Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Series Trust (SPYD)

516 + 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
↑ +26
Streak
3Q ▲
Buyers last Q
60%

Smart Money Signals — SPYD

Based on 523 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, 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
523 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 — +18% more funds vs a year ago

fund count last 6Q
+78 new funds entered over the past year (+18% 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

272 buying182 selling
Last quarter: 272 funds were net buyers (73 opened a brand new position + 199 added to an existing one). Only 182 were sellers (135 trimmed + 47 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new SPYD position: 42 → 78 → 67 → 73. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 20% medium ■ 22% new
302 out of 523 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.
📈

Growing discovery — still being found

40 → 42 → 78 → 67 → 73 new funds/Q
New funds entering each quarter: 42 → 78 → 67 → 73. A growing number of institutions are discovering SPYD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 61% veterans vs 24% newcomers

■ 61% veterans ■ 14% 1-2yr ■ 24% new
Entry-cohort mix of 527 holders: 323 (61%) are 2+ year veterans, 75 entered 1–2 years ago, and 129 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
28 of 522 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in SPYD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — SPYD

In 2026 Q2, 272 hedge funds were net buyers of SPYD (73 opened a new position, 199 added to an existing one), while 182 reduced or exited (135 trimmed, 47 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 41% of total institutional value in SPYD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +26 funds (more new holders than closures). Total institutional holders: 523.

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

-- --

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

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

Signal Freshness measures how much SPYD has moved relative to its sector benchmark (SPY) since the 2026 Q3 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 September 30, 2026 · 45d ago
SPYD
+10.1%
SPY
-1.1%

SPYD outperformed SPY by +11.2% since September 30, 2026.

Since 13F Filing Date November 14, 2026 · 0d ago
SPYD
+0.0%
SPY
+0.0%

Since the filing became public, SPYD outperformed SPY by +0.0% .

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.

16 top-rated funds 4 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
3.0
/ 10
conviction
Hedge Fund Positioning: SPYD
2026 Q3 Stats Unlock in 5 days 516 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 516 497 3.82%
13F Shares 41M 43M -5.99%
Total Value $1.90B $1.93B -1.76%
New Positions 70 67 +3
Increased Positions 198 198 -
Closed Positions 50 40 +10
Reduced Positions 133 139 -6
Total Calls 2 2 -
Total Puts 3 2 50.0%
PUT/CALL Ratio 1.5 1.0 Bearish

Statistics: SPYD

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Institutional Holders (2026 Q3)

516 + investors

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

QUARTER:
2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 SPYD holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Curran Financial Partners, LLC 4.93% 668,574 $30.3M
2 Auto-Owners Insurance Co 2.92% 2,059,700 $93.5M
3 Keystone Financial Planning, Inc. 2.46% 219,348 $10.0M
4 Cowa, LLC 2.12% 190,213 $8.7M
5 SWS Partners 1.95% 199,971 $9.1M
6 Phoenix Wealth Advisors 1.61% 115,709 $5.2M
7 Mfg Wealth Management, INC. 1.54% 46,715 $2.1M
8 SBI Securities Co., Ltd. 1.49% 1,440,101 $65.3M
9 Roan Capital Partners 1.43% 42,908 $1.9M
10 Innovative Wealth Building LLC 1.23% 48,889 $2.2M
11 Vantagepoint Investment Advisers LLC 1.13% 3,315,128 $150.4M
12 V2 Financial group LLC 1.11% 73,071 $3.3M
13 Cercano Management LLC 1.09% 174,939 $7.9M
14 First Hawaiian Bank 1.07% 195,322 $8.9M
15 Greenberg Financial Group 1.04% 65,171 $3.0M
16 Collier Financial 1.00% 32,169 $1.5M
17 Econ Financial Services Corp 0.99% 52,377 $2.4M
18 Total Clarity Wealth Management, Inc. 0.99% 112,696 $5.1M
19 White Pine Capital LLC 0.80% 74,302 $3.4M
20 Independent Wealth Network Inc. 0.79% 69,180 $3.1M
21 Cascade Investment Group, INC. 0.76% 30,281 $1.4M
22 Stanich Group LLC 0.73% 33,219 $1.5M
23 Wiregrass Investment Management LLC 0.72% 22,801 $1.0M
24 Castleview Partners, LLC 0.69% 34,826 $1.6M
25 Calton & Associates, INC. 0.62% 124,323 $5.6M
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

Stocks with similar institutional ownership

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Frequently Asked Questions — Spdr Series Trust (SPYD)

What does the Smart Money Trend signal show for SPYD?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, 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?

More buyers than sellers — 60% buying: Last quarter: 272 funds were net buyers (73 opened a brand new position + 199 added to an existing one). Only 182 were sellers (135 trimmed + 47 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SPYD holders?

Elite ownership — 41% AUM from top-100 funds: 28 of 522 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in SPYD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SPYD?

58% of holders stayed for 2+ years: 302 out of 523 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.

Is it too late to buy Spdr Series Trust (SPYD) following the 2026 Q3 hedge fund 13F filings?

As of today, SPYD has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), SPYD has gained +10.1% vs -1.1% 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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