Spdr Series Trust (XPH) Hedge Fund Ownership (Q2 2026)

Spdr Series Trust (XPH)

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

Smart Money Signals — XPH

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

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 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

95 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.

🚀

Fast accumulation — +46% more funds vs a year ago

fund count last 6Q

+30 new funds entered over the past year (+46% 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 — 55% buying

51 buying42 selling

Last quarter: 51 funds bought or added vs 42 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.

📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter

Funds opening a new XPH position: 12 → 15 → 18 → 26. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 15% medium ■ 26% new

56 out of 95 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 (+13% value, -10% shares)

Value

+13%

-9%

Last quarter: total value of institutional XPH holdings rose +13% even though funds reduced share count by 10%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.

🚀

Acceleration phase — new buyers rushing in

6 → 12 → 15 → 18 → 26 new funds/Q

New funds entering each quarter: 12 → 15 → 18 → 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 — 72% veterans vs 24% newcomers

■ 72% veterans ■ 4% 1-2yr ■ 24% new

Entry-cohort mix of 97 holders: 70 (72%) are 2+ year veterans, 4 entered 1–2 years ago, and 23 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds

20 of 94 holders are among the 100 largest funds by AUM, controlling 60% 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.

4.2

out of 10

Moderate Exit Risk

Exit risk score 4.2/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	94	82	14.63%
13F Shares	4M	4M	-9.72%
Total Value	$267M	$236M	13.06%
New Positions	26	18	+8
Increased Positions	25	27	-2
Closed Positions	13	11	+2
Reduced Positions	29	19	+10
Total Calls	1	1	-
Total Puts	2	1	100.0%
PUT/CALL Ratio	2.0	1.0	Bearish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

14.63%

13F Shares

-9.72%

Total Value

$267M

$236M

13.06%

New Positions

Increased Positions

-2

Closed Positions

Reduced Positions

+10

Total Calls

Total Puts

100.0%

PUT/CALL Ratio

2.0

1.0

Bearish

Institutional Holders (2026 Q2)

94 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 XPH holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Measured Wealth Private Client Group, LLC	1.09%	68,306	$4.5M
2	Compass Wealth Management LLC	0.33%	26,652	$1.8M
3	Kingsview Wealth Management, LLC	0.25%	314,894	$20.9M
4	First Citizens Bank & Trust Co	0.19%	195,701	$13.0M
5	Svb Wealth LLC	0.18%	42,797	$2.8M
6	Wharton Business Group, LLC	0.10%	46,395	$3.1M
7	Vista Investment Management	0.08%	3,986	$264K
8	Advantage Trust Co	0.08%	3,250	$215K
9	Envestnet Portfolio Solutions, Inc.	0.06%	180,521	$12.0M
10	Gts Securities LLC	0.04%	26,885	$1.8M
11	J. Goldman & Co LP	0.03%	16,200	$1.1M
12	Lifeworks Advisors, LLC	0.03%	3,794	$251K
13	Fragasso Financial Advisors Inc	0.02%	6,699	$444K
14	Evelyn Partners Group Ltd	0.02%	71,806	$10.5M
15	Avior Wealth Management, LLC	0.02%	12,070	$800K
16	SummitTX Capital, L.P.	0.02%	11,745	$778K
17	Private Advisor Group, LLC	0.02%	63,697	$4.2M
18	Caitlin John, LLC	0.02%	500	$33K
19	Clark Capital Management Group, Inc.	0.01%	32,929	$2.2M
20	Sigma Planning Corp	0.01%	6,088	$403K
21	MAI Capital Management	0.01%	31,119	$2.1M
22	Institute for Wealth Management, LLC.	0.01%	1,297	$86K
23	Lanark Financial, INC.	0.01%	1,557	$103K
24	Arax Advisory Partners	0.01%	15,179	$1.0M
25	Ameritas Advisory Services, LLC	0.01%	4,939	$327K

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 — 4 quarters in a row: For 4 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?

Slight buying edge — 55% buying: Last quarter: 51 funds bought or added vs 42 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 XPH holders?

Elite ownership — 60% AUM from top-100 funds: 20 of 94 holders are among the 100 largest funds by AUM, controlling 60% 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?

59% of holders stayed for 2+ years: 56 out of 95 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.

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Spdr Series Trust (XPH)

Smart Money Signals — XPH

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +46% more funds vs a year ago

Slight buying edge — 55% buying

More new buyers each quarter (+8 vs last Q)

59% of holders stayed for 2+ years

Price up while funds trimmed (+13% value, -10% shares)

Acceleration phase — new buyers rushing in

Veteran-anchored — 72% veterans vs 24% newcomers

Elite ownership — 60% AUM from top-100 funds

Institutional Sentiment Summary — XPH

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 Q2)

Frequently Asked Questions — Spdr Series Trust (XPH)

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