Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Series Trust (SPTS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
1Q ▼
Buyers last Q
54%

Smart Money Signals — SPTS

Based on 415 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their SPTS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
415 hedge funds hold SPTS 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 — +12% more funds vs a year ago

fund count last 6Q
+43 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

221 buying188 selling
Last quarter: 221 funds bought or added vs 188 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 (-22 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 53 → 53 → 67 → 45. 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.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 27% medium ■ 19% new
223 out of 415 hedge funds have held SPTS 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.
💎

Buying through price weakness — shares +1%, value -16%

Value
-16%
Shares
+1%
Last quarter: funds added +1% more shares while total portfolio value only changed -16%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~45 new funds/quarter

46 → 53 → 53 → 67 → 45 new funds/Q
New funds entering each quarter: 53 → 53 → 67 → 45. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 59% veterans vs 26% newcomers

■ 59% veterans ■ 16% 1-2yr ■ 26% new
Entry-cohort mix of 415 holders: 244 (59%) are 2+ year veterans, 65 entered 1–2 years ago, and 106 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 29% AUM from major funds

29% from top-100 AUM funds
24 of 415 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — SPTS

In 2026 Q1, 221 hedge funds were net buyers of SPTS (45 opened a new position, 176 added to an existing one), while 188 reduced or exited (140 trimmed, 48 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 29% of total institutional value in SPTS is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 415.

Hedge Fund Ownership: SPTS

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

Market Analysis: SPTS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SPTS

-- --

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

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

Signal Freshness measures how much SPTS 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 · 81d ago
SPTS
-0.7%
SPY
+15.1%

SPTS outperformed SPY by -15.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
SPTS
+0.2%
SPY
+1.3%

Since the filing became public, SPTS outperformed SPY by -1.1% .

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.

15 top-rated funds 20 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
4.1
/ 10
conviction
Hedge Fund Positioning: SPTS
412 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 412 418 -1.44%
13F Shares 168M 169M -0.82%
Total Value $4.04B $4.95B -18.37%
New Positions 44 67 -23
Increased Positions 175 177 -2
Closed Positions 50 37 +13
Reduced Positions 139 126 +13
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SPTS

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

412 + investors

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

QUARTER:
Top 25 SPTS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 1888 Investments, LLC 80.59% 1,740,100 $50.8M
2 Independence Wealth Advisors, LLC 17.92% 1,151,974 $33.6M
3 Financial Solutions Advisory Group, Inc. 14.26% 3,534,364 $103.1M
4 OakTrust Wealth Advisors, LLC 13.24% 498,450 $14.5M
5 Donoghue Forlines LLC 11.91% 1,474,666 $43.0M
6 Dagco, INC. 10.97% 1,734,575 $50.6M
7 GLOBALT Investments LLC / GA 10.55% 10,136,473 $295.8M
8 Evermay Wealth Management LLC 10.03% 3,101,110 $90.5M
9 MY Wealth Management Inc. 7.95% 280,822 $8.2M
10 S. R. Schill & Associates 6.16% 312,600 $9.1M
11 Private Wealth Group, LLC 5.87% 431,056 $12.6M
12 WorthPointe, LLC 5.52% 698,778 $20.4M
13 Treasure Coast Financial Planning 5.47% 363,917 $10.6M
14 Portland Global Advisors LLC 5.43% 1,746,779 $51.0M
15 Acorn Financial Advisory Services Inc /Adv 5.21% 1,302,468 $38.0M
16 Integrated Capital Management, INC. 5.09% 262,376 $7.7M
17 Alliance Wealth Advisors, LLC /UT 4.82% 763,553 $22.3M
18 Troutman Wealth Management, LLC 4.73% 194,432 $5.7M
19 HHM Wealth Advisors, LLC 4.39% 1,308,197 $38.2M
20 Crane Advisory, LLC 4.31% 988,122 $28.8M
21 MTC Wealth Management LLC 4.27% 308,027 $9.0M
22 First Affirmative Financial Network 4.24% 307,054 $9.0M
23 Boston Standard Wealth Management, LLC 4.06% 852,998 $24.8M
24 Cannon Wealth Management Services, LLC 3.91% 198,177 $5.8M
25 Main Line Retirement Advisors, LLC 3.73% 255,841 $7.5M
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 (SPTS)

What does the Smart Money Trend signal show for SPTS?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their SPTS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for SPTS?

Slight buying edge — 54% buying: Last quarter: 221 funds bought or added vs 188 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 SPTS holders?

Strong quality — 29% AUM from major funds: 24 of 415 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 SPTS?

54% of holders stayed for 2+ years: 223 out of 415 hedge funds have held SPTS 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 (SPTS) following the 2026 Q1 hedge fund 13F filings?

As of today, SPTS has moved +0.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of -1.1%. Since the quarter end (March 31, 2026), SPTS has gained -0.7% vs +15.1% 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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