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
↑ +94
Streak
1Q ▲
Buyers last Q
56%

Smart Money Signals — SPYG

Based on 1415 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
1,415 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.
🚀

Fast accumulation — +24% more funds vs a year ago

fund count last 6Q
+272 new funds entered over the past year (+24% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 56% buying

717 buying570 selling
Last quarter: 717 funds bought or added vs 570 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 (+57 vs last Q)

new funds entering per quarter
Funds opening a new SPYG position: 132 → 201 → 116 → 173. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 23% medium ■ 21% new
787 out of 1,415 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.
💰

Value +30% but shares only +8% — price-driven

Value
+30%
Shares
+7%
Last quarter: the total dollar value of institutional holdings rose +30%, but actual share count only changed +8%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~173 new funds/quarter

135 → 132 → 201 → 116 → 173 new funds/Q
New funds entering each quarter: 132 → 201 → 116 → 173. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 58% veterans vs 27% newcomers

■ 58% veterans ■ 15% 1-2yr ■ 27% new
Entry-cohort mix of 1,419 holders: 819 (58%) are 2+ year veterans, 218 entered 1–2 years ago, and 382 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
39 of 1412 holders rank in the top 100 by AUM, accounting for 37% 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.

Institutional Sentiment Summary — SPYG

In 2026 Q2, 717 hedge funds were net buyers of SPYG (173 opened a new position, 544 added to an existing one), while 570 reduced or exited (491 trimmed, 79 sold completely) — a 56% buyer ratio, indicating a slight buying edge. 37% of total institutional value in SPYG is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +94 funds (more new holders than closures). Total institutional holders: 1415.

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

-- --

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

25 top-rated funds 125 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
4.8
/ 10
conviction
Hedge Fund Positioning: SPYG
1K + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1396 1321 5.68%
13F Shares 345M 321M 7.53%
Total Value $40.18B $30.80B 30.45%
New Positions 165 116 +49
Increased Positions 538 545 -7
Closed Positions 87 118 -31
Reduced Positions 489 471 +18
Total Calls 3 3 -
Total Puts 3 4 -25.0%
PUT/CALL Ratio 1.0 1.33 Neutral

Statistics: SPYG

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Institutional Holders (2026 Q2)

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.

QUARTER:
Top 25 SPYG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Fortitude Financial, LLC 22.76% 212,893 $25.3M
2 Leicht Financial Planning & Wealth Management, Inc. 20.95% 429,682 $51.1M
3 Destiny Capital Corp/CO 20.83% 376,350 $44.8M
4 Investments & Financial Planning, LLC 20.79% 369,041 $43.9M
5 Reston Wealth Management LLC 19.64% 612,211 $72.8M
6 Willis Johnson & Associates, Inc. 18.65% 2,813,228 $334.7M
7 Higgins & Schmidt Wealth Strategies LLC 17.09% 348,013 $41.4M
8 Alpha Capital Advisors Inc /Adv 16.87% 164,264 $19.5M
9 Ackerman Capital Advisors, LLC 16.07% 670,729 $79.8M
10 Focused Wealth Management, Inc 15.85% 1,531,390 $182.2M
11 Benchmark Financial, LLC 15.73% 162,245 $19.3M
12 Three Cord True Wealth Management, LLC 15.06% 266,058 $31.7M
13 Black Swift Group, LLC 14.95% 869,331 $103.4M
14 Collier Financial 14.86% 182,496 $21.7M
15 Retiremitten Financial LLC 14.61% 291,147 $34.6M
16 Leslie Global Wealth, LLC 14.61% 315,334 $37.5M
17 Marathon Mission, Inc. 14.49% 244,049 $29.0M
18 Octavia Wealth Advisors, LLC 14.39% 1,400,992 $166.7M
19 Sage Advisory Services, Ltd.Co. 13.46% 229,926 $27.4M
20 Wells Financial Advisors INC 13.23% 11,977 $1.4M
21 Walsh & Associates, LLC 13.13% 135,126 $16.1M
22 CarsonAllaria Wealth Management, Ltd. 12.87% 249,537 $29.7M
23 Truefg, LLC 12.70% 457,032 $54.4M
24 Cannon Financial Strategists, Inc. 12.38% 914,234 $108.8M
25 Granville Capital, INC. 12.12% 227,928 $27.1M
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 56% buying: Last quarter: 717 funds bought or added vs 570 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 — 37% AUM from major funds: 39 of 1412 holders rank in the top 100 by AUM, accounting for 37% 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?

56% of holders stayed for 2+ years: 787 out of 1,415 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.

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