Spdr Series Trust (SPTI) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Spdr Series Trust (SPTI) following the 2026 Q2 hedge fund 13F filings?

As of today, SPTI has moved -1.8% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.6% for the SPY sector ETF — an outperformance of -0.2%. Since the quarter end (June 30, 2026), SPTI gained -3.0% vs +2.3% 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.

Spdr Series Trust (SPTI)

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

Smart Money Signals — SPTI

Based on 409 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 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

409 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 — +7% more funds vs a year ago

fund count last 6Q

+26 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 60% buying

251 buying169 selling

Last quarter: 251 funds were net buyers (58 opened a brand new position + 193 added to an existing one). Only 169 were sellers (116 trimmed + 53 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~58 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 44 → 71 → 54 → 58. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 26% medium ■ 22% new

212 out of 409 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 — ~58 new funds/quarter

57 → 44 → 71 → 54 → 58 new funds/Q

New funds entering each quarter: 44 → 71 → 54 → 58. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 54% veterans vs 26% newcomers

■ 54% veterans ■ 19% 1-2yr ■ 26% new

Entry-cohort mix of 409 holders: 222 (54%) are 2+ year veterans, 79 entered 1–2 years ago, and 108 (26%) 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 407 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.

3.7

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 (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	406	404	0.5%
13F Shares	305M	315M	-2.92%
Total Value	$7.52B	$7.78B	-3.39%
New Positions	58	54	+4
Increased Positions	192	204	-12
Closed Positions	54	50	+4
Reduced Positions	116	102	+14
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

406

404

0.5%

13F Shares

305M

315M

-2.92%

Total Value

$7.52B

$7.78B

-3.39%

New Positions

Increased Positions

192

204

-12

Closed Positions

Reduced Positions

116

102

+14

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

406 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 SPTI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Evermay Wealth Management LLC	14.85%	5,078,669	$144.2M
2	S. R. Schill & Associates	14.12%	823,719	$23.4M
3	Collier Financial	13.23%	681,284	$19.3M
4	Leicht Financial Planning & Wealth Management, Inc.	11.85%	1,018,891	$28.9M
5	One Day In July LLC	11.33%	5,740,635	$163.0M
6	Voisard Asset Management Group, INC.	10.53%	1,959,613	$55.6M
7	Bridge Generations Wealth Management LLC	10.25%	708,223	$20.1M
8	Strategic Wealth Investment Group, LLC	7.77%	2,256,234	$64.1M
9	Appalachian Capital Management Ltd	7.00%	340,149	$9.7M
10	Evergreen Wealth Partners LLC	6.84%	401,307	$11.4M
11	Compton Financial Group, LLC	6.40%	1,171,075	$33.2M
12	Capasso Planning Partners LLC	5.78%	408,514	$11.6M
13	True Blue Financial, LLC	5.75%	479,886	$13.6M
14	Flagstone Financial Management	5.75%	905,461	$25.7M
15	GLOBALT Investments LLC / GA	5.60%	5,846,343	$166.0M
16	Melone Private Wealth, LLC	5.55%	512,824	$14.6M
17	Frisch Financial Group, Inc.	5.34%	1,097,338	$31.2M
18	Leslie Global Wealth, LLC	5.32%	481,454	$13.7M
19	Concord Asset Management, LLC/VA	5.11%	1,162,188	$33.0M
20	Higgins & Schmidt Wealth Strategies LLC	4.76%	405,964	$11.5M
21	Integrated Capital Management, INC.	4.52%	228,374	$6.5M
22	Tidemark, LLC	4.40%	688,159	$19.5M
23	Stephens Group Asset Management, LLC	4.25%	2,649,871	$75.2M
24	Black Diamond Financial, LLC	3.93%	1,568,643	$44.5M
25	Portland Global Advisors LLC	3.92%	1,454,168	$41.3M

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 — 3 quarters in a row: For 3 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 — 60% buying: Last quarter: 251 funds were net buyers (58 opened a brand new position + 193 added to an existing one). Only 169 were sellers (116 trimmed + 53 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 407 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?

52% of holders stayed for 2+ years: 212 out of 409 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 Q2 hedge fund 13F filings?

As of today, SPTI has moved -1.8% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.6% for the SPY sector ETF — an outperformance of -0.2%. Since the quarter end (June 30, 2026), SPTI has gained -3.0% vs +2.3% 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.

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Spdr Series Trust (SPTI)

Smart Money Signals — SPTI

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Steady growth — +7% more funds vs a year ago

More buyers than sellers — 60% buying

Steady new buyers — ~58 new funds per quarter

52% of holders stayed for 2+ years

Steady discovery — ~58 new funds/quarter

Veteran-anchored — 54% veterans vs 26% newcomers

Strong quality — 31% AUM from major funds

Institutional Sentiment Summary — SPTI

Hedge Fund Ownership: SPTI

Market Analysis: SPTI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SPTI

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

Hedge Fund Positioning: SPTI

Statistics: SPTI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Spdr Series Trust (SPTI)

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