Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Series Trust (SPMD)

796 + 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
↑ +29
Streak
11Q ▲
Buyers last Q
59%

Smart Money Signals — SPMD

Based on 808 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 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
808 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.
🚀

Fast accumulation — +22% more funds vs a year ago

fund count last 6Q
+145 new funds entered over the past year (+22% 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.
🟡

Slight buying edge — 59% buying

460 buying314 selling
Last quarter: 460 funds bought or added vs 314 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.
⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 99 → 77 → 106 → 97. 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.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 26% medium ■ 20% new
435 out of 808 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.
💰

Price up while funds trimmed (-5% value, -23% shares)

Value
-5%
Shares
-23%
Last quarter: total value of institutional SPMD holdings rose -5% even though funds reduced share count by 23%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

75 → 99 → 77 → 106 → 97 new funds/Q
New funds entering each quarter: 99 → 77 → 106 → 97. A growing number of institutions are discovering SPMD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 56% veterans vs 30% newcomers

■ 56% veterans ■ 15% 1-2yr ■ 30% new
Entry-cohort mix of 808 holders: 451 (56%) are 2+ year veterans, 118 entered 1–2 years ago, and 239 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
28 of 808 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in SPMD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — SPMD

In 2026 Q1, 460 hedge funds were net buyers of SPMD (97 opened a new position, 363 added to an existing one), while 314 reduced or exited (246 trimmed, 68 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 60% of total institutional value in SPMD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +29 funds (more new holders than closures). Total institutional holders: 808.

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

-- --

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

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

Signal Freshness measures how much SPMD 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 · 78d ago
SPMD
+12.7%
SPY
+15.9%

SPMD outperformed SPY by -3.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
SPMD
+5.4%
SPY
+2.0%

Since the filing became public, SPMD outperformed SPY by +3.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

23 top-rated funds 29 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: SPMD
796 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 796 779 2.18%
13F Shares 236M 309M -23.48%
Total Value $12.70B $13.45B -5.55%
New Positions 91 106 -15
Increased Positions 361 361 -
Closed Positions 74 43 +31
Reduced Positions 245 218 +27
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SPMD

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Financial Highlights

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Institutional Holders (2026 Q1)

796 + investors

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

QUARTER:
Top 25 SPMD holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Marathon Strategic Advisors, LLC 13.91% 326,708 $19.3M
2 Mason Street Advisors, LLC 9.04% 1,561,969 $92.5M
3 Atlas Private Wealth Advisors 7.67% 550,238 $32.6M
4 Retirement Income Solutions, Inc 7.26% 717,188 $42.5M
5 My Portfolio Guide, LLC 6.49% 198,060 $11.7M
6 Reston Wealth Management LLC 6.21% 342,090 $20.3M
7 Higgins & Schmidt Wealth Strategies LLC 6.02% 222,433 $13.2M
8 New Perspectives, Inc 6.00% 292,424 $17.3M
9 Omnitrust Wealth Management, Inc 5.87% 76,589 $4.5M
10 Peterson Wealth Advisors, LLC 5.76% 730,796 $43.3M
11 Montz Harcus Wealth Management LLC 5.74% 240,095 $14.2M
12 Robinswood Financial LLC 5.73% 76,717 $4.5M
13 Alta Wealth Advisors LLC 5.67% 294,650 $17.4M
14 HHM Wealth Advisors, LLC 5.55% 814,372 $48.2M
15 Koss-Olinger Consulting, LLC 5.28% 1,063,343 $63.0M
16 Valmark Advisers, Inc. 5.08% 7,215,287 $427.3M
17 FF Advisors,LLC 4.86% 188,220 $12.0M
18 Up Capital Management, Inc. 4.85% 73,010 $4.3M
19 Collaborative Wealth Managment Inc. 4.76% 175,072 $10.4M
20 Impact Partnership Wealth, LLC 4.73% 646,479 $38.3M
21 Financial Strategies Group, Inc. 4.59% 429,850 $27.5M
22 Oarsman Capital, INC. 4.34% 590,328 $35.0M
23 TPG Financial Advisors, LLC 4.25% 220,883 $13.1M
24 TSG Advice Partners, LLC 4.22% 476,138 $28.2M
25 Luminist Capital LLC 4.22% 53,629 $3.2M
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?

Slight buying edge — 59% buying: Last quarter: 460 funds bought or added vs 314 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 SPMD holders?

Elite ownership — 60% AUM from top-100 funds: 28 of 808 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in SPMD. 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 SPMD?

54% of holders stayed for 2+ years: 435 out of 808 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.

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

As of today, SPMD has moved +5.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +3.4%. Since the quarter end (March 31, 2026), SPMD has gained +12.7% vs +15.9% 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.

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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