Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SPDR SERIES TRUST (SPIP)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
1Q ▲
Buyers last Q
49%

Smart Money Signals — SPIP

Based on 204 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 SPIP 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 — 92% of 3.0Y peak

92% of all-time peak
204 funds currently hold this stock — 92% of the 3.0-year high of 221 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding SPIP is almost the same as a year ago (-6 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 49% buying

91 buying95 selling
Last quarter: 95 funds reduced or exited vs 91 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+17 vs last Q)

new funds entering per quarter
Funds opening a new SPIP position: 22 → 19 → 12 → 29. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

69% of holders stayed for 2+ years

■ 69% conviction (2yr+) ■ 22% medium ■ 9% new
140 out of 204 hedge funds have held SPIP 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 — ~29 new funds/quarter

35 → 22 → 19 → 12 → 29 new funds/Q
New funds entering each quarter: 22 → 19 → 12 → 29. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 70% of holders stayed 2+ years

■ 70% veterans ■ 11% 1-2yr ■ 19% new
Of 204 current holders: 143 (70%) 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 — 41% AUM from top-100 funds

41% from top-100 AUM funds
21 of 204 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in SPIP. 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.

Hedge Fund Ownership: SPIP

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

Market Analysis: SPIP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SPIP

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 2 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: SPIP
2026 Q1 Stats Unlock in 22 days 204 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 204 197 3.55%
13F Shares 25M 26M -3.53%
Total Value $645M $678M -4.84%
New Positions 29 12 +17
Increased Positions 62 60 +2
Closed Positions 22 22 -
Reduced Positions 74 82 -8
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SPIP

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

204 + investors

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

Top 25 institutional holders of SPIP — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ERn Financial, LLC 1.70% 346,671 $9.0M
2 Aquire Wealth Advisors, LLC 1.56% 228,137 $5.9M
3 Verde Capital Management 0.71% 127,430 $3.3M
4 Post Resch Tallon Group Inc. 0.40% 18,993 $492K
5 Pure Financial Advisors, LLC 0.39% 1,048,521 $27.3M
6 TRUE BLUE FINANCIAL, LLC 0.37% 17,864 $465K
7 FLAGSHIP HARBOR ADVISORS, LLC 0.34% 299,225 $7.8M
8 City State Bank 0.28% 41,765 $1.1M
9 FULTON BREAKEFIELD BROENNIMAN LLC 0.28% 164,026 $4.3M
10 Auour Investments LLC 0.22% 26,748 $696K
11 Wealth Advisory Solutions, LLC 0.21% 36,917 $960K
12 FLAGSTAR ADVISORS INC 0.21% 22,630 $589K
13 Continuum Advisory, LLC 0.18% 74,110 $1.9M
14 Amicus Financial Advisors, LLC 0.18% 24,962 $649K
15 Ridgewood Investments LLC 0.15% 13,829 $360K
16 Ballast Rock Private Wealth LLC 0.11% 7,985 $208K
17 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.11% 58,603 $1.5M
18 Cordant, Inc. 0.10% 9,814 $255K
19 GILPIN WEALTH MANAGEMENT, LLC 0.10% 4,975 $129K
20 WEALTHCARE CAPITAL MANAGEMENT LLC 0.09% 34,636 $901K
21 Independent Wealth Network Inc. 0.08% 10,488 $273K
22 ST GERMAIN D J CO INC 0.08% 75,691 $2.0M
23 Charles Schwab Trust Co 0.07% 40,953 $1.1M
24 SHEETS SMITH WEALTH MANAGEMENT 0.07% 22,466 $584K
25 Detalus Advisors, LLC 0.06% 10,745 $279K
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 (SPIP)

What does the Smart Money Trend signal show for SPIP?

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

More sellers than buyers — 49% buying: Last quarter: 95 funds reduced or exited vs 91 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for SPIP holders?

Elite ownership — 41% AUM from top-100 funds: 21 of 204 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in SPIP. 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 SPIP?

69% of holders stayed for 2+ years: 140 out of 204 hedge funds have held SPIP 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.