Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Series Trust (SPYX)

245 + 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
↑ +6
Streak
11Q ▲
Buyers last Q
54%

Smart Money Signals — SPYX

Based on 248 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 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
248 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 — +18% more funds vs a year ago

fund count last 6Q
+37 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

104 buying87 selling
Last quarter: 104 funds bought or added vs 87 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 — ~25 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 32 → 19 → 24 → 25. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 22% medium ■ 16% new
154 out of 248 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 — ~25 new funds/quarter

15 → 32 → 19 → 24 → 25 new funds/Q
New funds entering each quarter: 32 → 19 → 24 → 25. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 64% veterans vs 23% newcomers

■ 64% veterans ■ 13% 1-2yr ■ 23% new
Entry-cohort mix of 248 holders: 159 (64%) are 2+ year veterans, 33 entered 1–2 years ago, and 56 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 27% AUM from major funds

27% from top-100 AUM funds
22 of 247 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.
3.6
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 Q1, 104 hedge funds were net buyers of SPYX (25 opened a new position, 79 added to an existing one), while 87 reduced or exited (68 trimmed, 19 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 SPYX is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 248.

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

-- --

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

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

Signal Freshness measures how much SPYX 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 · 80d ago
SPYX
nan%
SPY
+13.9%

SPYX outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
SPYX
nan%
SPY
+0.2%

Since the filing became public, SPYX outperformed SPY by nan% .

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.

10 top-rated funds 0 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: SPYX
245 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 245 242 1.24%
13F Shares 19M 22M -11.5%
Total Value $919M $1.24B -25.77%
New Positions 24 24 -
Increased Positions 79 87 -8
Closed Positions 21 15 +6
Reduced Positions 67 62 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SPYX

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Financial Highlights

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Institutional Holders (2026 Q1)

245 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Windmill Hill Asset Management Ltd 66.68% 4,032,340 $213.8M
2 Choate Investment Advisors 2.47% 2,377,793 $126.1M
3 Gemmer Asset Management LLC 1.90% 453,587 $24.1M
4 Crux Wealth Advisors 1.74% 85,514 $4.5M
5 Gould Asset Management LLC /Ca/ 1.68% 182,436 $9.7M
6 Retirement Income Solutions, Inc 1.54% 169,450 $9.0M
7 Stonehearth Capital Management, LLC 1.45% 68,884 $3.7M
8 Spinnaker Trust 1.27% 432,061 $22.9M
9 Seeds Investor LLC 1.10% 142,394 $8.1M
10 Tiff Advisory Services, LLC 1.01% 84,413 $4.5M
11 Red Reef Advisors LLC 1.01% 17,622 $990K
12 Milestone Investment Advisors LLC 0.79% 61,469 $3.3M
13 Boyd Wealth Management, LLC 0.73% 32,717 $1.7M
14 Partners Capital Investment Group, LLP 0.71% 357,185 $18.9M
15 Oxler Private Wealth LLC 0.60% 36,247 $1.9M
16 eCIO, Inc. 0.48% 20,795 $1.1M
17 Constant Guidance Financial LLC 0.47% 12,835 $681K
18 Farrow Financial, Inc. 0.46% 15,354 $814K
19 Trevian Wealth Management LLC 0.41% 15,686 $832K
20 BLVD Private Wealth, LLC 0.35% 7,615 $404K
21 Operose Advisors LLC 0.35% 28,379 $1.5M
22 Foster Dykema Cabot & Partners, LLC 0.34% 100,831 $5.3M
23 William Mack & Associates, Inc. 0.33% 10,838 $575K
24 Marino, Stram & Associates LLC 0.31% 32,575 $1.7M
25 Capital City Trust Co/Fl 0.29% 24,183 $1.3M
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 — 11 quarters in a row: For 11 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 — 54% buying: Last quarter: 104 funds bought or added vs 87 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 — 27% AUM from major funds: 22 of 247 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 SPYX?

62% of holders stayed for 2+ years: 154 out of 248 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.

Is it too late to buy Spdr Series Trust (SPYX) following the 2026 Q1 hedge fund 13F filings?

As of today, SPYX has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), SPYX has gained nan% vs +13.9% 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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