Stock Analysis
Data Source: SEC EDGAR 13F
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Spdr Series Trust (SPSM)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%

983+

Inst. Holders

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
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Analyst Recommendations

Stock Performance

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Company Profile: SPSM

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

21 top-rated funds 30 high-conviction
Consensus
5.8
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: SPSM
2026 Q2 Stats Unlock in 18 days 983 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 983 960 2.4%
13F Shares 206M 206M -0.04%
Total Value $8.92B $9.68B -7.93%
New Positions 103 137 -34
Increased Positions 400 374 +26
Closed Positions 80 56 +24
Reduced Positions 338 330 +8
Total Calls 2 1 100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SPSM

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Financial Highlights

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Institutional Holders (2026 Q1)

983 + investors

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

QUARTER:
Top 25 SPSM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Abound Financial, LLC 11.45% 542,399 $26.2M
2 Pinnacle Wealth Planning Services, Inc. 9.34% 1,871,039 $90.4M
3 My Portfolio Guide, LLC 8.99% 336,521 $16.3M
4 Leicht Financial Planning & Wealth Management, Inc. 8.25% 376,612 $18.2M
5 Taylor & Morgan Wealth Management, LLC 7.86% 285,077 $13.8M
6 Mason Street Advisors, LLC 6.26% 1,326,423 $64.1M
7 Evernest Financial Advisors, LLC 6.20% 562,067 $29.8M
8 Collier Financial 5.46% 148,220 $7.2M
9 TPG Financial Advisors, LLC 5.23% 332,689 $16.1M
10 Montz Harcus Wealth Management LLC 4.99% 255,778 $12.4M
11 Compton Financial Group, LLC 4.97% 465,372 $22.5M
12 Carroll Advisory Group, LLC 4.94% 263,496 $12.7M
13 Premier Private Wealth Management LLC 4.90% 96,240 $4.7M
14 TSG Advice Partners, LLC 4.34% 599,773 $29.0M
15 Luminist Capital LLC 4.24% 66,040 $3.2M
16 Peterson Wealth Advisors, LLC 4.21% 655,147 $31.7M
17 AF Advisors, Inc. 4.01% 150,000 $7.2M
18 Up Capital Management, Inc. 4.00% 73,872 $3.6M
19 International City Management Association Retirement Corp 4.00% 161,660 $7.8M
20 Atlas Private Wealth Advisors 3.98% 349,866 $16.9M
21 Windsor Capital Management, LLC 3.98% 292,052 $14.1M
22 Garrett Wealth Advisory Group, LLC 3.93% 457,334 $22.1M
23 Financial Insights, Inc. 3.61% 230,128 $10.8M
24 Financial Gravity Asset Management, Inc. 3.56% 413,944 $20.0M
25 Omnitrust Wealth Management, Inc 3.48% 55,631 $2.7M
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 (SPSM)

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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