Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Series Trust (XITK)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -9
Streak
1Q ▼
Buyers last Q
27%

Smart Money Signals — XITK

Based on 40 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their XITK positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 78% of 3.0Y peak

78% of all-time peak
40 funds currently hold this stock — 78% of the 3.0-year high of 51 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 20% fewer funds vs a year ago

fund count last 6Q
10 fewer hedge funds hold XITK compared to a year ago (-20% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 27% buying

10 buying27 selling
Last quarter: 27 funds sold vs only 10 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 3 → 6 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

72% of holders stayed for 2+ years

■ 72% conviction (2yr+) ■ 22% medium ■ 5% new
29 out of 40 hedge funds have held XITK 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 — ~3 new funds/quarter

4 → 7 → 3 → 6 → 3 new funds/Q
New funds entering each quarter: 7 → 3 → 6 → 3. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 75% veterans vs 10% newcomers

■ 75% veterans ■ 15% 1-2yr ■ 10% new
Entry-cohort mix of 40 holders: 30 (75%) are 2+ year veterans, 6 entered 1–2 years ago, and 4 (10%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
10 of 40 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in XITK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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 — XITK

In 2026 Q1, 10 hedge funds were net buyers of XITK (3 opened a new position, 7 added to an existing one), while 27 reduced or exited (15 trimmed, 12 sold completely) — a 27% buyer ratio, indicating net institutional distribution. 48% of total institutional value in XITK is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -9 funds (more exits than new entries). Total institutional holders: 40.

Hedge Fund Ownership: XITK

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

Market Analysis: XITK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XITK

-- --

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

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

Signal Freshness measures how much XITK 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 · 83d ago
XITK
+31.7%
SPY
+14.9%

XITK outperformed SPY by +16.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 38d ago
XITK
+3.8%
SPY
+1.1%

Since the filing became public, XITK outperformed SPY by +2.7% .

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.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: XITK
39 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 39 49 -20.41%
13F Shares 124K 219K -43.52%
Total Value $18M $36M -50.77%
New Positions 3 6 -3
Increased Positions 7 10 -3
Closed Positions 13 4 +9
Reduced Positions 15 15 -
Total Calls 0 0 -
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XITK

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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)

39 + investors

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

QUARTER:
Top 25 XITK holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sage Capital Management, LLC 1.38% 20,079 $2.9M
2 Smart Portfolios, LLC 1.33% 9,112 $1.3M
3 Kaizen Financial Strategies 0.23% 3,314 $554K
4 Opulen Financial Group LLC 0.22% 2,096 $307K
5 Kwmg, LLC 0.07% 5,997 $879K
6 Money Concepts Capital Corp 0.07% 8,735 $1.3M
7 Millstone Evans Group, LLC 0.03% 336 $49K
8 Harbor Asset Planning, Inc. 0.02% 188 $28K
9 Key FInancial Inc 0.01% 230 $34K
10 Aventus Investment Advisors, Inc. 0.01% 42 $6K
11 Salem Investment Counselors Inc 0.01% 955 $140K
12 Perigon Wealth Management, LLC 0.00% 1,597 $234K
13 NFSG Corp 0.00% 172 $25K
14 Tidemark, LLC 0.00% 108 $16K
15 TD Capital Management LLC 0.00% 172 $25K
16 Kestra Advisory Services, LLC 0.00% 2,292 $336K
17 Capital Investment Advisory Services, LLC 0.00% 113 $17K
18 LPL Financial LLC 0.00% 29,690 $4.4M
19 IFP Advisors, Inc 0.00% 279 $41K
20 Osaic Holdings, INC. 0.00% 3,755 $550K
21 Asset Dedication, LLC 0.00% 62 $9K
22 Commonwealth Equity Services, LLC 0.00% 2,830 $415K
23 Harbour Investments, INC. 0.00% 187 $27K
24 Investors Research Corp 0.00% 10 $1K
25 Susquehanna International Group, LLP 0.00% 12,474 $1.8M
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 (XITK)

What does the Smart Money Trend signal show for XITK?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their XITK positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for XITK?

Heavy selling pressure — only 27% buying: Last quarter: 27 funds sold vs only 10 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for XITK holders?

Elite ownership — 48% AUM from top-100 funds: 10 of 40 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in XITK. 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 XITK?

72% of holders stayed for 2+ years: 29 out of 40 hedge funds have held XITK 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 (XITK) following the 2026 Q1 hedge fund 13F filings?

As of today, XITK has moved +3.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of +2.7%. Since the quarter end (March 31, 2026), XITK has gained +31.7% vs +14.9% 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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