Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SPDR SERIES TRUST (SPTS)

391 + 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
↑ +27
Streak
3Q ▲
Buyers last Q
60%

Smart Money Signals — SPTS

Based on 391 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added SPTS 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
391 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 — +9% more funds vs a year ago

fund count last 6Q
+33 new funds entered over the past year (+9% 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

231 buying155 selling
Last quarter: 231 funds were net buyers (64 opened a brand new position + 167 added to an existing one). Only 155 were sellers (118 trimmed + 37 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+17 vs last Q)

new funds entering per quarter
Funds opening a new SPTS position: 44 → 49 → 47 → 64. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 24% medium ■ 20% new
217 out of 391 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.
📈

Growing discovery — still being found

52 → 44 → 49 → 47 → 64 new funds/Q
New funds entering each quarter: 44 → 49 → 47 → 64. A growing number of institutions are discovering SPTS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 57% of holders stayed 2+ years

■ 57% veterans ■ 17% 1-2yr ■ 26% new
Of 391 current holders: 222 (57%) 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.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
21 of 391 holders rank in the top 100 by AUM, accounting for 33% 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.

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

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

No strong consensus or elite conviction detected among institutional holders.

25 top-rated funds 16 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
4.1
/ 10
conviction
Hedge Fund Positioning: SPTS
2026 Q1 Stats Unlock in 17 days 391 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 391 364 7.42%
13F Shares 165M 158M 4.48%
Total Value $4.81B $4.62B 4.25%
New Positions 64 47 +17
Increased Positions 167 149 +18
Closed Positions 37 43 -6
Reduced Positions 118 127 -9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SPTS

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

391 + investors

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

Top 25 institutional holders of SPTS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Independence Wealth Advisors, LLC 17.92% 1,151,974 $33.6M
2 OakTrust Wealth Advisors, LLC 13.24% 498,450 $14.5M
3 DAGCO, INC. 10.97% 1,734,575 $50.6M
4 S. R. Schill & Associates 6.16% 312,600 $9.1M
5 Private Wealth Group, LLC 5.87% 431,056 $12.6M
6 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 5.21% 1,302,468 $38.0M
7 HHM Wealth Advisors, LLC 4.39% 1,308,197 $38.2M
8 Crane Advisory, LLC 4.31% 988,122 $28.8M
9 Boston Standard Wealth Management, LLC 4.06% 852,998 $24.8M
10 Main Line Retirement Advisors, LLC 3.73% 255,841 $7.5M
11 Impact Partnership Wealth, LLC 3.60% 999,047 $29.2M
12 Great Point Wealth Advisors, LLC 3.38% 628,116 $18.3M
13 Guild Investment Management, Inc. 3.17% 152,000 $4.4M
14 Tilson Financial Group, Inc. 2.96% 338,407 $9.9M
15 Quent Capital, LLC 2.68% 1,296,623 $37.8M
16 LIGHTHOUSE FINANCIAL SERVICES INC /ADV 2.65% 402,586 $11.7M
17 Fonville Wealth Management LLC 2.61% 470,619 $13.7M
18 Heartwood Wealth Advisors LLC 2.57% 1,009,143 $29.4M
19 SeaBridge Investment Advisors LLC 2.44% 495,119 $14.4M
20 Hudson Oak Wealth Advisory LLC 2.01% 79,249 $2.3M
21 CREATIVE FINANCIAL DESIGNS INC /ADV 1.83% 1,030,100 $30.1M
22 GM Advisory Group, LLC 1.78% 1,586,304 $46.3M
23 Axiom Financial Strategies, LLC 1.50% 145,965 $4.3M
24 MKT Advisors LLC 1.43% 146,963 $4.3M
25 DGS Capital Management, LLC 1.37% 285,655 $8.3M
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?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added SPTS 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 SPTS?

More buyers than sellers — 60% buying: Last quarter: 231 funds were net buyers (64 opened a brand new position + 167 added to an existing one). Only 155 were sellers (118 trimmed + 37 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SPTS holders?

Strong quality — 33% AUM from major funds: 21 of 391 holders rank in the top 100 by AUM, accounting for 33% 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: 217 out of 391 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.

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.