Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SPDR SERIES TRUST (SPTM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +55
Streak
11Q ▲
Buyers last Q
53%

Smart Money Signals — SPTM

Based on 682 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added SPTM 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
682 hedge funds hold SPTM 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 — +17% more funds vs a year ago

fund count last 6Q
+100 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

320 buying279 selling
Last quarter: 320 funds bought or added vs 279 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.
📈

More new buyers each quarter (+31 vs last Q)

new funds entering per quarter
Funds opening a new SPTM position: 52 → 62 → 61 → 92. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 20% medium ■ 19% new
419 out of 682 hedge funds have held SPTM 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

67 → 52 → 62 → 61 → 92 new funds/Q
New funds entering each quarter: 52 → 62 → 61 → 92. A growing number of institutions are discovering SPTM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 63% of holders stayed 2+ years

■ 63% veterans ■ 13% 1-2yr ■ 25% new
Of 683 current holders: 427 (63%) 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.
📋

Smaller funds dominant — 18% AUM from top-100

18% from top-100 AUM funds
22 of 682 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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.

Hedge Fund Ownership: SPTM

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

Market Analysis: SPTM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SPTM

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

42 top-rated funds 34 high-conviction
Consensus
7.1
/ 10
breadth
×
Elite
4.2
/ 10
conviction
Hedge Fund Positioning: SPTM
2026 Q1 Stats Unlock in 22 days 683 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 683 629 8.59%
13F Shares 95M 91M 4.52%
Total Value $7.85B $7.34B 6.98%
New Positions 92 61 +31
Increased Positions 229 208 +21
Closed Positions 37 43 -6
Reduced Positions 244 258 -14
Total Calls 2 2 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SPTM

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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)

683 + investors

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

Top 25 institutional holders of SPTM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Professional Financial Advisors, LLC 24.67% 1,532,743 $121.2M
2 Wall Capital Group, Inc. 23.29% 275,965 $21.8M
3 Financial Planning Fort Collins, LLC 20.64% 317,457 $27.5M
4 CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 16.11% 4,588 $363K
5 VOISARD ASSET MANAGEMENT GROUP, INC. 14.17% 840,283 $66.4M
6 Rosenberg Matthew Hamilton 13.37% 825,503 $65.3M
7 Syntegra Private Wealth Group, LLC 10.61% 1,412,447 $111.7M
8 Aquire Wealth Advisors, LLC 10.10% 485,989 $38.4M
9 Spartan Planning & Wealth Management 8.20% 140,234 $11.1M
10 Ervin Investment Management, LLC 7.67% 165,710 $13.1M
11 DORVAL Corp 7.17% 292,442 $23.1M
12 ARS Wealth Advisors Group, LLC 6.89% 1,032,092 $81.6M
13 TRUE BLUE FINANCIAL, LLC 5.18% 83,197 $6.6M
14 IRON Financial LLC 4.45% 128,815 $10.2M
15 Boston Standard Wealth Management, LLC 4.38% 336,170 $26.8M
16 Legacy Private Trust Co. 4.31% 885,980 $70.0M
17 Royal Harbor Partners, LLC 4.25% 158,736 $12.5M
18 Fullerton Advisors, LLC 4.20% 51,280 $4.1M
19 Wealthcare Advisory Partners LLC 3.98% 2,586,827 $204.5M
20 G&S Capital LLC 3.89% 140,037 $11.1M
21 Sterneck Capital Management, LLC 3.63% 102,183 $8.1M
22 Summit Investment Advisory Services, LLC 3.48% 118,567 $9.4M
23 Private Wealth Group, LLC 3.23% 87,634 $6.9M
24 Atlas Private Wealth Advisors 3.10% 166,770 $13.2M
25 Winthrop Advisory Group LLC 3.00% 464,256 $36.7M
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 (SPTM)

What does the Smart Money Trend signal show for SPTM?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added SPTM 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 SPTM?

Slight buying edge — 53% buying: Last quarter: 320 funds bought or added vs 279 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 SPTM holders?

Smaller funds dominant — 18% AUM from top-100: 22 of 682 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SPTM?

61% of holders stayed for 2+ years: 419 out of 682 hedge funds have held SPTM 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.