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
↑ +11
Streak
2Q ▲
Buyers last Q
65%

Smart Money Signals — SPLB

Based on 175 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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
175 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
+12 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.
🟢

More buyers than sellers — 65% buying

116 buying62 selling
Last quarter: 116 funds were net buyers (30 opened a brand new position + 86 added to an existing one). Only 62 were sellers (43 trimmed + 19 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 20 → 22 → 38 → 30. 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.
🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 29% medium ■ 23% new
85 out of 175 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.
🚀

Acceleration phase — new buyers rushing in

44 → 20 → 22 → 38 → 30 new funds/Q
New funds entering each quarter: 20 → 22 → 38 → 30. 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.
🏛️

Deep conviction — 56% of holders stayed 2+ years

■ 56% veterans ■ 16% 1-2yr ■ 28% new
Of 175 current holders: 98 (56%) 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 — 50% AUM from top-100 funds

50% from top-100 AUM funds
19 of 175 holders are among the 100 largest funds by AUM, controlling 50% 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 Q1, 116 hedge funds were net buyers of SPLB (30 opened a new position, 86 added to an existing one), while 62 reduced or exited (43 trimmed, 19 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 50% of total institutional value in SPLB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +11 funds (more new holders than closures). Total institutional holders: 175.

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

-- --

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

Is It Too Late to Buy SPDR SERIES TRUST (SPLB) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SPLB 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 · 51d ago
SPLB
+3.0%
SPY
+14.0%

SPLB outperformed SPY by -11.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 6d ago
SPLB
+0.0%
SPY
+0.3%

Since the filing became public, SPLB outperformed SPY by -0.3% .

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.

7 top-rated funds 7 high-conviction
Consensus
3.9
/ 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 Q1) Prior (2025 Q4) Change
Funds Holding 174 164 6.1%
13F Shares 40M 27M 50.65%
Total Value $852M $598M 42.59%
New Positions 30 38 -8
Increased Positions 86 73 +13
Closed Positions 20 22 -2
Reduced Positions 43 36 +7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SPLB

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

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 institutional holders of SPLB — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 NYL Investors LLC 12.23% 1,456,598 $32.4M
2 White & Co Financial Planning Inc 5.80% 371,370 $8.3M
3 ARRIEN INVESTMENTS, INC. 4.59% 380,894 $8.5M
4 Graney & King, LLC 4.51% 376,158 $8.4M
5 Strategic Advocates LLC 3.78% 38,453 $854K
6 Caitlin John, LLC 3.50% 262,429 $5.8M
7 Bramshill Investments, LLC 3.41% 1,781,208 $39.6M
8 Roan Capital Partners 3.37% 164,340 $3.7M
9 Econ Financial Services Corp 2.48% 240,446 $5.3M
10 Aspetuck Financial Management LLC 1.85% 121,429 $2.7M
11 ROCKLAND TRUST CO 1.73% 1,939,392 $43.1M
12 NOVUS ADVISORS, LLC 1.63% 32,863 $730K
13 Hedeker Wealth, LLC 1.60% 340,155 $7.6M
14 Goldstone Financial Group, LLC 1.33% 552,122 $12.3M
15 SONA ASSET MANAGEMENT (US) LLC 1.10% 2,345,000 $52.1M
16 Spectrum Wealth Advisory Group, LLC 1.07% 129,706 $2.9M
17 LANDMARK WEALTH MANAGEMENT, INC. 1.00% 118,771 $2.6M
18 LOCKERMAN FINANCIAL GROUP, INC. 0.87% 21,817 $485K
19 Aspire Private Capital, LLC 0.81% 161,244 $3.6M
20 CAPSTONE WEALTH MANAGEMENT GROUP, LLC 0.76% 81,423 $1.8M
21 Raleigh Capital Management Inc. 0.75% 97,476 $2.2M
22 Fourth Dimension Wealth, LLC 0.53% 63,149 $1.4M
23 PFG Advisors 0.46% 428,104 $9.5M
24 Entelevest, LLC 0.40% 17,803 $396K
25 RMR Capital Management, LLC 0.38% 23,971 $533K
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 — 2 quarters in a row: For 2 consecutive quarters, 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 — 65% buying: Last quarter: 116 funds were net buyers (30 opened a brand new position + 86 added to an existing one). Only 62 were sellers (43 trimmed + 19 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SPLB holders?

Elite ownership — 50% AUM from top-100 funds: 19 of 175 holders are among the 100 largest funds by AUM, controlling 50% 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?

49% of holders stayed for 2+ years: 85 out of 175 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.

Is it too late to buy SPDR SERIES TRUST (SPLB) following the 2026 Q1 hedge fund 13F filings?

As of today, SPLB has moved +0.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of -0.3%. Since the quarter end (March 31, 2026), SPLB has gained +3.0% vs +14.0% 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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