Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SPDR SERIES TRUST (SPAB)

483 + 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
↑ +30
Streak
1Q ▲
Buyers last Q
63%

Smart Money Signals — SPAB

Based on 483 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
483 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 — +6% more funds vs a year ago

fund count last 6Q
+29 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 63% buying

298 buying177 selling
Last quarter: 298 funds were net buyers (66 opened a brand new position + 232 added to an existing one). Only 177 were sellers (141 trimmed + 36 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+28 vs last Q)

new funds entering per quarter
Funds opening a new SPAB position: 55 → 36 → 38 → 66. 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+) ■ 23% medium ■ 13% new
311 out of 483 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.
📈

Growing discovery — still being found

56 → 55 → 36 → 38 → 66 new funds/Q
New funds entering each quarter: 55 → 36 → 38 → 66. A growing number of institutions are discovering SPAB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 63% of holders stayed 2+ years

■ 63% veterans ■ 15% 1-2yr ■ 22% new
Of 483 current holders: 306 (63%) 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 — 22% AUM from major funds

22% from top-100 AUM funds
22 of 483 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

27 top-rated funds 15 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
3.8
/ 10
conviction
Hedge Fund Positioning: SPAB
2026 Q1 Stats Unlock in 19 days 483 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 483 453 6.62%
13F Shares 266M 249M 6.74%
Total Value $6.84B $6.43B 6.44%
New Positions 66 38 +28
Increased Positions 232 199 +33
Closed Positions 36 53 -17
Reduced Positions 141 168 -27
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)

483 + investors

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

Top 25 institutional holders of SPAB — 2025 Q4 · 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 Trinity Wealth Management, LLC 12.76% 1,356,451 $34.8M
4 Kagan Cocozza Asset Management 12.62% 700,150 $17.9M
5 Financial Planning Fort Collins, LLC 10.03% 520,947 $13.4M
6 RESTON WEALTH MANAGEMENT LLC 9.92% 1,263,512 $32.4M
7 TRUEFG, LLC 8.43% 1,241,952 $31.8M
8 Rochester Wealth Strategies, LLC 7.87% 506,496 $13.0M
9 Cyr Financial Inc. 7.70% 510,395 $13.1M
10 Weitzel Financial Services, Inc. 6.84% 711,263 $18.2M
11 Tenzing Financial LLC 6.45% 334,846 $8.6M
12 WALLER FINANCIAL PLANNING GROUP, INC 5.46% 965,511 $24.7M
13 Capital Investment Management, Inc. 5.42% 601,986 $15.5M
14 Aspire Private Capital, LLC 5.37% 928,719 $23.8M
15 PCB Capital LLC 4.38% 106,129 $2.7M
16 Barden Capital Management, Inc. 4.29% 195,876 $5.0M
17 Values Added Financial LLC 3.57% 331,546 $8.5M
18 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 3.50% 9,329,661 $239.0M
19 UNIVEST FINANCIAL Corp 3.48% 2,415,915 $61.9M
20 AlphaStar Capital Management, LLC 3.34% 1,769,636 $45.3M
21 LODESTAR PRIVATE ASSET MANAGEMENT LLC 3.34% 1,321,303 $33.9M
22 Melone Private Wealth, LLC 2.59% 247,330 $6.3M
23 Trilogy Capital Inc. 2.52% 2,229,579 $57.1M
24 Stewardship Advisors, LLC 2.51% 427,041 $10.9M
25 Astoria Strategic Wealth, Inc. 2.50% 383,735 $9.8M
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 63% buying: Last quarter: 298 funds were net buyers (66 opened a brand new position + 232 added to an existing one). Only 177 were sellers (141 trimmed + 36 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SPAB holders?

Strong quality — 22% AUM from major funds: 22 of 483 holders rank in the top 100 by AUM, accounting for 22% 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?

64% of holders stayed for 2+ years: 311 out of 483 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.