% 198,189 $5.0M
8 Moulton Wealth Management, Inc 4.02% 245,850 $6.1M
9 Cornerstone National Bank & Trust Co 3.87% 459,497 $11.4M
10 Berkshire Money Management, Inc. 3.85% 1,681,386 $42.1M
11 Essex LLC 3.82% 1,006,633 $25.2M
12 Ironwood Wealth Management, INC. 3.73% 354,250 $8.8M
13 GRIMES & Co WEALTH MANAGEMENT, LLC 3.69% 6,818,664 $170.7M
14 Monetary Solutions, Ltd 3.53% 163,747 $4.1M
15 Perspective Wealth Advisors LLC 3.23% 234,611 $5.9M
16 Disciplined Investments, LLC 3.10% 383,015 $9.6M
17 Curran Financial Partners, LLC 2.87% 771,545 $19.3M
18 Echo45 Advisors LLC 2.68% 207,676 $5.2M
19 Mason & Associates Inc 2.57% 634,715 $15.9M
20 BayBridge Capital Group, LLC 2.57% 196,703 $4.9M
21 Shenkman Capital Management Inc 2.36% 668,051 $17.0M
22 Sharper & Granite LLC 2.33% 300,650 $7.5M
23 Lionshead Wealth Management, LLC 2.31% 142,195 $3.6M
24 LightSquare Wealth Management, LLC 2.21% 128,164 $3.2M
25 Little Harbor Advisors, LLC 2.09% 170,530 $4.2M
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 59% buying: Last quarter: 219 funds bought or added vs 153 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?

Strong quality — 38% AUM from major funds: 26 of 399 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SJNK?

64% of holders stayed for 2+ years: 257 out of 399 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.

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