Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Series Trust (SPIP)

203 + 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
↓ -2
Streak
1Q ▼
Buyers last Q
44%

Smart Money Signals — SPIP

Based on 206 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 SPIP 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 — 92% of 3.0Y peak

92% of all-time peak
206 funds currently hold this stock — 92% of the 3.0-year high of 224 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 — 44% buying

85 buying108 selling
Last quarter: 108 funds reduced or exited vs 85 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.
➡️

Steady new buyers — ~29 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 20 → 13 → 29 → 29. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

69% of holders stayed for 2+ years

■ 69% conviction (2yr+) ■ 17% medium ■ 14% new
143 out of 206 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.
🚀

Acceleration phase — new buyers rushing in

22 → 20 → 13 → 29 → 29 new funds/Q
New funds entering each quarter: 20 → 13 → 29 → 29. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 72% veterans vs 13% newcomers

■ 72% veterans ■ 14% 1-2yr ■ 13% new
Entry-cohort mix of 207 holders: 150 (72%) are 2+ year veterans, 30 entered 1–2 years ago, and 27 (13%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
24 of 205 holders are among the 100 largest funds by AUM, controlling 40% 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.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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 — SPIP

In 2026 Q1, 85 hedge funds were net buyers of SPIP (29 opened a new position, 56 added to an existing one), while 108 reduced or exited (77 trimmed, 31 sold completely) — a 44% buyer ratio, indicating roughly balanced activity. 40% of total institutional value in SPIP is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 206.

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

-- --

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

Is It Too Late to Buy Spdr Series Trust (SPIP) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SPIP 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 · 78d ago
SPIP
-1.0%
SPY
+15.9%

SPIP outperformed SPY by -16.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
SPIP
-0.7%
SPY
+2.0%

Since the filing became public, SPIP outperformed SPY by -2.7% .

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.

9 top-rated funds 2 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: SPIP
203 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 203 208 -2.4%
13F Shares 25M 25M 1.58%
Total Value $652M $647M 0.85%
New Positions 27 29 -2
Increased Positions 56 63 -7
Closed Positions 32 21 +11
Reduced Positions 76 75 +1
Total Calls 1 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SPIP

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

Financial Highlights

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Institutional Holders (2026 Q1)

203 + investors

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

QUARTER:
Top 25 SPIP holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cannon Financial Strategists, Inc. 3.94% 1,152,717 $30.0M
2 Hughes Financial Services, LLC 3.00% 749,586 $19.5M
3 ERn Financial, LLC 1.70% 346,671 $9.0M
4 Aquire Wealth Advisors, LLC 1.56% 228,137 $5.9M
5 Note Advisors, LLC 1.49% 114,850 $3.0M
6 SeaBridge Investment Advisors LLC 1.26% 285,808 $7.4M
7 3EDGE Asset Management, LP 1.12% 888,426 $23.1M
8 Integrity Wealth Solutions LLC 1.10% 107,253 $2.8M
9 BlackDiamond Wealth Management, LLC 0.75% 60,121 $1.6M
10 Verde Capital Management 0.71% 127,430 $3.3M
11 Stonehaven Wealth & Tax Solutions, LLC 0.66% 28,565 $743K
12 Rinkey Investments 0.48% 72,051 $1.9M
13 Treasure Coast Financial Planning 0.44% 33,116 $861K
14 Post Resch Tallon Group Inc. 0.40% 18,993 $492K
15 Pure Financial Advisors, LLC 0.39% 1,048,521 $27.3M
16 True Blue Financial, LLC 0.37% 17,864 $465K
17 Flagship Harbor Advisors, LLC 0.34% 299,225 $7.8M
18 Cwm, LLC 0.31% 4,582,105 $119.2M
19 City State Bank 0.28% 41,765 $1.1M
20 Fulton Breakefield Broenniman LLC 0.28% 164,026 $4.3M
21 Global View Capital Management LLC 0.28% 40,108 $1.0M
22 Procyon Advisors, LLC 0.24% 189,325 $4.9M
23 Leading Edge Financial Planning LLC 0.23% 41,156 $1.1M
24 Auour Investments LLC 0.22% 26,748 $696K
25 Wealth Advisory Solutions, LLC 0.21% 36,917 $960K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their SPIP 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 SPIP?

More sellers than buyers — 44% buying: Last quarter: 108 funds reduced or exited vs 85 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 — 40% AUM from top-100 funds: 24 of 205 holders are among the 100 largest funds by AUM, controlling 40% 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: 143 out of 206 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.

Is it too late to buy Spdr Series Trust (SPIP) following the 2026 Q1 hedge fund 13F filings?

As of today, SPIP has moved -0.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -2.7%. Since the quarter end (March 31, 2026), SPIP has gained -1.0% vs +15.9% 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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