Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Series Trust (SPIB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
3Q ▲
Buyers last Q
63%

Smart Money Signals — SPIB

Based on 583 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added SPIB 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
583 hedge funds hold SPIB 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 — +5% more funds vs a year ago

fund count last 6Q
+26 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 63% buying

355 buying208 selling
Last quarter: 355 funds were net buyers (66 opened a brand new position + 289 added to an existing one). Only 208 were sellers (151 trimmed + 57 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~66 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 60 → 79 → 70 → 66. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 24% medium ■ 18% new
340 out of 583 hedge funds have held SPIB 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 — ~66 new funds/quarter

63 → 60 → 79 → 70 → 66 new funds/Q
New funds entering each quarter: 60 → 79 → 70 → 66. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 61% veterans vs 23% newcomers

■ 61% veterans ■ 16% 1-2yr ■ 23% new
Entry-cohort mix of 583 holders: 357 (61%) are 2+ year veterans, 94 entered 1–2 years ago, and 132 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
27 of 582 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in SPIB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 — SPIB

In 2026 Q2, 355 hedge funds were net buyers of SPIB (66 opened a new position, 289 added to an existing one), while 208 reduced or exited (151 trimmed, 57 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 44% of total institutional value in SPIB 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: 583.

Hedge Fund Ownership: SPIB

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

Market Analysis: SPIB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SPIB

-- --

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

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

Signal Freshness measures how much SPIB has moved relative to its sector benchmark (SPY) since the 2026 Q2 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 June 30, 2026 · 60d ago
SPIB
-1.1%
SPY
+3.0%

SPIB outperformed SPY by -4.1% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 15d ago
SPIB
-0.1%
SPY
-0.9%

Since the filing became public, SPIB outperformed SPY by +0.8% .

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.

9 top-rated funds 38 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
4.1
/ 10
conviction
Hedge Fund Positioning: SPIB
582 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 582 574 1.39%
13F Shares 277M 264M 4.63%
Total Value $8.66B $8.28B 4.55%
New Positions 66 70 -4
Increased Positions 289 260 +29
Closed Positions 57 64 -7
Reduced Positions 151 169 -18
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SPIB

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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

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Institutional Holders (2026 Q2)

582 + investors

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

QUARTER:
Top 25 SPIB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Wealth Management Nebraska 18.83% 6,308,768 $211.1M
2 Dodds Wealth, LLC 13.13% 1,745,184 $58.4M
3 Roberts Financial Services LLC 11.57% 1,180,578 $39.5M
4 Evergreen Wealth Partners LLC 11.23% 559,513 $18.7M
5 American Family Investments, Inc. 8.83% 14,630,218 $489.5M
6 Collier Financial 7.23% 315,654 $10.6M
7 Fortune 45 LLC 7.08% 495,365 $16.6M
8 Your Advocates Ltd., LLP 6.84% 715,395 $23.9M
9 Strategic Planning Group, LLC 6.37% 1,746,523 $58.4M
10 Leicht Financial Planning & Wealth Management, Inc. 6.02% 439,193 $14.7M
11 Kagan Cocozza Asset Management 5.74% 273,730 $9.2M
12 Orange Investment Advisors, Inc. 5.45% 1,339,605 $44.8M
13 Wrapmanager Inc 5.24% 500,664 $16.8M
14 Walker Financial Services, Inc. 5.18% 500,108 $16.7M
15 Concord Asset Management, LLC/VA 5.10% 984,539 $32.9M
16 True Blue Financial, LLC 4.76% 337,154 $11.3M
17 Forbes Financial Planning, Inc. 4.52% 251,705 $8.4M
18 Truefg, LLC 4.38% 560,200 $18.7M
19 Flatrock Wealth Partners LLC 4.21% 320,001 $10.7M
20 TCV Trust & Wealth Management, Inc. 4.12% 1,624,885 $54.4M
21 Gentry Private Wealth, LLC 3.96% 229,761 $7.7M
22 GoalVest Advisory LLC 3.92% 632,007 $21.1M
23 Concord Wealth Partners 3.86% 1,008,318 $33.7M
24 Freestate Advisors LLC 3.85% 153,980 $5.2M
25 Nottingham Advisors, INC. 3.78% 681,369 $31.7M
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 (SPIB)

What does the Smart Money Trend signal show for SPIB?

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

More buyers than sellers — 63% buying: Last quarter: 355 funds were net buyers (66 opened a brand new position + 289 added to an existing one). Only 208 were sellers (151 trimmed + 57 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SPIB holders?

Elite ownership — 44% AUM from top-100 funds: 27 of 582 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in SPIB. 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 SPIB?

58% of holders stayed for 2+ years: 340 out of 583 hedge funds have held SPIB 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 (SPIB) following the 2026 Q2 hedge fund 13F filings?

As of today, SPIB has moved -0.1% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.9% for the SPY sector ETF — an outperformance of +0.8%. Since the quarter end (June 30, 2026), SPIB has gained -1.1% vs +3.0% 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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