Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SPDR SERIES TRUST (JNK)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +17
Streak
1Q ▲
Buyers last Q
51%

Smart Money Signals — JNK

Based on 521 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added JNK 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 (99% of max)

99% of all-time peak
521 hedge funds hold JNK 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding JNK is almost the same as a year ago (-7 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 51% buying

257 buying244 selling
Last quarter: 257 funds bought or added vs 244 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 (+37 vs last Q)

new funds entering per quarter
Funds opening a new JNK position: 55 → 79 → 45 → 82. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 18% medium ■ 16% new
343 out of 521 hedge funds have held JNK 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.
➡️

Steady discovery — ~82 new funds/quarter

73 → 55 → 79 → 45 → 82 new funds/Q
New funds entering each quarter: 55 → 79 → 45 → 82. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 67% of holders stayed 2+ years

■ 67% veterans ■ 13% 1-2yr ■ 20% new
Of 524 current holders: 350 (67%) 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 — 38% AUM from major funds

38% from top-100 AUM funds
25 of 521 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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.

Institutional Sentiment Summary — JNK

In 2025 Q4, 257 hedge funds were net buyers of JNK (82 opened a new position, 175 added to an existing one), while 244 reduced or exited (179 trimmed, 65 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 38% of total institutional value in JNK is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +17 funds (more new holders than closures). Total institutional holders: 521.

Hedge Fund Ownership: JNK

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

Market Analysis: JNK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JNK

-- --

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

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

41 top-rated funds 7 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
4.9
/ 10
conviction
Hedge Fund Positioning: JNK
2026 Q1 Stats Unlock in 7 days 524 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 524 507 3.35%
13F Shares 70M 72M -3.21%
Total Value $6.73B $7.05B -4.51%
New Positions 82 46 +36
Increased Positions 179 211 -32
Closed Positions 65 54 +11
Reduced Positions 182 150 +32
Total Calls 2 4 -50.0%
Total Puts 4 2 100.0%
PUT/CALL Ratio 2.0 0.5 Bearish

Statistics: JNK

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

524 + investors

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

Top 25 institutional holders of JNK — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Navigation Wealth Management, Inc. 7.66% 22,190 $2.1M
2 Up Capital Management, Inc. 7.24% 67,387 $6.5M
3 Somnio Financial Group, LLC 6.43% 102,175 $9.8M
4 Japan Science & Technology Agency 5.77% 2,900,000 $277.6M
5 Silverleafe Capital Partners, LLC 4.78% 169,193 $16.2M
6 Altura Wealth Advisors Inc. 4.65% 111,333 $10.7M
7 Idaho Trust Co 4.15% 133,442 $12.8M
8 Hibernia Wealth Partners, LLC 3.76% 132,824 $12.7M
9 STRATEGIC INVESTMENT MANAGEMENT, LLC 3.19% 79,820 $7.6M
10 Brindle & Bay Financial Advisors, LLC 2.84% 48,308 $4.6M
11 MEEDER ASSET MANAGEMENT INC 2.83% 516,867 $49.5M
12 Graetz Wealth LLC 2.56% 29,987 $2.9M
13 BLB&B Advisors, LLC 2.31% 584,549 $56.0M
14 Counterpoint Mutual Funds LLC 2.30% 160,061 $15.3M
15 LightSquare Wealth Management, LLC 1.92% 26,767 $2.6M
16 Global Trust Wealth Management LLC 1.87% 25,820 $2.5M
17 Berkshire Money Management, Inc. 1.69% 172,651 $16.5M
18 TI-TRUST, INC 1.47% 25,897 $2.5M
19 Sincerus Advisory, LLC 1.45% 19,967 $1.9M
20 Checchi Capital Advisers, LLC 1.43% 296,086 $28.3M
21 NOVUS ADVISORS, LLC 1.43% 6,667 $638K
22 Oakmont Advisory Group, LLC 1.38% 13,273 $1.3M
23 Beta Wealth Group, Inc. 1.34% 33,909 $3.2M
24 Eddie Patel Inc 1.34% 18,165 $1.7M
25 Kelsey Financial, LLC 1.29% 15,386 $1.5M
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 (JNK)

What does the Smart Money Trend signal show for JNK?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added JNK 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 JNK?

Slight buying edge — 51% buying: Last quarter: 257 funds bought or added vs 244 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 JNK holders?

Strong quality — 38% AUM from major funds: 25 of 521 holders rank in the top 100 by AUM, accounting for 38% 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 JNK?

66% of holders stayed for 2+ years: 343 out of 521 hedge funds have held JNK 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.