Spdr Series Trust (XRT): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

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

As of today, XRT has moved +8.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +6.3%. Since the quarter end (March 31, 2026), XRT gained +6.5% vs +15.9% 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.

Spdr Series Trust (XRT)

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

Smart Money Signals — XRT

Based on 134 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 XRT 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 — 86% of 3.0Y peak

86% of all-time peak

134 funds currently hold this stock — 86% of the 3.0-year high of 156 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding XRT is almost the same as a year ago (+2 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.

🟠

More sellers than buyers — 40% buying

67 buying99 selling

Last quarter: 99 funds reduced or exited vs 67 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

⚠️

Fewer new buyers each quarter (-20 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 29 → 35 → 48 → 28. 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.

🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 21% medium ■ 16% new

84 out of 134 hedge funds have held XRT 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

33 → 29 → 35 → 48 → 28 new funds/Q

New funds entering each quarter: 29 → 35 → 48 → 28. A growing number of institutions are discovering XRT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 73% veterans vs 15% newcomers

■ 73% veterans ■ 12% 1-2yr ■ 15% new

Entry-cohort mix of 155 holders: 113 (73%) are 2+ year veterans, 19 entered 1–2 years ago, and 23 (15%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds

20 of 119 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in XRT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.4

out of 10

Low Exit Risk

Exit risk score 3.4/10 — 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 (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	134	156	-14.1%
13F Shares	43M	42M	1.62%
Total Value	$3.38B	$3.56B	-5.24%
New Positions	28	48	-20
Increased Positions	31	36	-5
Closed Positions	50	33	+17
Reduced Positions	46	43	+3
Total Calls	19	16	18.75%
Total Puts	17	22	-22.73%
PUT/CALL Ratio	0.89	1.38	Neutral

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

134

156

-14.1%

13F Shares

43M

42M

1.62%

Total Value

$3.38B

$3.56B

-5.24%

New Positions

-20

Increased Positions

-5

Closed Positions

+17

Reduced Positions

Total Calls

18.75%

Total Puts

-22.73%

PUT/CALL Ratio

0.89

1.38

Neutral

Institutional Holders (2026 Q1)

134 + investors

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

QUARTER:

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

Top 25 XRT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Mirae Asset Securities (usa) INC.	3.84%	1,300,000	$104.6M
2	Cartenna Capital, LP	2.20%	750,000	$60.4M
3	Susquehanna Advisors Group, INC.	1.98%	750,000	$60.4M
4	Broad Peak Investment Advisers Pte Ltd	1.10%	67,500	$5.4M
5	Banco BTG Pactual S.A.	1.05%	150,000	$12.1M
6	Phoenix Financial Ltd.	0.96%	1,259,000	$101.3M
7	Healthcare of Ontario Pension Plan Trust Fund	0.93%	7,221,000	$581.1M
8	Jefferies Financial Group Inc.	0.68%	1,230,000	$99.0M
9	Scopus Asset Management, L.P.	0.56%	400,000	$32.2M
10	Aster Capital Management (DIFC) Ltd	0.47%	21,016	$1.5M
11	Fairvoy Private Wealth, LLC	0.35%	18,098	$1.5M
12	Clear Street Group Inc.	0.33%	1,000,000	$80.5M
13	Washington Growth Strategies LLC	0.31%	5,897	$475K
14	Ellis Investment Partners, LLC	0.30%	21,624	$1.7M
15	Sig Brokerage, LP	0.21%	98,600	$7.9M
16	Natixis	0.14%	500,422	$40.3M
17	J. Goldman & Co LP	0.14%	60,000	$4.8M
18	Jain Global LLC	0.13%	400,000	$32.2M
19	Twin Tree Management, LP	0.12%	71,270	$5.7M
20	Murphy & Mullick Capital Management Corp	0.11%	1,765	$142K
21	Boothbay Fund Management, LLC	0.09%	89,773	$7.2M
22	Toronto Dominion Bank	0.09%	750,000	$60.3M
23	Twin Tree Management, LP	0.09%	50,300	$4.0M
24	Nomura Holdings Inc	0.08%	395,000	$31.8M
25	Boothbay Fund Management, LLC	0.08%	77,900	$6.3M

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 (XRT)

What does the Smart Money Trend signal show for XRT?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their XRT 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 XRT?

More sellers than buyers — 40% buying: Last quarter: 99 funds reduced or exited vs 67 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for XRT holders?

Elite ownership — 51% AUM from top-100 funds: 20 of 119 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in XRT. 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 XRT?

63% of holders stayed for 2+ years: 84 out of 134 hedge funds have held XRT 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 (XRT) following the 2026 Q1 hedge fund 13F filings?

As of today, XRT has moved +8.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +6.3%. Since the quarter end (March 31, 2026), XRT has gained +6.5% vs +15.9% 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.

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Spdr Series Trust (XRT)

Smart Money Signals — XRT

Selling streak — 1 quarter in a row

High ownership — 86% of 3.0Y peak

Stable — ownership unchanged year-over-year

More sellers than buyers — 40% buying

Fewer new buyers each quarter (-20 vs last Q)

63% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 73% veterans vs 15% newcomers

Elite ownership — 51% AUM from top-100 funds

Institutional Sentiment Summary — XRT

Hedge Fund Ownership: XRT

Market Analysis: XRT

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: XRT

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

Hedge Fund Positioning: XRT

Statistics: XRT

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Spdr Series Trust (XRT)

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