Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Series Trust (SPLB)

174 + 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
↓ -2
Streak
1Q ▼
Buyers last Q
53%

Smart Money Signals — SPLB

Based on 174 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

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

At the ownership peak (99% of max)

99% of all-time peak
174 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 — +7% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

97 buying85 selling
Last quarter: 97 funds bought or added vs 85 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.
⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 22 → 38 → 31 → 22. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 30% medium ■ 17% new
92 out of 174 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 — ~22 new funds/quarter

21 → 22 → 38 → 31 → 22 new funds/Q
New funds entering each quarter: 22 → 38 → 31 → 22. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 56% veterans vs 22% newcomers

■ 56% veterans ■ 21% 1-2yr ■ 22% new
Entry-cohort mix of 174 holders: 98 (56%) are 2+ year veterans, 37 entered 1–2 years ago, and 39 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds
20 of 174 holders are among the 100 largest funds by AUM, controlling 52% 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.

Institutional Sentiment Summary — SPLB

In 2026 Q2, 97 hedge funds were net buyers of SPLB (22 opened a new position, 75 added to an existing one), while 85 reduced or exited (61 trimmed, 24 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 52% of total institutional value in SPLB 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: 174.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 6 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: SPLB
174 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 174 176 -1.14%
13F Shares 37M 40M -8.76%
Total Value $807M $853M -5.43%
New Positions 22 31 -9
Increased Positions 75 86 -11
Closed Positions 24 20 +4
Reduced Positions 61 43 +18
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SPLB

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Institutional Holders (2026 Q2)

174 + investors

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

QUARTER:
Top 25 SPLB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 NYL Investors LLC 12.55% 1,460,850 $32.7M
2 White & Co Financial Planning Inc 5.86% 421,974 $9.5M
3 Econ Financial Services Corp 5.50% 525,451 $11.8M
4 Arrien Investments, INC. 4.45% 394,040 $8.8M
5 Roan Capital Partners 3.27% 175,836 $3.9M
6 Strategic Advocates LLC 3.22% 37,136 $832K
7 Graney & King, LLC 3.22% 399,368 $8.9M
8 Rockland Trust Co 1.78% 2,029,619 $45.5M
9 Aspetuck Financial Management LLC 1.60% 121,014 $2.7M
10 Novus Advisors, LLC 1.48% 31,761 $711K
11 Hedeker Wealth, LLC 1.43% 335,036 $7.5M
12 Caitlin John, LLC 0.94% 76,947 $1.7M
13 Lockerman Financial Group, INC. 0.92% 26,781 $600K
14 Goldstone Financial Group, LLC 0.85% 417,214 $9.3M
15 Landmark Wealth Management, INC. 0.80% 107,676 $2.4M
16 Aspire Private Capital, LLC 0.77% 166,659 $3.7M
17 Raleigh Capital Management Inc. 0.73% 102,169 $2.3M
18 Capstone Wealth Management Group, LLC 0.62% 78,899 $1.8M
19 Midwest Financial Network, LLC 0.58% 37,626 $843K
20 PFG Advisors 0.55% 484,688 $10.9M
21 Fourth Dimension Wealth, LLC 0.47% 66,918 $1.5M
22 Westside Investment Management, Inc. 0.38% 130,611 $2.9M
23 RMR Capital Management, LLC 0.37% 23,971 $537K
24 Entelevest, LLC 0.31% 16,353 $366K
25 Truefg, LLC 0.27% 51,950 $1.2M
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?

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

Slight buying edge — 53% buying: Last quarter: 97 funds bought or added vs 85 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 SPLB holders?

Elite ownership — 52% AUM from top-100 funds: 20 of 174 holders are among the 100 largest funds by AUM, controlling 52% 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: 92 out of 174 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.

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