Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Series Trust (SPYV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +46
Streak
11Q ▲
Buyers last Q
54%

Smart Money Signals — SPYV

Based on 1174 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added SPYV 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
1,174 hedge funds hold SPYV 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
+185 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 — 54% buying

576 buying482 selling
Last quarter: 576 funds bought or added vs 482 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.
⚠️

Fewer new buyers each quarter (-53 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 102 → 90 → 168 → 115. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 25% medium ■ 20% new
652 out of 1,174 hedge funds have held SPYV 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

88 → 102 → 90 → 168 → 115 new funds/Q
New funds entering each quarter: 102 → 90 → 168 → 115. A growing number of institutions are discovering SPYV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 56% of holders stayed 2+ years

■ 56% veterans ■ 18% 1-2yr ■ 26% new
Of 1,179 current holders: 666 (56%) 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 — 27% AUM from major funds

27% from top-100 AUM funds
33 of 1174 holders rank in the top 100 by AUM, accounting for 27% 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 — SPYV

In 2026 Q1, 576 hedge funds were net buyers of SPYV (115 opened a new position, 461 added to an existing one), while 482 reduced or exited (413 trimmed, 69 sold completely) — a 54% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 27% of total institutional value in SPYV is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +46 funds (more new holders than closures). Total institutional holders: 1174.

Hedge Fund Ownership: SPYV

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

Market Analysis: SPYV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SPYV

-- --

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

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

Signal Freshness measures how much SPYV has moved relative to its sector benchmark (SPY) since the 2026 Q1 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 March 31, 2026 · 74d ago
SPYV
+7.5%
SPY
+14.1%

SPYV outperformed SPY by -6.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 29d ago
SPYV
+1.6%
SPY
+0.3%

Since the filing became public, SPYV outperformed SPY by +1.3% .

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.

31 top-rated funds 88 high-conviction
Consensus
6.5
/ 10
breadth
×
Elite
4.5
/ 10
conviction
Hedge Fund Positioning: SPYV
1K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1158 1128 2.66%
13F Shares 465M 472M -1.45%
Total Value $25.96B $26.88B -3.39%
New Positions 109 168 -59
Increased Positions 457 489 -32
Closed Positions 79 74 +5
Reduced Positions 407 312 +95
Total Calls 3 3 -
Total Puts 3 2 50.0%
PUT/CALL Ratio 1.0 0.67 Neutral

Statistics: SPYV

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Institutional Holders (2026 Q1)

1K + investors

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

QUARTER:
Top 25 SPYV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Leicht Financial Planning & Wealth Management, Inc. 21.07% 820,882 $46.4M
2 Willis Johnson & Associates, Inc. 19.99% 6,067,330 $343.3M
3 Higgins & Schmidt Wealth Strategies LLC 16.54% 639,848 $36.2M
4 Balanced Wealth Group LLC 16.40% 811,411 $45.8M
5 Marathon Mission, Inc. 15.23% 462,531 $26.2M
6 Freestate Advisors LLC 15.16% 335,122 $19.0M
7 Octavia Wealth Advisors, LLC 14.73% 2,722,619 $154.0M
8 Leslie Global Wealth, LLC 14.72% 493,776 $27.9M
9 Compton Financial Group, LLC 13.58% 1,086,214 $61.5M
10 Collier Financial 13.08% 303,077 $17.1M
11 Whitcomb & Hess, Inc. 12.72% 963,988 $54.5M
12 Alpha Capital Advisors Inc /Adv 12.62% 234,411 $13.3M
13 Choice Wealth Advisors LLC 12.05% 542,723 $30.7M
14 Bucket List Wealth Management, LLC 11.93% 351,520 $20.0M
15 CarsonAllaria Wealth Management, Ltd. 11.81% 422,684 $23.9M
16 Alta Wealth Advisors LLC 11.79% 641,702 $36.3M
17 CBM Financial, LLC 11.78% 318,737 $18.9M
18 Granville Capital, INC. 11.49% 388,408 $22.0M
19 Breachway Investments LLC 11.19% 205,819 $11.7M
20 Destiny Capital Corp/CO 11.11% 368,536 $20.9M
21 Visionary Horizons, LLC 10.84% 388,813 $22.0M
22 MBE Wealth Management, LLC 10.58% 450,337 $25.5M
23 Walsh & Associates, LLC 10.30% 183,960 $10.5M
24 Connecticut Wealth Management, LLC 10.18% 4,294,646 $243.0M
25 Abound Financial, LLC 9.93% 401,624 $22.7M
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 (SPYV)

What does the Smart Money Trend signal show for SPYV?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added SPYV 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 SPYV?

Slight buying edge — 54% buying: Last quarter: 576 funds bought or added vs 482 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 SPYV holders?

Strong quality — 27% AUM from major funds: 33 of 1174 holders rank in the top 100 by AUM, accounting for 27% 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 SPYV?

56% of holders stayed for 2+ years: 652 out of 1,174 hedge funds have held SPYV 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 (SPYV) following the 2026 Q1 hedge fund 13F filings?

As of today, SPYV has moved +1.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +1.3%. Since the quarter end (March 31, 2026), SPYV has gained +7.5% vs +14.1% 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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