Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SPDR SERIES TRUST (SPSB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%

518+

Inst. Holders

Hedge Fund Ownership: SPSB

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

Market Analysis: SPSB

Analyst Price Targets

Avg. Price Target
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Analyst Recommendations

Stock Performance

Real-time

Company Profile: SPSB

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

37 top-rated funds 20 high-conviction
Consensus
6.9
/ 10
breadth
×
Elite
4.6
/ 10
conviction
Hedge Fund Positioning: SPSB
2026 Q1 Stats Unlock in 6 days 518 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 518 509 1.77%
13F Shares 201M 193M 4.02%
Total Value $6.07B $5.84B 3.94%
New Positions 58 54 +4
Increased Positions 241 220 +21
Closed Positions 49 58 -9
Reduced Positions 156 156 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SPSB

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Financial Highlights

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Institutional Holders (2026 Q1)

518 + investors

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

Top 25 institutional holders of SPSB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Woodside Wealth Management LLC 11.87% 505,290 $15.2M
2 SoundView Advisors Inc. 10.02% 936,129 $28K
3 Walker Financial Services, Inc. 9.76% 949,179 $28.5M
4 CAPITAL WEALTH MANAGEMENT, LLC 9.52% 1,170,745 $35.2M
5 HORIZON FINANCIAL SERVICES, LLC 8.43% 634,547 $19.1M
6 Flagstone Financial Management 6.81% 912,452 $27.4M
7 Cooke Wealth Management, LLC 6.80% 255,364 $7.7M
8 SWMG, LLC 6.09% 709,019 $21.3M
9 ARKANSAS FINANCIAL GROUP, INC. 5.90% 1,408,718 $42.3M
10 Concord Asset Management, LLC/VA 5.47% 1,077,015 $32.4M
11 Winthrop Capital Management, LLC 5.23% 676,963 $20K
12 Strategic Point Investment Advisors, LLC 5.22% 1,195,219 $35.9M
13 Rockwood Wealth Management, LLC 5.18% 2,408,155 $72.4M
14 Rodgers & Associates, LTD 5.10% 1,665,715 $50.1M
15 ARRIEN INVESTMENTS, INC. 4.95% 303,552 $9.1M
16 ROGCO, LP 4.85% 482,735 $14.5M
17 Orange Investment Advisors, Inc. 4.54% 1,163,729 $35.0M
18 Cherry Tree Wealth Management, LLC 4.46% 701,304 $21.1M
19 Concord Wealth Partners 4.34% 1,111,212 $33.4M
20 Advisory Alpha, LLC 4.26% 5,184,845 $155.9M
21 MCF Advisors LLC 3.99% 3,028,206 $91.1M
22 SOUTHERN MICHIGAN BANK & TRUST 3.89% 337,503 $10.1M
23 Roan Capital Partners 3.88% 139,592 $4.2M
24 Cedar Mountain Advisors, LLC 3.71% 631,291 $19.0M
25 Saiph Capital, LLC 3.56% 313,238 $9.4M
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 (SPSB)

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.