Spdr Series Trust (SPIB): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Spdr Series Trust (SPIB)

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

Smart Money Signals — SPIB

Based on 574 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

574 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

+23 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

330 buying232 selling

Last quarter: 330 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 (-9 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 62 → 60 → 79 → 70. 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 ■ 20% new

320 out of 574 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 → 70 new funds/Q

New funds entering each quarter: 62 → 60 → 79 → 70. A growing number of institutions are discovering SPIB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 58% veterans vs 24% newcomers

■ 58% veterans ■ 18% 1-2yr ■ 24% new

Entry-cohort mix of 574 holders: 334 (58%) are 2+ year veterans, 102 entered 1–2 years ago, and 138 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds

29 of 573 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.

3.6

out of 10

Low Exit Risk

Exit risk score 3.6/10 — 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	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

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

-11

Increased Positions

260

275

-15

Closed Positions

Reduced Positions

167

144

+23

Total Calls

-100.0%

Total Puts

-100.0%

PUT/CALL Ratio

0.0

1.0

Bullish

Institutional Holders (2026 Q2)

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:

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

Top 25 SPIB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	GoalVest Advisory LLC	3.92%	632,007	$21.1M
2	Freestate Advisors LLC	3.85%	153,980	$5.2M
3	Roan Capital Partners	3.59%	129,332	$4.3M
4	Integral Investment Advisors, INC.	3.07%	415,946	$13.9M
5	CGN Advisors LLC	3.00%	1,227,129	$41.1M
6	Integrated Capital Management, INC.	1.74%	74,404	$2.5M
7	KWB Wealth	1.22%	425,676	$14.2M
8	Dynamic Advisor Solutions LLC	0.89%	937,504	$31.4M
9	Paladin Wealth, LLC	0.74%	38,111	$1.3M
10	Breakwater Capital Group	0.64%	158,652	$5.3M
11	Gradient Investments LLC	0.64%	1,377,103	$46.1M
12	Apella Capital, LLC	0.42%	883,930	$29.4M
13	TrueWealth Advisors, LLC	0.36%	47,372	$1.6M
14	Northbridge Financial Group, LLC	0.26%	20,589	$689K
15	RDA Financial Network	0.17%	23,218	$777K
16	Private Wealth Group, LLC	0.17%	12,949	$433K
17	JBR Co Financial Management Inc	0.16%	13,100	$438K
18	Wealthcare Capital Partners, LLC	0.15%	10,637	$356K
19	Cypress Financial Planning LLC	0.14%	17,087	$572K
20	Alliance Wealth Advisors, LLC	0.13%	11,642	$390K
21	Bulwark Capital Corp	0.13%	6,679	$223K
22	Juncture Wealth Strategies, LLC	0.11%	12,849	$430K
23	Trilogy Capital Inc.	0.11%	82,411	$2.8M
24	Thurston, Springer, Miller, Herd & Titak, INC.	0.10%	8,469	$283K
25	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	0.06%	17,399	$582K

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: 330 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 573 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: 320 out of 574 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?

Since the quarter end (June 30, 2026), SPIB has gained -0.6% vs +1.3% 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 (SPIB)

Smart Money Signals — SPIB

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Steady growth — +4% more funds vs a year ago

Slight buying edge — 59% buying

Fewer new buyers each quarter (-9 vs last Q)

56% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 58% veterans vs 24% newcomers

Elite ownership — 47% AUM from top-100 funds

Institutional Sentiment Summary — SPIB

Hedge Fund Ownership: SPIB

Market Analysis: SPIB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SPIB

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

Hedge Fund Positioning: SPIB

Statistics: SPIB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Spdr Series Trust (SPIB)

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