Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Series Trust (SPTM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +33
Streak
11Q ▲
Buyers last Q
50%

Smart Money Signals — SPTM

Based on 778 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added SPTM 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
778 hedge funds hold SPTM 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 — +21% more funds vs a year ago

fund count last 6Q
+134 new funds entered over the past year (+21% 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.
🟡

Slight buying edge — 50% buying

338 buying335 selling
Last quarter: 338 funds bought or added vs 335 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.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new SPTM position: 64 → 102 → 71 → 79. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 20% medium ■ 20% new
466 out of 778 hedge funds have held SPTM 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 — ~79 new funds/quarter

68 → 64 → 102 → 71 → 79 new funds/Q
New funds entering each quarter: 64 → 102 → 71 → 79. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 62% veterans vs 25% newcomers

■ 62% veterans ■ 13% 1-2yr ■ 25% new
Entry-cohort mix of 781 holders: 482 (62%) are 2+ year veterans, 101 entered 1–2 years ago, and 198 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 22% AUM from major funds

22% from top-100 AUM funds
29 of 777 holders rank in the top 100 by AUM, accounting for 22% 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.

Institutional Sentiment Summary — SPTM

In 2026 Q2, 338 hedge funds were net buyers of SPTM (79 opened a new position, 259 added to an existing one), while 335 reduced or exited (289 trimmed, 46 sold completely) — a 50% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 22% of total institutional value in SPTM is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +33 funds (more new holders than closures). Total institutional holders: 778.

Hedge Fund Ownership: SPTM

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

Market Analysis: SPTM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SPTM

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

18 top-rated funds 38 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: SPTM
777 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 777 745 4.3%
13F Shares 98M 101M -3.15%
Total Value $8.59B $7.79B 10.26%
New Positions 79 71 +8
Increased Positions 258 265 -7
Closed Positions 46 50 -4
Reduced Positions 289 255 +34
Total Calls 3 3 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SPTM

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Institutional Holders (2026 Q2)

777 + investors

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

QUARTER:
Top 25 SPTM holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Professional Financial Advisors, LLC 35.24% 2,244,068 $203.7M
2 Weitzel Financial Services, Inc. 21.00% 684,063 $61.8M
3 Financial Planning Fort Collins, LLC 20.84% 301,484 $27.5M
4 Hughes Financial Services, LLC 20.82% 1,730,399 $157.1M
5 B.O.S.S. Retirement Advisors, LLC 19.52% 796,314 $72.3M
6 Fox Financial, Inc 19.07% 301,615 $27.4M
7 Treasure Coast Financial Planning 18.42% 415,958 $37.8M
8 Wall Capital Group, Inc. 18.22% 245,135 $22.3M
9 Voisard Asset Management Group, INC. 14.93% 868,980 $78.9M
10 Rosenberg Matthew Hamilton 14.52% 858,575 $78.0M
11 Mueller Wealth, LLC 12.53% 202,687 $18.4M
12 Financial Strategies Group, Inc. 11.29% 779,808 $70.9M
13 Winch Advisory Services, LLC 11.26% 597,158 $54.2M
14 Owl Creek Wealth Partners LLC 10.44% 392,903 $35.7M
15 Abound Financial, LLC 10.29% 284,191 $25.8M
16 Spartan Planning & Wealth Management 10.04% 166,207 $15.1M
17 Aquire Wealth Advisors, LLC 9.72% 466,911 $42.4M
18 Syntegra Private Wealth Group, LLC 9.57% 1,360,734 $123.5M
19 Capasso Planning Partners LLC 9.54% 210,645 $19.1M
20 Mpwm Advisory Solutions, LLC 9.30% 223,805 $20.3M
21 Cornerstone Financial Group, LLC /NE/ 8.86% 158,282 $14.4M
22 M3 Wealth Management, LLC 8.57% 145,538 $13.2M
23 Ervin Investment Management, LLC 8.31% 168,556 $15.3M
24 Aldebaran Financial Inc. 8.07% 109,406 $9.9M
25 Rinkey Investments 7.77% 363,352 $33.0M
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 (SPTM)

What does the Smart Money Trend signal show for SPTM?

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

Slight buying edge — 50% buying: Last quarter: 338 funds bought or added vs 335 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 SPTM holders?

Strong quality — 22% AUM from major funds: 29 of 777 holders rank in the top 100 by AUM, accounting for 22% 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 SPTM?

60% of holders stayed for 2+ years: 466 out of 778 hedge funds have held SPTM 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.

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