Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SPDR SERIES TRUST (SPTI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +25
Streak
1Q ▲
Buyers last Q
62%

Smart Money Signals — SPTI

Based on 373 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added SPTI 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
373 hedge funds hold SPTI 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 — +15% more funds vs a year ago

fund count last 6Q
+49 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 62% buying

237 buying143 selling
Last quarter: 237 funds were net buyers (64 opened a brand new position + 173 added to an existing one). Only 143 were sellers (104 trimmed + 39 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+23 vs last Q)

new funds entering per quarter
Funds opening a new SPTI position: 55 → 54 → 41 → 64. 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+) ■ 29% medium ■ 22% new
181 out of 373 hedge funds have held SPTI 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.
➡️

Steady discovery — ~64 new funds/quarter

51 → 55 → 54 → 41 → 64 new funds/Q
New funds entering each quarter: 55 → 54 → 41 → 64. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 52% of holders stayed 2+ years

■ 52% veterans ■ 18% 1-2yr ■ 29% new
Of 373 current holders: 194 (52%) 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 — 29% AUM from major funds

29% from top-100 AUM funds
21 of 373 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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.

Hedge Fund Ownership: SPTI

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

Market Analysis: SPTI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SPTI

-- --

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.

20 top-rated funds 23 high-conviction
Consensus
5.7
/ 10
breadth
×
Elite
4.1
/ 10
conviction
Hedge Fund Positioning: SPTI
2026 Q1 Stats Unlock in 11 days 373 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 373 348 7.18%
13F Shares 299M 293M 2.15%
Total Value $8.63B $8.47B 1.91%
New Positions 64 41 +23
Increased Positions 173 169 +4
Closed Positions 39 54 -15
Reduced Positions 104 101 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SPTI

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Valuation Measures Data as of: --

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

373 + investors

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

Top 25 institutional holders of SPTI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 One Day In July LLC 12.29% 5,356,793 $153.5M
2 Leicht Financial Planning & Wealth Management, Inc. 12.23% 940,643 $27.0M
3 Compton Financial Group, LLC 11.79% 1,862,719 $53.4M
4 BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 10.86% 660,917 $18.9M
5 VOISARD ASSET MANAGEMENT GROUP, INC. 10.71% 1,751,198 $50.2M
6 S. R. Schill & Associates 10.42% 538,400 $15.4M
7 Evergreen Wealth Partners LLC 8.47% 387,106 $11.1M
8 Appalachian Capital Management Ltd 7.69% 335,006 $9.6M
9 Flagstone Financial Management 6.16% 866,477 $24.8M
10 Melone Private Wealth, LLC 5.97% 510,141 $14.6M
11 Concord Asset Management, LLC/VA 5.43% 1,121,967 $32.2M
12 Frisch Financial Group, Inc. 5.27% 879,342 $25.2M
13 Higgins & Schmidt Wealth Strategies LLC 4.91% 374,815 $10.7M
14 Black Diamond Financial, LLC 4.65% 1,487,097 $42.6M
15 STEPHENS GROUP ASSET MANAGEMENT, LLC 4.64% 2,537,953 $72.7M
16 INTEGRATED CAPITAL MANAGEMENT, INC. 4.50% 236,042 $6.8M
17 Concord Wealth Partners 4.23% 1,136,477 $32.6M
18 ArborFi Advisors, LLC 4.22% 180,357 $5.2M
19 SENTINEL PENSION ADVISORS, LLC 4.00% 943,734 $27.0M
20 Equita Financial Network, Inc. 3.93% 435,818 $12.5M
21 TPG Financial Advisors, LLC 3.76% 403,555 $11.6M
22 Tilson Financial Group, Inc. 3.41% 396,000 $11.3M
23 MATHER GROUP, LLC. 3.40% 11,895,021 $340.9M
24 Arjuna Capital 3.38% 464,474 $13.3M
25 ABOUND FINANCIAL, LLC 3.33% 265,708 $7.6M
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 (SPTI)

What does the Smart Money Trend signal show for SPTI?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added SPTI 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 SPTI?

More buyers than sellers — 62% buying: Last quarter: 237 funds were net buyers (64 opened a brand new position + 173 added to an existing one). Only 143 were sellers (104 trimmed + 39 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SPTI holders?

Strong quality — 29% AUM from major funds: 21 of 373 holders rank in the top 100 by AUM, accounting for 29% 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 SPTI?

49% of holders stayed for 2+ years: 181 out of 373 hedge funds have held SPTI 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.