Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SPDR SERIES TRUST (SPLB)

155 + Investors. Track Smart Money conviction in SPLB. 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
67%

Smart Money Signals — SPLB

Based on 155 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 SPLB 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
155 hedge funds hold SPLB 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 — +18% more funds vs a year ago

fund count last 6Q
+24 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 67% buying

106 buying53 selling
Last quarter: 106 funds were net buyers (36 opened a brand new position + 70 added to an existing one). Only 53 were sellers (33 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+15 vs last Q)

new funds entering per quarter
Funds opening a new SPLB position: 41 → 18 → 21 → 36. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 26% medium ■ 21% new
82 out of 155 hedge funds have held SPLB 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 — ~36 new funds/quarter

22 → 41 → 18 → 21 → 36 new funds/Q
New funds entering each quarter: 41 → 18 → 21 → 36. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 57% of holders stayed 2+ years

■ 57% veterans ■ 16% 1-2yr ■ 26% new
Of 155 current holders: 89 (57%) 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 — 44% AUM from top-100 funds

44% from top-100 AUM funds
17 of 155 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in SPLB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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: SPLB

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

Market Analysis: SPLB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SPLB

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

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 4 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
3.0
/ 10
conviction
Hedge Fund Positioning: SPLB
2026 Q1 Stats Unlock in 20 days 155 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 155 139 11.51%
13F Shares 26M 20M 27.77%
Total Value $580M $466M 24.54%
New Positions 36 21 +15
Increased Positions 70 56 +14
Closed Positions 20 34 -14
Reduced Positions 33 50 -17
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SPLB

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 Q1)

155 + investors

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

Top 25 institutional holders of SPLB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ARRIEN INVESTMENTS, INC. 4.59% 380,894 $8.5M
2 Roan Capital Partners 3.37% 164,340 $3.7M
3 Econ Financial Services Corp 2.48% 240,446 $5.3M
4 ROCKLAND TRUST CO 1.73% 1,939,392 $43.1M
5 NOVUS ADVISORS, LLC 1.63% 32,863 $730K
6 Goldstone Financial Group, LLC 1.33% 552,122 $12.3M
7 LANDMARK WEALTH MANAGEMENT, INC. 1.00% 118,771 $2.6M
8 LOCKERMAN FINANCIAL GROUP, INC. 0.87% 21,817 $485K
9 Aspire Private Capital, LLC 0.81% 161,244 $3.6M
10 CAPSTONE WEALTH MANAGEMENT GROUP, LLC 0.76% 81,423 $1.8M
11 Raleigh Capital Management Inc. 0.75% 97,476 $2.2M
12 TRUEFG, LLC 0.30% 50,344 $1.1M
13 International Private Wealth Advisors LLC 0.28% 20,641 $459K
14 FIFTH THIRD SECURITIES, INC. 0.27% 185,956 $4.1M
15 Boltwood Capital Management 0.26% 45,000 $1000K
16 Sharkey, Howes & Javer 0.20% 65,445 $1.5M
17 NOVEM GROUP 0.16% 62,457 $1.4M
18 LifeGoal Investments, LLC 0.15% 11,943 $265K
19 MILESTONE ASSET MANAGEMENT, LLC 0.15% 36,587 $813K
20 Global Financial Private Client, LLC 0.15% 20,144 $448K
21 Legacy Wealth Partners, LLC 0.14% 25,964 $577K
22 BYRNE FINANCIAL FREEDOM, LLC 0.11% 10,736 $239K
23 HF Advisory Group, LLC 0.11% 14,436 $321K
24 Signal Advisors Wealth, LLC 0.11% 69,958 $1.6M
25 Outlook Wealth Advisors, LLC 0.10% 18,787 $417K
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 (SPLB)

What does the Smart Money Trend signal show for SPLB?

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

More buyers than sellers — 67% buying: Last quarter: 106 funds were net buyers (36 opened a brand new position + 70 added to an existing one). Only 53 were sellers (33 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SPLB holders?

Elite ownership — 44% AUM from top-100 funds: 17 of 155 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in SPLB. 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 SPLB?

53% of holders stayed for 2+ years: 82 out of 155 hedge funds have held SPLB 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.