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

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

As of today, SPTS has moved -0.6% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.6% for the SPY sector ETF — an outperformance of +1.0%. Since the quarter end (June 30, 2026), SPTS gained -1.1% 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 (SPTS)

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

Smart Money Signals — SPTS

Based on 413 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, 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

413 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 — +8% more funds vs a year ago

fund count last 6Q

+29 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 52% buying

211 buying194 selling

Last quarter: 211 funds bought or added vs 194 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.

➡️

Steady new buyers — ~48 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 53 → 67 → 45 → 48. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 26% medium ■ 19% new

226 out of 413 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.

📊

Peak discovery — momentum slowing

54 → 53 → 67 → 45 → 48 new funds/Q

New funds entering each quarter: 53 → 67 → 45 → 48. SPTS is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🏛️

Veteran-anchored — 57% veterans vs 26% newcomers

■ 57% veterans ■ 17% 1-2yr ■ 26% new

Entry-cohort mix of 413 holders: 235 (57%) are 2+ year veterans, 70 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 — 30% AUM from major funds

30% from top-100 AUM funds

26 of 412 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	406	415	-2.17%
13F Shares	168M	171M	-1.72%
Total Value	$4.19B	$4.15B	1.11%
New Positions	46	45	+1
Increased Positions	162	176	-14
Closed Positions	54	49	+5
Reduced Positions	144	140	+4
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

415

-2.17%

13F Shares

168M

171M

-1.72%

Total Value

$4.19B

$4.15B

1.11%

New Positions

Increased Positions

162

176

-14

Closed Positions

Reduced Positions

144

140

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 SPTS. Verified SEC 13F-HR filings.

QUARTER:

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

Top 25 SPTS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	1888 Investments, LLC	50.36%	980,110	$28.4M
2	Financial Solutions Advisory Group, Inc.	13.18%	3,601,971	$104.2M
3	OakTrust Wealth Advisors, LLC	12.66%	506,185	$14.7M
4	Evermay Wealth Management LLC	10.03%	3,358,171	$97.4M
5	Dagco, INC.	9.86%	1,838,753	$53.3M
6	GLOBALT Investments LLC / GA	9.81%	10,027,856	$290.9M
7	Transmarket Holdings LP	8.05%	378,140	$11.0M
8	Proficio Capital Partners LLC	7.28%	6,991,445	$202.8M
9	Principia Wealth Advisory, LLC	6.81%	411,891	$12.0M
10	S. R. Schill & Associates	6.41%	366,104	$10.6M
11	Private Wealth Group, LLC	6.16%	549,817	$16.0M
12	Independence Wealth Advisors, LLC	5.90%	405,465	$11.8M
13	Acorn Financial Advisory Services Inc /Adv	5.54%	1,438,245	$41.7M
14	WorthPointe, LLC	5.49%	753,673	$21.9M
15	Alliance Wealth Advisors, LLC /UT	5.38%	983,283	$28.5M
16	Treasure Coast Financial Planning	5.11%	360,928	$10.5M
17	SeedSafe Financial LLC	5.04%	194,382	$5.7M
18	Integrated Capital Management, INC.	4.64%	229,210	$6.6M
19	Troutman Wealth Management, LLC	4.45%	199,335	$5.8M
20	Portland Global Advisors LLC	4.19%	1,521,466	$44.1M
21	Crane Advisory, LLC	4.14%	995,137	$28.8M
22	Cape Cod Five Cents Savings Bank	3.96%	1,679,505	$48.7M
23	HHM Wealth Advisors, LLC	3.78%	1,298,928	$37.7M
24	Boston Standard Wealth Management, LLC	3.76%	895,179	$25.9M
25	Main Line Retirement Advisors, LLC	3.58%	268,794	$7.8M

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 (SPTS)

What does the Smart Money Trend signal show for SPTS?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, 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 — 52% buying: Last quarter: 211 funds bought or added vs 194 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 — 30% AUM from major funds: 26 of 412 holders rank in the top 100 by AUM, accounting for 30% 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?

55% of holders stayed for 2+ years: 226 out of 413 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 Q2 hedge fund 13F filings?

As of today, SPTS has moved -0.6% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.6% for the SPY sector ETF — an outperformance of +1.0%. Since the quarter end (June 30, 2026), SPTS has gained -1.1% 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 (SPTS)

Smart Money Signals — SPTS

Selling streak — 2 quarters in a row

At the ownership peak (99% of max)

Steady growth — +8% more funds vs a year ago

Slight buying edge — 52% buying

Steady new buyers — ~48 new funds per quarter

55% of holders stayed for 2+ years

Peak discovery — momentum slowing

Veteran-anchored — 57% veterans vs 26% newcomers

Strong quality — 30% AUM from major funds

Institutional Sentiment Summary — SPTS

Hedge Fund Ownership: SPTS

Market Analysis: SPTS

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SPTS

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

Hedge Fund Positioning: SPTS

Statistics: SPTS

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Spdr Series Trust (SPTS)

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