Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Series Trust (SMLV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
49%

Smart Money Signals — SMLV

Based on 93 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
93 hedge funds hold SMLV 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
+11 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.
🟠

More sellers than buyers — 49% buying

37 buying38 selling
Last quarter: 38 funds reduced or exited vs 37 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 — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 8 → 11 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 20% medium ■ 12% new
63 out of 93 hedge funds have held SMLV 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 — ~9 new funds/quarter

8 → 7 → 8 → 11 → 9 new funds/Q
New funds entering each quarter: 7 → 8 → 11 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 67% veterans vs 15% newcomers

■ 67% veterans ■ 18% 1-2yr ■ 15% new
Entry-cohort mix of 93 holders: 62 (67%) are 2+ year veterans, 17 entered 1–2 years ago, and 14 (15%) 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
14 of 92 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 — SMLV

In 2026 Q1, 37 hedge funds were net buyers of SMLV (9 opened a new position, 28 added to an existing one), while 38 reduced or exited (29 trimmed, 9 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. 32% of total institutional value in SMLV is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 93.

Hedge Fund Ownership: SMLV

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

Market Analysis: SMLV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SMLV

-- --

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

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

Signal Freshness measures how much SMLV 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 · 80d ago
SMLV
nan%
SPY
+13.9%

SMLV outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
SMLV
nan%
SPY
+0.2%

Since the filing became public, SMLV outperformed SPY by nan% .

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.

5 top-rated funds 2 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: SMLV
92 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 92 93 -1.08%
13F Shares 835K 852K -1.91%
Total Value $103M $104M -1.63%
New Positions 9 11 -2
Increased Positions 28 30 -2
Closed Positions 10 7 +3
Reduced Positions 29 31 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SMLV

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Financial Highlights

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Institutional Holders (2026 Q1)

92 + investors

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

QUARTER:
Top 25 SMLV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Roan Capital Partners 4.30% 33,938 $4.7M
2 DORVAL Corp 3.39% 79,718 $10.9M
3 Capital Developers, LLC 1.46% 11,822 $1.6M
4 Portland Financial Advisors Inc 1.20% 4,215 $578K
5 McNaughton Wealth Management, LLC 1.07% 18,820 $2.6M
6 Johnson & White Wealth Management, LLC 0.79% 13,555 $1.9M
7 Pathfinder Wealth Consulting, Inc. 0.61% 6,893 $945K
8 Navis Wealth Advisors, LLC 0.43% 6,169 $846K
9 Clearview Wealth Management LLC 0.41% 4,239 $581K
10 Pacific Sun Financial Corp 0.38% 5,772 $791K
11 HF Advisory Group, LLC 0.34% 7,193 $986K
12 Cowa, LLC 0.29% 7,925 $1.1M
13 Insight Advisors, LLC/ PA 0.23% 8,645 $1.2M
14 Swisher Financial Concepts, Inc. 0.19% 2,525 $346K
15 IAG Wealth Partners, LLC 0.18% 11,994 $1.6M
16 Libra Wealth LLC 0.06% 1,463 $201K
17 Summit Wealth Group LLC / Co 0.05% 3,795 $520K
18 Grey Fox Wealth Advisors, LLC 0.04% 1,511 $207K
19 Ieq Capital, LLC 0.04% 62,018 $8.5M
20 Continuum Advisory, LLC 0.03% 2,319 $318K
21 Strategic Blueprint, LLC 0.02% 3,110 $426K
22 Jaffetilchin Investment Partners, LLC 0.02% 3,003 $412K
23 NorthRock Partners, LLC 0.02% 10,812 $1.5M
24 McAdam, LLC 0.02% 3,850 $528K
25 Fragasso Financial Advisors Inc 0.02% 2,814 $392K
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 (SMLV)

What does the Smart Money Trend signal show for SMLV?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for SMLV?

More sellers than buyers — 49% buying: Last quarter: 38 funds reduced or exited vs 37 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 SMLV holders?

Strong quality — 32% AUM from major funds: 14 of 92 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 SMLV?

68% of holders stayed for 2+ years: 63 out of 93 hedge funds have held SMLV 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 (SMLV) following the 2026 Q1 hedge fund 13F filings?

As of today, SMLV has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), SMLV has gained nan% vs +13.9% 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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