Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Series Trust (SPYG)

1K + Investors. Track Smart Money conviction in SPYG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
53%

Smart Money Signals — SPYG

Based on 1321 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their SPYG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,321 hedge funds hold SPYG 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 — +23% more funds vs a year ago

fund count last 6Q
+243 new funds entered over the past year (+23% 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 — 53% buying

662 buying593 selling
Last quarter: 662 funds bought or added vs 593 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 (-84 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 135 → 132 → 200 → 116. 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.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 25% medium ■ 19% new
732 out of 1,321 hedge funds have held SPYG 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

92 → 135 → 132 → 200 → 116 new funds/Q
New funds entering each quarter: 135 → 132 → 200 → 116. A growing number of institutions are discovering SPYG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 58% veterans vs 26% newcomers

■ 58% veterans ■ 17% 1-2yr ■ 26% new
Entry-cohort mix of 1,327 holders: 767 (58%) are 2+ year veterans, 220 entered 1–2 years ago, and 340 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
35 of 1318 holders rank in the top 100 by AUM, accounting for 33% 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 — SPYG

In 2026 Q1, 662 hedge funds were net buyers of SPYG (116 opened a new position, 546 added to an existing one), while 593 reduced or exited (475 trimmed, 118 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 33% of total institutional value in SPYG is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 1321.

Hedge Fund Ownership: SPYG

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

Market Analysis: SPYG

Analyst Price Targets

Avg. Price Target
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Analyst Recommendations

Stock Performance

Real-time

Company Profile: SPYG

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

33 top-rated funds 108 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
4.8
/ 10
conviction
Hedge Fund Positioning: SPYG
2026 Q2 Stats Unlock in 1 days 1K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1305 1321 -1.21%
13F Shares 320M 325M -1.62%
Total Value $30.70B $34.56B -11.17%
New Positions 111 200 -89
Increased Positions 539 484 +55
Closed Positions 127 83 +44
Reduced Positions 467 469 -2
Total Calls 3 4 -25.0%
Total Puts 4 3 33.33%
PUT/CALL Ratio 1.33 0.75 Bearish

Statistics: SPYG

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Institutional Holders (2026 Q2)

1K + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 SPYG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Fortitude Financial, LLC 22.76% 212,893 $25.3M
2 Leicht Financial Planning & Wealth Management, Inc. 20.95% 429,682 $51.1M
3 Destiny Capital Corp/CO 20.83% 376,350 $44.8M
4 Investments & Financial Planning, LLC 20.79% 369,041 $43.9M
5 Reston Wealth Management LLC 19.64% 612,211 $72.8M
6 Willis Johnson & Associates, Inc. 18.65% 2,813,228 $334.7M
7 Higgins & Schmidt Wealth Strategies LLC 17.09% 348,013 $41.4M
8 Alpha Capital Advisors Inc /Adv 16.87% 164,264 $19.5M
9 Ackerman Capital Advisors, LLC 16.07% 670,729 $79.8M
10 Focused Wealth Management, Inc 15.85% 1,531,390 $182.2M
11 Benchmark Financial, LLC 15.73% 162,245 $19.3M
12 Three Cord True Wealth Management, LLC 15.06% 266,058 $31.7M
13 Black Swift Group, LLC 14.95% 869,331 $103.4M
14 Collier Financial 14.86% 182,496 $21.7M
15 Retiremitten Financial LLC 14.61% 291,147 $34.6M
16 Leslie Global Wealth, LLC 14.61% 315,334 $37.5M
17 Marathon Mission, Inc. 14.49% 244,049 $29.0M
18 Octavia Wealth Advisors, LLC 14.39% 1,400,992 $166.7M
19 Sage Advisory Services, Ltd.Co. 13.46% 229,926 $27.4M
20 Wells Financial Advisors INC 13.23% 11,977 $1.4M
21 Walsh & Associates, LLC 13.13% 135,126 $16.1M
22 CarsonAllaria Wealth Management, Ltd. 12.87% 249,537 $29.7M
23 Truefg, LLC 12.70% 457,032 $54.4M
24 Cannon Financial Strategists, Inc. 12.38% 914,234 $108.8M
25 Granville Capital, INC. 12.12% 227,928 $27.1M
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 (SPYG)

What does the Smart Money Trend signal show for SPYG?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their SPYG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for SPYG?

Slight buying edge — 53% buying: Last quarter: 662 funds bought or added vs 593 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 SPYG holders?

Strong quality — 33% AUM from major funds: 35 of 1318 holders rank in the top 100 by AUM, accounting for 33% 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 SPYG?

55% of holders stayed for 2+ years: 732 out of 1,321 hedge funds have held SPYG 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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