Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SPDR SERIES TRUST (IBND)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
3Q ▲
Buyers last Q
53%

Smart Money Signals — IBND

Based on 112 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 IBND 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
112 hedge funds hold IBND 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 — +42% more funds vs a year ago

fund count last 6Q
+33 new funds entered over the past year (+42% 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.
🟡

Slight buying edge — 53% buying

58 buying51 selling
Last quarter: 58 funds bought or added vs 51 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.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new IBND position: 8 → 42 → 13 → 22. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 27% medium ■ 26% new
53 out of 112 hedge funds have held IBND 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.
📊

Peak discovery — momentum slowing

22 → 8 → 42 → 13 → 22 new funds/Q
New funds entering each quarter: 8 → 42 → 13 → 22. IBND is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 57% of holders stayed 2+ years

■ 57% veterans ■ 8% 1-2yr ■ 35% new
Of 112 current holders: 64 (57%) 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.
📋

Smaller funds dominant — 19% AUM from top-100

19% from top-100 AUM funds
14 of 112 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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.

Hedge Fund Ownership: IBND

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

Market Analysis: IBND

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IBND

-- --

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.

13 top-rated funds 2 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: IBND
2026 Q1 Stats Unlock in 11 days 112 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 112 107 4.67%
13F Shares 8M 10M -17.4%
Total Value $260M $317M -17.97%
New Positions 22 13 +9
Increased Positions 36 51 -15
Closed Positions 17 9 +8
Reduced Positions 34 23 +11
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IBND

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

112 + investors

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

Top 25 institutional holders of IBND — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Israel Discount Bank of New York 12.47% 182,943 $5.7M
2 LAM GROUP, INC. 3.69% 215,900 $6.7M
3 CFG Wealth Management Services, Inc. 3.27% 111,690 $3.6M
4 LFA - Lugano Financial Advisors SA 1.98% 125,704 $3.9M
5 LODESTAR PRIVATE ASSET MANAGEMENT LLC 1.91% 622,167 $19.3M
6 FSA WEALTH PARTNERS, INC. 1.52% 103,191 $3.2M
7 Checchi Capital Advisers, LLC 1.11% 709,148 $22.0M
8 Leo Wealth, LLC 1.04% 462,961 $14.4M
9 Hobart Private Capital, LLC 0.85% 139,337 $4.3M
10 Idaho Trust Co 0.85% 83,941 $2.6M
11 Aspect Partners, LLC 0.84% 66,234 $2.1M
12 LEUTHOLD GROUP, LLC 0.84% 254,065 $7.9M
13 OPTIMA CAPITAL LLC 0.67% 46,335 $1.4M
14 Farther Finance Advisors, LLC 0.51% 1,727,635 $53.8M
15 Haven Private, LLC 0.50% 37,107 $1.2M
16 Family CFO Inc 0.35% 25,397 $789K
17 N.E.W. Advisory Services LLC 0.32% 136,901 $4.3M
18 Odyssey Capital Advisors, Inc. 0.27% 9,569 $297K
19 Tempus Wealth Planning, LLC 0.24% 34,240 $1.1M
20 Wagner Wealth Management, Corp 0.23% 8,355 $260K
21 MILESTONE ASSET MANAGEMENT, LLC 0.19% 32,357 $1.0M
22 CCG WEALTH MANAGEMENT, LLC 0.14% 17,033 $529K
23 Summit Global Investments 0.13% 72,671 $2K
24 Lifestyle Asset Management, Inc. 0.11% 10,572 $329K
25 RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 0.09% 8,911 $277K
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 (IBND)

What does the Smart Money Trend signal show for IBND?

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

Slight buying edge — 53% buying: Last quarter: 58 funds bought or added vs 51 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 IBND holders?

Smaller funds dominant — 19% AUM from top-100: 14 of 112 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IBND?

47% of holders stayed for 2+ years: 53 out of 112 hedge funds have held IBND 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.