Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Series Trust (SPTI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
2Q ▲
Buyers last Q
63%

Smart Money Signals — SPTI

Based on 404 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 SPTI 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
404 hedge funds hold SPTI 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 — +12% more funds vs a year ago

fund count last 6Q
+44 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 63% buying

258 buying150 selling
Last quarter: 258 funds were net buyers (54 opened a brand new position + 204 added to an existing one). Only 150 were sellers (102 trimmed + 48 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-17 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 56 → 44 → 71 → 54. 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.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 28% medium ■ 24% new
193 out of 404 hedge funds have held SPTI 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

59 → 56 → 44 → 71 → 54 new funds/Q
New funds entering each quarter: 56 → 44 → 71 → 54. A growing number of institutions are discovering SPTI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 51% veterans vs 29% newcomers

■ 51% veterans ■ 20% 1-2yr ■ 29% new
Entry-cohort mix of 404 holders: 208 (51%) are 2+ year veterans, 79 entered 1–2 years ago, and 117 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds
25 of 402 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — SPTI

In 2026 Q1, 258 hedge funds were net buyers of SPTI (54 opened a new position, 204 added to an existing one), while 150 reduced or exited (102 trimmed, 48 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 31% of total institutional value in SPTI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 404.

Hedge Fund Ownership: SPTI

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

Market Analysis: SPTI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SPTI

-- --

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

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

Signal Freshness measures how much SPTI 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 · 78d ago
SPTI
-1.0%
SPY
+15.9%

SPTI outperformed SPY by -16.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
SPTI
+0.9%
SPY
+2.0%

Since the filing became public, SPTI outperformed SPY by -1.1% .

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.

12 top-rated funds 29 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: SPTI
401 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 401 398 0.75%
13F Shares 314M 302M 3.94%
Total Value $7.76B $8.70B -10.8%
New Positions 54 71 -17
Increased Positions 201 184 +17
Closed Positions 51 40 +11
Reduced Positions 102 108 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SPTI

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

401 + investors

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

QUARTER:
Top 25 SPTI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Evermay Wealth Management LLC 15.62% 4,915,972 $140.9M
2 Collier Financial 14.15% 647,200 $18.5M
3 One Day In July LLC 12.29% 5,356,793 $153.5M
4 Leicht Financial Planning & Wealth Management, Inc. 12.23% 940,643 $27.0M
5 Compton Financial Group, LLC 11.79% 1,862,719 $53.4M
6 Bridge Generations Wealth Management LLC 10.86% 660,917 $18.9M
7 Voisard Asset Management Group, INC. 10.71% 1,751,198 $50.2M
8 S. R. Schill & Associates 10.42% 538,400 $15.4M
9 Evergreen Wealth Partners LLC 8.47% 387,106 $11.1M
10 Strategic Wealth Investment Group, LLC 8.05% 2,214,829 $63.5M
11 Appalachian Capital Management Ltd 7.69% 335,006 $9.6M
12 Capasso Planning Partners LLC 6.35% 410,309 $11.8M
13 Flagstone Financial Management 6.16% 866,477 $24.8M
14 GLOBALT Investments LLC / GA 6.06% 5,924,374 $169.8M
15 Melone Private Wealth, LLC 5.97% 510,141 $14.6M
16 Concord Asset Management, LLC/VA 5.43% 1,121,967 $32.2M
17 Planwiser Financial, LLC 5.30% 255,313 $7.3M
18 Frisch Financial Group, Inc. 5.27% 879,342 $25.2M
19 Higgins & Schmidt Wealth Strategies LLC 4.91% 374,815 $10.7M
20 Black Diamond Financial, LLC 4.65% 1,487,097 $42.6M
21 Stephens Group Asset Management, LLC 4.64% 2,537,953 $72.7M
22 Integrated Capital Management, INC. 4.50% 236,042 $6.8M
23 Portland Global Advisors LLC 4.27% 1,398,461 $40.1M
24 Concord Wealth Partners 4.23% 1,136,477 $32.6M
25 ArborFi Advisors, LLC 4.22% 180,357 $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 (SPTI)

What does the Smart Money Trend signal show for SPTI?

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

More buyers than sellers — 63% buying: Last quarter: 258 funds were net buyers (54 opened a brand new position + 204 added to an existing one). Only 150 were sellers (102 trimmed + 48 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SPTI holders?

Strong quality — 31% AUM from major funds: 25 of 402 holders rank in the top 100 by AUM, accounting for 31% 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 SPTI?

48% of holders stayed for 2+ years: 193 out of 404 hedge funds have held SPTI 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 (SPTI) following the 2026 Q1 hedge fund 13F filings?

As of today, SPTI has moved +0.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -1.1%. Since the quarter end (March 31, 2026), SPTI has gained -1.0% vs +15.9% 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.

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