Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Series Trust (SMLV)

100 + 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
↑ +7
Streak
1Q ▲
Buyers last Q
58%

Smart Money Signals — SMLV

Based on 100 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added SMLV 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
100 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 — +18% more funds vs a year ago

fund count last 6Q
+15 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 — 58% buying

51 buying37 selling
Last quarter: 51 funds bought or added vs 37 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 (+6 vs last Q)

new funds entering per quarter
Funds opening a new SMLV position: 9 → 11 → 9 → 15. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 22% medium ■ 14% new
64 out of 100 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.
💰

Value +38% but shares only +18% — price-driven

Value
+38%
Shares
+17%
Last quarter: the total dollar value of institutional holdings rose +38%, but actual share count only changed +18%. 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

7 → 9 → 11 → 9 → 15 new funds/Q
New funds entering each quarter: 9 → 11 → 9 → 15. A growing number of institutions are discovering SMLV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 71% veterans vs 15% newcomers

■ 71% veterans ■ 14% 1-2yr ■ 15% new
Entry-cohort mix of 100 holders: 71 (71%) are 2+ year veterans, 14 entered 1–2 years ago, and 15 (15%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds
18 of 100 holders rank in the top 100 by AUM, accounting for 28% 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 Q2, 51 hedge funds were net buyers of SMLV (15 opened a new position, 36 added to an existing one), while 37 reduced or exited (29 trimmed, 8 sold completely) — a 58% buyer ratio, indicating a slight buying edge. 28% of total institutional value in SMLV is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 100.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 3 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: SMLV
100 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 100 93 7.53%
13F Shares 983K 836K 17.65%
Total Value $142M $103M 37.97%
New Positions 15 9 +6
Increased Positions 36 28 +8
Closed Positions 8 9 -1
Reduced Positions 29 29 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SMLV

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Institutional Holders (2026 Q2)

100 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Roan Capital Partners 4.58% 35,075 $5.5M
2 McKinney Capital Management, LLC 3.96% 63,794 $10.0M
3 DORVAL Corp 3.66% 80,869 $12.7M
4 Portland Financial Advisors Inc 1.33% 4,631 $729K
5 McNaughton Wealth Management, LLC 1.03% 18,455 $2.9M
6 Johnson & White Wealth Management, LLC 0.74% 12,562 $2.0M
7 Pathfinder Wealth Consulting, Inc. 0.61% 6,893 $945K
8 Clearview Wealth Management LLC 0.42% 4,137 $651K
9 Pacific Sun Financial Corp 0.37% 5,762 $907K
10 Navis Wealth Advisors, LLC 0.37% 6,206 $977K
11 HF Advisory Group, LLC 0.37% 7,591 $1.2M
12 Cowa, LLC 0.31% 7,910 $1.2M
13 Insight Advisors, LLC/ PA 0.23% 8,325 $1.3M
14 Howard Capital Management, LLC 0.23% 121,811 $19.2M
15 IAG Wealth Partners, LLC 0.18% 11,606 $1.8M
16 Swisher Financial Concepts, Inc. 0.17% 1,674 $263K
17 Worth Financial Advisory Group, LLC 0.10% 1,483 $233K
18 Libra Wealth LLC 0.06% 1,463 $230K
19 Summit Wealth Group LLC / Co 0.05% 3,939 $620K
20 Grey Fox Wealth Advisors, LLC 0.04% 1,501 $236K
21 Continuum Advisory, LLC 0.03% 2,335 $367K
22 Strategic Blueprint, LLC 0.02% 3,110 $489K
23 AdvisorNet Financial, Inc 0.02% 3,207 $505K
24 NorthRock Partners, LLC 0.02% 9,880 $1.6M
25 McAdam, LLC 0.02% 3,535 $556K
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added SMLV 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 SMLV?

Slight buying edge — 58% buying: Last quarter: 51 funds bought or added vs 37 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 SMLV holders?

Strong quality — 28% AUM from major funds: 18 of 100 holders rank in the top 100 by AUM, accounting for 28% 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?

64% of holders stayed for 2+ years: 64 out of 100 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.

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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