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

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

As of today, SPLB has moved -0.7% since the 2026 Q2 13F filing date (August 14, 2026), compared to -99.6% for the SPY sector ETF — an outperformance of +98.9%. Since the quarter end (June 30, 2026), SPLB gained -5.4% vs -99.6% for SPY. The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors.

Spdr Series Trust (SPLB)

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

Smart Money Signals — SPLB

Based on 176 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 SPLB 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

176 hedge funds hold SPLB 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 — +8% more funds vs a year ago

fund count last 6Q

+13 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 65% buying

117 buying63 selling

Last quarter: 117 funds were net buyers (31 opened a brand new position + 86 added to an existing one). Only 63 were sellers (43 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 21 → 22 → 38 → 31. 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.

🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 28% medium ■ 23% new

85 out of 176 hedge funds have held SPLB 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.

🚀

Acceleration phase — new buyers rushing in

44 → 21 → 22 → 38 → 31 new funds/Q

New funds entering each quarter: 21 → 22 → 38 → 31. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🏛️

Veteran-anchored — 56% veterans vs 28% newcomers

■ 56% veterans ■ 16% 1-2yr ■ 28% new

Entry-cohort mix of 176 holders: 98 (56%) are 2+ year veterans, 28 entered 1–2 years ago, and 50 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds

19 of 176 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in SPLB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.7

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	174	164	6.1%
13F Shares	40M	27M	50.65%
Total Value	$852M	$598M	42.59%
New Positions	30	38	-8
Increased Positions	86	73	+13
Closed Positions	20	22	-2
Reduced Positions	43	36	+7
Total Calls	0	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

174

164

6.1%

13F Shares

40M

27M

50.65%

Total Value

$852M

$598M

42.59%

New Positions

-8

Increased Positions

+13

Closed Positions

-2

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

174 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SPLB. 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 SPLB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	NYL Investors LLC	12.55%	1,460,850	$32.7M
2	White & Co Financial Planning Inc	5.86%	421,974	$9.5M
3	Econ Financial Services Corp	5.50%	525,451	$11.8M
4	Arrien Investments, INC.	4.45%	394,040	$8.8M
5	Roan Capital Partners	3.27%	175,836	$3.9M
6	Strategic Advocates LLC	3.22%	37,136	$832K
7	Graney & King, LLC	3.22%	399,368	$8.9M
8	Rockland Trust Co	1.78%	2,029,619	$45.5M
9	Aspetuck Financial Management LLC	1.60%	121,014	$2.7M
10	Novus Advisors, LLC	1.48%	31,761	$711K
11	Hedeker Wealth, LLC	1.43%	335,036	$7.5M
12	Caitlin John, LLC	0.94%	76,947	$1.7M
13	Lockerman Financial Group, INC.	0.92%	26,781	$600K
14	Goldstone Financial Group, LLC	0.85%	417,214	$9.3M
15	Landmark Wealth Management, INC.	0.80%	107,676	$2.4M
16	Aspire Private Capital, LLC	0.77%	166,659	$3.7M
17	Raleigh Capital Management Inc.	0.73%	102,169	$2.3M
18	Capstone Wealth Management Group, LLC	0.62%	78,899	$1.8M
19	Midwest Financial Network, LLC	0.58%	37,626	$843K
20	PFG Advisors	0.55%	484,688	$10.9M
21	Fourth Dimension Wealth, LLC	0.47%	66,918	$1.5M
22	Westside Investment Management, Inc.	0.38%	130,611	$2.9M
23	RMR Capital Management, LLC	0.37%	23,971	$537K
24	Entelevest, LLC	0.31%	16,353	$366K
25	Truefg, LLC	0.27%	51,950	$1.2M

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 (SPLB)

What does the Smart Money Trend signal show for SPLB?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added SPLB 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 SPLB?

More buyers than sellers — 65% buying: Last quarter: 117 funds were net buyers (31 opened a brand new position + 86 added to an existing one). Only 63 were sellers (43 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SPLB holders?

Elite ownership — 50% AUM from top-100 funds: 19 of 176 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in SPLB. 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 SPLB?

48% of holders stayed for 2+ years: 85 out of 176 hedge funds have held SPLB 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 (SPLB) following the 2026 Q2 hedge fund 13F filings?

As of today, SPLB has moved -0.7% since the 2026 Q2 13F filing date (August 14, 2026), compared to -99.6% for the SPY sector ETF — an outperformance of +98.9%. Since the quarter end (June 30, 2026), SPLB has gained -5.4% vs -99.6% for SPY. The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors.

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 (SPLB)

Smart Money Signals — SPLB

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Steady growth — +8% more funds vs a year ago

More buyers than sellers — 65% buying

Fewer new buyers each quarter (-7 vs last Q)

48% of holders stayed for 2+ years

Acceleration phase — new buyers rushing in

Veteran-anchored — 56% veterans vs 28% newcomers

Elite ownership — 50% AUM from top-100 funds

Institutional Sentiment Summary — SPLB

Hedge Fund Ownership: SPLB

Market Analysis: SPLB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SPLB

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

Hedge Fund Positioning: SPLB

Statistics: SPLB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Spdr Series Trust (SPLB)

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