Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Series Trust (SLYV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +21
Streak
4Q ▲
Buyers last Q
47%

Smart Money Signals — SLYV

Based on 595 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 SLYV 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
595 hedge funds hold SLYV 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 — +10% more funds vs a year ago

fund count last 6Q
+55 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 47% buying

243 buying279 selling
Last quarter: 279 funds reduced or exited vs 243 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~61 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 54 → 65 → 62 → 61. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 21% medium ■ 17% new
368 out of 595 hedge funds have held SLYV 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.
➡️

Steady discovery — ~61 new funds/quarter

37 → 54 → 65 → 62 → 61 new funds/Q
New funds entering each quarter: 54 → 65 → 62 → 61. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 65% veterans vs 20% newcomers

■ 65% veterans ■ 15% 1-2yr ■ 20% new
Entry-cohort mix of 595 holders: 386 (65%) are 2+ year veterans, 92 entered 1–2 years ago, and 117 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
23 of 594 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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.

Institutional Sentiment Summary — SLYV

In 2026 Q1, 243 hedge funds were net buyers of SLYV (61 opened a new position, 182 added to an existing one), while 279 reduced or exited (239 trimmed, 40 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 32% of total institutional value in SLYV is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +21 funds (more new holders than closures). Total institutional holders: 595.

Hedge Fund Ownership: SLYV

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

Market Analysis: SLYV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SLYV

-- --

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

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

Signal Freshness measures how much SLYV 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 · 78d ago
SLYV
+13.3%
SPY
+15.9%

SLYV outperformed SPY by -2.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
SLYV
+6.9%
SPY
+2.0%

Since the filing became public, SLYV outperformed SPY by +4.9% .

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.

19 top-rated funds 11 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: SLYV
591 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 591 574 2.96%
13F Shares 28M 30M -6.2%
Total Value $2.59B $2.71B -4.42%
New Positions 60 62 -2
Increased Positions 180 178 +2
Closed Positions 43 44 -1
Reduced Positions 238 237 +1
Total Calls 1 2 -50.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SLYV

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Institutional Holders (2026 Q1)

591 + investors

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

QUARTER:
Top 25 SLYV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Dean, Jacobson Financial Services, LLC 16.89% 290,705 $27.5M
2 Cannon Financial Strategists, Inc. 12.53% 1,008,055 $95.3M
3 Wrenne Financial Planning LLC 7.53% 202,964 $19.2M
4 Arnold Financial Planning LLC 6.56% 74,257 $7.0M
5 CarsonAllaria Wealth Management, Ltd. 5.81% 124,435 $11.8M
6 Optimist Retirement Group LLC 5.72% 137,102 $13.0M
7 Capasso Planning Partners LLC 5.06% 99,183 $9.4M
8 Balanced Wealth Group LLC 4.30% 127,046 $12.0M
9 Goelzer Investment Management, Inc. 3.62% 791,132 $74.8M
10 Nvest Wealth Strategies, Inc. 3.33% 50,231 $4.8M
11 Interactive Financial Advisors, INC. 3.20% 51,787 $4.9M
12 Financial Strategies Group, Inc. 3.18% 184,749 $19.0M
13 American Financial Advisors, LLC 3.15% 249,707 $23.6M
14 Rodgers & Associates, LTD 3.12% 323,904 $30.6M
15 Key FInancial Inc 3.08% 183,039 $17.3M
16 Marathon Mission, Inc. 2.96% 53,773 $5.1M
17 Triangle Securities Wealth Management 2.67% 124,281 $11.8M
18 Canandaigua National Trust Co of Florida 2.55% 33,548 $3.2M
19 Lpwm LLC 2.41% 100,823 $9.5M
20 Fell Capital Management /Adv 2.34% 25,881 $2.4M
21 Indie Asset Partners, LLC 2.33% 21,598 $2.0M
22 Stevens Capital Partners 2.30% 101,150 $9.6M
23 Brandywine Oak Private Wealth LLC 2.26% 284,817 $26.9M
24 Cambridge Financial Group, LLC 2.23% 69,786 $6.6M
25 Convergence Financial, LLC 2.03% 201,126 $19.1M
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 (SLYV)

What does the Smart Money Trend signal show for SLYV?

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

More sellers than buyers — 47% buying: Last quarter: 279 funds reduced or exited vs 243 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for SLYV holders?

Strong quality — 32% AUM from major funds: 23 of 594 holders rank in the top 100 by AUM, accounting for 32% 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 SLYV?

62% of holders stayed for 2+ years: 368 out of 595 hedge funds have held SLYV 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 (SLYV) following the 2026 Q1 hedge fund 13F filings?

As of today, SLYV has moved +6.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +4.9%. Since the quarter end (March 31, 2026), SLYV has gained +13.3% vs +15.9% 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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