Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Series Trust (SPLG)

2K + Investors. Track Smart Money conviction in SPLG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +134
Streak
11Q ▲
Buyers last Q
66%

Smart Money Signals — SPLG

Based on 1730 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added SPLG 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
1,730 hedge funds hold SPLG 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.
🚀

Fast accumulation — +29% more funds vs a year ago

fund count last 6Q
+388 new funds entered over the past year (+29% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 66% buying

1095 buying553 selling
Last quarter: 1,095 funds were net buyers (222 opened a brand new position + 873 added to an existing one). Only 553 were sellers (465 trimmed + 88 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+58 vs last Q)

new funds entering per quarter
Funds opening a new SPLG position: 146 → 250 → 164 → 222. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 27% medium ■ 24% new
854 out of 1,730 hedge funds have held SPLG 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.
💰

Value +47% but shares only +26% — price-driven

Value
+46%
Shares
+26%
Last quarter: the total dollar value of institutional holdings rose +47%, but actual share count only changed +26%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~222 new funds/quarter

156 → 146 → 250 → 164 → 222 new funds/Q
New funds entering each quarter: 146 → 250 → 164 → 222. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 51% veterans vs 30% newcomers

■ 51% veterans ■ 19% 1-2yr ■ 30% new
Entry-cohort mix of 1,739 holders: 879 (51%) are 2+ year veterans, 331 entered 1–2 years ago, and 529 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
42 of 1727 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in SPLG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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.

Institutional Sentiment Summary — SPLG

In 2026 Q2, 1095 hedge funds were net buyers of SPLG (222 opened a new position, 873 added to an existing one), while 553 reduced or exited (465 trimmed, 88 sold completely) — a 66% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 43% of total institutional value in SPLG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +134 funds (more new holders than closures). Total institutional holders: 1730.

Hedge Fund Ownership: SPLG

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

Market Analysis: SPLG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SPLG

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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.

26 top-rated funds 192 high-conviction
Consensus
6.2
/ 10
breadth
×
Elite
4.7
/ 10
conviction
Hedge Fund Positioning: SPLG
2K + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1696 1596 6.27%
13F Shares 1.32B 1.05B 25.69%
Total Value $104.04B $71.11B 46.32%
New Positions 206 164 +42
Increased Positions 862 800 +62
Closed Positions 103 140 -37
Reduced Positions 458 452 +6
Total Calls 6 6 -
Total Puts 4 6 -33.33%
PUT/CALL Ratio 0.67 1.0 Bullish

Statistics: SPLG

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Financial Highlights

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Institutional Holders (2026 Q2)

2K + investors

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

QUARTER:
Top 25 SPLG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Kedalion Capital Management LLP 73.34% 35,130,000 $3.09B
2 Revere Asset Management, Inc 46.02% 1,364,681 $119.9M
3 Brown Financial Advisory 42.28% 1,151,975 $101.2M
4 Better Way Financial, LLC 40.55% 545,492 $47.9M
5 Sterling Group Wealth Management, LLC 39.42% 1,093,329 $96.1M
6 Macco Financial Group, Inc. 36.16% 633,400 $55.7M
7 1900 Wealth Management LLC 29.58% 6,044,624 $531.2M
8 Klaas Financial Asset Advisors, LLC 28.04% 2,560,881 $225.1M
9 MKP Capital Management, L.L.C. 27.69% 11,650,400 $1.02B
10 Private Wealth Group, LLC 26.82% 790,173 $69.4M
11 Ridgeline Wealth Planning, LLC 26.66% 478,689 $42.1M
12 Hobbs Wealth Management, LLC 26.28% 353,834 $31.1M
13 Peterson Wealth Advisors, LLC 25.54% 2,458,693 $216.1M
14 Retirement Income Solutions, Inc 24.38% 1,849,918 $141.6M
15 Tull Financial Group, Inc. 24.31% 706,854 $62.1M
16 Stadion Money Management, LLC 23.61% 3,116,022 $273.8M
17 TIG Advisors, LLC 23.28% 5,976,701 $525.6M
18 Wise Wealth Partners 23.26% 155,711 $13.7M
19 Solitude Financial Services 22.35% 918,816 $80.7M
20 Broadway Wealth Solutions, Inc. 21.17% 515,783 $45.3M
21 Spectrum Advisors, Inc. 21.00% 347,425 $26.6M
22 USS Investment Management Ltd 20.95% 66,398,232 $5.83B
23 Denver Wealth Management, INC. 20.89% 830,210 $73.0M
24 ODonnell Financial Services, LLC 20.26% 783,367 $68.8M
25 Retiremitten Financial LLC 19.96% 538,570 $47.3M
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 (SPLG)

What does the Smart Money Trend signal show for SPLG?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added SPLG 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 SPLG?

More buyers than sellers — 66% buying: Last quarter: 1,095 funds were net buyers (222 opened a brand new position + 873 added to an existing one). Only 553 were sellers (465 trimmed + 88 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SPLG holders?

Elite ownership — 43% AUM from top-100 funds: 42 of 1727 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in SPLG. 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 SPLG?

49% of holders stayed for 2+ years: 854 out of 1,730 hedge funds have held SPLG 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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