Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ssga Active Tr (STOT)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — STOT

Based on 67 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added STOT 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
67 hedge funds hold STOT 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
+10 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 — 57% buying

37 buying28 selling
Last quarter: 37 funds bought or added vs 28 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 — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 14 → 7 → 7 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

54% of holders stayed for 2+ years

54% conviction (2yr+) 30% medium 16% new
36 out of 67 hedge funds have held STOT 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 — ~12 new funds/quarter

8 → 14 → 7 → 7 → 12 new funds/Q
New funds entering each quarter: 14 → 7 → 7 → 12. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 60% veterans vs 22% newcomers

60% veterans 18% 1-2yr 22% new
Entry-cohort mix of 67 holders: 40 (60%) are 2+ year veterans, 12 entered 1–2 years ago, and 15 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
11 of 67 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in STOT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 — STOT

In 2026 Q1, 37 hedge funds were net buyers of STOT (12 opened a new position, 25 added to an existing one), while 28 reduced or exited (18 trimmed, 10 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 43% of total institutional value in STOT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 67.

Hedge Fund Ownership: STOT

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

Market Analysis: STOT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: STOT

-- --

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

Is It Too Late to Buy Ssga Active Tr (STOT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much STOT 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 · 78d ago
STOT
-0.2%
SPY
+15.9%

STOT outperformed SPY by -16.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
STOT
+0.0%
SPY
+2.0%

Since the filing became public, STOT outperformed SPY by -2.0% .

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.

5 top-rated funds 1 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: STOT
67 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 67 65 3.08%
13F Shares 5M 4M 27.71%
Total Value $253M $200M 26.36%
New Positions 12 7 +5
Increased Positions 25 25 -
Closed Positions 10 8 +2
Reduced Positions 18 23 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: STOT

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Institutional Holders (2026 Q1)

67 + investors

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

QUARTER:
Top 25 STOT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Spinnaker Investment Group, LLC 5.22% 543,494 $25.6M
2 Hofer & Associates. Inc 3.89% 153,753 $7.2M
3 Saiph Capital, LLC 2.62% 146,822 $6.9M
4 Arrowroot Family Office, LLC 1.76% 102,097 $4.8M
5 Paragon Capital Management Inc 0.85% 21,382 $1.0M
6 Great Lakes Retirement, Inc. 0.48% 98,815 $4.7M
7 Foundations Investment Advisors, LLC 0.43% 740,512 $34.9M
8 Lineweaver Wealth Advisors, LLC 0.37% 57,901 $2.7M
9 Independent Wealth Network Inc. 0.37% 26,186 $1.2M
10 Journey Advisory Group, LLC 0.23% 56,141 $2.6M
11 Smith Partners Wealth Management, LLC 0.22% 5,291 $249K
12 Walser Wealth Management Company, A Ltd Liability Co 0.10% 4,840 $228K
13 Clearwater Capital Advisors, LLC 0.09% 23,000 $1.1M
14 Greatmark Investment Partners, INC. 0.08% 15,000 $707K
15 Focus Financial Network, Inc. 0.05% 29,588 $1.4M
16 XY Planning Network, Inc. 0.05% 6,562 $308K
17 Proficio Capital Partners LLC 0.04% 17,727 $835K
18 Brookwood Investment Group LLC 0.04% 7,360 $347K
19 Essex Financial Services, Inc. 0.04% 14,846 $700K
20 Financial Strategies Group, Inc. 0.04% 4,795 $226K
21 Wealthcare Advisory Partners LLC 0.04% 39,892 $1.9M
22 Glen Eagle Advisors, LLC 0.03% 4,635 $218K
23 Belpointe Asset Management LLC 0.02% 13,954 $658K
24 Exencial Wealth Advisors, LLC 0.02% 14,236 $671K
25 Pacific Center for Financial Services 0.02% 1,720 $81K
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 — Ssga Active Tr (STOT)

What does the Smart Money Trend signal show for STOT?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added STOT 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 STOT?

Slight buying edge — 57% buying: Last quarter: 37 funds bought or added vs 28 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 STOT holders?

Elite ownership — 43% AUM from top-100 funds: 11 of 67 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in STOT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held STOT?

54% of holders stayed for 2+ years: 36 out of 67 hedge funds have held STOT 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 Ssga Active Tr (STOT) following the 2026 Q1 hedge fund 13F filings?

As of today, STOT has moved +0.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -2.0%. Since the quarter end (March 31, 2026), STOT has gained -0.2% vs +15.9% 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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