Spdr Series Trust (SPMB) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Spdr Series Trust (SPMB) following the 2026 Q2 hedge fund 13F filings?

As of today, SPMB has moved -1.4% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of +0.4%. Since the quarter end (June 30, 2026), SPMB gained -3.1% vs +2.1% 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.

Spdr Series Trust (SPMB)

253 + Investors. Track Smart Money conviction in SPMB. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — SPMB

Based on 257 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added SPMB 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

257 hedge funds hold SPMB 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 — +16% more funds vs a year ago

fund count last 6Q

+35 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 56% buying

142 buying112 selling

Last quarter: 142 funds bought or added vs 112 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.

📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter

Funds opening a new SPMB position: 29 → 38 → 33 → 46. 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+) ■ 25% medium ■ 21% new

137 out of 257 hedge funds have held SPMB 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.

📈

Growing discovery — still being found

24 → 29 → 38 → 33 → 46 new funds/Q

New funds entering each quarter: 29 → 38 → 33 → 46. A growing number of institutions are discovering SPMB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 57% veterans vs 25% newcomers

■ 57% veterans ■ 18% 1-2yr ■ 25% new

Entry-cohort mix of 257 holders: 147 (57%) are 2+ year veterans, 46 entered 1–2 years ago, and 64 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 15% AUM from top-100

15% from top-100 AUM funds

19 of 257 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	253	239	5.86%
13F Shares	282M	286M	-1.27%
Total Value	$6.23B	$6.33B	-1.67%
New Positions	44	33	+11
Increased Positions	95	102	-7
Closed Positions	30	38	-8
Reduced Positions	83	72	+11
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

253

239

5.86%

13F Shares

282M

286M

-1.27%

Total Value

$6.23B

$6.33B

-1.67%

New Positions

+11

Increased Positions

102

-7

Closed Positions

-8

Reduced Positions

+11

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

253 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 SPMB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Financial Life Advisors	8.25%	1,300,999	$29.0M
2	Financial Engines Advisors L.L.C.	7.80%	196,882,687	$4.39B
3	Collier Financial	7.55%	494,650	$11.0M
4	93 Financial Group, LLC	7.06%	801,374	$17.9M
5	Leicht Financial Planning & Wealth Management, Inc.	5.66%	618,696	$13.8M
6	Acute Investment Advisory, LLC	5.35%	22,658	$506K
7	Compton Financial Group, LLC	3.74%	870,078	$19.4M
8	Tidemark, LLC	3.53%	703,013	$15.7M
9	Financial Plan, Inc.	2.87%	1,354,741	$30.2M
10	Leslie Global Wealth, LLC	2.83%	326,291	$7.3M
11	True Blue Financial, LLC	2.72%	289,271	$6.5M
12	Midwest Capital Advisors, LLC	2.43%	268,183	$6.0M
13	Abound Financial, LLC	2.36%	265,292	$5.9M
14	Chesapeake Wealth Management	1.99%	318,400	$7.1M
15	Seed Wealth Management, Inc.	1.96%	138,610	$3.1M
16	Altfest L J & Co Inc	1.92%	885,863	$19.8M
17	Horizon Financial Services, LLC	1.80%	210,457	$4.7M
18	Ehrlich Financial Group	1.60%	139,202	$3.1M
19	Detalus Advisors, LLC	1.43%	328,868	$7.3M
20	Spectrum Planning & Advisory Services Inc.	1.43%	142,862	$3.2M
21	Stokes Family Office, LLC	1.27%	487,991	$10.9M
22	Advisory Alpha, LLC	1.22%	2,230,802	$49.8M
23	Archer Investment Management, LLC	1.22%	159,834	$3.6M
24	Confluence Investment Management LLC	1.17%	3,370,501	$75.2M
25	Boltwood Capital Management	1.14%	223,723	$5.0M

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 (SPMB)

What does the Smart Money Trend signal show for SPMB?

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

Slight buying edge — 56% buying: Last quarter: 142 funds bought or added vs 112 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 SPMB holders?

Smaller funds dominant — 15% AUM from top-100: 19 of 257 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SPMB?

53% of holders stayed for 2+ years: 137 out of 257 hedge funds have held SPMB 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 (SPMB) following the 2026 Q2 hedge fund 13F filings?

As of today, SPMB has moved -1.4% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of +0.4%. Since the quarter end (June 30, 2026), SPMB has gained -3.1% vs +2.1% 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.

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Spdr Series Trust (SPMB)

Smart Money Signals — SPMB

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Steady growth — +16% more funds vs a year ago

Slight buying edge — 56% buying

More new buyers each quarter (+13 vs last Q)

53% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 57% veterans vs 25% newcomers

Smaller funds dominant — 15% AUM from top-100

Institutional Sentiment Summary — SPMB

Hedge Fund Ownership: SPMB

Market Analysis: SPMB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SPMB

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

Hedge Fund Positioning: SPMB

Statistics: SPMB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Spdr Series Trust (SPMB)

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