Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SPDR SERIES TRUST (FITE)

51 + Investors. Track Smart Money conviction in FITE. 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
↑ +9
Streak
3Q ▲
Buyers last Q
69%

Smart Money Signals — FITE

Based on 51 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added FITE 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
51 hedge funds hold FITE 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 — +38% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+38% 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 — 69% buying

29 buying13 selling
Last quarter: 29 funds were net buyers (13 opened a brand new position + 16 added to an existing one). Only 13 were sellers (9 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~13 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 9 → 8 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 31% long-term, 41% new

31% conviction (2yr+) 27% medium 41% new
Of the 51 current holders: 16 (31%) held >2 years, 14 held 1–2 years, and 21 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.
📈

Growing discovery — still being found

9 → 3 → 9 → 8 → 13 new funds/Q
New funds entering each quarter: 3 → 9 → 8 → 13. A growing number of institutions are discovering FITE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 37% veterans, 49% new entrants

37% veterans 14% 1-2yr 49% new
Of 51 current holders: 19 (37%) held 2+ years, 7 held 1–2 years, 25 (49%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
9 of 51 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in FITE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — 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 — FITE

In 2026 Q1, 29 hedge funds were net buyers of FITE (13 opened a new position, 16 added to an existing one), while 13 reduced or exited (9 trimmed, 4 sold completely) — a 69% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 41% of total institutional value in FITE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 51.

Hedge Fund Ownership: FITE

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

Market Analysis: FITE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FITE

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

Is It Too Late to Buy SPDR SERIES TRUST (FITE) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much FITE 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 · 54d ago
FITE
+29.0%
SPY
+14.7%

FITE outperformed SPY by +14.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 9d ago
FITE
+7.6%
SPY
+0.9%

Since the filing became public, FITE outperformed SPY by +6.7% .

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.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: FITE
51 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 51 42 21.43%
13F Shares 566K 492K 15.01%
Total Value $47M $42M 13.12%
New Positions 13 8 +5
Increased Positions 16 8 +8
Closed Positions 4 5 -1
Reduced Positions 9 12 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FITE

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Institutional Holders (2026 Q1)

51 + investors

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

QUARTER:
Top 25 institutional holders of FITE — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Frederick Financial Consultants, LLC 6.39% 150,057 $12.8M
2 Hutchens & Kramer Investment Management Group, LLC 1.08% 39,950 $3.4M
3 Hughes Financial Services, LLC 0.47% 35,894 $3.1M
4 WealthBridge Capital Management, LLC 0.20% 10,297 $881K
5 USAdvisors Wealth Management, LLC 0.10% 3,733
6 Phillip James Consulting Co. 0.08% 1,197
7 WealthCare Investment Partners, LLC 0.08% 3,079 $276K
8 CoreCap Advisors, LLC 0.05% 17,713 $1.5M
9 Wealth Preservation Advisors, LLC 0.03% 387 $33K
10 Advyzon Investment Management, LLC 0.02% 3,008 $257K
11 HighPoint Advisor Group LLC 0.01% 3,753 $321K
12 Nova Wealth Management, Inc. 0.01% 205 $18K
13 High Point Wealth Management, LLC 0.01% 122 $10K
14 Prestige Wealth Management Group LLC 0.01% 420 $36K
15 LPL Financial LLC 0.00% 173,594 $14.8M
16 Tidemark, LLC 0.00% 160 $14K
17 TOTH FINANCIAL ADVISORY CORP 0.00% 370 $32K
18 Baird Financial Group, Inc. 0.00% 13,233 $1.1M
19 Ashton Thomas Private Wealth, LLC 0.00% 855 $73K
20 Triumph Capital Management 0.00% 97 $8K
21 Cambridge Investment Research Advisors, Inc. 0.00% 5,864
22 Ascentis Independent Advisors 0.00% 182 $16K
23 Farther Finance Advisors, LLC 0.00% 1,353 $118K
24 Cetera Investment Advisers 0.00% 10,157 $869K
25 Focus Partners Wealth 0.00% 8,211 $702K
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 (FITE)

What does the Smart Money Trend signal show for FITE?

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

More buyers than sellers — 69% buying: Last quarter: 29 funds were net buyers (13 opened a brand new position + 16 added to an existing one). Only 13 were sellers (9 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FITE holders?

Elite ownership — 41% AUM from top-100 funds: 9 of 51 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in FITE. 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 FITE?

Mixed — 31% long-term, 41% new: Of the 51 current holders: 16 (31%) held >2 years, 14 held 1–2 years, and 21 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.

Is it too late to buy SPDR SERIES TRUST (FITE) following the 2026 Q1 hedge fund 13F filings?

As of today, FITE has moved +7.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.9% for the SPY sector ETF — an outperformance of +6.7%. Since the quarter end (March 31, 2026), FITE has gained +29.0% vs +14.7% 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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