Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Index Shs Fds (SPEU)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
1Q ▲
Buyers last Q
52%

Smart Money Signals — SPEU

Based on 104 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added SPEU 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.
📊

High ownership — 90% of 3.0Y peak

90% of all-time peak
104 funds currently hold this stock — 90% of the 3.0-year high of 115 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 5% fewer funds vs a year ago

fund count last 6Q
6 fewer hedge funds hold SPEU compared to a year ago (-5% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 52% buying

46 buying42 selling
Last quarter: 46 funds bought or added vs 42 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.
➡️

Steady new buyers — ~16 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 15 → 15 → 16. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 32% medium ■ 17% new
53 out of 104 hedge funds have held SPEU 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

23 → 12 → 15 → 15 → 16 new funds/Q
New funds entering each quarter: 12 → 15 → 15 → 16. A growing number of institutions are discovering SPEU each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 58% veterans vs 23% newcomers

■ 58% veterans ■ 19% 1-2yr ■ 23% new
Entry-cohort mix of 104 holders: 60 (58%) are 2+ year veterans, 20 entered 1–2 years ago, and 24 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
14 of 103 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in SPEU. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — 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 — SPEU

In 2026 Q2, 46 hedge funds were net buyers of SPEU (16 opened a new position, 30 added to an existing one), while 42 reduced or exited (31 trimmed, 11 sold completely) — a 52% buyer ratio, indicating a slight buying edge. 48% of total institutional value in SPEU is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 104.

Hedge Fund Ownership: SPEU

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

Market Analysis: SPEU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SPEU

-- --

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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: SPEU
103 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 103 99 4.04%
13F Shares 4M 6M -27.05%
Total Value $201M $269M -25.15%
New Positions 16 15 +1
Increased Positions 30 30 -
Closed Positions 11 17 -6
Reduced Positions 31 23 +8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SPEU

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 Q2)

103 + investors

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

QUARTER:
Top 25 SPEU holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Treasure Coast Financial Planning 3.47% 129,497 $7.1M
2 Midwest Financial Network, LLC 1.17% 31,203 $1.7M
3 Atlantic Edge Private Wealth Management, LLC 1.07% 95,087 $5.2M
4 K2 Financial Inc. 0.78% 19,770 $1.1M
5 Jacobs Equity LLC 0.56% 14,692 $806K
6 Paces Ferry Wealth Advisors, LLC 0.42% 20,642 $1.1M
7 Castleview Partners, LLC 0.25% 10,563 $580K
8 Accel Wealth Management 0.22% 17,792 $976K
9 Allen Capital Group, LLC 0.10% 21,472 $1.2M
10 Worth Financial Advisory Group, LLC 0.09% 3,927 $216K
11 Mather Group, LLC. 0.07% 148,165 $8.1M
12 Sargent Investment Group, LLC 0.06% 9,340 $513K
13 Osaic Holdings, INC. 0.05% 760,239 $41.7M
14 Family Manage LLC 0.05% 8,094 $444K
15 Perennial Investment Advisors, LLC 0.04% 12,108 $664K
16 Hamrick Investment Counsel, llc 0.03% 850 $47K
17 Lodestar Private Asset Management LLC 0.03% 5,982 $328K
18 Inspire Advisors, LLC 0.02% 5,726 $314K
19 Ssa Swiss Advisors AG 0.02% 900 $46K
20 Equitable Holdings, Inc. 0.02% 60,987 $3.3M
21 Scotia Capital INC. 0.02% 96,008 $5.3M
22 Keystone Financial Group 0.02% 5,850 $321K
23 WealthCollab, LLC 0.02% 867 $48K
24 Private Advisor Group, LLC 0.02% 67,727 $3.7M
25 Grove Bank & Trust 0.02% 3,000 $165K
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 (SPEU)

What does the Smart Money Trend signal show for SPEU?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added SPEU 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 SPEU?

Slight buying edge — 52% buying: Last quarter: 46 funds bought or added vs 42 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 SPEU holders?

Elite ownership — 48% AUM from top-100 funds: 14 of 103 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in SPEU. 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 SPEU?

51% of holders stayed for 2+ years: 53 out of 104 hedge funds have held SPEU 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.

Full history →