Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Series Trust (SPYX)

266 + 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
↑ +22
Streak
5Q ▲
Buyers last Q
59%

Smart Money Signals — SPYX

Based on 270 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 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
270 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 — +16% more funds vs a year ago

fund count last 6Q
+38 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

122 buying84 selling
Last quarter: 122 funds bought or added vs 84 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 (+8 vs last Q)

new funds entering per quarter
Funds opening a new SPYX position: 19 → 24 → 25 → 33. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 20% medium ■ 17% new
170 out of 270 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.
💰

Value +26% but shares only +9% — price-driven

Value
+26%
Shares
+8%
Last quarter: the total dollar value of institutional holdings rose +26%, but actual share count only changed +9%. 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.
📈

Growing discovery — still being found

33 → 19 → 24 → 25 → 33 new funds/Q
New funds entering each quarter: 19 → 24 → 25 → 33. A growing number of institutions are discovering SPYX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 63% veterans vs 26% newcomers

■ 63% veterans ■ 11% 1-2yr ■ 26% new
Entry-cohort mix of 270 holders: 171 (63%) are 2+ year veterans, 30 entered 1–2 years ago, and 69 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 26% AUM from major funds

26% from top-100 AUM funds
24 of 269 holders rank in the top 100 by AUM, accounting for 26% 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.

Institutional Sentiment Summary — SPYX

In 2026 Q2, 122 hedge funds were net buyers of SPYX (33 opened a new position, 89 added to an existing one), while 84 reduced or exited (73 trimmed, 11 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 26% of total institutional value in SPYX is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +22 funds (more new holders than closures). Total institutional holders: 270.

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

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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.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: SPYX
266 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 266 248 7.26%
13F Shares 21M 19M 8.84%
Total Value $1.16B $920M 26.18%
New Positions 31 25 +6
Increased Positions 89 79 +10
Closed Positions 12 20 -8
Reduced Positions 73 68 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SPYX

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Institutional Holders (2026 Q2)

266 + investors

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

QUARTER:
Top 25 SPYX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Windmill Hill Asset Management Ltd 73.99% 5,426,150 $331.5M
2 Choate Investment Advisors 2.45% 2,278,337 $139.2M
3 Gemmer Asset Management LLC 1.85% 451,355 $27.6M
4 Crux Wealth Advisors 1.82% 85,856 $5.2M
5 Gould Asset Management LLC /Ca/ 1.69% 176,006 $10.8M
6 Retirement Income Solutions, Inc 1.50% 164,718 $8.7M
7 Stonehearth Capital Management, LLC 1.43% 68,710 $4.2M
8 Spinnaker Trust 1.35% 455,027 $27.8M
9 Tiff Advisory Services, LLC 1.32% 88,365 $5.4M
10 Seeds Investor LLC 1.09% 173,168 $10.6M
11 Red Reef Advisors LLC 1.04% 18,438 $1.1M
12 Milestone Investment Advisors LLC 0.81% 61,352 $3.7M
13 Oxler Private Wealth LLC 0.72% 41,181 $2.5M
14 Boyd Wealth Management, LLC 0.68% 29,590 $1.8M
15 Partners Capital Investment Group, LLP 0.63% 291,227 $17.8M
16 Advisory Solutions Group, LLC 0.61% 29,288 $1.8M
17 Farrow Financial, Inc. 0.50% 15,354 $938K
18 Constant Guidance Financial LLC 0.48% 12,425 $759K
19 Trevian Wealth Management LLC 0.41% 15,686 $958K
20 Foster Dykema Cabot & Partners, LLC 0.36% 100,831 $6.2M
21 Operose Advisors LLC 0.35% 29,797 $1.8M
22 eCIO, Inc. 0.34% 19,956 $1.2M
23 BLVD Private Wealth, LLC 0.33% 7,356 $449K
24 Sankala Group LLC 0.33% 7,912 $498K
25 Marino, Stram & Associates LLC 0.32% 33,028 $2.0M
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 — 5 quarters in a row: For 5 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?

Slight buying edge — 59% buying: Last quarter: 122 funds bought or added vs 84 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 SPYX holders?

Strong quality — 26% AUM from major funds: 24 of 269 holders rank in the top 100 by AUM, accounting for 26% 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?

63% of holders stayed for 2+ years: 170 out of 270 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.

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