Spdr Series Trust (TFI) Hedge Fund Ownership (Q2 2026)

Spdr Series Trust (TFI)

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

Smart Money Signals — TFI

Based on 336 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 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

336 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 — +14% more funds vs a year ago

fund count last 6Q

+40 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 59% buying

168 buying116 selling

Last quarter: 168 funds bought or added vs 116 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.

⚠️

Fewer new buyers each quarter (-16 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 33 → 55 → 52 → 36. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 19% medium ■ 22% new

198 out of 336 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 +3%, value -13%

Value

-13%

+3%

Last quarter: funds added +3% more shares while total portfolio value only changed -13%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

➡️

Steady discovery — ~36 new funds/quarter

46 → 33 → 55 → 52 → 36 new funds/Q

New funds entering each quarter: 33 → 55 → 52 → 36. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 62% veterans vs 25% newcomers

■ 62% veterans ■ 13% 1-2yr ■ 25% new

Entry-cohort mix of 336 holders: 210 (62%) are 2+ year veterans, 43 entered 1–2 years ago, and 83 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 63% AUM from top-100 funds

63% from top-100 AUM funds

25 of 336 holders are among the 100 largest funds by AUM, controlling 63% 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.

3.8

out of 10

Low Exit Risk

Exit risk score 3.8/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	334	332	0.6%
13F Shares	63M	61M	3.23%
Total Value	$2.32B	$2.67B	-13.02%
New Positions	36	52	-16
Increased Positions	132	105	+27
Closed Positions	34	38	-4
Reduced Positions	84	101	-17
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

334

332

0.6%

13F Shares

63M

61M

3.23%

Total Value

$2.32B

$2.67B

-13.02%

New Positions

-16

Increased Positions

132

105

+27

Closed Positions

-4

Reduced Positions

101

-17

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

334 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 TFI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Novus Advisors, LLC	2.65%	27,789	$1.3M
2	Revolve Wealth Partners, LLC	2.13%	449,303	$20.6M
3	Integrated Capital Management, INC.	1.95%	61,160	$2.8M
4	A4 Wealth Advisors LLC	1.57%	51,827	$2.4M
5	Capital Investment Management, Inc.	1.54%	109,860	$5.0M
6	TruNorth Capital Management, LLC	1.13%	154,027	$7.1M
7	Collective Family Office LLC	1.05%	112,560	$5.2M
8	BlueChip Wealth Advisors LLC	1.05%	60,552	$2.8M
9	Fourth Dimension Wealth, LLC	0.95%	65,728	$3.0M
10	Midwest Financial Network, LLC	0.86%	27,545	$1.3M
11	Foronjy Financial LLC	0.86%	50,950	$2.3M
12	Keebeck Wealth Management	0.78%	175,357	$8.0M
13	Logan Stone Capital, LLC	0.78%	80,122	$3.7M
14	Wealthcare Capital Management LLC	0.74%	170,695	$7.8M
15	Crabel Capital Management, LLC	0.72%	21,553	$987K
16	Seeds Investor LLC	0.70%	149,733	$6.9M
17	Aquire Wealth Advisors, LLC	0.63%	60,099	$2.8M
18	Ashton Thomas Securities, LLC	0.62%	91,788	$4.2M
19	Foster Group, Inc.	0.57%	468,265	$21.4M
20	One Capital Management, LLC	0.52%	416,214	$18.9M
21	ShoreHaven Wealth Partners, LLC	0.52%	36,217	$1.7M
22	Sanchez Gaunt Capital Management, LLC	0.52%	20,155	$923K
23	FOCUS Wealth Advisors, LLC	0.49%	23,220	$1.1M
24	Vestmark Advisory Solutions, Inc.	0.44%	1,028,763	$47.1M
25	Wealthcare Advisory Partners LLC	0.42%	487,611	$22.3M

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 (TFI)

What does the Smart Money Trend signal show for TFI?

Buying streak — 3 quarters in a row: For 3 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 — 59% buying: Last quarter: 168 funds bought or added vs 116 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 — 63% AUM from top-100 funds: 25 of 336 holders are among the 100 largest funds by AUM, controlling 63% 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?

59% of holders stayed for 2+ years: 198 out of 336 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.

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.

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Spdr Series Trust (TFI)

Smart Money Signals — TFI

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Steady growth — +14% more funds vs a year ago

Slight buying edge — 59% buying

Fewer new buyers each quarter (-16 vs last Q)

59% of holders stayed for 2+ years

Buying through price weakness — shares +3%, value -13%

Steady discovery — ~36 new funds/quarter

Veteran-anchored — 62% veterans vs 25% newcomers

Elite ownership — 63% AUM from top-100 funds

Institutional Sentiment Summary — TFI

Hedge Fund Ownership: TFI

Market Analysis: TFI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: TFI

Hedge Fund Positioning: TFI

Statistics: TFI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Spdr Series Trust (TFI)

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