Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SPDR SERIES TRUST (SPLG)

1K + Investors. Track Smart Money conviction in SPLG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +155
Streak
11Q ▲
Buyers last Q
64%

Smart Money Signals — SPLG

Based on 1458 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added SPLG 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
1,458 hedge funds hold SPLG 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.
🚀

Fast accumulation — +27% more funds vs a year ago

fund count last 6Q
+314 new funds entered over the past year (+27% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 64% buying

893 buying499 selling
Last quarter: 893 funds were net buyers (226 opened a brand new position + 667 added to an existing one). Only 499 were sellers (428 trimmed + 71 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+93 vs last Q)

new funds entering per quarter
Funds opening a new SPLG position: 135 → 139 → 133 → 226. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 28% medium ■ 24% new
709 out of 1,458 hedge funds have held SPLG 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

173 → 135 → 139 → 133 → 226 new funds/Q
New funds entering each quarter: 135 → 139 → 133 → 226. A growing number of institutions are discovering SPLG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 48% of holders stayed 2+ years

■ 48% veterans ■ 19% 1-2yr ■ 33% new
Of 1,472 current holders: 712 (48%) 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.
✅

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds
30 of 1458 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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.

Hedge Fund Ownership: SPLG

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

Market Analysis: SPLG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SPLG

-- --

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

Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

72 top-rated funds 151 high-conviction
Consensus
8.1
/ 10
breadth
×
Elite
7.0
/ 10
conviction
Hedge Fund Positioning: SPLG
2026 Q1 Stats Unlock in 9 days 1K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1472 1316 11.85%
13F Shares 827M 769M 7.58%
Total Value $66.38B $60.13B 10.39%
New Positions 226 133 +93
Increased Positions 688 648 +40
Closed Positions 73 85 -12
Reduced Positions 441 429 +12
Total Calls 8 7 14.29%
Total Puts 8 7 14.29%
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: SPLG

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

1K + investors

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

Top 25 institutional holders of SPLG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Revere Asset Management, Inc 47.41% 1,209,143 $92.5M
2 Brown Financial Advisory 41.00% 1,080,020 $82.7M
3 Kedalion Capital Management LLP 39.32% 17,879,000 $1.37B
4 Sterling Group Wealth Management, LLC 39.09% 1,079,682 $82.6M
5 1900 WEALTH MANAGEMENT LLC 29.61% 6,025,725 $461.2M
6 Macco Financial Group, Inc. 29.05% 501,140 $38.4M
7 Private Wealth Group, LLC 27.22% 762,635 $58.4M
8 Wise Wealth Partners 26.39% 254,675 $19.5M
9 Klaas Financial Asset Advisors, LLC 26.15% 2,474,582 $189.4M
10 Ridgeline Wealth Planning, LLC 25.07% 448,546 $34.3M
11 Peterson Wealth Advisors, LLC 24.47% 2,403,354 $184.0M
12 RETIREMENT INCOME SOLUTIONS, INC 24.33% 1,859,482 $142.3M
13 Tull Financial Group, Inc. 23.57% 689,630 $52.8M
14 Bauman Advisory Group, LLC 22.31% 415,912 $31.8M
15 Solitude Financial Services 22.18% 910,220 $75.0M
16 DENVER WEALTH MANAGEMENT, INC. 20.34% 772,538 $59.1M
17 ODonnell Financial Services, LLC 20.18% 766,031 $58.6M
18 USS Investment Management Ltd 19.88% 66,398,232 $5.08B
19 Broadway Wealth Solutions, Inc. 19.58% 494,737 $37.9M
20 Strategic Financial Partners, Ltd. 19.55% 591,330 $45.3M
21 New Perspectives, Inc 19.37% 730,608 $55.9M
22 Auour Investments LLC 19.14% 794,899 $60.8M
23 Tennessee Valley Asset Management Partners 18.22% 1,802,322 $137.9M
24 PENOBSCOT WEALTH MANAGEMENT 17.96% 793,804 $60.8M
25 Mueller Wealth, LLC 17.88% 292,848 $22.4M
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 (SPLG)

What does the Smart Money Trend signal show for SPLG?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added SPLG 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 SPLG?

More buyers than sellers — 64% buying: Last quarter: 893 funds were net buyers (226 opened a brand new position + 667 added to an existing one). Only 499 were sellers (428 trimmed + 71 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SPLG holders?

Strong quality — 31% AUM from major funds: 30 of 1458 holders rank in the top 100 by AUM, accounting for 31% 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 SPLG?

49% of holders stayed for 2+ years: 709 out of 1,458 hedge funds have held SPLG 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.

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.