Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Index Shs Fds (SPEM)

1K + 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
↑ +39
Streak
9Q ▲
Buyers last Q
57%

Smart Money Signals — SPEM

Based on 1034 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 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
1,034 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.
🚀

Fast accumulation — +22% more funds vs a year ago

fund count last 6Q
+183 new funds entered over the past year (+22% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 57% buying

549 buying412 selling
Last quarter: 549 funds bought or added vs 412 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 (-12 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 82 → 135 → 117 → 105. 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.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 24% medium ■ 20% new
575 out of 1,034 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.
➡️

Steady discovery — ~105 new funds/quarter

104 → 82 → 135 → 117 → 105 new funds/Q
New funds entering each quarter: 82 → 135 → 117 → 105. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 58% veterans vs 25% newcomers

■ 58% veterans ■ 17% 1-2yr ■ 25% new
Entry-cohort mix of 1,034 holders: 600 (58%) are 2+ year veterans, 180 entered 1–2 years ago, and 254 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
33 of 1032 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in SPEM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — SPEM

In 2026 Q2, 549 hedge funds were net buyers of SPEM (105 opened a new position, 444 added to an existing one), while 412 reduced or exited (346 trimmed, 66 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 9 consecutive quarters of net institutional buying — a persistent conviction signal. 47% of total institutional value in SPEM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +39 funds (more new holders than closures). Total institutional holders: 1034.

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

-- --

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

Is It Too Late to Buy Spdr Index Shs Fds (SPEM) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SPEM has moved relative to its sector benchmark (SPY) since the 2026 Q2 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 June 30, 2026 · 84d ago
SPEM
+3.1%
SPY
+3.3%

SPEM outperformed SPY by -0.2% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 39d ago
SPEM
+2.3%
SPY
-0.7%

Since the filing became public, SPEM outperformed SPY by +3.0% .

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.

15 top-rated funds 47 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: SPEM
1K + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1025 995 3.02%
13F Shares 239M 250M -4.56%
Total Value $12.06B $11.43B 5.45%
New Positions 102 117 -15
Increased Positions 442 428 +14
Closed Positions 70 77 -7
Reduced Positions 346 296 +50
Total Calls 0 0 -
Total Puts 1 0 100%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SPEM

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

1K + investors

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

QUARTER:
Top 25 SPEM holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Creekmur Asset Management LLC 11.26% 4,496 $233K
2 McNamara Financial Services, Inc. 7.73% 865,525 $44.8M
3 Marathon Strategic Advisors, LLC 7.37% 252,223 $13.1M
4 Landmark Wealth Management, INC. 7.15% 417,135 $21.6M
5 Chaney Capital Management, Inc. 6.99% 429,538 $22.2M
6 Luken Investment Analytics, LLC 6.59% 364,088 $18.9M
7 Novus Advisors, LLC 6.21% 57,570 $3.0M
8 Palatine Hill Wealth Management, LLC 5.78% 138,505 $7.2M
9 Delta Wealth Advisors LLC 5.70% 153,984 $8.0M
10 Sterneck Capital Management, LLC 5.65% 254,543 $13.2M
11 Capital Wealth Management, LLC 5.42% 435,418 $22.5M
12 Walsh & Associates, LLC 5.35% 126,568 $6.6M
13 Uptown Financial Advisors LLC 5.32% 155,992 $8.1M
14 WealthTrak Capital Management LLC 5.04% 148,106 $7.7M
15 Leicht Financial Planning & Wealth Management, Inc. 4.93% 232,523 $12.0M
16 Cobblestone Asset Management LLC 4.66% 215,928 $11.2M
17 BlueStem Wealth Partners, LLC 4.57% 885,440 $45.8M
18 Matauro, LLC 4.44% 647,952 $33.6M
19 Lpwm LLC 4.42% 384,456 $19.9M
20 JDM Financial Group LLC 4.37% 337,825 $12.8M
21 Stadion Money Management, LLC 4.20% 940,036 $48.7M
22 Wrapmanager Inc 4.03% 248,787 $12.9M
23 Financial Planning Fort Collins, LLC 3.99% 101,842 $5.3M
24 Cutler Investment Counsel LLC 3.94% 808,417 $41.9M
25 Financial Management, Inc. 3.89% 87,573 $4.1M
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 — 9 quarters in a row: For 9 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?

Slight buying edge — 57% buying: Last quarter: 549 funds bought or added vs 412 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 SPEM holders?

Elite ownership — 47% AUM from top-100 funds: 33 of 1032 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in SPEM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SPEM?

56% of holders stayed for 2+ years: 575 out of 1,034 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.

Is it too late to buy Spdr Index Shs Fds (SPEM) following the 2026 Q2 hedge fund 13F filings?

As of today, SPEM has moved +2.3% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.7% for the SPY sector ETF — an outperformance of +3.0%. Since the quarter end (June 30, 2026), SPEM has gained +3.1% vs +3.3% 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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