Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SPDR SERIES TRUST (SPSM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +74
Streak
2Q ▲
Buyers last Q
57%

Smart Money Signals — SPSM

Based on 897 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added SPSM 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
897 hedge funds hold SPSM 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
+44 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 — 57% buying

485 buying361 selling
Last quarter: 485 funds bought or added vs 361 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.
📈

More new buyers each quarter (+46 vs last Q)

new funds entering per quarter
Funds opening a new SPSM position: 66 → 74 → 81 → 127. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 22% medium ■ 17% new
542 out of 897 hedge funds have held SPSM 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.
📈

Growing discovery — still being found

112 → 66 → 74 → 81 → 127 new funds/Q
New funds entering each quarter: 66 → 74 → 81 → 127. A growing number of institutions are discovering SPSM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 59% of holders stayed 2+ years

■ 59% veterans ■ 17% 1-2yr ■ 24% new
Of 898 current holders: 533 (59%) 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 — 32% AUM from major funds

32% from top-100 AUM funds
23 of 897 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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.

Hedge Fund Ownership: SPSM

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

Market Analysis: SPSM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SPSM

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

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

52 top-rated funds 22 high-conviction
Consensus
7.5
/ 10
breadth
×
Elite
4.5
/ 10
conviction
Hedge Fund Positioning: SPSM
2026 Q1 Stats Unlock in 22 days 898 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 898 826 8.72%
13F Shares 203M 193M 5.39%
Total Value $9.54B $8.93B 6.83%
New Positions 127 82 +45
Increased Positions 359 356 +3
Closed Positions 54 75 -21
Reduced Positions 309 279 +30
Total Calls 1 3 -66.67%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SPSM

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Valuation Measures Data as of: --

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

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

898 + investors

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

Top 25 institutional holders of SPSM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Taylor & Morgan Wealth Management, LLC 7.86% 285,077 $13.8M
2 Carroll Advisory Group, LLC 4.94% 263,496 $12.7M
3 TSG Advice Partners, LLC 4.34% 599,773 $29.0M
4 Luminist Capital LLC 4.24% 66,040 $3.2M
5 Peterson Wealth Advisors, LLC 4.21% 655,147 $31.7M
6 Up Capital Management, Inc. 4.00% 73,872 $3.6M
7 Atlas Private Wealth Advisors 3.98% 349,866 $16.9M
8 Windsor Capital Management, LLC 3.98% 292,052 $14.1M
9 Garrett Wealth Advisory Group, LLC 3.93% 457,334 $22.1M
10 Financial Insights, Inc. 3.61% 230,128 $10.8M
11 Omnitrust Wealth Management, Inc 3.48% 55,631 $2.7M
12 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 3.48% 4,910,917 $237.3M
13 Roan Capital Partners 3.43% 76,838 $3.7M
14 Private Wealth Group, LLC 3.43% 152,063 $7.3M
15 LEGACY SOLUTIONS, LLC 3.34% 74,559 $3.6M
16 Shum Financial Group, Inc. 3.29% 96,266 $4.7M
17 Boston Standard Wealth Management, LLC 3.08% 386,844 $18.8M
18 Impact Partnership Wealth, LLC 3.01% 503,692 $24.3M
19 Hofer & Associates. Inc 2.99% 115,145 $5.6M
20 RAINIER FAMILY WEALTH INC 2.90% 89,325 $4.3M
21 KWB Wealth 2.54% 548,831 $25.7M
22 PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 2.50% 809,845 $39.1M
23 RKL Wealth Management LLC 2.48% 570,265 $27.6M
24 VICUS CAPITAL 2.43% 682,870 $33.0M
25 Pachira Investments Inc. 2.39% 105,860 $5.1M
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 (SPSM)

What does the Smart Money Trend signal show for SPSM?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added SPSM 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 SPSM?

Slight buying edge — 57% buying: Last quarter: 485 funds bought or added vs 361 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 SPSM holders?

Strong quality — 32% AUM from major funds: 23 of 897 holders rank in the top 100 by AUM, accounting for 32% 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 SPSM?

60% of holders stayed for 2+ years: 542 out of 897 hedge funds have held SPSM 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.