Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SPDR SERIES TRUST (SPYD)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +25
Streak
1Q ▲
Buyers last Q
56%

Smart Money Signals — SPYD

Based on 450 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added SPYD 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
450 hedge funds hold SPYD 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
+32 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 — 56% buying

238 buying187 selling
Last quarter: 238 funds bought or added vs 187 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 (+35 vs last Q)

new funds entering per quarter
Funds opening a new SPYD position: 50 → 38 → 39 → 74. 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+) ■ 21% medium ■ 18% new
275 out of 450 hedge funds have held SPYD 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 +221%, value -2%

Value
-2%
Shares
+221%
Last quarter: funds added +221% more shares while total portfolio value only changed -2%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

59 → 50 → 38 → 39 → 74 new funds/Q
New funds entering each quarter: 50 → 38 → 39 → 74. A growing number of institutions are discovering SPYD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 62% of holders stayed 2+ years

■ 62% veterans ■ 14% 1-2yr ■ 23% new
Of 452 current holders: 282 (62%) 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 — 35% AUM from major funds

35% from top-100 AUM funds
20 of 450 holders rank in the top 100 by AUM, accounting for 35% 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.

Hedge Fund Ownership: SPYD

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

Market Analysis: SPYD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SPYD

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

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

39 top-rated funds 2 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: SPYD
2026 Q1 Stats Unlock in 22 days 452 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 452 428 5.61%
13F Shares 168M 52M 220.96%
Total Value $2.25B $2.30B -2.15%
New Positions 74 39 +35
Increased Positions 168 193 -25
Closed Positions 49 39 +10
Reduced Positions 142 117 +25
Total Calls 2 2 -
Total Puts 1 1 -
PUT/CALL Ratio 0.5 0.5 Bullish

Statistics: SPYD

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
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Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

452 + investors

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

Top 25 institutional holders of SPYD — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Curran Financial Partners, LLC 4.53% 556,216 $25.3M
2 Genesee Capital Advisors, LLC 3.17% 166,290 $7.6M
3 SWS Partners 2.72% 242,031 $11.0M
4 Auto-Owners Insurance Co 2.61% 2,740,000 $124.8M
5 Keystone Financial Planning, Inc. 2.39% 196,319 $8.9M
6 SBI Securities Co., Ltd. 1.85% 1,479,156 $67.3M
7 MFG WEALTH MANAGEMENT, INC. 1.83% 48,586 $2.2M
8 Total Clarity Wealth Management, Inc. 1.44% 134,597 $6.1M
9 Econ Financial Services Corp 1.30% 61,562 $2.8M
10 Roan Capital Partners 1.25% 29,766 $1.4M
11 FIRST HAWAIIAN BANK 1.24% 195,322 $8.9M
12 GREENBERG FINANCIAL GROUP 1.16% 61,994 $2.8M
13 Phoenix Wealth Advisors 1.07% 59,264 $2.7M
14 Stanich Group LLC 0.89% 25,723 $1.2M
15 Independent Wealth Network Inc. 0.87% 64,645 $2.9M
16 Kagan Cocozza Asset Management 0.79% 24,775 $1.1M
17 Sage Capital Management, LLC 0.71% 33,066 $1.5M
18 Wilkins Miller Wealth Management, LLC 0.69% 24,940 $1.1M
19 Decker Retirement Planning Inc. 0.68% 33,091 $1.5M
20 First PREMIER Bank 0.60% 57,548 $3K
21 Code Waechter LLC 0.55% 20,513 $934K
22 RIDGECREST WEALTH PARTNERS, LLC 0.55% 21,835 $994K
23 Harpswell Capital Advisors, LLC 0.54% 16,000 $728K
24 PROATHLETE WEALTH MANAGEMENT LLC 0.51% 40,384 $1.8M
25 Thrive Capital Management, LLC 0.46% 46,469 $2.1M
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 (SPYD)

What does the Smart Money Trend signal show for SPYD?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added SPYD 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 SPYD?

Slight buying edge — 56% buying: Last quarter: 238 funds bought or added vs 187 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 SPYD holders?

Strong quality — 35% AUM from major funds: 20 of 450 holders rank in the top 100 by AUM, accounting for 35% 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 SPYD?

61% of holders stayed for 2+ years: 275 out of 450 hedge funds have held SPYD 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.