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

452 + Investors. Track Smart Money conviction in XME. 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
↑ +34
Streak
5Q ▲
Buyers last Q
58%

Smart Money Signals — XME

Based on 468 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added XME 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
468 hedge funds hold XME 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 — +73% more funds vs a year ago

fund count last 6Q
+197 new funds entered over the past year (+73% 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.
🟡

Slight buying edge — 58% buying

258 buying186 selling
Last quarter: 258 funds bought or added vs 186 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 (-31 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 80 → 108 → 123 → 92. 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.
🔒

47% of holders stayed for 2+ years

47% conviction (2yr+) 22% medium 31% new
221 out of 468 hedge funds have held XME 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

52 → 80 → 108 → 123 → 92 new funds/Q
New funds entering each quarter: 80 → 108 → 123 → 92. A growing number of institutions are discovering XME each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 59% veterans vs 32% newcomers

59% veterans 10% 1-2yr 32% new
Entry-cohort mix of 502 holders: 294 (59%) are 2+ year veterans, 49 entered 1–2 years ago, and 159 (32%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
38 of 456 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in XME. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — 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 — XME

In 2026 Q2, 258 hedge funds were net buyers of XME (92 opened a new position, 166 added to an existing one), while 186 reduced or exited (128 trimmed, 58 sold completely) — a 58% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 58% of total institutional value in XME is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +34 funds (more new holders than closures). Total institutional holders: 468.

Hedge Fund Ownership: XME

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

Market Analysis: XME

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XME

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

17 top-rated funds 7 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
4.4
/ 10
conviction
Hedge Fund Positioning: XME
452 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 452 434 4.15%
13F Shares 40M 37M 8.63%
Total Value $4.07B $3.86B 5.35%
New Positions 92 123 -31
Increased Positions 157 130 +27
Closed Positions 62 75 -13
Reduced Positions 116 113 +3
Total Calls 21 17 23.53%
Total Puts 24 19 26.32%
PUT/CALL Ratio 1.14 1.12 Neutral

Statistics: XME

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Institutional Holders (2026 Q2)

452 + investors

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

QUARTER:
Top 25 XME holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Vanderbilt University 15.52% 1,057,153 $113.0M
2 Chicago Wealth Management, Inc. 4.22% 111,146 $11.9M
3 ARP Global Capital Ltd 4.14% 89,740 $9.6M
4 Amitell Capital Pte Ltd 4.08% 41,755 $4.5M
5 Legend Financial Advisors, Inc. 3.80% 62,547 $6.7M
6 FOCUS Wealth Advisors, LLC 3.22% 64,865 $6.9M
7 Advocate Investing Services LLC 2.49% 30,220 $3.2M
8 Ted Buchan & Co 2.26% 64,530 $6.9M
9 Risk Paradigm Group, LLC 2.04% 24,383 $2.6M
10 Norris Financial Group, LLC 1.98% 46,621 $5.0M
11 Herbst Group, LLC 1.94% 33,315 $3.6M
12 Fortem Financial Group, LLC 1.81% 82,955 $8.9M
13 Cadent Capital Advisors, LLC 1.80% 81,760 $8.7M
14 Shah Wealth Advisors, LLC 1.80% 72,892 $7.8M
15 Arch Global Advisors, LLC 1.62% 34,195 $3.7M
16 Tradewinds, LLC. 1.40% 33,014 $6.2M
17 Wellington Shields Capital Management, LLC 1.38% 101,712 $10.9M
18 Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 1.37% 97,000 $10.4M
19 Point Nemo Capital, LLC 1.34% 24,779 $2.6M
20 Lane Brothers & Co Inc 1.33% 18,995 $2.0M
21 Okabena Investment Services Inc 1.25% 65,387 $7.0M
22 Cumberland Advisors Inc 1.06% 28,065 $3.0M
23 Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 1.06% 14,200 $1.5M
24 Silver Coast Investments LLC 0.99% 31,216 $3.3M
25 Graham Capital Management, L.P. 0.97% 500,000 $53.5M
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 (XME)

What does the Smart Money Trend signal show for XME?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added XME 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 XME?

Slight buying edge — 58% buying: Last quarter: 258 funds bought or added vs 186 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 XME holders?

Elite ownership — 58% AUM from top-100 funds: 38 of 456 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in XME. 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 XME?

47% of holders stayed for 2+ years: 221 out of 468 hedge funds have held XME 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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