Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Series Trust (SPTM)

734 + 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
↑ +21
Streak
11Q ▲
Buyers last Q
52%

Smart Money Signals — SPTM

Based on 744 hedge funds · latest filing: 2026 Q1 · 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
744 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.
📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q
+121 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

336 buying304 selling
Last quarter: 336 funds bought or added vs 304 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.
⚠️

Fewer new buyers each quarter (-32 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 67 → 64 → 102 → 70. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 21% medium ■ 19% new
450 out of 744 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.
📈

Growing discovery — still being found

55 → 67 → 64 → 102 → 70 new funds/Q
New funds entering each quarter: 67 → 64 → 102 → 70. A growing number of institutions are discovering SPTM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 61% veterans vs 24% newcomers

■ 61% veterans ■ 14% 1-2yr ■ 24% new
Entry-cohort mix of 745 holders: 457 (61%) are 2+ year veterans, 108 entered 1–2 years ago, and 180 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 20% AUM from major funds

20% from top-100 AUM funds
25 of 742 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 Q1, 336 hedge funds were net buyers of SPTM (70 opened a new position, 266 added to an existing one), while 304 reduced or exited (255 trimmed, 49 sold completely) — a 52% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 20% of total institutional value in SPTM is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +21 funds (more new holders than closures). Total institutional holders: 744.

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

-- --

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

Is It Too Late to Buy Spdr Series Trust (SPTM) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SPTM has moved relative to its sector benchmark (SPY) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 9d ago
SPTM
-1.0%
SPY
-0.2%

SPTM outperformed SPY by -0.8% since June 30, 2026.

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

22 top-rated funds 36 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
4.1
/ 10
conviction
Hedge Fund Positioning: SPTM
2026 Q2 Stats Unlock in 41 days 734 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 734 723 1.52%
13F Shares 100M 100M 0.87%
Total Value $7.77B $8.05B -3.55%
New Positions 67 102 -35
Increased Positions 264 235 +29
Closed Positions 56 39 +17
Reduced Positions 252 255 -3
Total Calls 3 2 50.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SPTM

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Institutional Holders (2026 Q2)

734 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Integrated Capital Management, INC. 4.90% 77,316 $7.0M
2 Boston Standard Wealth Management, LLC 4.48% 339,708 $30.9M
3 Private Wealth Group, LLC 2.92% 83,185 $7.6M
4 Balefire, LLC 1.96% 132,332 $12.0M
5 Trinity Wealth Management, LLC 1.95% 67,829 $6.2M
6 RVW Wealth, LLC 1.82% 304,009 $27.6M
7 Eclectic Associates Inc /Adv 1.48% 142,793 $13.0M
8 Dogwood Wealth Management LLC 1.15% 32,041 $2.9M
9 SigFig Wealth Management, LLC 0.67% 281,572 $25.4M
10 Praetorian Wealth Management, Inc. 0.66% 41,914 $3.8M
11 Emprise Bank 0.54% 16,166 $1.5M
12 CGN Advisors LLC 0.40% 60,445 $5.5M
13 Waller Financial Planning Group, Inc 0.29% 15,279 $1.4M
14 Post Resch Tallon Group Inc. 0.28% 4,502 $409K
15 Ridgeline Wealth, LLC 0.28% 5,302 $481K
16 Financial Enhancement Group LLC 0.28% 25,531 $2.3M
17 Tlwm 0.23% 15,267 $1.4M
18 Sunburst Financial Group, LLC 0.19% 13,153 $1.2M
19 Attessa Capital LLC 0.18% 4,423 $402K
20 Elmwood Wealth Management, Inc. 0.16% 7,080 $643K
21 Vigilare Wealth Management 0.15% 5,302 $481K
22 Avior Wealth Management, LLC 0.14% 59,247 $5.4M
23 RDA Financial Network 0.12% 5,854 $531K
24 McNaughton Wealth Management, LLC 0.12% 3,586 $326K
25 Crumly & Associates Inc. 0.11% 6,186 $562K
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 — 52% buying: Last quarter: 336 funds bought or added vs 304 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 — 20% AUM from major funds: 25 of 742 holders rank in the top 100 by AUM, accounting for 20% 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: 450 out of 744 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.

Is it too late to buy Spdr Series Trust (SPTM) following the 2026 Q2 hedge fund 13F filings?

Since the quarter end (June 30, 2026), SPTM has gained -1.0% vs -0.2% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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