Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SPDR SERIES TRUST (XSD)

236 + 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
↑ +13
Streak
3Q ▲
Buyers last Q
52%

Smart Money Signals — XSD

Based on 229 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
229 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.
📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q
+19 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

102 buying95 selling
Last quarter: 102 funds bought or added vs 95 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.
➡️

Steady new buyers — ~36 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 21 → 39 → 40 → 36. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 22% medium ■ 21% new
129 out of 229 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.
📈

Growing discovery — still being found

41 → 21 → 39 → 40 → 36 new funds/Q
New funds entering each quarter: 21 → 39 → 40 → 36. A growing number of institutions are discovering XSD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 61% of holders stayed 2+ years

■ 61% veterans ■ 12% 1-2yr ■ 27% new
Of 236 current holders: 143 (61%) 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 — 45% AUM from top-100 funds

45% from top-100 AUM funds
19 of 229 holders are among the 100 largest funds by AUM, controlling 45% 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

23 top-rated funds 3 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: XSD
2026 Q1 Stats Unlock in 16 days 236 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 236 225 4.89%
13F Shares 2M 2M -6.88%
Total Value $588M $603M -2.53%
New Positions 36 42 -6
Increased Positions 83 58 +25
Closed Positions 25 32 -7
Reduced Positions 79 76 +3
Total Calls 3 5 -40.0%
Total Puts 4 5 -20.0%
PUT/CALL Ratio 1.33 1.0 Bearish

Statistics: XSD

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Valuation Measures Data as of: --

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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) --
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Income Statement & Cash Flow
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Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

236 + investors

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

Top 25 institutional holders of XSD — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Hobart Private Capital, LLC 2.14% 33,438 $10.9M
2 Beaumont Asset Management, L.L.C. 1.67% 11,369 $3.7M
3 Vertex Investment Solutions Co., Ltd. 1.60% 4,400 $1.4M
4 JMAC ENTERPRISES LLC 1.53% 24,482 $8.0M
5 Game Plan Financial Advisors, LLC 1.28% 8,701 $2.8M
6 McGuire Investment Group, LLC 1.27% 34,465 $11.2M
7 Warner Group LLC 1.13% 5,308 $1.7M
8 Odyssey Capital Advisors, Inc. 0.61% 2,086 $680K
9 Sharper & Granite LLC 0.58% 5,240 $1.7M
10 ALTFEST L J & CO INC 0.49% 13,962 $4.6M
11 FIRST INTERSTATE BANK 0.48% 26,294 $8.6M
12 ATX Financial Planning, LLC 0.47% 1,911 $623K
13 M3 Advisory Group, LLC 0.41% 2,017 $658K
14 EJMK Ventures LLC 0.37% 2,043 $666K
15 Kaizen Financial Strategies 0.36% 2,110 $853K
16 Global Financial Private Client, LLC 0.34% 3,217 $1.0M
17 High Point Wealth Management, LLC 0.33% 1,053 $344K
18 CoreCap Advisors, LLC 0.32% 28,541 $9.3M
19 AGP FRANKLIN, LLC 0.30% 1,815 $592K
20 CHATHAM CAPITAL GROUP, INC. 0.27% 5,767 $1.9M
21 American State Bank (Iowa) 0.25% 1,514 $259K
22 Fullerton Advisors, LLC 0.24% 708 $231K
23 Clearwave Capital, LLC 0.21% 951 $310K
24 ARKANSAS FINANCIAL GROUP, INC. 0.21% 4,091 $1.5M
25 MONEY CONCEPTS CAPITAL CORP 0.20% 10,835 $3.5M
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 — 3 quarters in a row: For 3 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 — 52% buying: Last quarter: 102 funds bought or added vs 95 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 — 45% AUM from top-100 funds: 19 of 229 holders are among the 100 largest funds by AUM, controlling 45% 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?

56% of holders stayed for 2+ years: 129 out of 229 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.

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.