Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SPDR SERIES TRUST (SPSB)

518 + 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
↑ +9
Streak
1Q ▲
Buyers last Q
59%

Smart Money Signals — SPSB

Based on 518 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
518 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding SPSB is almost the same as a year ago (+5 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 59% buying

299 buying205 selling
Last quarter: 299 funds bought or added vs 205 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.
➡️

Steady new buyers — ~58 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 61 → 56 → 54 → 58. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 20% medium ■ 15% new
335 out of 518 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 — ~58 new funds/quarter

61 → 61 → 56 → 54 → 58 new funds/Q
New funds entering each quarter: 61 → 56 → 54 → 58. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 66% of holders stayed 2+ years

■ 66% veterans ■ 11% 1-2yr ■ 22% new
Of 518 current holders: 344 (66%) 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.
✅

Strong quality — 25% AUM from major funds

25% from top-100 AUM funds
25 of 518 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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: 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

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

No strong consensus or elite conviction detected among institutional holders.

37 top-rated funds 20 high-conviction
Consensus
6.9
/ 10
breadth
×
Elite
4.6
/ 10
conviction
Hedge Fund Positioning: SPSB
2026 Q1 Stats Unlock in 21 days 518 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 518 509 1.77%
13F Shares 201M 193M 4.02%
Total Value $6.07B $5.84B 3.94%
New Positions 58 54 +4
Increased Positions 241 220 +21
Closed Positions 49 58 -9
Reduced Positions 156 156 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SPSB

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

518 + investors

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

Top 25 institutional holders of SPSB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Woodside Wealth Management LLC 11.87% 505,290 $15.2M
2 CAPITAL WEALTH MANAGEMENT, LLC 9.52% 1,170,745 $35.2M
3 HORIZON FINANCIAL SERVICES, LLC 8.43% 634,547 $19.1M
4 Flagstone Financial Management 6.81% 912,452 $27.4M
5 Cooke Wealth Management, LLC 6.80% 255,364 $7.7M
6 SWMG, LLC 6.09% 709,019 $21.3M
7 ARKANSAS FINANCIAL GROUP, INC. 5.90% 1,408,718 $42.3M
8 Winthrop Capital Management, LLC 5.23% 676,963 $20K
9 Strategic Point Investment Advisors, LLC 5.22% 1,195,219 $35.9M
10 ARRIEN INVESTMENTS, INC. 4.95% 303,552 $9.1M
11 Orange Investment Advisors, Inc. 4.54% 1,163,729 $35.0M
12 SOUTHERN MICHIGAN BANK & TRUST 3.89% 337,503 $10.1M
13 Roan Capital Partners 3.88% 139,592 $4.2M
14 Portland Financial Advisors Inc 3.29% 52,632 $1.6M
15 TrueMark Investments, LLC 3.27% 558,724 $16.8M
16 Occidental Asset Management, LLC 3.04% 854,373 $25.7M
17 Eagle Wealth Advisors LLC 2.76% 99,455 $3.0M
18 CORNERSTONE ENTERPRISES, LLC 2.68% 179,346 $5.4M
19 Cornerstone Management, Inc. 2.55% 531,884 $16.0M
20 TRUEFG, LLC 2.48% 310,765 $9.3M
21 Marmo Financial Group, LLC 2.40% 161,212 $4.8M
22 Powerhouse Assets LLC 2.22% 84,672 $2.5M
23 Martin Capital Partners, LLC 2.05% 183,800 $6K
24 LIGHTHOUSE FINANCIAL SERVICES INC /ADV 2.05% 301,618 $9.1M
25 QUATTRO FINANCIAL ADVISORS LLC 2.03% 223,699 $6.7M
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

Slight buying edge — 59% buying: Last quarter: 299 funds bought or added vs 205 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 SPSB holders?

Strong quality — 25% AUM from major funds: 25 of 518 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SPSB?

65% of holders stayed for 2+ years: 335 out of 518 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.