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
↑ +4
Streak
3Q ▲
Buyers last Q
57%

Smart Money Signals — SPAB

Based on 541 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
541 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 — +9% more funds vs a year ago

fund count last 6Q
+43 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

299 buying229 selling
Last quarter: 299 funds bought or added vs 229 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.
⚠️

Fewer new buyers each quarter (-19 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 42 → 75 → 72 → 53. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 21% medium ■ 17% new
332 out of 541 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.
➡️

Steady discovery — ~53 new funds/quarter

41 → 42 → 75 → 72 → 53 new funds/Q
New funds entering each quarter: 42 → 75 → 72 → 53. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 63% veterans vs 21% newcomers

■ 63% veterans ■ 16% 1-2yr ■ 21% new
Entry-cohort mix of 541 holders: 341 (63%) are 2+ year veterans, 88 entered 1–2 years ago, and 112 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 27% AUM from major funds

27% from top-100 AUM funds
30 of 541 holders rank in the top 100 by AUM, accounting for 27% 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 Q2, 299 hedge funds were net buyers of SPAB (53 opened a new position, 246 added to an existing one), while 229 reduced or exited (180 trimmed, 49 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 27% of total institutional value in SPAB is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 541.

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.

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

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 20 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: SPAB
2026 Q3 Stats Unlock in 18 days 534 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 534 537 -0.56%
13F Shares 269M 276M -2.42%
Total Value $6.63B $6.94B -4.43%
New Positions 50 72 -22
Increased Positions 244 254 -10
Closed Positions 53 53 -
Reduced Positions 179 156 +23
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SPAB

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Institutional Holders (2026 Q2)

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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Arrien Investments, INC. 18.42% 1,431,245 $36.5M
2 Mueller Wealth, LLC 16.37% 942,299 $24.0M
3 Tobias Financial Advisors, INC. 14.35% 4,428,126 $113.0M
4 Retiremitten Financial LLC 13.48% 1,252,023 $32.0M
5 Kagan Cocozza Asset Management 11.24% 702,691 $17.9M
6 Trinity Wealth Management, LLC 10.18% 1,257,417 $32.1M
7 Financial Planning Fort Collins, LLC 9.91% 517,005 $13.1M
8 Reston Wealth Management LLC 9.26% 1,346,522 $34.4M
9 Financial Strategies Group, Inc. 8.49% 2,113,953 $53.3M
10 Cornerstone Advisors Asset Management, LLC 8.46% 2,534,062 $64.7M
11 Truefg, LLC 7.76% 1,301,815 $33.2M
12 Cyr Financial Inc. 7.33% 551,730 $14.1M
13 Weitzel Financial Services, Inc. 6.42% 743,151 $18.9M
14 Rochester Wealth Strategies, LLC 6.17% 436,917 $11.2M
15 Tenzing Financial LLC 5.57% 319,185 $8.1M
16 Great Lakes Retirement, Inc. 5.49% 2,424,802 $61.9M
17 Leading Edge Financial Planning LLC 5.33% 1,173,898 $30.0M
18 Capital Investment Management, Inc. 5.27% 673,977 $17.2M
19 Waller Financial Planning Group, Inc 5.05% 960,721 $24.5M
20 Barden Capital Management, Inc. 4.86% 206,472 $5.3M
21 Spectrum Advisors, Inc. 4.67% 231,002 $5.9M
22 PCB Capital LLC 4.57% 147,090 $3.8M
23 AlphaStar Capital Management, LLC 4.32% 2,660,661 $67.9M
24 Aspire Private Capital, LLC 4.16% 788,694 $20.1M
25 Stewardship Advisors, LLC 3.85% 725,561 $18.5M
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

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Frequently Asked Questions — Spdr Series Trust (SPAB)

What does the Smart Money Trend signal show for SPAB?

Buying streak — 3 quarters in a row: For 3 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?

Slight buying edge — 57% buying: Last quarter: 299 funds bought or added vs 229 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 SPAB holders?

Strong quality — 27% AUM from major funds: 30 of 541 holders rank in the top 100 by AUM, accounting for 27% 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: 332 out of 541 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.

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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