Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Series Trust (XSD)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
4Q ▲
Buyers last Q
51%

Smart Money Signals — XSD

Based on 249 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added XSD 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
249 hedge funds hold XSD 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 — +26% more funds vs a year ago

fund count last 6Q
+51 new funds entered over the past year (+26% 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 — 51% buying

103 buying98 selling
Last quarter: 103 funds bought or added vs 98 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.
⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 42 → 41 → 39 → 30. 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.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 23% medium ■ 24% new
133 out of 249 hedge funds have held XSD 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.
📊

Peak discovery — momentum slowing

21 → 42 → 41 → 39 → 30 new funds/Q
New funds entering each quarter: 42 → 41 → 39 → 30. XSD is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 57% of holders stayed 2+ years

■ 57% veterans ■ 16% 1-2yr ■ 26% new
Of 256 current holders: 147 (57%) 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
25 of 249 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in XSD. 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 — XSD

In 2026 Q1, 103 hedge funds were net buyers of XSD (30 opened a new position, 73 added to an existing one), while 98 reduced or exited (76 trimmed, 22 sold completely) — a 51% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 55% of total institutional value in XSD 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: 249.

Hedge Fund Ownership: XSD

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

Market Analysis: XSD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XSD

-- --

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

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

Signal Freshness measures how much XSD 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 · 80d ago
XSD
nan%
SPY
+13.9%

XSD outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
XSD
nan%
SPY
+0.2%

Since the filing became public, XSD outperformed SPY by nan% .

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.

16 top-rated funds 1 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: XSD
248 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 248 241 2.9%
13F Shares 2M 2M 0.1%
Total Value $577M $600M -3.84%
New Positions 29 39 -10
Increased Positions 71 66 +5
Closed Positions 22 24 -2
Reduced Positions 75 73 +2
Total Calls 4 3 33.33%
Total Puts 4 4 -
PUT/CALL Ratio 1.0 1.33 Neutral

Statistics: XSD

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

248 + investors

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

QUARTER:
Top 25 XSD holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Dale Q Rice Investment Management Ltd 2.25% 9,086 $3.0M
2 Hobart Private Capital, LLC 2.14% 33,438 $10.9M
3 Beaumont Asset Management, L.L.C. 1.67% 11,369 $3.7M
4 Adams Wealth Management 1.62% 22,683 $7.4M
5 Vertex Investment Solutions Co., Ltd. 1.60% 4,400 $1.4M
6 Jmac Enterprises LLC 1.53% 24,482 $8.0M
7 CacheTech Inc. 1.49% 23,723 $7.7M
8 Game Plan Financial Advisors, LLC 1.28% 8,701 $2.8M
9 McGuire Investment Group, LLC 1.27% 34,465 $11.2M
10 Warner Group LLC 1.13% 5,308 $1.7M
11 Harbor Advisory Corp /Ma/ 0.67% 6,864 $2.2M
12 SFI Advisors, LLC 0.64% 1,856 $605K
13 Odyssey Capital Advisors, Inc. 0.61% 2,086 $680K
14 Sharper & Granite LLC 0.58% 5,240 $1.7M
15 Altfest L J & Co Inc 0.49% 13,962 $4.6M
16 First Interstate Bank 0.48% 26,294 $8.6M
17 Safe Harbor Fiduciary, LLC 0.48% 1,551 $506K
18 ATX Financial Planning, LLC 0.47% 1,911 $623K
19 Ruggiero Investments, Inc. 0.43% 1,376 $449K
20 Junk Investment Group, LLC 0.41% 2,379 $776K
21 M3 Advisory Group, LLC 0.41% 2,017 $658K
22 EJMK Ventures LLC 0.37% 2,043 $666K
23 Kaizen Financial Strategies 0.36% 2,110 $853K
24 Global Financial Private Client, LLC 0.34% 3,217 $1.0M
25 Bawa N Mallick Trust 0.33% 2,500 $815K
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 (XSD)

What does the Smart Money Trend signal show for XSD?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added XSD 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 XSD?

Slight buying edge — 51% buying: Last quarter: 103 funds bought or added vs 98 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 XSD holders?

Elite ownership — 55% AUM from top-100 funds: 25 of 249 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in XSD. 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 XSD?

53% of holders stayed for 2+ years: 133 out of 249 hedge funds have held XSD 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 (XSD) following the 2026 Q1 hedge fund 13F filings?

As of today, XSD has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), XSD has gained nan% vs +13.9% 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.

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