Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SPDR SERIES TRUST (SPYX)

227 + Investors. Track Smart Money conviction in SPYX. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
4Q ▲
Buyers last Q
60%

Smart Money Signals — SPYX

Based on 227 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added SPYX 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
227 hedge funds hold SPYX 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 — +12% more funds vs a year ago

fund count last 6Q
+24 new funds entered over the past year (+12% 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

106 buying71 selling
Last quarter: 106 funds were net buyers (23 opened a brand new position + 83 added to an existing one). Only 71 were sellers (56 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~23 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 14 → 26 → 18 → 23. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 18% medium ■ 17% new
149 out of 227 hedge funds have held SPYX 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 — ~23 new funds/quarter

17 → 14 → 26 → 18 → 23 new funds/Q
New funds entering each quarter: 14 → 26 → 18 → 23. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 64% of holders stayed 2+ years

■ 64% veterans ■ 15% 1-2yr ■ 21% new
Of 227 current holders: 145 (64%) 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 — 21% AUM from major funds

21% from top-100 AUM funds
19 of 227 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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: SPYX

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

Market Analysis: SPYX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SPYX

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

18 top-rated funds 0 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: SPYX
2026 Q1 Stats Unlock in 16 days 227 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 227 219 3.65%
13F Shares 22M 21M 1.2%
Total Value $1.22B $1.17B 3.64%
New Positions 23 18 +5
Increased Positions 83 64 +19
Closed Positions 15 17 -2
Reduced Positions 56 76 -20
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SPYX

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

227 + investors

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

Top 25 institutional holders of SPYX — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Gemmer Asset Management LLC 1.90% 453,587 $24.1M
2 CRUX WEALTH ADVISORS 1.74% 85,514 $4.5M
3 Stonehearth Capital Management, LLC 1.45% 68,884 $3.7M
4 SPINNAKER TRUST 1.27% 432,061 $22.9M
5 RED REEF ADVISORS LLC 1.01% 17,622 $990K
6 Boyd Wealth Management, LLC 0.73% 32,717 $1.7M
7 Investment Research & Advisory Group, Inc. 0.73% 3,224 $2.1M
8 Oxler Private Wealth LLC 0.60% 36,247 $1.9M
9 eCIO, Inc. 0.48% 20,795 $1.1M
10 Farrow Financial, Inc. 0.46% 15,354 $814K
11 Trevian Wealth Management LLC 0.41% 15,686 $832K
12 BLVD Private Wealth, LLC 0.35% 7,615 $404K
13 William Mack & Associates, Inc. 0.33% 10,838 $575K
14 MARINO, STRAM & ASSOCIATES LLC 0.31% 32,575 $1.7M
15 CAPITAL CITY TRUST CO/FL 0.29% 24,183 $1.3M
16 Values Added Financial LLC 0.26% 11,537 $612K
17 Trademark Financial Management, LLC 0.20% 7,785 $413K
18 South Shore Capital Advisors 0.19% 4,918 $261K
19 Bell Investment Advisors, Inc 0.16% 19,530 $1.0M
20 Hanson & Doremus Investment Management 0.16% 25,461 $1K
21 FORONJY FINANCIAL LLC 0.15% 6,909 $366K
22 Affinity Capital Advisors, LLC 0.15% 19,713 $1.0M
23 Monetary Solutions, Ltd 0.14% 2,825 $150K
24 Financial Insights, Inc. 0.13% 7,168 $403K
25 MRA Advisory Group 0.13% 6,227 $330K
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 (SPYX)

What does the Smart Money Trend signal show for SPYX?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added SPYX 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 SPYX?

More buyers than sellers — 60% buying: Last quarter: 106 funds were net buyers (23 opened a brand new position + 83 added to an existing one). Only 71 were sellers (56 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SPYX holders?

Strong quality — 21% AUM from major funds: 19 of 227 holders rank in the top 100 by AUM, accounting for 21% 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 SPYX?

66% of holders stayed for 2+ years: 149 out of 227 hedge funds have held SPYX 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.