SPDR SERIES TRUST (SPTI): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

SPDR SERIES TRUST (SPTI)

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

Smart Money Signals — SPTI

Based on 373 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 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

373 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 — +15% more funds vs a year ago

fund count last 6Q

+49 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 62% buying

237 buying143 selling

Last quarter: 237 funds were net buyers (64 opened a brand new position + 173 added to an existing one). Only 143 were sellers (104 trimmed + 39 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+23 vs last Q)

new funds entering per quarter

Funds opening a new SPTI position: 55 → 54 → 41 → 64. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 29% medium ■ 22% new

181 out of 373 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.

➡️

Steady discovery — ~64 new funds/quarter

51 → 55 → 54 → 41 → 64 new funds/Q

New funds entering each quarter: 55 → 54 → 41 → 64. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Deep conviction — 52% of holders stayed 2+ years

■ 52% veterans ■ 18% 1-2yr ■ 29% new

Of 373 current holders: 194 (52%) 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 — 29% AUM from major funds

29% from top-100 AUM funds

21 of 373 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.7

out of 10

Low Exit Risk

Exit risk score 3.7/10 — 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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	373	348	7.18%
13F Shares	299M	293M	2.15%
Total Value	$8.63B	$8.47B	1.91%
New Positions	64	41	+23
Increased Positions	173	169	+4
Closed Positions	39	54	-15
Reduced Positions	104	101	+3
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

373

348

7.18%

13F Shares

299M

293M

2.15%

Total Value

$8.63B

$8.47B

1.91%

New Positions

+23

Increased Positions

173

169

Closed Positions

-15

Reduced Positions

104

101

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

373 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 25 institutional holders of SPTI — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Compton Financial Group, LLC	11.79%	1,862,719	$53.4M
2	BRIDGE GENERATIONS WEALTH MANAGEMENT LLC	10.86%	660,917	$18.9M
3	VOISARD ASSET MANAGEMENT GROUP, INC.	10.71%	1,751,198	$50.2M
4	S. R. Schill & Associates	10.42%	538,400	$15.4M
5	Appalachian Capital Management Ltd	7.69%	335,006	$9.6M
6	Flagstone Financial Management	6.16%	866,477	$24.8M
7	Melone Private Wealth, LLC	5.97%	510,141	$14.6M
8	Concord Asset Management, LLC/VA	5.43%	1,121,967	$32.2M
9	Higgins & Schmidt Wealth Strategies LLC	4.91%	374,815	$10.7M
10	STEPHENS GROUP ASSET MANAGEMENT, LLC	4.64%	2,537,953	$72.7M
11	Concord Wealth Partners	4.23%	1,136,477	$32.6M
12	ArborFi Advisors, LLC	4.22%	180,357	$5.2M
13	SENTINEL PENSION ADVISORS, LLC	4.00%	943,734	$27.0M
14	Equita Financial Network, Inc.	3.93%	435,818	$12.5M
15	Tilson Financial Group, Inc.	3.41%	396,000	$11.3M
16	MATHER GROUP, LLC.	3.40%	11,895,021	$340.9M
17	KWB Wealth	3.33%	1,165,759	$33.6M
18	Plus Group Wealth Advisors LLC	3.31%	104,953	$3.0M
19	Impact Partnership Wealth, LLC	3.07%	868,583	$24.9M
20	Avant Financial Advisors LLC	2.75%	136,663	$3.9M
21	AlphaQuest LLC	2.70%	1,670,793	$48.2M
22	Climber Capital SA	2.51%	133,997	$3.8M
23	CX Institutional	2.46%	2,815,704	$81K
24	Hobart Private Capital, LLC	2.36%	418,366	$12.0M
25	October Effect Ltd	2.31%	70,043	$2.0M

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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 62% buying: Last quarter: 237 funds were net buyers (64 opened a brand new position + 173 added to an existing one). Only 143 were sellers (104 trimmed + 39 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SPTI holders?

Strong quality — 29% AUM from major funds: 21 of 373 holders rank in the top 100 by AUM, accounting for 29% 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?

49% of holders stayed for 2+ years: 181 out of 373 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.

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.

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SPDR SERIES TRUST (SPTI)

Smart Money Signals — SPTI

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Steady growth — +15% more funds vs a year ago

More buyers than sellers — 62% buying

More new buyers each quarter (+23 vs last Q)

49% of holders stayed for 2+ years

Steady discovery — ~64 new funds/quarter

Deep conviction — 52% of holders stayed 2+ years

Strong quality — 29% AUM from major funds

Hedge Fund Ownership: SPTI

Market Analysis: SPTI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SPTI

Hedge Fund Positioning: SPTI

Statistics: SPTI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — SPDR SERIES TRUST (SPTI)

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