Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Series Trust (XRT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
1Q ▲
Buyers last Q
53%

Smart Money Signals — XRT

Based on 149 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added XRT 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 (96% of max)

96% of all-time peak
149 hedge funds hold XRT 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 — +16% more funds vs a year ago

fund count last 6Q
+20 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

79 buying70 selling
Last quarter: 79 funds bought or added vs 70 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 (+17 vs last Q)

new funds entering per quarter
Funds opening a new XRT position: 35 → 48 → 28 → 45. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 19% medium ■ 23% new
86 out of 149 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.
➡️

Steady discovery — ~45 new funds/quarter

29 → 35 → 48 → 28 → 45 new funds/Q
New funds entering each quarter: 35 → 48 → 28 → 45. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 67% veterans vs 19% newcomers

■ 67% veterans ■ 14% 1-2yr ■ 19% new
Entry-cohort mix of 166 holders: 112 (67%) are 2+ year veterans, 23 entered 1–2 years ago, and 31 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
24 of 141 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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.

Institutional Sentiment Summary — XRT

In 2026 Q2, 79 hedge funds were net buyers of XRT (45 opened a new position, 34 added to an existing one), while 70 reduced or exited (40 trimmed, 30 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 33% of total institutional value in XRT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +15 funds (more new holders than closures). Total institutional holders: 149.

Hedge Fund Ownership: XRT

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

Market Analysis: XRT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XRT

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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.

5 top-rated funds 2 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: XRT
141 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 141 134 5.22%
13F Shares 33M 43M -23.1%
Total Value $2.85B $3.38B -15.59%
New Positions 45 28 +17
Increased Positions 28 31 -3
Closed Positions 30 50 -20
Reduced Positions 38 46 -8
Total Calls 10 19 -47.37%
Total Puts 15 17 -11.76%
PUT/CALL Ratio 1.5 0.89 Bearish

Statistics: XRT

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Institutional Holders (2026 Q2)

141 + 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:
Top 25 XRT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Converium Capital Inc. 5.72% 510,000 $44.7M
2 Mirae Asset Securities (usa) INC. 3.18% 1,300,000 $114.1M
3 Susquehanna Advisors Group, INC. 1.15% 750,000 $65.8M
4 Healthcare of Ontario Pension Plan Trust Fund 1.14% 9,281,000 $814.3M
5 Banco BTG Pactual S.A. 0.90% 122,000 $10.7M
6 Phoenix Financial Ltd. 0.41% 691,000 $60.6M
7 J. Goldman & Co LP 0.36% 159,483 $14.0M
8 Clear Street Group Inc. 0.33% 1,500,000 $131.6M
9 Washington Growth Strategies LLC 0.29% 5,897 $517K
10 Ellis Investment Partners, LLC 0.28% 21,396 $1.9M
11 Governors Lane LP 0.27% 37,228 $3.3M
12 Natixis 0.18% 501,529 $44.0M
13 Jefferies Financial Group Inc. 0.17% 300,000 $26.3M
14 Murphy & Mullick Capital Management Corp 0.13% 2,440 $214K
15 Armistice Capital, LLC 0.08% 78,787 $6.9M
16 Toronto Dominion Bank 0.08% 750,012 $65.8M
17 Leuthold Group, LLC 0.07% 8,319 $730K
18 DV Trading LLC 0.07% 24,566 $2.2M
19 Holderness Investments Co 0.07% 4,800 $421K
20 Jain Global LLC 0.07% 200,000 $17.5M
21 Canada Pension Plan Investment Board 0.07% 1,400,000 $122.8M
22 Bank of Nova Scotia 0.07% 500,000 $43.9M
23 Stonebridge Financial Planning Group, LLC 0.07% 2,350 $206K
24 J. Goldman & Co LP 0.05% 23,000 $2.0M
25 Institute for Wealth Management, LLC. 0.04% 4,960 $435K
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added XRT 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 XRT?

Slight buying edge — 53% buying: Last quarter: 79 funds bought or added vs 70 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 XRT holders?

Strong quality — 33% AUM from major funds: 24 of 141 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held XRT?

58% of holders stayed for 2+ years: 86 out of 149 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.

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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