Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Series Trust (SPYD)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +28
Streak
2Q ▲
Buyers last Q
60%

Smart Money Signals — SPYD

Based on 497 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added SPYD 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
497 hedge funds hold SPYD 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 — +11% more funds vs a year ago

fund count last 6Q
+49 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 60% buying

265 buying179 selling
Last quarter: 265 funds were net buyers (67 opened a brand new position + 198 added to an existing one). Only 179 were sellers (140 trimmed + 39 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 39 → 42 → 77 → 67. 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.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 21% medium ■ 21% new
290 out of 497 hedge funds have held SPYD 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.
💰

Price up while funds trimmed (-17% value, -75% shares)

Value
-16%
Shares
-74%
Last quarter: total value of institutional SPYD holdings rose -17% even though funds reduced share count by 75%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
🚀

Acceleration phase — new buyers rushing in

52 → 39 → 42 → 77 → 67 new funds/Q
New funds entering each quarter: 39 → 42 → 77 → 67. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 61% veterans vs 23% newcomers

■ 61% veterans ■ 16% 1-2yr ■ 23% new
Entry-cohort mix of 500 holders: 305 (61%) are 2+ year veterans, 78 entered 1–2 years ago, and 117 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
25 of 496 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in SPYD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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 — SPYD

In 2026 Q1, 265 hedge funds were net buyers of SPYD (67 opened a new position, 198 added to an existing one), while 179 reduced or exited (140 trimmed, 39 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 45% of total institutional value in SPYD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +28 funds (more new holders than closures). Total institutional holders: 497.

Hedge Fund Ownership: SPYD

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

Market Analysis: SPYD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SPYD

-- --

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

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

Signal Freshness measures how much SPYD has moved relative to its sector benchmark (SPY) since the 2026 Q1 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 March 31, 2026 · 84d ago
SPYD
+4.7%
SPY
+14.9%

SPYD outperformed SPY by -10.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 39d ago
SPYD
+2.8%
SPY
+1.1%

Since the filing became public, SPYD outperformed SPY by +1.7% .

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.

28 top-rated funds 1 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: SPYD
494 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 494 469 5.33%
13F Shares 43M 170M -74.61%
Total Value $1.93B $2.32B -16.76%
New Positions 66 77 -11
Increased Positions 198 167 +31
Closed Positions 41 51 -10
Reduced Positions 138 144 -6
Total Calls 2 2 -
Total Puts 2 1 100.0%
PUT/CALL Ratio 1.0 0.5 Neutral

Statistics: SPYD

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

494 + investors

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

QUARTER:
Top 25 SPYD holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Curran Financial Partners, LLC 4.53% 556,216 $25.3M
2 Genesee Capital Advisors, LLC 3.17% 166,290 $7.6M
3 SWS Partners 2.72% 242,031 $11.0M
4 Auto-Owners Insurance Co 2.61% 2,740,000 $124.8M
5 Financial Gravity Asset Management, Inc. 2.50% 308,980 $14.1M
6 Keystone Financial Planning, Inc. 2.39% 196,319 $8.9M
7 Cowa, LLC 2.31% 187,874 $8.6M
8 SBI Securities Co., Ltd. 1.85% 1,479,156 $67.3M
9 Mfg Wealth Management, INC. 1.83% 48,586 $2.2M
10 Innovative Wealth Building LLC 1.60% 49,975 $2.3M
11 Total Clarity Wealth Management, Inc. 1.44% 134,597 $6.1M
12 Econ Financial Services Corp 1.30% 61,562 $2.8M
13 Vantagepoint Investment Advisers LLC 1.28% 3,315,128 $150.9M
14 Roan Capital Partners 1.25% 29,766 $1.4M
15 First Hawaiian Bank 1.24% 195,322 $8.9M
16 Greenberg Financial Group 1.16% 61,994 $2.8M
17 Phoenix Wealth Advisors 1.07% 59,264 $2.7M
18 Sonoma Private Wealth LLC 1.04% 18,563 $845K
19 Collier Financial 1.02% 29,486 $1.3M
20 V2 Financial group LLC 0.98% 46,152 $2.1M
21 White Pine Capital LLC 0.94% 73,372 $3.3M
22 Stanich Group LLC 0.89% 25,723 $1.2M
23 Independent Wealth Network Inc. 0.87% 64,645 $2.9M
24 Castleview Partners, LLC 0.85% 36,602 $1.7M
25 Cascade Investment Group, INC. 0.84% 28,049 $1.3M
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 (SPYD)

What does the Smart Money Trend signal show for SPYD?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added SPYD 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 SPYD?

More buyers than sellers — 60% buying: Last quarter: 265 funds were net buyers (67 opened a brand new position + 198 added to an existing one). Only 179 were sellers (140 trimmed + 39 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SPYD holders?

Elite ownership — 45% AUM from top-100 funds: 25 of 496 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in SPYD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SPYD?

58% of holders stayed for 2+ years: 290 out of 497 hedge funds have held SPYD 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 (SPYD) following the 2026 Q1 hedge fund 13F filings?

As of today, SPYD has moved +2.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of +1.7%. Since the quarter end (March 31, 2026), SPYD has gained +4.7% vs +14.9% 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.

Full history →