Stock Analysis
Data Source: SEC EDGAR 13F
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Spdr Series Trust (XES)

94 + Investors. Track Smart Money conviction in XES. 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
→ 0
Streak
1Q —
Buyers last Q
53%

Smart Money Signals — XES

Based on 95 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
95 hedge funds hold XES 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.
🚀

Fast accumulation — +42% more funds vs a year ago

fund count last 6Q
+28 new funds entered over the past year (+42% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks. The peak was reached in just 3 quarters from the low — a sharp move.
🟡

Slight buying edge — 53% buying

56 buying49 selling
Last quarter: 56 funds bought or added vs 49 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 (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 12 → 13 → 34 → 26. 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.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 18% medium ■ 24% new
55 out of 95 hedge funds have held XES 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.
🚀

Acceleration phase — new buyers rushing in

9 → 12 → 13 → 34 → 26 new funds/Q
New funds entering each quarter: 12 → 13 → 34 → 26. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 70% veterans vs 23% newcomers

■ 70% veterans ■ 7% 1-2yr ■ 23% new
Entry-cohort mix of 100 holders: 70 (70%) are 2+ year veterans, 7 entered 1–2 years ago, and 23 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds
19 of 94 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in XES. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — XES

In 2026 Q2, 56 hedge funds were net buyers of XES (26 opened a new position, 30 added to an existing one), while 49 reduced or exited (23 trimmed, 26 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 55% of total institutional value in XES is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 95.

Hedge Fund Ownership: XES

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

Market Analysis: XES

Analyst Price Targets

Avg. Price Target
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Analyst Recommendations

Stock Performance

Real-time

Company Profile: XES

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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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: XES
2026 Q3 Stats Unlock in 47 days 94 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 94 95 -1.05%
13F Shares 2M 2M 23.98%
Total Value $233M $195M 19.24%
New Positions 26 34 -8
Increased Positions 30 23 +7
Closed Positions 26 12 +14
Reduced Positions 20 17 +3
Total Calls 3 4 -25.0%
Total Puts 3 1 200.0%
PUT/CALL Ratio 1.0 0.25 Neutral

Statistics: XES

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Institutional Holders (2026 Q2)

94 + investors

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

QUARTER:
Top 25 XES holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 New Harbor Financial Group, LLC 6.57% 371,274 $41.6M
2 Black Swift Group, LLC 1.02% 62,955 $7.1M
3 BCS Private Wealth Management, Inc. 0.62% 18,400 $2.1M
4 Meridian Investment Counsel INC. 0.37% 15,295 $1.7M
5 Trek Financial, LLC 0.36% 64,015 $7.2M
6 Concorde Financial Corp 0.23% 2,571 $288K
7 Invst, LLC 0.16% 14,676 $1.6M
8 Tower Research Capital LLC (TRC) 0.11% 39,769 $4.5M
9 Trademark Financial Management, LLC 0.10% 2,160 $242K
10 Financial Management Professionals, Inc. 0.09% 8,856 $993K
11 Corecam Pte. Ltd. 0.08% 2,000 $224K
12 Two Sigma Securities, LLC 0.05% 5,051 $566K
13 Keystone Financial Group 0.02% 3,283 $368K
14 Two Sigma Investments, LP 0.02% 186,390 $20.9M
15 Capital Investment Advisory Services, LLC 0.01% 1,880 $211K
16 Provident Wealth Management, LLC 0.01% 400 $45K
17 Bullock Wealth Management Group 0.01% 169 $18K
18 Prosperity Consulting Group, LLC 0.01% 1,843 $207K
19 Stratos Wealth Partners, LTD. 0.01% 6,812 $763K
20 Hara Capital LLC 0.01% 115 $13K
21 Register Financial Advisors LLC 0.01% 173 $19K
22 Blair William & Co/Il 0.01% 19,166 $2.1M
23 Horizon Kinetics Asset Management LLC 0.01% 4,305 $483K
24 HighTower Advisors, LLC 0.00% 44,131 $4.9M
25 Lodestone Wealth Management LLC 0.00% 101 $11K
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 (XES)

What does the Smart Money Trend signal show for XES?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for XES?

Slight buying edge — 53% buying: Last quarter: 56 funds bought or added vs 49 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 XES holders?

Elite ownership — 55% AUM from top-100 funds: 19 of 94 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in XES. 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 XES?

58% of holders stayed for 2+ years: 55 out of 95 hedge funds have held XES 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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