Spdr Series Trust (SPBO) Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Spdr Series Trust (SPBO) following the 2026 Q2 hedge fund 13F filings?

As of today, SPBO has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), SPBO gained -1.8% vs +3.4% 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.

Spdr Series Trust (SPBO)

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

Smart Money Signals — SPBO

Based on 172 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 SPBO 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

172 hedge funds hold SPBO 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.

📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q

+14 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 61% buying

108 buying68 selling

Last quarter: 108 funds were net buyers (29 opened a brand new position + 79 added to an existing one). Only 68 were sellers (41 trimmed + 27 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~29 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 17 → 31 → 27 → 29. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 30% medium ■ 23% new

81 out of 172 hedge funds have held SPBO 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.

📈

Growing discovery — still being found

32 → 17 → 31 → 27 → 29 new funds/Q

New funds entering each quarter: 17 → 31 → 27 → 29. A growing number of institutions are discovering SPBO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 46% veterans vs 32% newcomers

■ 46% veterans ■ 22% 1-2yr ■ 32% new

Entry-cohort mix of 172 holders: 79 (46%) are 2+ year veterans, 38 entered 1–2 years ago, and 55 (32%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds

19 of 171 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.7

out of 10

Low Exit Risk

Exit risk score 3.7/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	171	170	0.59%
13F Shares	46M	43M	6.67%
Total Value	$1.26B	$1.29B	-1.75%
New Positions	29	27	+2
Increased Positions	79	74	+5
Closed Positions	27	25	+2
Reduced Positions	41	46	-5
Total Calls	0	2	-100.0%
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

171

170

0.59%

13F Shares

46M

43M

6.67%

Total Value

$1.26B

$1.29B

-1.75%

New Positions

Increased Positions

Closed Positions

Reduced Positions

-5

Total Calls

-100.0%

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

171 + investors

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

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 SPBO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Summit Financial Wealth Advisors, LLC	4.42%	1,189,025	$34.5M
2	Arkansas Financial Group, INC.	3.64%	962,946	$28.0M
3	Flaharty Asset Management, LLC	2.44%	58,923	$1.7M
4	Procyon Advisors, LLC	2.39%	1,910,729	$55.5M
5	Financial Gravity Companies, Inc.	2.12%	450,676	$13.1M
6	5th Street Advisors, LLC	1.97%	178,166	$5.2M
7	St Germain D J Co Inc	1.96%	1,874,355	$54.4M
8	Melone Private Wealth, LLC	1.88%	169,598	$4.9M
9	Hobart Private Capital, LLC	1.53%	307,667	$8.9M
10	Gerber Kawasaki Wealth & Investment Management	1.32%	1,703,349	$49.5M
11	Tidemark, LLC	1.06%	162,442	$4.7M
12	Center For Asset Management LLC	0.77%	59,709	$1.7M
13	Geneos Wealth Management Inc.	0.64%	1,080,256	$31.4M
14	Tradewinds Capital Management, LLC	0.64%	123,188	$3.6M
15	David Kennon Inc	0.50%	52,207	$1.5M
16	Breakwater Capital Group	0.49%	140,249	$4.1M
17	Flagship Harbor Advisors, LLC	0.46%	415,885	$12.1M
18	National Wealth Management Group, LLC	0.43%	48,128	$1.4M
19	Guardian Asset Advisors, LLC	0.42%	31,610	$918K
20	Laraway Financial Advisors Inc	0.38%	21,774	$632K
21	North Dakota State Investment Board	0.37%	311,928	$9.1M
22	Quadrant Private Wealth Management, LLC	0.36%	54,902	$1.6M
23	Jacobi Capital Management LLC	0.33%	231,662	$6.7M
24	Advisor Resource Council	0.32%	39,580	$1.1M
25	AE Wealth Management LLC	0.31%	2,317,936	$67.3M

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 (SPBO)

What does the Smart Money Trend signal show for SPBO?

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

More buyers than sellers — 61% buying: Last quarter: 108 funds were net buyers (29 opened a brand new position + 79 added to an existing one). Only 68 were sellers (41 trimmed + 27 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SPBO holders?

Strong quality — 35% AUM from major funds: 19 of 171 holders rank in the top 100 by AUM, accounting for 35% 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 SPBO?

47% of holders stayed for 2+ years: 81 out of 172 hedge funds have held SPBO 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 (SPBO) following the 2026 Q2 hedge fund 13F filings?

As of today, SPBO has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), SPBO has gained -1.8% vs +3.4% 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.

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Spdr Series Trust (SPBO)

Smart Money Signals — SPBO

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Steady growth — +9% more funds vs a year ago

More buyers than sellers — 61% buying

Steady new buyers — ~29 new funds per quarter

47% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 46% veterans vs 32% newcomers

Strong quality — 35% AUM from major funds

Institutional Sentiment Summary — SPBO

Hedge Fund Ownership: SPBO

Market Analysis: SPBO

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SPBO

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

Hedge Fund Positioning: SPBO

Statistics: SPBO

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Spdr Series Trust (SPBO)

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