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
↑ +25
Streak
11Q ▲
Buyers last Q
62%

Smart Money Signals — SPLG

Based on 1595 hedge funds · latest filing: 2026 Q1 · 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
1,595 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 — +27% more funds vs a year ago

fund count last 6Q
+335 new funds entered over the past year (+27% 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 — 62% buying

966 buying593 selling
Last quarter: 966 funds were net buyers (163 opened a brand new position + 803 added to an existing one). Only 593 were sellers (455 trimmed + 138 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-86 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 154 → 146 → 249 → 163. 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+) ■ 28% medium ■ 23% new
784 out of 1,595 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.
💎

Buying through price weakness — shares +24%, value +5%

Value
+4%
Shares
+23%
Last quarter: funds added +24% more shares while total portfolio value only changed +5%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

151 → 154 → 146 → 249 → 163 new funds/Q
New funds entering each quarter: 154 → 146 → 249 → 163. A growing number of institutions are discovering SPLG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 49% veterans vs 30% newcomers

■ 49% veterans ■ 21% 1-2yr ■ 30% new
Entry-cohort mix of 1,604 holders: 791 (49%) are 2+ year veterans, 331 entered 1–2 years ago, and 482 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
39 of 1591 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 Q1, 966 hedge funds were net buyers of SPLG (163 opened a new position, 803 added to an existing one), while 593 reduced or exited (455 trimmed, 138 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 38% of total institutional value in SPLG is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +25 funds (more new holders than closures). Total institutional holders: 1595.

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

-- --

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

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

Signal Freshness measures how much SPLG 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 · 76d ago
SPLG
+220.4%
SPY
+14.1%

SPLG outperformed SPY by +206.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
SPLG
+190.3%
SPY
+0.3%

Since the filing became public, SPLG outperformed SPY by +190.0% .

Interpretation: The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

38 top-rated funds 184 high-conviction
Consensus
6.9
/ 10
breadth
×
Elite
5.5
/ 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 Q1) Prior (2025 Q4) Change
Funds Holding 1570 1570 -
13F Shares 1.04B 847M 23.21%
Total Value $70.88B $67.96B 4.29%
New Positions 155 249 -94
Increased Positions 791 714 +77
Closed Positions 155 75 +80
Reduced Positions 445 453 -8
Total Calls 6 8 -25.0%
Total Puts 6 8 -25.0%
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: SPLG

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Revere Asset Management, Inc 47.41% 1,209,143 $92.5M
2 Brown Financial Advisory 41.00% 1,080,020 $82.7M
3 Kedalion Capital Management LLP 39.32% 17,879,000 $1.37B
4 Sterling Group Wealth Management, LLC 39.09% 1,079,682 $82.6M
5 MKP Capital Management, L.L.C. 34.39% 13,671,700 $1.05B
6 1900 Wealth Management LLC 29.61% 6,025,725 $461.2M
7 Forthright Family Wealth Advisory LLC 29.24% 708,568 $43.6M
8 Macco Financial Group, Inc. 29.05% 501,140 $38.4M
9 Private Wealth Group, LLC 27.22% 762,635 $58.4M
10 Wise Wealth Partners 26.39% 254,675 $19.5M
11 Klaas Financial Asset Advisors, LLC 26.15% 2,474,582 $189.4M
12 Ridgeline Wealth Planning, LLC 25.07% 448,546 $34.3M
13 Peterson Wealth Advisors, LLC 24.47% 2,403,354 $184.0M
14 Retirement Income Solutions, Inc 24.33% 1,859,482 $142.3M
15 Tull Financial Group, Inc. 23.57% 689,630 $52.8M
16 Bauman Advisory Group, LLC 22.31% 415,912 $31.8M
17 Solitude Financial Services 22.18% 910,220 $75.0M
18 TIG Advisors, LLC 21.09% 5,960,514 $456.3M
19 Retiremitten Financial LLC 20.52% 554,541 $42.4M
20 Denver Wealth Management, INC. 20.34% 772,538 $59.1M
21 ODonnell Financial Services, LLC 20.18% 766,031 $58.6M
22 USS Investment Management Ltd 19.88% 66,398,232 $5.08B
23 Broadway Wealth Solutions, Inc. 19.58% 494,737 $37.9M
24 Strategic Financial Partners, Ltd. 19.55% 591,330 $45.3M
25 New Perspectives, Inc 19.37% 730,608 $55.9M
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 — 62% buying: Last quarter: 966 funds were net buyers (163 opened a brand new position + 803 added to an existing one). Only 593 were sellers (455 trimmed + 138 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SPLG holders?

Strong quality — 38% AUM from major funds: 39 of 1591 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SPLG?

49% of holders stayed for 2+ years: 784 out of 1,595 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.

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

As of today, SPLG has moved +190.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +190.0%. Since the quarter end (March 31, 2026), SPLG has gained +220.4% vs +14.1% for SPY. The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors.

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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