SPDR SERIES TRUST (XPH): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

SPDR SERIES TRUST (XPH)

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

Smart Money Signals — XPH

Based on 73 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added XPH 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

73 hedge funds hold XPH 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 — +9% more funds vs a year ago

fund count last 6Q

+6 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 65% buying

44 buying24 selling

Last quarter: 44 funds were net buyers (15 opened a brand new position + 29 added to an existing one). Only 24 were sellers (18 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~15 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 9 → 5 → 12 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 18% medium ■ 18% new

47 out of 73 hedge funds have held XPH 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.

💰

Price up while funds trimmed (+11% value, -5% shares)

Value

+11%

-4%

Last quarter: total value of institutional XPH holdings rose +11% even though funds reduced share count by 5%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.

📈

Growing discovery — still being found

11 → 9 → 5 → 12 → 15 new funds/Q

New funds entering each quarter: 9 → 5 → 12 → 15. A growing number of institutions are discovering XPH each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Deep conviction — 76% of holders stayed 2+ years

■ 76% veterans ■ 5% 1-2yr ■ 18% new

Of 76 current holders: 58 (76%) 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 — 55% AUM from top-100 funds

55% from top-100 AUM funds

15 of 73 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in XPH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.5

out of 10

Low Exit Risk

Exit risk score 3.5/10 — 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 (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	76	66	15.15%
13F Shares	3M	3M	-4.78%
Total Value	$148M	$133M	11.21%
New Positions	15	12	+3
Increased Positions	32	25	+7
Closed Positions	6	10	-4
Reduced Positions	22	22	-
Total Calls	2	1	100.0%
Total Puts	1	1	-
PUT/CALL Ratio	0.5	1.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

15.15%

13F Shares

-4.78%

Total Value

$148M

$133M

11.21%

New Positions

Increased Positions

Closed Positions

-4

Reduced Positions

Total Calls

100.0%

Total Puts

PUT/CALL Ratio

0.5

1.0

Bullish

Institutional Holders (2026 Q1)

76 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 19 institutional holders of XPH — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Compass Wealth Management LLC	0.32%	24,153	$1.3M
2	SVB WEALTH LLC	0.16%	45,668	$2.5M
3	Envestnet Portfolio Solutions, Inc.	0.05%	171,479	$9.3M
4	Avior Wealth Management, LLC	0.04%	24,324	$1.3M
5	Fragasso Financial Advisors Inc	0.02%	6,693	$364K
6	U.S. Capital Wealth Advisors, LLC	0.02%	14,133	$764K
7	Private Advisor Group, LLC	0.01%	55,777	$3.0M
8	CX Institutional	0.01%	7,857	—
9	NBC SECURITIES, INC.	0.01%	1,557	$84K
10	PARK AVENUE SECURITIES LLC	0.01%	12,046	—
11	TRUIST FINANCIAL CORP	0.01%	69,668	$3.8M
12	Kestra Advisory Services, LLC	0.00%	11,603	$628K
13	Farther Finance Advisors, LLC	0.00%	3,968	$217K
14	Spire Wealth Management	0.00%	1,107	$60K
15	Turtle Creek Wealth Advisors, LLC	0.00%	475	$26K
16	Janney Montgomery Scott LLC	0.00%	4,245	—
17	WHITTIER TRUST CO	0.00%	619	$34K
18	CoreCap Advisors, LLC	0.00%	41	$2K
19	FIFTH THIRD BANCORP	0.00%	714	$39K

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 (XPH)

What does the Smart Money Trend signal show for XPH?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added XPH 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 XPH?

More buyers than sellers — 65% buying: Last quarter: 44 funds were net buyers (15 opened a brand new position + 29 added to an existing one). Only 24 were sellers (18 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for XPH holders?

Elite ownership — 55% AUM from top-100 funds: 15 of 73 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in XPH. 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 XPH?

64% of holders stayed for 2+ years: 47 out of 73 hedge funds have held XPH 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.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
PEG Ratio (5yr expected)	--
Price/Sales (ttm)	--
Price/Book (mrq)	--
Enterprise Value/Revenue	--
Enterprise Value/EBITDA	--
Beta (5Y Monthly)	--
Short Ratio (Days to Cover)	--
Short % of Float	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

SPDR SERIES TRUST (XPH)

Smart Money Signals — XPH

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Steady growth — +9% more funds vs a year ago

More buyers than sellers — 65% buying

Steady new buyers — ~15 new funds per quarter

64% of holders stayed for 2+ years

Price up while funds trimmed (+11% value, -5% shares)

Growing discovery — still being found

Deep conviction — 76% of holders stayed 2+ years

Elite ownership — 55% AUM from top-100 funds

Hedge Fund Ownership: XPH

Market Analysis: XPH

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: XPH

Hedge Fund Positioning: XPH

Statistics: XPH

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — SPDR SERIES TRUST (XPH)

Welcome to 13Foresight!