Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SPDR INDEX SHS FDS (SPEM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +75
Streak
7Q ▲
Buyers last Q
63%

Smart Money Signals — SPEM

Based on 894 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 consecutive quarters, more hedge funds added SPEM 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
894 hedge funds hold SPEM 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
+139 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.
🟢

More buyers than sellers — 63% buying

535 buying314 selling
Last quarter: 535 funds were net buyers (122 opened a brand new position + 413 added to an existing one). Only 314 were sellers (267 trimmed + 47 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+50 vs last Q)

new funds entering per quarter
Funds opening a new SPEM position: 76 → 97 → 72 → 122. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 25% medium ■ 18% new
508 out of 894 hedge funds have held SPEM 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

93 → 76 → 97 → 72 → 122 new funds/Q
New funds entering each quarter: 76 → 97 → 72 → 122. A growing number of institutions are discovering SPEM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 57% of holders stayed 2+ years

■ 57% veterans ■ 16% 1-2yr ■ 27% new
Of 894 current holders: 510 (57%) 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 — 30% AUM from major funds

30% from top-100 AUM funds
23 of 894 holders rank in the top 100 by AUM, accounting for 30% 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.

Hedge Fund Ownership: SPEM

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

Market Analysis: SPEM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SPEM

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

39 top-rated funds 38 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: SPEM
2026 Q1 Stats Unlock in 20 days 894 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 894 819 9.16%
13F Shares 233M 227M 2.78%
Total Value $11.13B $10.54B 5.62%
New Positions 122 72 +50
Increased Positions 413 361 +52
Closed Positions 47 57 -10
Reduced Positions 267 268 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SPEM

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

894 + investors

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

Top 25 institutional holders of SPEM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Marathon Strategic Advisors, LLC 8.41% 249,422 $11.7M
2 McNamara Financial Services, Inc. 7.68% 865,271 $40.6M
3 LANDMARK WEALTH MANAGEMENT, INC. 6.68% 377,461 $17.7M
4 Uptown Financial Advisors LLC 5.82% 156,103 $7.3M
5 NOVUS ADVISORS, LLC 5.77% 54,976 $2.6M
6 Midwest Capital Advisors, LLC 5.59% 255,169 $12.0M
7 Sterneck Capital Management, LLC 5.48% 260,253 $12.2M
8 CAPITAL WEALTH MANAGEMENT, LLC 5.47% 430,690 $20.2M
9 Tradewinds Capital Management, LLC 5.20% 558,565 $26.2M
10 Delta Wealth Advisors LLC 4.82% 134,906 $6.3M
11 Heritage Family Offices, LLP 4.74% 227,858 $10.7M
12 Impact Partnership Wealth, LLC 4.55% 785,788 $36.9M
13 LPWM LLC 4.50% 380,104 $17.8M
14 Cobblestone Asset Management LLC 4.34% 205,616 $9.6M
15 Financial Planning Fort Collins, LLC 4.18% 108,890 $5.6M
16 MATAURO, LLC 4.05% 597,277 $28.0M
17 BRIGHTON SECURITIES CORP. 3.78% 167,322 $7.8M
18 Melone Private Wealth, LLC 3.62% 188,990 $8.9M
19 Values Added Financial LLC 3.53% 178,638 $8.4M
20 TRUEFG, LLC 3.42% 275,306 $12.9M
21 CAPITAL FINANCIAL GROUP INC\CO\ /ADV 3.28% 127,406 $6.0M
22 LOCKERMAN FINANCIAL GROUP, INC. 3.22% 38,111 $1.8M
23 Xena Financial Planning, LLC 3.21% 60,505 $2.8M
24 Global Strategic Investment Solutions, LLC 3.16% 690,687 $32.4M
25 Peak Financial Management, Inc. 3.11% 261,256 $12.3M
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 INDEX SHS FDS (SPEM)

What does the Smart Money Trend signal show for SPEM?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added SPEM 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 SPEM?

More buyers than sellers — 63% buying: Last quarter: 535 funds were net buyers (122 opened a brand new position + 413 added to an existing one). Only 314 were sellers (267 trimmed + 47 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SPEM holders?

Strong quality — 30% AUM from major funds: 23 of 894 holders rank in the top 100 by AUM, accounting for 30% 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 SPEM?

57% of holders stayed for 2+ years: 508 out of 894 hedge funds have held SPEM 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.