Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SPDR SERIES TRUST (SPMB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +18
Streak
9Q ▲
Buyers last Q
60%

Smart Money Signals — SPMB

Based on 232 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 consecutive quarters, 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
232 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 — +13% more funds vs a year ago

fund count last 6Q
+26 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 60% buying

132 buying89 selling
Last quarter: 132 funds were net buyers (36 opened a brand new position + 96 added to an existing one). Only 89 were sellers (71 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new SPMB position: 28 → 19 → 28 → 36. 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+) ■ 27% medium ■ 19% new
124 out of 232 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

31 → 28 → 19 → 28 → 36 new funds/Q
New funds entering each quarter: 28 → 19 → 28 → 36. A growing number of institutions are discovering SPMB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 54% of holders stayed 2+ years

■ 54% veterans ■ 18% 1-2yr ■ 28% new
Of 232 current holders: 125 (54%) 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.
📋

Smaller funds dominant — 12% AUM from top-100

12% from top-100 AUM funds
14 of 232 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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.

Hedge Fund Ownership: SPMB

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

Market Analysis: SPMB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SPMB

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 4 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: SPMB
2026 Q1 Stats Unlock in 22 days 232 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 232 214 8.41%
13F Shares 277M 269M 2.91%
Total Value $6.21B $6.04B 2.79%
New Positions 36 28 +8
Increased Positions 96 92 +4
Closed Positions 18 22 -4
Reduced Positions 71 68 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SPMB

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

232 + investors

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

Top 25 institutional holders of SPMB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ACUTE INVESTMENT ADVISORY, LLC 6.16% 24,517 $549K
2 Financial Plan, Inc. 3.05% 1,271,622 $28.5M
3 Midwest Capital Advisors, LLC 2.21% 210,909 $4.7M
4 HORIZON FINANCIAL SERVICES, LLC 2.08% 210,420 $4.7M
5 Seed Wealth Management, Inc. 1.83% 118,560 $2.7M
6 CX Institutional 1.83% 2,672,691 $60K
7 EHRLICH FINANCIAL GROUP 1.69% 131,490 $2.9M
8 Detalus Advisors, LLC 1.43% 279,659 $6.3M
9 Spectrum Planning & Advisory Services Inc. 1.42% 128,424 $2.9M
10 CONFLUENCE INVESTMENT MANAGEMENT LLC 1.34% 3,853,493 $86.3M
11 Boltwood Capital Management 1.15% 202,063 $4.5M
12 TSFG, LLC 0.84% 247,538 $6K
13 Forefront Wealth Partners, LLC 0.84% 89,161 $2.0M
14 Certified Advisory Corp 0.83% 415,543 $9.3M
15 Archer Investment Management, LLC 0.82% 87,193 $2.0M
16 Drucker Wealth 3.0, LLC 0.80% 204,701 $4.6M
17 ST GERMAIN D J CO INC 0.61% 686,198 $15.4M
18 Center For Asset Management LLC 0.57% 50,874 $1.1M
19 CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 0.50% 304,484 $6.8M
20 EWA, LLC 0.42% 82,323 $1.8M
21 Wallace Advisory Group, LLC 0.40% 16,713 $374K
22 FLAGSHIP HARBOR ADVISORS, LLC 0.38% 390,465 $8.7M
23 Apollon Financial, LLC 0.36% 115,219 $2.6M
24 TRUE BLUE FINANCIAL, LLC 0.31% 17,806 $399K
25 HOWARD BAILEY SECURITIES, LLC 0.17% 18,055 $404K
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 — 9 quarters in a row: For 9 consecutive quarters, 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?

More buyers than sellers — 60% buying: Last quarter: 132 funds were net buyers (36 opened a brand new position + 96 added to an existing one). Only 89 were sellers (71 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SPMB holders?

Smaller funds dominant — 12% AUM from top-100: 14 of 232 holders rank in the top 100 by AUM, but together hold only 12% 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: 124 out of 232 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.

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.