Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SPDR SERIES TRUST (SPIB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +16
Streak
1Q ▲
Buyers last Q
64%

Smart Money Signals — SPIB

Based on 530 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added SPIB 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
530 hedge funds hold SPIB 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 — +5% more funds vs a year ago

fund count last 6Q
+23 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 64% buying

335 buying190 selling
Last quarter: 335 funds were net buyers (74 opened a brand new position + 261 added to an existing one). Only 190 were sellers (132 trimmed + 58 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+19 vs last Q)

new funds entering per quarter
Funds opening a new SPIB position: 61 → 57 → 55 → 74. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 25% medium ■ 18% new
299 out of 530 hedge funds have held SPIB 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 — ~74 new funds/quarter

94 → 61 → 57 → 55 → 74 new funds/Q
New funds entering each quarter: 61 → 57 → 55 → 74. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 59% of holders stayed 2+ years

■ 59% veterans ■ 16% 1-2yr ■ 25% new
Of 531 current holders: 312 (59%) 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.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
22 of 530 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in SPIB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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: SPIB

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

Market Analysis: SPIB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SPIB

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

29 top-rated funds 31 high-conviction
Consensus
6.4
/ 10
breadth
×
Elite
4.7
/ 10
conviction
Hedge Fund Positioning: SPIB
2026 Q1 Stats Unlock in 14 days 531 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 531 515 3.11%
13F Shares 256M 254M 0.63%
Total Value $8.66B $8.64B 0.28%
New Positions 74 56 +18
Increased Positions 261 243 +18
Closed Positions 58 61 -3
Reduced Positions 134 152 -18
Total Calls 1 1 -
Total Puts 1 1 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: SPIB

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Valuation Measures Data as of: --

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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
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Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
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Institutional Holders (2026 Q1)

531 + investors

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

Top 25 institutional holders of SPIB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Roberts Financial Services LLC 12.21% 1,144,665 $38.4M
2 TRUE BLUE FINANCIAL, LLC 10.28% 388,697 $13.0M
3 Fortune 45 LLC 7.91% 484,576 $16.3M
4 Your Advocates Ltd., LLP 6.98% 682,626 $22.9M
5 STRATEGIC PLANNING GROUP, LLC 6.73% 1,434,770 $48.1M
6 Kagan Cocozza Asset Management 6.52% 276,437 $9.3M
7 Compton Financial Group, LLC 6.26% 845,038 $28.3M
8 Leicht Financial Planning & Wealth Management, Inc. 6.23% 409,225 $13.7M
9 Orange Investment Advisors, Inc. 5.70% 1,311,594 $44.0M
10 Concord Asset Management, LLC/VA 5.42% 956,840 $32.1M
11 Walker Financial Services, Inc. 5.36% 467,142 $15.7M
12 Forbes Financial Planning, Inc. 4.91% 253,231 $8.5M
13 TRUEFG, LLC 4.81% 541,472 $18.2M
14 Cherry Tree Wealth Management, LLC 4.61% 650,076 $21.8M
15 GENTRY PRIVATE WEALTH, LLC 4.42% 218,941 $7.3M
16 TCV Trust & Wealth Management, Inc. 4.39% 1,563,451 $52.4M
17 Concord Wealth Partners 4.23% 970,711 $32.6M
18 Flatrock Wealth Partners LLC 4.10% 271,477 $9.1M
19 GoalVest Advisory LLC 4.00% 611,069 $20.5M
20 Freestate Advisors LLC 3.97% 148,143 $5.0M
21 NOTTINGHAM ADVISORS, INC. 3.97% 919,755 $30.8M
22 High Probability Advisors, LLC 3.82% 890,888 $29.9M
23 Roan Capital Partners 3.77% 121,746 $4.1M
24 Financial Planning Navigators CORP 3.74% 254,214 $8.5M
25 Entelevest, LLC 3.52% 104,998 $3.5M
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 (SPIB)

What does the Smart Money Trend signal show for SPIB?

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

More buyers than sellers — 64% buying: Last quarter: 335 funds were net buyers (74 opened a brand new position + 261 added to an existing one). Only 190 were sellers (132 trimmed + 58 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SPIB holders?

Elite ownership — 45% AUM from top-100 funds: 22 of 530 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in SPIB. 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 SPIB?

56% of holders stayed for 2+ years: 299 out of 530 hedge funds have held SPIB 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.