Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Series Trust (SLYG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +23
Streak
4Q ▲
Buyers last Q
55%

Smart Money Signals — SLYG

Based on 515 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added SLYG 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
515 hedge funds hold SLYG 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 — +13% more funds vs a year ago

fund count last 6Q
+60 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

252 buying208 selling
Last quarter: 252 funds bought or added vs 208 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 — ~64 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 57 → 46 → 69 → 64. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 23% medium ■ 18% new
305 out of 515 hedge funds have held SLYG 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

36 → 57 → 46 → 69 → 64 new funds/Q
New funds entering each quarter: 57 → 46 → 69 → 64. A growing number of institutions are discovering SLYG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 60% veterans vs 22% newcomers

■ 60% veterans ■ 18% 1-2yr ■ 22% new
Entry-cohort mix of 515 holders: 311 (60%) are 2+ year veterans, 91 entered 1–2 years ago, and 113 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
24 of 514 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in SLYG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
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 — SLYG

In 2026 Q1, 252 hedge funds were net buyers of SLYG (64 opened a new position, 188 added to an existing one), while 208 reduced or exited (167 trimmed, 41 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 44% of total institutional value in SLYG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +23 funds (more new holders than closures). Total institutional holders: 515.

Hedge Fund Ownership: SLYG

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

Market Analysis: SLYG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SLYG

-- --

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

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

Signal Freshness measures how much SLYG 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 · 83d ago
SLYG
+18.3%
SPY
+14.9%

SLYG outperformed SPY by +3.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 38d ago
SLYG
+8.1%
SPY
+1.1%

Since the filing became public, SLYG outperformed SPY by +7.0% .

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.

17 top-rated funds 15 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: SLYG
509 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 509 492 3.46%
13F Shares 29M 25M 15.63%
Total Value $2.77B $2.35B 17.92%
New Positions 61 69 -8
Increased Positions 186 181 +5
Closed Positions 44 51 -7
Reduced Positions 166 166 -
Total Calls 1 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SLYG

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Institutional Holders (2026 Q1)

509 + investors

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

QUARTER:
Top 25 SLYG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Optimist Retirement Group LLC 5.70% 133,819 $12.9M
2 Nvest Wealth Strategies, Inc. 4.75% 70,163 $6.8M
3 Financial Concepts Unlimited, Inc. 4.29% 49,524 $4.8M
4 Shakespeare Wealth Management, LLC 4.17% 182,277 $17.6M
5 Balanced Wealth Group LLC 4.12% 119,039 $11.5M
6 Rodgers & Associates, LTD 4.11% 418,316 $40.4M
7 Aire Advisors, LLC 4.02% 227,655 $22.0M
8 Hrc Wealth Management, LLC 3.47% 76,120 $7.4M
9 Roan Capital Partners 3.35% 37,510 $3.6M
10 Grey Fox Wealth Advisors, LLC 3.30% 176,876 $17.1M
11 Interactive Financial Advisors, INC. 3.07% 48,634 $4.7M
12 Leslie Global Wealth, LLC 3.01% 59,161 $5.7M
13 Integrity Wealth Solutions LLC 2.98% 78,421 $7.6M
14 Livet Wealth, LLC 2.87% 46,644 $4.5M
15 Diversified Enterprises, LLC 2.85% 539,312 $52.1M
16 Junk Investment Group, LLC 2.82% 55,642 $5.4M
17 Marathon Mission, Inc. 2.62% 46,669 $4.5M
18 Leicht Financial Planning & Wealth Management, Inc. 2.50% 57,090 $5.5M
19 Pacific Sun Financial Corp 2.44% 52,043 $5.0M
20 Graney & King, LLC 2.40% 45,993 $4.4M
21 Midwest Financial Group LLC 2.10% 50,960 $4.9M
22 FAS Wealth Partners, Inc. 2.06% 342,972 $33.1M
23 Tme Financial, INC. 2.00% 29,874 $2.9M
24 Convergence Financial, LLC 1.99% 192,783 $18.8M
25 Barden Capital Management, Inc. 1.94% 23,495 $2.3M
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 (SLYG)

What does the Smart Money Trend signal show for SLYG?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added SLYG 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 SLYG?

Slight buying edge — 55% buying: Last quarter: 252 funds bought or added vs 208 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 SLYG holders?

Elite ownership — 44% AUM from top-100 funds: 24 of 514 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in SLYG. 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 SLYG?

59% of holders stayed for 2+ years: 305 out of 515 hedge funds have held SLYG 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 (SLYG) following the 2026 Q1 hedge fund 13F filings?

As of today, SLYG has moved +8.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of +7.0%. Since the quarter end (March 31, 2026), SLYG has gained +18.3% vs +14.9% 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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