SPDR SERIES TRUST (SLYV): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

SPDR SERIES TRUST (SLYV)

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

Smart Money Signals — SLYV

Based on 545 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 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 (99% of max)

99% of all-time peak

545 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.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding SLYV is almost the same as a year ago (-3 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.

🟠

More sellers than buyers — 46% buying

229 buying265 selling

Last quarter: 265 funds reduced or exited vs 229 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 — ~59 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 35 → 50 → 57 → 59. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 19% medium ■ 15% new

359 out of 545 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.

📈

Growing discovery — still being found

63 → 35 → 50 → 57 → 59 new funds/Q

New funds entering each quarter: 35 → 50 → 57 → 59. A growing number of institutions are discovering SLYV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 14% 1-2yr ■ 21% new

Of 547 current holders: 355 (65%) 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.

✅

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds

18 of 545 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	547	526	3.99%
13F Shares	29M	30M	-2.54%
Total Value	$2.68B	$2.66B	0.69%
New Positions	59	57	+2
Increased Positions	170	155	+15
Closed Positions	40	51	-11
Reduced Positions	227	220	+7
Total Calls	2	0	100%
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

547

526

3.99%

13F Shares

29M

30M

-2.54%

Total Value

$2.68B

$2.66B

0.69%

New Positions

Increased Positions

170

155

+15

Closed Positions

-11

Reduced Positions

227

220

Total Calls

100%

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

547 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 25 institutional holders of SLYV — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Dean, Jacobson Financial Services, LLC	16.89%	290,705	$27.5M
2	Arnold Financial Planning LLC	6.56%	74,257	$7.0M
3	CarsonAllaria Wealth Management, Ltd.	5.81%	124,435	$11.8M
4	BALANCED WEALTH GROUP LLC	4.30%	127,046	$12.0M
5	Goelzer Investment Management, Inc.	3.62%	791,132	$74.8M
6	Nvest Wealth Strategies, Inc.	3.33%	50,231	$4.8M
7	INTERACTIVE FINANCIAL ADVISORS, INC.	3.20%	51,787	$4.9M
8	Key FInancial Inc	3.08%	183,039	$17.3M
9	Marathon Mission, Inc.	2.96%	53,773	$5.1M
10	Triangle Securities Wealth Management	2.67%	124,281	$11.8M
11	Canandaigua National Trust Co of Florida	2.55%	33,548	$3.2M
12	LPWM LLC	2.41%	100,823	$9.5M
13	STEVENS CAPITAL PARTNERS	2.30%	101,150	$9.6M
14	BRANDYWINE OAK PRIVATE WEALTH LLC	2.26%	284,817	$26.9M
15	Cambridge Financial Group, LLC	2.23%	69,786	$6.6M
16	Roberts Financial Services LLC	1.85%	61,537	$5.8M
17	Kassira Wealth Management LLC	1.84%	21,138	$2.0M
18	Livet Wealth, LLC	1.83%	30,485	$2.9M
19	CANANDAIGUA NATIONAL CORP	1.82%	215,562	$20.4M
20	Fragasso Financial Advisors Inc	1.79%	310,080	$29.6M
21	Blue Capital, Inc.	1.45%	23,394	$2.2M
22	Evensky & Katz LLC	1.43%	266,705	$25K
23	Financial Guidance Group, Inc.	1.25%	32,945	$3.1M
24	Avant Financial Advisors LLC	0.99%	14,916	$1.4M
25	New Hampshire Trust	0.89%	46,771	$4.4M

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 — 3 quarters in a row: For 3 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 — 46% buying: Last quarter: 265 funds reduced or exited vs 229 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 — 31% AUM from major funds: 18 of 545 holders rank in the top 100 by AUM, accounting for 31% 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?

66% of holders stayed for 2+ years: 359 out of 545 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.

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.

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SPDR SERIES TRUST (SLYV)

Smart Money Signals — SLYV

Buying streak — 3 quarters in a row

At the ownership peak (99% of max)

Stable — ownership unchanged year-over-year

More sellers than buyers — 46% buying

Steady new buyers — ~59 new funds per quarter

66% of holders stayed for 2+ years

Growing discovery — still being found

Deep conviction — 65% of holders stayed 2+ years

Strong quality — 31% AUM from major funds

Hedge Fund Ownership: SLYV

Market Analysis: SLYV

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SLYV

Hedge Fund Positioning: SLYV

Statistics: SLYV

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Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — SPDR SERIES TRUST (SLYV)

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