Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SPDR SERIES TRUST (SPYG)

1K + Investors. Track Smart Money conviction in SPYG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +103
Streak
3Q ▲
Buyers last Q
55%

Smart Money Signals — SPYG

Based on 1222 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 SPYG 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
1,222 hedge funds hold SPYG 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 — +19% more funds vs a year ago

fund count last 6Q
+191 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

634 buying515 selling
Last quarter: 634 funds bought or added vs 515 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 (+58 vs last Q)

new funds entering per quarter
Funds opening a new SPYG position: 78 → 119 → 122 → 180. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 23% medium ■ 20% new
695 out of 1,222 hedge funds have held SPYG 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.
🚀

Acceleration phase — new buyers rushing in

138 → 78 → 119 → 122 → 180 new funds/Q
New funds entering each quarter: 78 → 119 → 122 → 180. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 58% of holders stayed 2+ years

■ 58% veterans ■ 15% 1-2yr ■ 26% new
Of 1,227 current holders: 716 (58%) 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
27 of 1222 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.
3.8
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.

Hedge Fund Ownership: SPYG

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

Market Analysis: SPYG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SPYG

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

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

63 top-rated funds 87 high-conviction
Consensus
7.8
/ 10
breadth
×
Elite
5.9
/ 10
conviction
Hedge Fund Positioning: SPYG
2026 Q1 Stats Unlock in 20 days 1K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1227 1126 8.97%
13F Shares 320M 310M 3.39%
Total Value $34.08B $32.29B 5.56%
New Positions 180 122 +58
Increased Positions 459 430 +29
Closed Positions 77 66 +11
Reduced Positions 444 430 +14
Total Calls 4 4 -
Total Puts 3 5 -40.0%
PUT/CALL Ratio 0.75 1.25 Neutral

Statistics: SPYG

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
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) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

1K + investors

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

Top 25 institutional holders of SPYG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 RESTON WEALTH MANAGEMENT LLC 19.28% 642,954 $63.0M
2 Willis Johnson & Associates, Inc. 15.89% 2,786,481 $272.8M
3 Focused Wealth Management, Inc 15.26% 1,502,441 $147.1M
4 Black Swift Group, LLC 14.88% 868,064 $85.0M
5 Higgins & Schmidt Wealth Strategies LLC 14.86% 332,345 $32.5M
6 Benchmark Financial, LLC 14.16% 161,170 $15.8M
7 Compton Financial Group, LLC 14.15% 654,320 $64.1M
8 Three Cord True Wealth Management, LLC 13.55% 249,121 $24.4M
9 Marathon Mission, Inc. 13.31% 233,593 $22.9M
10 Octavia Wealth Advisors, LLC 13.00% 1,388,717 $136.0M
11 Syntegra Private Wealth Group, LLC 12.32% 1,324,964 $129.7M
12 TRUEFG, LLC 11.80% 454,660 $44.5M
13 CarsonAllaria Wealth Management, Ltd. 11.66% 241,101 $23.6M
14 Fortitude Financial, LLC 11.51% 222,230 $21.8M
15 Hofer & Associates. Inc 10.94% 207,920 $20.4M
16 Northwest Wealth Advisors, LLC 10.55% 150,827 $14.8M
17 Buska Wealth Management, LLC 10.43% 265,128 $26.0M
18 Breachway Investments LLC 9.91% 104,052 $10.3M
19 SilverOak Wealth Management LLC 9.87% 637,452 $62.4M
20 KWB Wealth 9.57% 906,876 $96.8M
21 Quotient Wealth Partners, LLC 9.49% 3,681,880 $360.5M
22 Boyd Wealth Management, LLC 9.38% 226,466 $22.2M
23 MMA ASSET MANAGEMENT LLC 9.27% 268,942 $26.3M
24 BALANCED WEALTH GROUP LLC 9.09% 260,288 $25.4M
25 Choice Wealth Advisors LLC 9.06% 235,677 $23.1M
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 (SPYG)

What does the Smart Money Trend signal show for SPYG?

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

Slight buying edge — 55% buying: Last quarter: 634 funds bought or added vs 515 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 SPYG holders?

Strong quality — 35% AUM from major funds: 27 of 1222 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 SPYG?

57% of holders stayed for 2+ years: 695 out of 1,222 hedge funds have held SPYG 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.