Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SPDR SERIES TRUST (SPTL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +49
Streak
1Q ▲
Buyers last Q
60%

Smart Money Signals — SPTL

Based on 441 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 SPTL 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
441 hedge funds hold SPTL 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 — +6% more funds vs a year ago

fund count last 6Q
+25 new funds entered over the past year (+6% 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

266 buying176 selling
Last quarter: 266 funds were net buyers (86 opened a brand new position + 180 added to an existing one). Only 176 were sellers (139 trimmed + 37 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+32 vs last Q)

new funds entering per quarter
Funds opening a new SPTL position: 71 → 47 → 54 → 86. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 26% medium ■ 22% new
232 out of 441 hedge funds have held SPTL 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

76 → 71 → 47 → 54 → 86 new funds/Q
New funds entering each quarter: 71 → 47 → 54 → 86. A growing number of institutions are discovering SPTL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 56% of holders stayed 2+ years

■ 56% veterans ■ 18% 1-2yr ■ 26% new
Of 443 current holders: 249 (56%) 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.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
21 of 441 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in SPTL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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: SPTL

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

Market Analysis: SPTL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SPTL

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

28 top-rated funds 12 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: SPTL
2026 Q1 Stats Unlock in 20 days 443 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 443 394 12.44%
13F Shares 348M 383M -9.22%
Total Value $9.21B $10.32B -10.74%
New Positions 86 54 +32
Increased Positions 182 170 +12
Closed Positions 38 64 -26
Reduced Positions 140 134 +6
Total Calls 2 1 100.0%
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 1.0 Bullish

Statistics: SPTL

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

443 + investors

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

Top 25 institutional holders of SPTL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Impact Investors, Inc 9.45% 517,490 $13.6M
2 J.E. Simmons & Co., P.C. 8.67% 492,621 $13.0M
3 Appalachian Capital Management Ltd 7.40% 351,564 $9.2M
4 Tennessee Valley Asset Management Partners 5.75% 1,655,218 $43.5M
5 Targeted Financial Services LLC 4.29% 198,659 $5.2M
6 Roberts Financial Services LLC 3.93% 469,478 $12.3M
7 CONSOLIDATED CAPITAL MANAGEMENT, LLC 3.31% 390,148 $10.3M
8 FLP Wealth Management, LLC 2.62% 2,551 $1.3M
9 Stratos Wealth Advisors, LLC 2.51% 1,552,607 $40.8M
10 Roan Capital Partners 2.46% 101,419 $2.7M
11 Broadway Wealth Solutions, Inc. 2.24% 164,753 $4.3M
12 MATHER GROUP, LLC. 2.16% 8,226,025 $216.3M
13 Integrated Wealth Management 2.15% 71,221 $1.9M
14 Genesee Capital Advisors, LLC 1.77% 160,973 $4.2M
15 Andina Capital Management, LLC 1.75% 75,321 $2.0M
16 Hobart Private Capital, LLC 1.55% 300,463 $7.9M
17 Private Wealth Group, LLC 1.49% 121,837 $3.2M
18 Capital Investment Management, Inc. 1.45% 157,005 $4.2M
19 HORIZON FINANCIAL SERVICES, LLC 1.45% 124,777 $3.3M
20 CFS Investment Advisory Services, LLC 1.43% 785,454 $20.8M
21 High Probability Advisors, LLC 1.36% 403,545 $10.6M
22 Detalus Advisors, LLC 1.34% 222,401 $5.8M
23 NOVUS ADVISORS, LLC 1.33% 22,665 $596K
24 Impact Partnership Wealth, LLC 1.09% 334,602 $8.8M
25 BIRCH FINANCIAL GROUP, LLC 1.03% 67,128 $1.8M
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 (SPTL)

What does the Smart Money Trend signal show for SPTL?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added SPTL 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 SPTL?

More buyers than sellers — 60% buying: Last quarter: 266 funds were net buyers (86 opened a brand new position + 180 added to an existing one). Only 176 were sellers (139 trimmed + 37 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SPTL holders?

Elite ownership — 42% AUM from top-100 funds: 21 of 441 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in SPTL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SPTL?

53% of holders stayed for 2+ years: 232 out of 441 hedge funds have held SPTL 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.