Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Series Trust (SPBO)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
3Q ▲
Buyers last Q
61%

Smart Money Signals — SPBO

Based on 171 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added SPBO 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
171 hedge funds hold SPBO 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 — +8% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+8% 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

107 buying68 selling
Last quarter: 107 funds were net buyers (29 opened a brand new position + 78 added to an existing one). Only 68 were sellers (41 trimmed + 27 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~29 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 16 → 31 → 27 → 29. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 30% medium ■ 23% new
80 out of 171 hedge funds have held SPBO 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

32 → 16 → 31 → 27 → 29 new funds/Q
New funds entering each quarter: 16 → 31 → 27 → 29. A growing number of institutions are discovering SPBO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 46% of holders stayed 2+ years

■ 46% veterans ■ 22% 1-2yr ■ 32% new
Of 171 current holders: 78 (46%) 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 — 35% AUM from major funds

35% from top-100 AUM funds
19 of 171 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — SPBO

In 2026 Q1, 107 hedge funds were net buyers of SPBO (29 opened a new position, 78 added to an existing one), while 68 reduced or exited (41 trimmed, 27 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 35% of total institutional value in SPBO is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 171.

Hedge Fund Ownership: SPBO

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

Market Analysis: SPBO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SPBO

-- --

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

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

Signal Freshness measures how much SPBO 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 · 75d ago
SPBO
-0.1%
SPY
+14.1%

SPBO outperformed SPY by -14.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
SPBO
+1.3%
SPY
+0.3%

Since the filing became public, SPBO outperformed SPY by +1.0% .

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 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: SPBO
170 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 170 169 0.59%
13F Shares 45M 43M 4.06%
Total Value $1.23B $1.29B -4.29%
New Positions 29 27 +2
Increased Positions 77 73 +4
Closed Positions 28 25 +3
Reduced Positions 41 46 -5
Total Calls 0 2 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SPBO

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Institutional Holders (2026 Q1)

170 + investors

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

QUARTER:
Top 25 SPBO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sterling Manor Financial, LLC 12.21% 672,350 $19.5M
2 Summit Financial Wealth Advisors, LLC 4.64% 1,126,788 $32.7M
3 Arkansas Financial Group, INC. 3.56% 877,107 $25.5M
4 Tradewinds Capital Management, LLC 2.89% 502,038 $14.6M
5 Flaharty Asset Management, LLC 2.69% 746,259 $21.7M
6 Procyon Advisors, LLC 2.48% 1,740,756 $50.5M
7 Financial Gravity Asset Management, Inc. 2.28% 442,070 $12.8M
8 St Germain D J Co Inc 2.27% 1,975,748 $57.4M
9 Melone Private Wealth, LLC 1.99% 167,806 $4.9M
10 5th Street Advisors, LLC 1.48% 118,039 $3.4M
11 Gerber Kawasaki Wealth & Investment Management 1.40% 1,513,411 $44.0M
12 North Dakota State Investment Board 1.37% 1,089,068 $31.6M
13 Tidemark, LLC 1.16% 157,503 $4.6M
14 Center For Asset Management LLC 0.83% 57,392 $1.7M
15 Breakwater Capital Group 0.83% 212,279 $6.2M
16 Tounjian Advisory Partners, LLC 0.77% 73,430 $2.1M
17 CoreCap Advisors, LLC 0.72% 727,245 $21.1M
18 Geneos Wealth Management Inc. 0.68% 1,014,637 $29.5M
19 David Kennon Inc 0.58% 55,946 $1.6M
20 National Wealth Management Group, LLC 0.54% 49,942 $1.4M
21 Flagship Harbor Advisors, LLC 0.50% 393,741 $11.4M
22 Nepc LLC 0.42% 724,227 $21.0M
23 Laraway Financial Advisors Inc 0.41% 20,104 $584K
24 Advisor Resource Council 0.36% 38,030 $1.1M
25 AE Wealth Management LLC 0.33% 2,120,579 $61.6M
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 (SPBO)

What does the Smart Money Trend signal show for SPBO?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added SPBO 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 SPBO?

More buyers than sellers — 61% buying: Last quarter: 107 funds were net buyers (29 opened a brand new position + 78 added to an existing one). Only 68 were sellers (41 trimmed + 27 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SPBO holders?

Strong quality — 35% AUM from major funds: 19 of 171 holders rank in the top 100 by AUM, accounting for 35% 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 SPBO?

47% of holders stayed for 2+ years: 80 out of 171 hedge funds have held SPBO 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 (SPBO) following the 2026 Q1 hedge fund 13F filings?

As of today, SPBO has moved +1.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +1.0%. Since the quarter end (March 31, 2026), SPBO has gained -0.1% vs +14.1% 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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