Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Series Trust (SPAB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +20
Streak
2Q ▲
Buyers last Q
61%

Smart Money Signals — SPAB

Based on 537 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added SPAB 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
537 hedge funds hold SPAB 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 — +7% more funds vs a year ago

fund count last 6Q
+36 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 61% buying

326 buying208 selling
Last quarter: 326 funds were net buyers (72 opened a brand new position + 254 added to an existing one). Only 208 were sellers (156 trimmed + 52 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~72 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 39 → 42 → 74 → 72. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 20% medium ■ 19% new
325 out of 537 hedge funds have held SPAB 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.
🚀

Acceleration phase — new buyers rushing in

60 → 39 → 42 → 74 → 72 new funds/Q
New funds entering each quarter: 39 → 42 → 74 → 72. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 60% veterans vs 24% newcomers

■ 60% veterans ■ 15% 1-2yr ■ 24% new
Entry-cohort mix of 537 holders: 323 (60%) are 2+ year veterans, 83 entered 1–2 years ago, and 131 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
27 of 537 holders rank in the top 100 by AUM, accounting for 24% 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.

Institutional Sentiment Summary — SPAB

In 2026 Q1, 326 hedge funds were net buyers of SPAB (72 opened a new position, 254 added to an existing one), while 208 reduced or exited (156 trimmed, 52 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 24% of total institutional value in SPAB is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +20 funds (more new holders than closures). Total institutional holders: 537.

Hedge Fund Ownership: SPAB

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

Market Analysis: SPAB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SPAB

-- --

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

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

Signal Freshness measures how much SPAB 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
SPAB
-0.8%
SPY
+15.9%

SPAB outperformed SPY by -16.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
SPAB
+0.9%
SPY
+2.0%

Since the filing became public, SPAB outperformed SPY by -1.1% .

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.

16 top-rated funds 22 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
4.1
/ 10
conviction
Hedge Fund Positioning: SPAB
534 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 534 517 3.29%
13F Shares 276M 271M 1.87%
Total Value $6.94B $6.97B -0.46%
New Positions 71 74 -3
Increased Positions 254 246 +8
Closed Positions 54 39 +15
Reduced Positions 155 150 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SPAB

View More

Valuation Measures Data as of: --

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 --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

534 + investors

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

QUARTER:
Top 25 SPAB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Arrien Investments, INC. 18.93% 1,362,580 $34.9M
2 Mueller Wealth, LLC 17.40% 851,393 $21.8M
3 My Portfolio Guide, LLC 16.28% 1,148,667 $29.4M
4 Tobias Financial Advisors, INC. 14.90% 4,178,789 $107.1M
5 Retiremitten Financial LLC 14.14% 1,141,710 $29.3M
6 Trinity Wealth Management, LLC 12.76% 1,356,451 $34.8M
7 Kagan Cocozza Asset Management 12.62% 700,150 $17.9M
8 Financial Planning Fort Collins, LLC 10.03% 520,947 $13.4M
9 Reston Wealth Management LLC 9.92% 1,263,512 $32.4M
10 Truefg, LLC 8.43% 1,241,952 $31.8M
11 Financial Strategies Group, Inc. 8.40% 1,958,484 $50.2M
12 Rochester Wealth Strategies, LLC 7.87% 506,496 $13.0M
13 Cyr Financial Inc. 7.70% 510,395 $13.1M
14 Convergence Financial, LLC 7.65% 2,817,632 $72.1M
15 Weitzel Financial Services, Inc. 6.84% 711,263 $18.2M
16 Cornerstone Advisors Asset Management, LLC 6.65% 1,680,916 $43.1M
17 Copley Financial Group, Inc. 6.63% 428,720 $11.0M
18 Tenzing Financial LLC 6.45% 334,846 $8.6M
19 Great Lakes Retirement, Inc. 6.25% 2,358,002 $60.4M
20 Leading Edge Financial Planning LLC 5.69% 1,054,971 $27.0M
21 Waller Financial Planning Group, Inc 5.46% 965,511 $24.7M
22 Capital Investment Management, Inc. 5.42% 601,986 $15.5M
23 Aspire Private Capital, LLC 5.37% 928,719 $23.8M
24 Virtue Capital Management, LLC 4.78% 1,230,624 $31.4M
25 PCB Capital LLC 4.38% 106,129 $2.7M
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 (SPAB)

What does the Smart Money Trend signal show for SPAB?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added SPAB 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 SPAB?

More buyers than sellers — 61% buying: Last quarter: 326 funds were net buyers (72 opened a brand new position + 254 added to an existing one). Only 208 were sellers (156 trimmed + 52 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SPAB holders?

Strong quality — 24% AUM from major funds: 27 of 537 holders rank in the top 100 by AUM, accounting for 24% 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 SPAB?

61% of holders stayed for 2+ years: 325 out of 537 hedge funds have held SPAB 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 (SPAB) following the 2026 Q1 hedge fund 13F filings?

As of today, SPAB has moved +0.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -1.1%. Since the quarter end (March 31, 2026), SPAB has gained -0.8% 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.

Full history →