Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SPDR INDEX SHS FDS (GII)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +13
Streak
5Q ▲
Buyers last Q
71%

Smart Money Signals — GII

Based on 108 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added GII 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
108 hedge funds hold GII 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 — +27% more funds vs a year ago

fund count last 6Q
+23 new funds entered over the past year (+27% 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 — 71% buying

70 buying28 selling
Last quarter: 70 funds were net buyers (22 opened a brand new position + 48 added to an existing one). Only 28 were sellers (19 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new GII position: 10 → 14 → 11 → 22. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 22% medium ■ 22% new
60 out of 108 hedge funds have held GII 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.
💎

Buying through price weakness — shares +73%, value +22%

Value
+21%
Shares
+73%
Last quarter: funds added +73% more shares while total portfolio value only changed +22%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

13 → 10 → 14 → 11 → 22 new funds/Q
New funds entering each quarter: 10 → 14 → 11 → 22. A growing number of institutions are discovering GII each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 58% of holders stayed 2+ years

■ 58% veterans ■ 14% 1-2yr ■ 28% new
Of 108 current holders: 63 (58%) 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.
✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
15 of 108 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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.

Hedge Fund Ownership: GII

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

Market Analysis: GII

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GII

-- --

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.

11 top-rated funds 2 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: GII
2026 Q1 Stats Unlock in 10 days 108 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 108 95 13.68%
13F Shares 6M 4M 73.34%
Total Value $316M $260M 21.51%
New Positions 22 11 +11
Increased Positions 48 33 +15
Closed Positions 9 8 +1
Reduced Positions 19 24 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GII

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Valuation Measures Data as of: --

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

Financial Highlights

Profitability
Profit Margin --
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Institutional Holders (2026 Q1)

108 + investors

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

Top 25 institutional holders of GII — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 TOWER TRUST & INVESTMENT Co 9.58% 192,047 $14.6M
2 Warren Street Wealth Advisors, LLC 2.93% 151,298 $11.5M
3 Hills Bank & Trust Co 2.80% 762,289 $57.9M
4 Comprehensive Money Management Services LLC 0.79% 15,814 $1.2M
5 Wharton Business Group, LLC 0.73% 254,990 $19.4M
6 Sincerus Advisory, LLC 0.43% 7,437 $565K
7 WealthPoint Financial, LLC 0.37% 6,063 $423K
8 NAPLES GLOBAL ADVISORS, LLC 0.24% 43,795 $3.3M
9 OXFORD FINANCIAL GROUP, LTD. LLC 0.22% 54,336 $4.1M
10 CX Institutional 0.16% 70,962 $5K
11 Provenance Wealth Advisors, LLC 0.13% 16,032 $1.2M
12 Paragon Capital Management Ltd 0.08% 4,886 $371K
13 CITIZENS FINANCIAL GROUP INC/RI 0.08% 73,435 $5.6M
14 Boltwood Capital Management 0.07% 3,620 $275K
15 Castle Rock Wealth Management, LLC 0.06% 3,860 $297K
16 Waldron Private Wealth LLC 0.05% 15,770 $1.2M
17 Austin Wealth Management, LLC 0.05% 2,640 $203K
18 FSM Wealth Advisors, LLC 0.03% 3,419 $260K
19 SAGE FINANCIAL GROUP INC 0.03% 5,458 $415K
20 ALTFEST L J & CO INC 0.02% 2,723 $207K
21 Copia Wealth Management 0.02% 392 $30K
22 D.A. DAVIDSON & CO. 0.02% 42,680 $3.2M
23 Sequoia Financial Advisors, LLC 0.02% 43,914 $3.3M
24 LPL Financial LLC 0.01% 503,882 $38.3M
25 Stratos Wealth Partners, LTD. 0.01% 10,017 $762K
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 INDEX SHS FDS (GII)

What does the Smart Money Trend signal show for GII?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added GII 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 GII?

More buyers than sellers — 71% buying: Last quarter: 70 funds were net buyers (22 opened a brand new position + 48 added to an existing one). Only 28 were sellers (19 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for GII holders?

Strong quality — 30% AUM from major funds: 15 of 108 holders rank in the top 100 by AUM, accounting for 30% 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 GII?

56% of holders stayed for 2+ years: 60 out of 108 hedge funds have held GII 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.