Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SPDR SERIES TRUST (XHS)

59 + Investors. Track Smart Money conviction in XHS. 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
↑ +9
Streak
1Q ▲
Buyers last Q
60%

Smart Money Signals — XHS

Based on 59 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added XHS 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
59 hedge funds hold XHS 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 — +28% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+28% 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.
🟢

More buyers than sellers — 60% buying

24 buying16 selling
Last quarter: 24 funds were net buyers (11 opened a brand new position + 13 added to an existing one). Only 16 were sellers (14 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 7 → 7 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

63% of holders stayed for 2+ years

63% conviction (2yr+) 17% medium 20% new
37 out of 59 hedge funds have held XHS 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.
📈

Growing discovery — still being found

4 → 7 → 7 → 7 → 11 new funds/Q
New funds entering each quarter: 7 → 7 → 7 → 11. A growing number of institutions are discovering XHS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 68% of holders stayed 2+ years

68% veterans 8% 1-2yr 24% new
Of 59 current holders: 40 (68%) 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 — 57% AUM from top-100 funds

57% from top-100 AUM funds
14 of 59 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in XHS. 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.

Hedge Fund Ownership: XHS

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

Market Analysis: XHS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XHS

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 0 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: XHS
2026 Q1 Stats Unlock in 14 days 59 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 59 50 18.0%
13F Shares 487K 311K 56.24%
Total Value $52M $32M 64.29%
New Positions 11 7 +4
Increased Positions 13 9 +4
Closed Positions 2 8 -6
Reduced Positions 14 13 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XHS

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

59 + investors

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

Top 23 institutional holders of XHS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 BLUEDOOR PRIVATE WEALTH, LLC 0.42% 9,042 $905K
2 ORSER CAPITAL MANAGEMENT, LLC 0.19% 2,000 $293K
3 Kaizen Financial Strategies 0.10% 2,250 $239K
4 Strategic Wealth Advisors LLC 0.04% 560
5 SPINNAKER TRUST 0.04% 6,705 $671K
6 CoreCap Advisors, LLC 0.03% 9,133 $915K
7 Wiser Advisor Group LLC 0.01% 112 $11K
8 Merit Financial Group, LLC 0.01% 12,181 $1.2M
9 NBC SECURITIES, INC. 0.01% 808 $81K
10 Intentional Wealth Strategies, LLC 0.00% 46 $5K
11 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% 2,713 $272K
12 Capital Investment Advisory Services, LLC 0.00% 420 $42K
13 PARK AVENUE SECURITIES LLC 0.00% 3,578
14 Realta Investment Advisors 0.00% 53 $5K
15 LPL Financial LLC 0.00% 29,906 $3.0M
16 Sound Income Strategies, LLC 0.00% 152 $15K
17 Golden State Wealth Management, LLC 0.00% 55 $6K
18 BEACON INVESTMENT ADVISORY SERVICES, INC. 0.00% 140 $14K
19 Plante Moran Financial Advisors, LLC 0.00% 85 $9K
20 Central Pacific Bank - Trust Division 0.00% 32 $3K
21 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 2,693 $270K
22 UBS Group AG 0.00% 6,525 $653K
23 IFP Advisors, Inc 0.00% 40 $4K
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 (XHS)

What does the Smart Money Trend signal show for XHS?

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

More buyers than sellers — 60% buying: Last quarter: 24 funds were net buyers (11 opened a brand new position + 13 added to an existing one). Only 16 were sellers (14 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for XHS holders?

Elite ownership — 57% AUM from top-100 funds: 14 of 59 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in XHS. 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 XHS?

63% of holders stayed for 2+ years: 37 out of 59 hedge funds have held XHS 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.