Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SPDR SERIES TRUST (SPIB)

570 + 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
↑ +4
Streak
2Q ▲
Buyers last Q
59%

Smart Money Signals — SPIB

Based on 571 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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
571 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 — +4% more funds vs a year ago

fund count last 6Q
+21 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

328 buying232 selling
Last quarter: 328 funds bought or added vs 232 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.
⚠️

Fewer new buyers each quarter (-11 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 62 → 60 → 79 → 68. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 25% medium ■ 19% new
319 out of 571 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.
📈

Growing discovery — still being found

68 → 62 → 60 → 79 → 68 new funds/Q
New funds entering each quarter: 62 → 60 → 79 → 68. A growing number of institutions are discovering SPIB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 58% of holders stayed 2+ years

■ 58% veterans ■ 18% 1-2yr ■ 24% new
Of 571 current holders: 333 (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.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
29 of 571 holders are among the 100 largest funds by AUM, controlling 47% 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 Q1, 328 hedge funds were net buyers of SPIB (68 opened a new position, 260 added to an existing one), while 232 reduced or exited (168 trimmed, 64 sold completely) — a 59% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 47% of total institutional value in SPIB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 571.

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 Q1 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 March 31, 2026 · 56d ago
SPIB
+6.5%
SPY
+14.7%

SPIB outperformed SPY by -8.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 11d ago
SPIB
+0.2%
SPY
+0.9%

Since the filing became public, SPIB outperformed SPY by -0.7% .

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.

18 top-rated funds 40 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
4.7
/ 10
conviction
Hedge Fund Positioning: SPIB
570 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 570 567 0.53%
13F Shares 264M 267M -0.97%
Total Value $8.28B $9.00B -8.05%
New Positions 68 79 -11
Increased Positions 260 275 -15
Closed Positions 65 62 +3
Reduced Positions 167 144 +23
Total Calls 0 1 -100.0%
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 1.0 Bullish

Statistics: SPIB

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

570 + 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 institutional holders of SPIB — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Wealth Management Nebraska 19.85% 5,842,882 $196.0M
2 Evergreen Wealth Partners LLC 14.10% 550,323 $18.5M
3 Dodds Wealth, LLC 13.80% 1,675,813 $56.2M
4 Roberts Financial Services LLC 12.21% 1,144,665 $38.4M
5 TRUE BLUE FINANCIAL, LLC 10.28% 388,697 $13.0M
6 American Family Investments, Inc. 8.98% 10,179,000 $341.4M
7 Fortune 45 LLC 7.91% 484,576 $16.3M
8 Collier Financial 7.79% 304,705 $10.2M
9 Your Advocates Ltd., LLP 6.98% 682,626 $22.9M
10 STRATEGIC PLANNING GROUP, LLC 6.73% 1,434,770 $48.1M
11 Kagan Cocozza Asset Management 6.52% 276,437 $9.3M
12 Compton Financial Group, LLC 6.26% 845,038 $28.3M
13 Leicht Financial Planning & Wealth Management, Inc. 6.23% 409,225 $13.7M
14 WRAPMANAGER INC 5.78% 495,717 $16.6M
15 Orange Investment Advisors, Inc. 5.70% 1,311,594 $44.0M
16 Concord Asset Management, LLC/VA 5.42% 956,840 $32.1M
17 Walker Financial Services, Inc. 5.36% 467,142 $15.7M
18 Forbes Financial Planning, Inc. 4.91% 253,231 $8.5M
19 TRUEFG, LLC 4.81% 541,472 $18.2M
20 Cherry Tree Wealth Management, LLC 4.61% 650,076 $21.8M
21 Municipal Employees' Retirement System of Michigan 4.46% 11,704,768 $393K
22 GENTRY PRIVATE WEALTH, LLC 4.42% 218,941 $7.3M
23 TCV Trust & Wealth Management, Inc. 4.39% 1,563,451 $52.4M
24 Concord Wealth Partners 4.23% 970,711 $32.6M
25 Guardian Asset Advisors, LLC 4.12% 210,299 $7.1M
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 — 2 quarters in a row: For 2 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?

Slight buying edge — 59% buying: Last quarter: 328 funds bought or added vs 232 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 SPIB holders?

Elite ownership — 47% AUM from top-100 funds: 29 of 571 holders are among the 100 largest funds by AUM, controlling 47% 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?

56% of holders stayed for 2+ years: 319 out of 571 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 Q1 hedge fund 13F filings?

As of today, SPIB has moved +0.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.9% for the SPY sector ETF — an outperformance of -0.7%. Since the quarter end (March 31, 2026), SPIB has gained +6.5% vs +14.7% 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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