Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Series Trust (SPSB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
3Q ▲
Buyers last Q
62%

Smart Money Signals — SPSB

Based on 582 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added SPSB 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
582 hedge funds hold SPSB 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 — +5% more funds vs a year ago

fund count last 6Q
+27 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 62% buying

335 buying203 selling
Last quarter: 335 funds were net buyers (55 opened a brand new position + 280 added to an existing one). Only 203 were sellers (158 trimmed + 45 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 56 → 67 → 65 → 55. 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.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 18% medium ■ 16% new
380 out of 582 hedge funds have held SPSB 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.
➡️

Steady discovery — ~55 new funds/quarter

68 → 56 → 67 → 65 → 55 new funds/Q
New funds entering each quarter: 56 → 67 → 65 → 55. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 66% veterans vs 20% newcomers

■ 66% veterans ■ 14% 1-2yr ■ 20% new
Entry-cohort mix of 582 holders: 384 (66%) are 2+ year veterans, 82 entered 1–2 years ago, and 116 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
32 of 581 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in SPSB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 — SPSB

In 2026 Q2, 335 hedge funds were net buyers of SPSB (55 opened a new position, 280 added to an existing one), while 203 reduced or exited (158 trimmed, 45 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 56% of total institutional value in SPSB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 582.

Hedge Fund Ownership: SPSB

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

Market Analysis: SPSB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SPSB

-- --

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 23 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: SPSB
575 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 575 572 0.52%
13F Shares 275M 221M 24.75%
Total Value $8.11B $6.51B 24.64%
New Positions 53 65 -12
Increased Positions 277 250 +27
Closed Positions 49 50 -1
Reduced Positions 158 181 -23
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SPSB

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Institutional Holders (2026 Q2)

575 + investors

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

QUARTER:
Top 25 SPSB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Woodside Wealth Management LLC 10.63% 508,464 $15.3M
2 Walker Financial Services, Inc. 9.06% 975,719 $29.3M
3 Capital Wealth Management, LLC 8.86% 1,227,718 $36.8M
4 Financial Management, Inc. 8.01% 279,071 $8.4M
5 Quattro Financial Advisors LLC 7.79% 1,214,781 $36.5M
6 Horizon Financial Services, LLC 7.62% 661,777 $19.9M
7 Cooke Wealth Management, LLC 6.35% 258,544 $7.8M
8 Flagstone Financial Management 6.31% 940,715 $28.2M
9 Arkansas Financial Group, INC. 5.78% 1,479,226 $44.4M
10 Swmg, LLC 5.65% 802,312 $24.0M
11 Climber Capital SA 5.28% 291,929 $8.6M
12 Concord Asset Management, LLC/VA 5.09% 1,095,507 $32.9M
13 Rockwood Wealth Management, LLC 4.85% 2,559,277 $76.8M
14 Strategic Point Investment Advisors, LLC 4.85% 1,240,756 $37.2M
15 Rodgers & Associates, LTD 4.81% 1,764,606 $53.0M
16 Rogco, LP 4.61% 501,723 $15.1M
17 Arrien Investments, INC. 4.59% 302,989 $9.1M
18 Orange Investment Advisors, Inc. 4.30% 1,180,398 $35.4M
19 Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 4.29% 1,214,246 $36.4M
20 Cherry Tree Wealth Management, LLC 4.13% 732,222 $22.0M
21 Advisory Alpha, LLC 3.93% 5,333,999 $160.1M
22 Concord Wealth Partners 3.92% 1,140,512 $34.2M
23 DLK Investment Management, LLC 3.79% 300,295 $8.9M
24 MCF Advisors LLC 3.76% 3,503,919 $105.2M
25 Roan Capital Partners 3.66% 147,234 $4.4M
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 (SPSB)

What does the Smart Money Trend signal show for SPSB?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added SPSB 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 SPSB?

More buyers than sellers — 62% buying: Last quarter: 335 funds were net buyers (55 opened a brand new position + 280 added to an existing one). Only 203 were sellers (158 trimmed + 45 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SPSB holders?

Elite ownership — 56% AUM from top-100 funds: 32 of 581 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in SPSB. 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 SPSB?

65% of holders stayed for 2+ years: 380 out of 582 hedge funds have held SPSB 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.

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