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
↑ +42
Streak
11Q ▲
Buyers last Q
55%

Smart Money Signals — SPYV

Based on 1217 hedge funds · latest filing: 2026 Q2 · 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
1,217 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
+194 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

604 buying499 selling
Last quarter: 604 funds bought or added vs 499 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.
➡️

Steady new buyers — ~117 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 90 → 169 → 115 → 117. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 23% medium ■ 20% new
690 out of 1,217 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.
➡️

Steady discovery — ~117 new funds/quarter

103 → 90 → 169 → 115 → 117 new funds/Q
New funds entering each quarter: 90 → 169 → 115 → 117. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 58% veterans vs 25% newcomers

■ 58% veterans ■ 16% 1-2yr ■ 25% new
Entry-cohort mix of 1,221 holders: 712 (58%) are 2+ year veterans, 198 entered 1–2 years ago, and 311 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds
36 of 1215 holders rank in the top 100 by AUM, accounting for 31% 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 Q2, 604 hedge funds were net buyers of SPYV (117 opened a new position, 487 added to an existing one), while 499 reduced or exited (424 trimmed, 75 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 31% of total institutional value in SPYV is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +42 funds (more new holders than closures). Total institutional holders: 1217.

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

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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.

24 top-rated funds 86 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
4.0
/ 10
conviction
Hedge Fund Positioning: SPYV
2026 Q3 Stats Unlock in 21 days 1K + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1204 1175 2.47%
13F Shares 490M 466M 5.2%
Total Value $29.39B $26.05B 12.85%
New Positions 109 115 -6
Increased Positions 482 460 +22
Closed Positions 78 69 +9
Reduced Positions 422 411 +11
Total Calls 3 3 -
Total Puts 2 3 -33.33%
PUT/CALL Ratio 0.67 1.0 Bullish

Statistics: SPYV

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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 SPYV. Verified SEC 13F-HR filings.

QUARTER:
Top 25 SPYV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Willis Johnson & Associates, Inc. 21.17% 6,252,618 $380.1M
2 Leicht Financial Planning & Wealth Management, Inc. 20.68% 830,431 $50.5M
3 Higgins & Schmidt Wealth Strategies LLC 17.00% 677,779 $41.2M
4 Balanced Wealth Group LLC 15.88% 827,687 $50.2M
5 Marathon Mission, Inc. 14.98% 493,644 $30.0M
6 Octavia Wealth Advisors, LLC 14.79% 2,818,236 $171.3M
7 Freestate Advisors LLC 14.77% 325,280 $19.8M
8 Collier Financial 13.75% 330,680 $20.1M
9 Whitcomb & Hess, Inc. 13.02% 991,666 $60.3M
10 Alpha Capital Advisors Inc /Adv 12.01% 228,850 $13.9M
11 CBM Financial, LLC 11.93% 323,913 $20.1M
12 Leslie Global Wealth, LLC 11.80% 498,627 $30.3M
13 CarsonAllaria Wealth Management, Ltd. 11.68% 443,527 $27.0M
14 Choice Wealth Advisors LLC 11.62% 544,554 $33.1M
15 Wells Financial Advisors INC 10.97% 19,442 $1.2M
16 Granville Capital, INC. 10.92% 402,146 $24.4M
17 Alta Wealth Advisors LLC 10.81% 656,065 $39.9M
18 Destiny Capital Corp/CO 10.51% 371,790 $22.6M
19 Connecticut Wealth Management, LLC 10.49% 4,665,939 $283.6M
20 Visionary Horizons, LLC 9.90% 389,843 $23.7M
21 Roberts Financial Services LLC 9.84% 552,950 $33.6M
22 MBE Wealth Management, LLC 9.82% 459,724 $27.9M
23 Abound Financial, LLC 9.70% 400,406 $24.3M
24 Strategic Financial Partners, Ltd. 9.48% 413,615 $25.1M
25 Lutz Financial Services LLC 9.24% 2,496,836 $151.8M
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

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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 — 55% buying: Last quarter: 604 funds bought or added vs 499 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 — 31% AUM from major funds: 36 of 1215 holders rank in the top 100 by AUM, accounting for 31% 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?

57% of holders stayed for 2+ years: 690 out of 1,217 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.

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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