Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Series Trust (SPSB)

570 + 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
↑ +17
Streak
2Q ▲
Buyers last Q
58%

Smart Money Signals — SPSB

Based on 572 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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
572 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
+25 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.
🟡

Slight buying edge — 58% buying

315 buying229 selling
Last quarter: 315 funds bought or added vs 229 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 — ~65 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 67 → 56 → 66 → 65. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 19% medium ■ 17% new
364 out of 572 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 — ~65 new funds/quarter

64 → 67 → 56 → 66 → 65 new funds/Q
New funds entering each quarter: 67 → 56 → 66 → 65. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 65% veterans vs 22% newcomers

■ 65% veterans ■ 13% 1-2yr ■ 22% new
Entry-cohort mix of 572 holders: 374 (65%) are 2+ year veterans, 72 entered 1–2 years ago, and 126 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
29 of 572 holders are among the 100 largest funds by AUM, controlling 51% 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 Q1, 315 hedge funds were net buyers of SPSB (65 opened a new position, 250 added to an existing one), while 229 reduced or exited (181 trimmed, 48 sold completely) — a 58% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 51% of total institutional value in SPSB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +17 funds (more new holders than closures). Total institutional holders: 572.

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.

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

Signal Freshness measures how much SPSB 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 · 74d ago
SPSB
-0.3%
SPY
+14.1%

SPSB outperformed SPY by -14.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 29d ago
SPSB
+0.4%
SPY
+0.3%

Since the filing became public, SPSB outperformed SPY by +0.1% .

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.

18 top-rated funds 25 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
4.1
/ 10
conviction
Hedge Fund Positioning: SPSB
570 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 570 555 2.7%
13F Shares 220M 203M 8.55%
Total Value $6.50B $6.13B 6.05%
New Positions 64 66 -2
Increased Positions 250 251 -1
Closed Positions 49 53 -4
Reduced Positions 180 167 +13
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SPSB

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

570 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Woodside Wealth Management LLC 11.87% 505,290 $15.2M
2 Walker Financial Services, Inc. 9.76% 949,179 $28.5M
3 Capital Wealth Management, LLC 9.52% 1,170,745 $35.2M
4 Horizon Financial Services, LLC 8.43% 634,547 $19.1M
5 Flagstone Financial Management 6.81% 912,452 $27.4M
6 Cooke Wealth Management, LLC 6.80% 255,364 $7.7M
7 Swmg, LLC 6.09% 709,019 $21.3M
8 Arkansas Financial Group, INC. 5.90% 1,408,718 $42.3M
9 Concord Asset Management, LLC/VA 5.47% 1,077,015 $32.4M
10 Strategic Point Investment Advisors, LLC 5.22% 1,195,219 $35.9M
11 Rockwood Wealth Management, LLC 5.18% 2,408,155 $72.4M
12 Rodgers & Associates, LTD 5.10% 1,665,715 $50.1M
13 Arrien Investments, INC. 4.95% 303,552 $9.1M
14 Rogco, LP 4.85% 482,735 $14.5M
15 Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 4.75% 1,171,796 $35.2M
16 Orange Investment Advisors, Inc. 4.54% 1,163,729 $35.0M
17 Cherry Tree Wealth Management, LLC 4.46% 701,304 $21.1M
18 Concord Wealth Partners 4.34% 1,111,212 $33.4M
19 Advisory Alpha, LLC 4.26% 5,184,845 $155.9M
20 MCF Advisors LLC 3.99% 3,028,206 $91.1M
21 Southern Michigan Bank & Trust 3.89% 337,503 $10.1M
22 Roan Capital Partners 3.88% 139,592 $4.2M
23 Cedar Mountain Advisors, LLC 3.71% 631,291 $19.0M
24 Saiph Capital, LLC 3.56% 313,238 $9.4M
25 Cannon Wealth Management Services, LLC 3.54% 174,159 $5.2M
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 (SPSB)

What does the Smart Money Trend signal show for SPSB?

Buying streak — 2 quarters in a row: For 2 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?

Slight buying edge — 58% buying: Last quarter: 315 funds bought or added vs 229 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?

Elite ownership — 51% AUM from top-100 funds: 29 of 572 holders are among the 100 largest funds by AUM, controlling 51% 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?

64% of holders stayed for 2+ years: 364 out of 572 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.

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

As of today, SPSB has moved +0.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +0.1%. Since the quarter end (March 31, 2026), SPSB has gained -0.3% vs +14.1% 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.

Full history →