Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Series Trust (TFI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
2Q ▲
Buyers last Q
53%

Smart Money Signals — TFI

Based on 332 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added TFI 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
332 hedge funds hold TFI 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 — +11% more funds vs a year ago

fund count last 6Q
+33 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

157 buying138 selling
Last quarter: 157 funds bought or added vs 138 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 — ~52 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 45 → 33 → 55 → 52. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 21% medium ■ 22% new
191 out of 332 hedge funds have held TFI 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.
💎

Buying through price weakness — shares +18%, value -5%

Value
-5%
Shares
+17%
Last quarter: funds added +18% more shares while total portfolio value only changed -5%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

32 → 45 → 33 → 55 → 52 new funds/Q
New funds entering each quarter: 45 → 33 → 55 → 52. A growing number of institutions are discovering TFI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 62% of holders stayed 2+ years

■ 62% veterans ■ 12% 1-2yr ■ 26% new
Of 332 current holders: 205 (62%) 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.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
23 of 332 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in TFI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — TFI

In 2026 Q1, 157 hedge funds were net buyers of TFI (52 opened a new position, 105 added to an existing one), while 138 reduced or exited (101 trimmed, 37 sold completely) — a 53% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 51% of total institutional value in TFI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +15 funds (more new holders than closures). Total institutional holders: 332.

Hedge Fund Ownership: TFI

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

Market Analysis: TFI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TFI

-- --

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

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

Signal Freshness measures how much TFI 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 · 77d ago
TFI
nan%
SPY
+15.9%

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

Since 13F Filing Date May 15, 2026 · 32d ago
TFI
nan%
SPY
+2.0%

Since the filing became public, TFI 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 1 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: TFI
329 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 329 317 3.79%
13F Shares 61M 52M 17.2%
Total Value $2.66B $2.81B -5.28%
New Positions 49 55 -6
Increased Positions 105 104 +1
Closed Positions 37 31 +6
Reduced Positions 101 97 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TFI

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

329 + investors

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

QUARTER:
Top 25 TFI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Tenret Co LLC 3.32% 140,767 $6.4M
2 Novus Advisors, LLC 2.80% 27,622 $1.3M
3 Revolve Wealth Partners, LLC 2.59% 439,995 $19.9M
4 Integrated Capital Management, INC. 2.08% 68,871 $3.1M
5 Fourth Dimension Wealth, LLC 1.85% 107,845 $4.9M
6 Capital Investment Management, Inc. 1.32% 82,823 $3.8M
7 IHT Wealth Management, LLC 1.30% 741,800 $56.1M
8 Arax Advisory Partners 1.30% 1,014,807 $46.0M
9 TruNorth Capital Management, LLC 1.20% 137,583 $6.2M
10 Collective Family Office LLC 1.15% 113,121 $5.1M
11 Seeds Investor LLC 0.93% 149,975 $6.8M
12 Aquire Wealth Advisors, LLC 0.88% 74,097 $3.4M
13 Keebeck Wealth Management 0.86% 168,742 $7.7M
14 Wealthcare Capital Management LLC 0.83% 183,337 $8.3M
15 Midwest Financial Network, LLC 0.83% 22,915 $1.0M
16 Northeast Financial Group, Inc. 0.76% 67,845 $3.1M
17 Advisors Preferred, LLC 0.74% 110,894 $5.0M
18 Foronjy Financial LLC 0.68% 35,947 $1.6M
19 Foster Group, Inc. 0.64% 476,439 $21.6M
20 Sanchez Gaunt Capital Management, LLC 0.55% 19,453 $882K
21 Alliance Wealth Management Group 0.54% 54,281 $2.5M
22 One Capital Management, LLC 0.52% 416,214 $18.9M
23 FOCUS Wealth Advisors, LLC 0.51% 23,169 $1.1M
24 Ashton Thomas Securities, LLC 0.50% 87,766 $4.0M
25 Towercrest Capital Management 0.49% 69,179 $3.1M
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 (TFI)

What does the Smart Money Trend signal show for TFI?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added TFI 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 TFI?

Slight buying edge — 53% buying: Last quarter: 157 funds bought or added vs 138 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 TFI holders?

Elite ownership — 51% AUM from top-100 funds: 23 of 332 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in TFI. 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 TFI?

58% of holders stayed for 2+ years: 191 out of 332 hedge funds have held TFI 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 (TFI) following the 2026 Q1 hedge fund 13F filings?

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