Stock Analysis
Data Source: SEC EDGAR 13F
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Spdr Series Trust (XTL)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +33
Streak
4Q ▲
Buyers last Q
66%

Smart Money Signals — XTL

Based on 128 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added XTL 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
128 hedge funds hold XTL 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 — +172% more funds vs a year ago

fund count last 6Q
+81 new funds entered over the past year (+172% 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.
🟢

More buyers than sellers — 66% buying

89 buying46 selling
Last quarter: 89 funds were net buyers (51 opened a brand new position + 38 added to an existing one). Only 46 were sellers (28 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+18 vs last Q)

new funds entering per quarter
Funds opening a new XTL position: 14 → 13 → 33 → 51. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 32% long-term, 48% new

32% conviction (2yr+) 20% medium 48% new
Of the 128 current holders: 41 (32%) held >2 years, 25 held 1–2 years, and 62 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💰

Value +31% but shares only +7% — price-driven

Value
+31%
Shares
+7%
Last quarter: the total dollar value of institutional holdings rose +31%, but actual share count only changed +7%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

10 → 14 → 13 → 33 → 51 new funds/Q
New funds entering each quarter: 14 → 13 → 33 → 51. 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.
📊

Mixed cohorts — 38% veterans, 51% new entrants

38% veterans 11% 1-2yr 51% new
Of 133 current holders: 50 (38%) held 2+ years, 15 held 1–2 years, 68 (51%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
21 of 127 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in XTL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
6.0
out of 10
Moderate Exit Risk
Exit risk score 6.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — XTL

In 2026 Q2, 89 hedge funds were net buyers of XTL (51 opened a new position, 38 added to an existing one), while 46 reduced or exited (28 trimmed, 18 sold completely) — a 66% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 46% of total institutional value in XTL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +33 funds (more new holders than closures). Total institutional holders: 128.

Hedge Fund Ownership: XTL

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

Market Analysis: XTL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XTL

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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.

2 top-rated funds 2 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: XTL
127 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 127 95 33.68%
13F Shares 2M 1M 7.34%
Total Value $333M $254M 30.98%
New Positions 51 33 +18
Increased Positions 38 31 +7
Closed Positions 18 6 +12
Reduced Positions 25 19 +6
Total Calls 3 3 -
Total Puts 3 3 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: XTL

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Institutional Holders (2026 Q2)

127 + investors

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

QUARTER:
Top 25 XTL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Teucrium Investment Advisors, LLC 3.44% 16,988 $3.9M
2 Parkway Wealth Management Group, LLC 3.35% 127,443 $29.0M
3 SFI Advisors, LLC 3.16% 16,118 $3.7M
4 MinichMacGregor Wealth Management, LLC 2.69% 77,996 $17.7M
5 Destiny Wealth Partners, LLC 2.04% 69,454 $14.5M
6 Larry Mathis Financial Planning, LLC 1.79% 9,787 $2.2M
7 Blue Capital, Inc. 0.78% 5,370 $1.2M
8 Worthington Financial Partners, LLC 0.72% 3,828 $871K
9 Comprehensive Financial Planning, Inc./PA 0.66% 5,402 $1.2M
10 Ciovacco Capital Management LLC 0.59% 5,861 $1.3M
11 Great Diamond Partners, LLC 0.52% 13,418 $3.1M
12 Rps Advisory Solutions LLC 0.52% 3,452 $785K
13 Kaizen Financial Strategies 0.44% 6,045 $1.4M
14 Quartz Partners, LLC 0.43% 5,756 $1.3M
15 Pacific Sun Financial Corp 0.26% 2,790 $635K
16 Fortis Group Advisors, LLC 0.25% 6,988 $1.6M
17 Marshall & Sterling Wealth Advisors Inc. 0.24% 1,793 $408K
18 Fulcrum Equity Management 0.22% 1,323 $301K
19 Roman Butler Fullerton & Co 0.19% 3,649 $789K
20 Financial Management Professionals, Inc. 0.17% 7,977 $1.8M
21 Rhodes Investment Advisors Inc /Adv 0.16% 945 $215K
22 Founders Financial Securities LLC 0.16% 13,537 $3.1M
23 RFP Financial Group LLC 0.16% 1,540 $350K
24 Compass Financial Management LLC 0.14% 4,931 $1.1M
25 Wakefield Asset Management LLLP 0.13% 2,486 $566K
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 (XTL)

What does the Smart Money Trend signal show for XTL?

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

More buyers than sellers — 66% buying: Last quarter: 89 funds were net buyers (51 opened a brand new position + 38 added to an existing one). Only 46 were sellers (28 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for XTL holders?

Elite ownership — 46% AUM from top-100 funds: 21 of 127 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in XTL. 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 XTL?

Mixed — 32% long-term, 48% new: Of the 128 current holders: 41 (32%) held >2 years, 25 held 1–2 years, and 62 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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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