Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Series Trust (SPTL)

474 + 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
↑ +16
Streak
2Q ▲
Buyers last Q
58%

Smart Money Signals — SPTL

Based on 481 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 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
481 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 — +4% more funds vs a year ago

fund count last 6Q
+20 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

286 buying209 selling
Last quarter: 286 funds bought or added vs 209 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-15 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 50 → 59 → 91 → 76. 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.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 27% medium ■ 23% new
240 out of 481 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.
🚀

Acceleration phase — new buyers rushing in

78 → 50 → 59 → 91 → 76 new funds/Q
New funds entering each quarter: 50 → 59 → 91 → 76. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 57% veterans vs 28% newcomers

■ 57% veterans ■ 15% 1-2yr ■ 28% new
Entry-cohort mix of 484 holders: 278 (57%) are 2+ year veterans, 71 entered 1–2 years ago, and 135 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
27 of 480 holders are among the 100 largest funds by AUM, controlling 49% 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.
3.8
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 — SPTL

In 2026 Q1, 286 hedge funds were net buyers of SPTL (76 opened a new position, 210 added to an existing one), while 209 reduced or exited (149 trimmed, 60 sold completely) — a 58% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 49% of total institutional value in SPTL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +16 funds (more new holders than closures). Total institutional holders: 481.

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

-- --

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

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

Signal Freshness measures how much SPTL 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 · 77d ago
SPTL
nan%
SPY
+15.9%

SPTL outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
SPTL
nan%
SPY
+2.0%

Since the filing became public, SPTL outperformed SPY by nan% .

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.

17 top-rated funds 16 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: SPTL
474 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 474 465 1.94%
13F Shares 354M 349M 1.36%
Total Value $8.61B $9.26B -7.01%
New Positions 72 91 -19
Increased Positions 208 189 +19
Closed Positions 63 41 +22
Reduced Positions 146 146 -
Total Calls 3 2 50.0%
Total Puts 1 0 100%
PUT/CALL Ratio 0.33 0.0 Bullish

Statistics: SPTL

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

474 + investors

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

QUARTER:
Top 25 SPTL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mason Street Advisors, LLC 10.28% 3,998,720 $105.2M
2 Impact Investors, Inc 9.45% 517,490 $13.6M
3 J.E. Simmons & Co., P.C. 8.67% 492,621 $13.0M
4 One Day In July LLC 7.48% 3,551,633 $93.4M
5 Appalachian Capital Management Ltd 7.40% 351,564 $9.2M
6 Mcmorgan & Co LLC 6.45% 1,516,371 $39.9M
7 MA Private Wealth 6.25% 1,404,877 $36.9M
8 Tennessee Valley Asset Management Partners 5.75% 1,655,218 $43.5M
9 GLOBALT Investments LLC / GA 5.22% 5,563,987 $146.3M
10 Mpwm Advisory Solutions, LLC 4.84% 347,157 $9.1M
11 Advocacy Wealth Management, LLC 4.63% 3,978,825 $104.6M
12 Town Capital LLC 4.51% 211,902 $5.6M
13 Targeted Financial Services LLC 4.29% 198,659 $5.2M
14 Voya Financial Advisors, Inc. 4.06% 1,567,968 $40.7M
15 Roberts Financial Services LLC 3.93% 469,478 $12.3M
16 Schwallier Wealth Management LLC 3.87% 201,430 $5.3M
17 Strategic Wealth Investment Group, LLC 3.71% 1,111,109 $29.2M
18 Caitlin John, LLC 3.48% 220,451 $5.8M
19 Consolidated Capital Management, LLC 3.31% 390,148 $10.3M
20 Security Financial Services, INC. 3.27% 787,079 $20.7M
21 Avantax Planning Partners, Inc. 3.12% 4,314,262 $113.5M
22 FLC Capital Advisors 2.99% 636,658 $16.7M
23 Financial Engines Advisors L.L.C. 2.92% 54,679,484 $1.44B
24 Manhattan West Asset Management, LLC 2.72% 528,153 $13.9M
25 Shepherd Financial Partners LLC 2.54% 1,016,514 $26.7M
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 (SPTL)

What does the Smart Money Trend signal show for SPTL?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, 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?

Slight buying edge — 58% buying: Last quarter: 286 funds bought or added vs 209 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SPTL holders?

Elite ownership — 49% AUM from top-100 funds: 27 of 480 holders are among the 100 largest funds by AUM, controlling 49% 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?

50% of holders stayed for 2+ years: 240 out of 481 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.

Is it too late to buy Spdr Series Trust (SPTL) following the 2026 Q1 hedge fund 13F filings?

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