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

Spdr Series Trust (SPMB)

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

Smart Money Signals — SPMB

Based on 239 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their SPMB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🏔️

At the ownership peak (98% of max)

98% of all-time peak

239 hedge funds hold SPMB 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 — +10% more funds vs a year ago

fund count last 6Q

+21 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 55% buying

135 buying110 selling

Last quarter: 135 funds bought or added vs 110 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.

➡️

Steady new buyers — ~33 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 24 → 29 → 37 → 33. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 27% medium ■ 20% new

128 out of 239 hedge funds have held SPMB 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

31 → 24 → 29 → 37 → 33 new funds/Q

New funds entering each quarter: 24 → 29 → 37 → 33. A growing number of institutions are discovering SPMB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 56% veterans vs 26% newcomers

■ 56% veterans ■ 18% 1-2yr ■ 26% new

Entry-cohort mix of 239 holders: 134 (56%) are 2+ year veterans, 43 entered 1–2 years ago, and 62 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 16% AUM from top-100

16% from top-100 AUM funds

18 of 239 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

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	238	243	-2.06%
13F Shares	286M	279M	2.58%
Total Value	$6.33B	$6.25B	1.38%
New Positions	33	37	-4
Increased Positions	102	97	+5
Closed Positions	38	18	+20
Reduced Positions	71	77	-6
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

238

243

-2.06%

13F Shares

286M

279M

2.58%

Total Value

$6.33B

$6.25B

1.38%

New Positions

-4

Increased Positions

102

Closed Positions

+20

Reduced Positions

-6

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

238 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SPMB. 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 SPMB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Financial Life Advisors	8.25%	1,300,999	$29.0M
2	Financial Engines Advisors L.L.C.	7.80%	196,882,687	$4.39B
3	Collier Financial	7.55%	494,650	$11.0M
4	93 Financial Group, LLC	7.06%	801,374	$17.9M
5	Leicht Financial Planning & Wealth Management, Inc.	5.66%	618,696	$13.8M
6	Acute Investment Advisory, LLC	5.35%	22,658	$506K
7	Compton Financial Group, LLC	3.74%	870,078	$19.4M
8	Tidemark, LLC	3.53%	703,013	$15.7M
9	Financial Plan, Inc.	2.87%	1,354,741	$30.2M
10	Leslie Global Wealth, LLC	2.83%	326,291	$7.3M
11	True Blue Financial, LLC	2.72%	289,271	$6.5M
12	Midwest Capital Advisors, LLC	2.43%	268,183	$6.0M
13	Abound Financial, LLC	2.36%	265,292	$5.9M
14	Chesapeake Wealth Management	1.99%	318,400	$7.1M
15	Seed Wealth Management, Inc.	1.96%	138,610	$3.1M
16	Altfest L J & Co Inc	1.92%	885,863	$19.8M
17	Horizon Financial Services, LLC	1.80%	210,457	$4.7M
18	Ehrlich Financial Group	1.60%	139,202	$3.1M
19	Detalus Advisors, LLC	1.43%	328,868	$7.3M
20	Spectrum Planning & Advisory Services Inc.	1.43%	142,862	$3.2M
21	Stokes Family Office, LLC	1.27%	487,991	$10.9M
22	Advisory Alpha, LLC	1.22%	2,230,802	$49.8M
23	Archer Investment Management, LLC	1.22%	159,834	$3.6M
24	Confluence Investment Management LLC	1.17%	3,370,501	$75.2M
25	Boltwood Capital Management	1.14%	223,723	$5.0M

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 (SPMB)

What does the Smart Money Trend signal show for SPMB?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their SPMB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for SPMB?

Slight buying edge — 55% buying: Last quarter: 135 funds bought or added vs 110 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 SPMB holders?

Smaller funds dominant — 16% AUM from top-100: 18 of 239 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SPMB?

54% of holders stayed for 2+ years: 128 out of 239 hedge funds have held SPMB 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.

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Spdr Series Trust (SPMB)

Smart Money Signals — SPMB

Selling streak — 1 quarter in a row

At the ownership peak (98% of max)

Steady growth — +10% more funds vs a year ago

Slight buying edge — 55% buying

Steady new buyers — ~33 new funds per quarter

54% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 56% veterans vs 26% newcomers

Smaller funds dominant — 16% AUM from top-100

Institutional Sentiment Summary — SPMB

Hedge Fund Ownership: SPMB

Market Analysis: SPMB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SPMB

Hedge Fund Positioning: SPMB

Statistics: SPMB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Spdr Series Trust (SPMB)

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