Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Index Shs Fds (SPEU)

97 + 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
↓ -1
Streak
1Q ▼
Buyers last Q
54%

Smart Money Signals — SPEU

Based on 99 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their SPEU positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 86% of 3.0Y peak

86% of all-time peak
99 funds currently hold this stock — 86% 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 — 14% fewer funds vs a year ago

fund count last 6Q
16 fewer hedge funds hold SPEU compared to a year ago (-14% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 54% buying

45 buying39 selling
Last quarter: 45 funds bought or added vs 39 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 — ~15 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 22 → 12 → 15 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 28% medium ■ 20% new
51 out of 99 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.
➡️

Steady discovery — ~15 new funds/quarter

55 → 22 → 12 → 15 → 15 new funds/Q
New funds entering each quarter: 22 → 12 → 15 → 15. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 54% veterans vs 33% newcomers

■ 54% veterans ■ 13% 1-2yr ■ 33% new
Entry-cohort mix of 99 holders: 53 (54%) are 2+ year veterans, 13 entered 1–2 years ago, and 33 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
15 of 98 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — 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 — SPEU

In 2026 Q1, 45 hedge funds were net buyers of SPEU (15 opened a new position, 30 added to an existing one), while 39 reduced or exited (23 trimmed, 16 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 38% of total institutional value in SPEU is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 99.

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.

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

Signal Freshness measures how much SPEU 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 · 79d ago
SPEU
+8.4%
SPY
+13.9%

SPEU outperformed SPY by -5.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
SPEU
+4.0%
SPY
+0.2%

Since the filing became public, SPEU outperformed SPY by +3.8% .

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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: SPEU
97 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 97 100 -3.0%
13F Shares 6M 7M -15.67%
Total Value $266M $358M -25.66%
New Positions 14 15 -1
Increased Positions 30 36 -6
Closed Positions 17 14 +3
Reduced Positions 22 27 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SPEU

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

Financial Highlights

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Profit Margin --
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Institutional Holders (2026 Q1)

97 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Treasure Coast Financial Planning 3.40% 128,867 $6.6M
2 Midwest Financial Network, LLC 1.47% 36,108 $1.9M
3 Atlantic Edge Private Wealth Management, LLC 1.29% 102,497 $5.3M
4 Jacobs Equity LLC 1.19% 25,928 $1.3M
5 K2 Financial Inc. 0.78% 19,720 $1.1M
6 Jacobi Capital Management LLC 0.74% 257,056 $13.2M
7 Paces Ferry Wealth Advisors, LLC 0.39% 18,369 $941K
8 Castleview Partners, LLC 0.26% 9,925 $509K
9 Accel Wealth Management 0.23% 17,276 $885K
10 Cwm, LLC 0.16% 1,208,741 $61.9M
11 Allen Capital Group, LLC 0.10% 21,629 $1.1M
12 Mather Group, LLC. 0.08% 157,014 $8.0M
13 Sargent Investment Group, LLC 0.06% 9,381 $481K
14 Osaic Holdings, INC. 0.05% 731,155 $37.5M
15 Family Manage LLC 0.05% 8,094 $415K
16 Perennial Investment Advisors, LLC 0.05% 12,037 $617K
17 Lodestar Private Asset Management LLC 0.03% 5,982 $307K
18 Private Trust Co NA 0.03% 6,598 $338K
19 Equitable Holdings, Inc. 0.03% 81,520 $4.2M
20 Inspire Advisors, LLC 0.03% 6,216 $319K
21 Keystone Financial Group 0.02% 5,850 $300K
22 Scotia Capital INC. 0.02% 94,045 $4.8M
23 Independent Financial Group, LLC 0.02% 12,769 $654K
24 WealthCollab, LLC 0.02% 854 $44K
25 Grove Bank & Trust 0.02% 3,000 $154K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their SPEU positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for SPEU?

Slight buying edge — 54% buying: Last quarter: 45 funds bought or added vs 39 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?

Strong quality — 38% AUM from major funds: 15 of 98 holders rank in the top 100 by AUM, accounting for 38% 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 SPEU?

52% of holders stayed for 2+ years: 51 out of 99 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.

Is it too late to buy Spdr Index Shs Fds (SPEU) following the 2026 Q1 hedge fund 13F filings?

As of today, SPEU has moved +4.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +3.8%. Since the quarter end (March 31, 2026), SPEU has gained +8.4% vs +13.9% 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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