Spdr Series Trust (SLYG) Hedge Fund Ownership (Q2 2026)

Spdr Series Trust (SLYG)

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

Smart Money Signals — SLYG

Based on 556 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q

For 5 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

556 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 — +18% more funds vs a year ago

fund count last 6Q

+83 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 — 53% buying

265 buying233 selling

Last quarter: 265 funds bought or added vs 233 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 (+10 vs last Q)

new funds entering per quarter

Funds opening a new SLYG position: 46 → 70 → 64 → 74. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 22% medium ■ 20% new

325 out of 556 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.

💰

Value +28% but shares only +5% — price-driven

Value

+28%

+4%

Last quarter: the total dollar value of institutional holdings rose +28%, but actual share count only changed +5%. 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.

📈

Growing discovery — still being found

58 → 46 → 70 → 64 → 74 new funds/Q

New funds entering each quarter: 46 → 70 → 64 → 74. A growing number of institutions are discovering SLYG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 61% veterans vs 23% newcomers

■ 61% veterans ■ 16% 1-2yr ■ 23% new

Entry-cohort mix of 556 holders: 341 (61%) are 2+ year veterans, 87 entered 1–2 years ago, and 128 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds

27 of 556 holders are among the 100 largest funds by AUM, controlling 43% 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.

3.7

out of 10

Low Exit Risk

Exit risk score 3.7/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	552	515	7.18%
13F Shares	30M	29M	4.5%
Total Value	$3.59B	$2.80B	28.17%
New Positions	72	64	+8
Increased Positions	191	188	+3
Closed Positions	35	42	-7
Reduced Positions	199	167	+32
Total Calls	0	1	-100.0%
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

552

515

7.18%

13F Shares

30M

29M

4.5%

Total Value

$3.59B

$2.80B

28.17%

New Positions

Increased Positions

191

188

Closed Positions

-7

Reduced Positions

199

167

+32

Total Calls

-100.0%

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

552 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 SLYG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Financial Concepts Unlimited, Inc.	4.65%	49,817	$5.9M
2	Aire Advisors, LLC	4.46%	230,151	$27.4M
3	Rodgers & Associates, LTD	4.36%	403,692	$48.1M
4	Roan Capital Partners	4.23%	42,817	$5.1M
5	Everhart Financial Group, Inc.	4.11%	538,759	$64.2M
6	Hrc Wealth Management, LLC	3.84%	78,831	$9.4M
7	Shakespeare Wealth Management, LLC	3.77%	119,563	$14.2M
8	Pacific Life Fund Advisors LLC	3.75%	286,594	$34.1M
9	Leicht Financial Planning & Wealth Management, Inc.	3.70%	75,788	$9.0M
10	Tme Financial, INC.	3.56%	48,447	$5.8M
11	Interactive Financial Advisors, INC.	3.51%	49,303	$5.8M
12	Integrity Wealth Solutions LLC	3.51%	79,642	$9.5M
13	Convergence Financial, LLC	3.46%	365,342	$43.5M
14	Leslie Global Wealth, LLC	3.45%	74,342	$8.9M
15	Grey Fox Wealth Advisors, LLC	3.36%	179,787	$21.4M
16	Diversified Enterprises, LLC	3.20%	554,547	$66.1M
17	Livet Wealth, LLC	3.14%	45,748	$5.5M
18	Junk Investment Group, LLC	2.92%	55,293	$6.6M
19	Marathon Mission, Inc.	2.88%	48,442	$5.8M
20	Barden Capital Management, Inc.	2.60%	23,686	$2.8M
21	Pacific Sun Financial Corp	2.50%	50,818	$6.1M
22	Collier Financial	2.39%	29,352	$3.5M
23	FAS Wealth Partners, Inc.	2.36%	380,346	$45.3M
24	Midwest Financial Group LLC	2.23%	53,306	$6.4M
25	Carolina Wealth Management Inc	2.17%	39,530	$4.7M

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 — 5 quarters in a row: For 5 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 — 53% buying: Last quarter: 265 funds bought or added vs 233 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 — 43% AUM from top-100 funds: 27 of 556 holders are among the 100 largest funds by AUM, controlling 43% 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?

58% of holders stayed for 2+ years: 325 out of 556 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.

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.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
PEG Ratio (5yr expected)	--
Price/Sales (ttm)	--
Price/Book (mrq)	--
Enterprise Value/Revenue	--
Enterprise Value/EBITDA	--
Beta (5Y Monthly)	--
Short Ratio (Days to Cover)	--
Short % of Float	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Spdr Series Trust (SLYG)

Smart Money Signals — SLYG

Buying streak — 5 quarters in a row

At the ownership peak (100% of max)

Steady growth — +18% more funds vs a year ago

Slight buying edge — 53% buying

More new buyers each quarter (+10 vs last Q)

58% of holders stayed for 2+ years

Value +28% but shares only +5% — price-driven

Growing discovery — still being found

Veteran-anchored — 61% veterans vs 23% newcomers

Elite ownership — 43% AUM from top-100 funds

Institutional Sentiment Summary — SLYG

Hedge Fund Ownership: SLYG

Market Analysis: SLYG

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SLYG

Hedge Fund Positioning: SLYG

Statistics: SLYG

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Spdr Series Trust (SLYG)

Welcome to 13Foresight!