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

105 + Investors. Track Smart Money conviction in XTN. 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
↑ +12
Streak
3Q ▲
Buyers last Q
65%

Smart Money Signals — XTN

Based on 107 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added XTN 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
107 hedge funds hold XTN 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 — +41% more funds vs a year ago

fund count last 6Q
+31 new funds entered over the past year (+41% 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 — 65% buying

53 buying29 selling
Last quarter: 53 funds were net buyers (25 opened a brand new position + 28 added to an existing one). Only 29 were sellers (16 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new XTN position: 5 → 12 → 19 → 25. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 12% medium ■ 25% new
67 out of 107 hedge funds have held XTN 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.
💰

Value +48% but shares only +19% — price-driven

Value
+47%
Shares
+19%
Last quarter: the total dollar value of institutional holdings rose +48%, but actual share count only changed +19%. 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

5 → 5 → 12 → 19 → 25 new funds/Q
New funds entering each quarter: 5 → 12 → 19 → 25. 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.
🏛️

Veteran-anchored — 69% veterans vs 23% newcomers

■ 69% veterans ■ 7% 1-2yr ■ 23% new
Entry-cohort mix of 111 holders: 77 (69%) are 2+ year veterans, 8 entered 1–2 years ago, and 26 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 22% AUM from major funds

22% from top-100 AUM funds
23 of 106 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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 — XTN

In 2026 Q2, 53 hedge funds were net buyers of XTN (25 opened a new position, 28 added to an existing one), while 29 reduced or exited (16 trimmed, 13 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 22% of total institutional value in XTN is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 107.

Hedge Fund Ownership: XTN

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

Market Analysis: XTN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XTN

-- --

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

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

Signal Freshness measures how much XTN has moved relative to its sector benchmark (SPY) since the 2026 Q2 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 June 30, 2026 · 92d ago
XTN
-14.6%
SPY
+32.1%

XTN outperformed SPY by -46.7% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 47d ago
XTN
-11.3%
SPY
-7.6%

Since the filing became public, XTN outperformed SPY by -3.7% .

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.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: XTN
105 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 105 95 10.53%
13F Shares 2M 2M 18.99%
Total Value $239M $162M 47.53%
New Positions 25 19 +6
Increased Positions 27 22 +5
Closed Positions 14 5 +9
Reduced Positions 15 15 -
Total Calls 2 2 -
Total Puts 3 2 50.0%
PUT/CALL Ratio 1.5 1.0 Bearish

Statistics: XTN

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Financial Highlights

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Institutional Holders (2026 Q2)

105 + investors

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

QUARTER:
Top 25 XTN holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Element Pointe Advisors, LLC 4.43% 237,784 $27.5M
2 Menora Mivtachim Holdings LTD. 0.46% 1,025,000 $118.5M
3 First Growth Capital LLC 0.34% 3,886 $449K
4 Vicus Capital 0.33% 43,707 $5.1M
5 Garden State Investment Advisory Services LLC 0.32% 15,295 $1.8M
6 Total Wealth Planning & Management, Inc. 0.31% 3,940 $456K
7 M3 Advisory Group, LLC 0.24% 3,929 $454K
8 Henson-Edgewater Management, LLC 0.13% 2,195 $243K
9 Hollencrest Capital Management 0.12% 16,000 $1.9M
10 Syntegra Private Wealth Group, LLC 0.08% 8,467 $979K
11 Genesee Capital Advisors, LLC 0.07% 2,001 $231K
12 Global Financial Private Client, LLC 0.07% 2,316 $268K
13 Keystone Financial Group 0.07% 9,622 $1.1M
14 KKM Financial LLC 0.05% 3,425 $396K
15 Gryphon Financial Partners LLC 0.05% 4,800 $555K
16 Retirement Income Solutions, Inc 0.04% 2,777 $258K
17 Perryman Financial Advisory Inc /Ad 0.03% 2,134 $247K
18 Sovran Advisors, LLC 0.03% 3,619 $409K
19 Hamilton Point Investment Advisors, LLC 0.03% 1,624 $188K
20 Register Financial Advisors LLC 0.02% 524 $61K
21 Smallwood Wealth Investment Management, LLC 0.02% 300 $35K
22 Brookstone Capital Management 0.01% 10,119 $1.2M
23 Integrated Wealth Concepts LLC 0.01% 20,609 $2.4M
24 AdvisorNet Financial, Inc 0.01% 1,997 $231K
25 Darwin Wealth Management, LLC 0.01% 265 $31K
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 (XTN)

What does the Smart Money Trend signal show for XTN?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added XTN 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 XTN?

More buyers than sellers — 65% buying: Last quarter: 53 funds were net buyers (25 opened a brand new position + 28 added to an existing one). Only 29 were sellers (16 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for XTN holders?

Strong quality — 22% AUM from major funds: 23 of 106 holders rank in the top 100 by AUM, accounting for 22% 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 XTN?

63% of holders stayed for 2+ years: 67 out of 107 hedge funds have held XTN 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 (XTN) following the 2026 Q2 hedge fund 13F filings?

As of today, XTN has moved -11.3% since the 2026 Q2 13F filing date (August 14, 2026), compared to -7.6% for the SPY sector ETF — an outperformance of -3.7%. Since the quarter end (June 30, 2026), XTN has gained -14.6% vs +32.1% 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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