Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SPDR SERIES TRUST (SPMD)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +57
Streak
11Q ▲
Buyers last Q
64%

Smart Money Signals — SPMD

Based on 723 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added SPMD 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
723 hedge funds hold SPMD 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
+99 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.
🟢

More buyers than sellers — 64% buying

438 buying245 selling
Last quarter: 438 funds were net buyers (99 opened a brand new position + 339 added to an existing one). Only 245 were sellers (203 trimmed + 42 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+33 vs last Q)

new funds entering per quarter
Funds opening a new SPMD position: 68 → 87 → 66 → 99. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 23% medium ■ 20% new
412 out of 723 hedge funds have held SPMD 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 +40%, value +6%

Value
+6%
Shares
+40%
Last quarter: funds added +40% more shares while total portfolio value only changed +6%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~99 new funds/quarter

84 → 68 → 87 → 66 → 99 new funds/Q
New funds entering each quarter: 68 → 87 → 66 → 99. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 57% of holders stayed 2+ years

■ 57% veterans ■ 15% 1-2yr ■ 29% new
Of 723 current holders: 411 (57%) 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 — 14% AUM from top-100

14% from top-100 AUM funds
23 of 723 holders rank in the top 100 by AUM, but together hold only 14% 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.

Hedge Fund Ownership: SPMD

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

Market Analysis: SPMD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SPMD

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

50 top-rated funds 22 high-conviction
Consensus
7.4
/ 10
breadth
×
Elite
4.5
/ 10
conviction
Hedge Fund Positioning: SPMD
2026 Q1 Stats Unlock in 22 days 723 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 723 666 8.56%
13F Shares 304M 217M 40.11%
Total Value $13.19B $12.41B 6.29%
New Positions 99 66 +33
Increased Positions 339 315 +24
Closed Positions 42 63 -21
Reduced Positions 203 189 +14
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SPMD

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Valuation Measures Data as of: --

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

Financial Highlights

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Return on Assets (ttm) --
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Institutional Holders (2026 Q1)

723 + investors

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

Top 25 institutional holders of SPMD — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Marathon Strategic Advisors, LLC 13.91% 326,708 $19.3M
2 Atlas Private Wealth Advisors 7.67% 550,238 $32.6M
3 RESTON WEALTH MANAGEMENT LLC 6.21% 342,090 $20.3M
4 Higgins & Schmidt Wealth Strategies LLC 6.02% 222,433 $13.2M
5 New Perspectives, Inc 6.00% 292,424 $17.3M
6 Omnitrust Wealth Management, Inc 5.87% 76,589 $4.5M
7 Peterson Wealth Advisors, LLC 5.76% 730,796 $43.3M
8 HHM Wealth Advisors, LLC 5.55% 814,372 $48.2M
9 FF Advisors,LLC 4.86% 188,220 $12.0M
10 Up Capital Management, Inc. 4.85% 73,010 $4.3M
11 Impact Partnership Wealth, LLC 4.73% 646,479 $38.3M
12 TSG Advice Partners, LLC 4.22% 476,138 $28.2M
13 Luminist Capital LLC 4.22% 53,629 $3.2M
14 JNBA Financial Advisors 4.20% 851,280 $50.4M
15 VICUS CAPITAL 3.99% 916,169 $54.3M
16 Benchmark Financial, LLC 3.69% 69,380 $4.1M
17 RKL Wealth Management LLC 3.62% 679,439 $40.2M
18 Private Wealth Group, LLC 3.54% 128,108 $7.6M
19 AlphaStar Capital Management, LLC 3.53% 807,648 $47.8M
20 CITIZENS & NORTHERN CORP 3.52% 238,467 $14.1M
21 Breachway Investments LLC 3.38% 58,996 $3.5M
22 Cornerstone Wealth Management, LLC 3.31% 1,116,124 $66.1M
23 Ellenbecker Investment Group 3.04% 381,732 $22.6M
24 Post Resch Tallon Group Inc. 2.92% 60,645 $3.6M
25 1900 WEALTH MANAGEMENT LLC 2.88% 756,760 $44.8M
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 (SPMD)

What does the Smart Money Trend signal show for SPMD?

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

More buyers than sellers — 64% buying: Last quarter: 438 funds were net buyers (99 opened a brand new position + 339 added to an existing one). Only 245 were sellers (203 trimmed + 42 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SPMD holders?

Smaller funds dominant — 14% AUM from top-100: 23 of 723 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SPMD?

57% of holders stayed for 2+ years: 412 out of 723 hedge funds have held SPMD 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.