Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Series Trust (XPH)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
3Q ▲
Buyers last Q
61%

Smart Money Signals — XPH

Based on 82 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
82 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 — +19% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 61% buying

46 buying30 selling
Last quarter: 46 funds were net buyers (18 opened a brand new position + 28 added to an existing one). Only 30 were sellers (20 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 12 → 15 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 17% medium ■ 22% new
50 out of 82 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.
🚀

Acceleration phase — new buyers rushing in

9 → 5 → 12 → 15 → 18 new funds/Q
New funds entering each quarter: 5 → 12 → 15 → 18. 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.
🏛️

Deep conviction — 75% of holders stayed 2+ years

■ 75% veterans ■ 4% 1-2yr ■ 21% new
Of 84 current holders: 63 (75%) 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 — 52% AUM from top-100 funds

52% from top-100 AUM funds
18 of 82 holders are among the 100 largest funds by AUM, controlling 52% 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.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 — XPH

In 2026 Q1, 46 hedge funds were net buyers of XPH (18 opened a new position, 28 added to an existing one), while 30 reduced or exited (20 trimmed, 10 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 52% of total institutional value in XPH is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 82.

Hedge Fund Ownership: XPH

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

Market Analysis: XPH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XPH

-- --

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

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

Signal Freshness measures how much XPH 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
XPH
+15.5%
SPY
+14.9%

XPH outperformed SPY by +0.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 38d ago
XPH
+10.0%
SPY
+1.1%

Since the filing became public, XPH outperformed SPY by +8.9% .

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
0.2
/ 10
conviction
Hedge Fund Positioning: XPH
82 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 82 74 10.81%
13F Shares 4M 3M 66.11%
Total Value $236M $148M 59.58%
New Positions 18 15 +3
Increased Positions 27 29 -2
Closed Positions 10 7 +3
Reduced Positions 19 17 +2
Total Calls 1 2 -50.0%
Total Puts 1 1 -
PUT/CALL Ratio 1.0 0.5 Neutral

Statistics: XPH

View More

Valuation Measures Data as of: --

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 --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

82 + 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:
Top 25 XPH holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Compass Wealth Management LLC 0.32% 24,153 $1.3M
2 Kingsview Wealth Management, LLC 0.22% 295,265 $16.0M
3 First Citizens Bank & Trust Co 0.21% 187,397 $10.1M
4 Svb Wealth LLC 0.16% 45,668 $2.5M
5 Cwm, LLC 0.10% 726,555 $39.3M
6 Wharton Business Group, LLC 0.09% 46,395 $2.5M
7 Evelyn Partners Investment Management (Europe) Ltd 0.08% 4,250 $230K
8 Vista Investment Management 0.07% 3,986 $216K
9 Gts Securities LLC 0.06% 33,053 $1.8M
10 Envestnet Portfolio Solutions, Inc. 0.05% 171,479 $9.3M
11 Avior Wealth Management, LLC 0.04% 24,324 $1.3M
12 Lifeworks Advisors, LLC 0.03% 4,503 $244K
13 SummitTX Capital, L.P. 0.03% 15,577 $843K
14 Team Financial Group, LLC 0.02% 1,000 $54K
15 Fragasso Financial Advisors Inc 0.02% 6,693 $364K
16 U.S. Capital Wealth Advisors, LLC 0.02% 14,133 $764K
17 Clark Capital Management Group, Inc. 0.01% 43,322 $2.3M
18 Private Advisor Group, LLC 0.01% 55,777 $3.0M
19 Sigma Planning Corp 0.01% 6,103 $330K
20 MAI Capital Management 0.01% 28,513 $1.5M
21 Independent Financial Group, LLC 0.01% 4,700 $254K
22 Nbc Securities, INC. 0.01% 1,557 $84K
23 Truist Financial Corp 0.01% 69,668 $3.8M
24 Principal Securities, INC. 0.00% 6,121 $331K
25 Wells Fargo & Company/Mn 0.00% 404,311 $21.9M
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 — 3 quarters in a row: For 3 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 — 61% buying: Last quarter: 46 funds were net buyers (18 opened a brand new position + 28 added to an existing one). Only 30 were sellers (20 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for XPH holders?

Elite ownership — 52% AUM from top-100 funds: 18 of 82 holders are among the 100 largest funds by AUM, controlling 52% 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?

61% of holders stayed for 2+ years: 50 out of 82 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.

Is it too late to buy Spdr Series Trust (XPH) following the 2026 Q1 hedge fund 13F filings?

As of today, XPH has moved +10.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of +8.9%. Since the quarter end (March 31, 2026), XPH has gained +15.5% 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.

Full history →