Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Series Trust (SPYV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +45
Streak
11Q ▲
Buyers last Q
54%

Smart Money Signals — SPYV

Based on 1174 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 SPYV 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
1,174 hedge funds hold SPYV 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
+185 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 — 54% buying

576 buying483 selling
Last quarter: 576 funds bought or added vs 483 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 (-53 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 103 → 90 → 168 → 115. 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.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 25% medium ■ 20% new
652 out of 1,174 hedge funds have held SPYV 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

88 → 103 → 90 → 168 → 115 new funds/Q
New funds entering each quarter: 103 → 90 → 168 → 115. A growing number of institutions are discovering SPYV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 56% veterans vs 26% newcomers

■ 56% veterans ■ 18% 1-2yr ■ 26% new
Entry-cohort mix of 1,179 holders: 666 (56%) are 2+ year veterans, 211 entered 1–2 years ago, and 302 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 27% AUM from major funds

27% from top-100 AUM funds
36 of 1172 holders rank in the top 100 by AUM, accounting for 27% 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 — SPYV

In 2026 Q1, 576 hedge funds were net buyers of SPYV (115 opened a new position, 461 added to an existing one), while 483 reduced or exited (413 trimmed, 70 sold completely) — a 54% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 27% of total institutional value in SPYV is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +45 funds (more new holders than closures). Total institutional holders: 1174.

Hedge Fund Ownership: SPYV

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

Market Analysis: SPYV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SPYV

-- --

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

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

Signal Freshness measures how much SPYV 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 · 45d ago
SPYV
+4.8%
SPY
+3.4%

SPYV outperformed SPY by +1.4% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 0d ago
SPYV
+0.0%
SPY
+0.0%

Since the filing became public, SPYV outperformed SPY by +0.0% .

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.

31 top-rated funds 88 high-conviction
Consensus
6.5
/ 10
breadth
×
Elite
4.5
/ 10
conviction
Hedge Fund Positioning: SPYV
2026 Q2 Stats Unlock in 5 days 1K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1158 1128 2.66%
13F Shares 465M 472M -1.45%
Total Value $25.96B $26.88B -3.39%
New Positions 109 168 -59
Increased Positions 457 489 -32
Closed Positions 79 74 +5
Reduced Positions 407 312 +95
Total Calls 3 3 -
Total Puts 3 2 50.0%
PUT/CALL Ratio 1.0 0.67 Neutral

Statistics: SPYV

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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 SPYV. 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 SPYV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Willis Johnson & Associates, Inc. 21.17% 6,252,618 $380.1M
2 Leicht Financial Planning & Wealth Management, Inc. 20.68% 830,431 $50.5M
3 Higgins & Schmidt Wealth Strategies LLC 17.00% 677,779 $41.2M
4 Balanced Wealth Group LLC 15.88% 827,687 $50.2M
5 Marathon Mission, Inc. 14.98% 493,644 $30.0M
6 Octavia Wealth Advisors, LLC 14.79% 2,818,236 $171.3M
7 Freestate Advisors LLC 14.77% 325,280 $19.8M
8 Collier Financial 13.75% 330,680 $20.1M
9 Whitcomb & Hess, Inc. 13.02% 991,666 $60.3M
10 Alpha Capital Advisors Inc /Adv 12.01% 228,850 $13.9M
11 CBM Financial, LLC 11.93% 323,913 $20.1M
12 Leslie Global Wealth, LLC 11.80% 498,627 $30.3M
13 CarsonAllaria Wealth Management, Ltd. 11.68% 443,527 $27.0M
14 Choice Wealth Advisors LLC 11.62% 544,554 $33.1M
15 Wells Financial Advisors INC 10.97% 19,442 $1.2M
16 Granville Capital, INC. 10.92% 402,146 $24.4M
17 Alta Wealth Advisors LLC 10.81% 656,065 $39.9M
18 Destiny Capital Corp/CO 10.51% 371,790 $22.6M
19 Connecticut Wealth Management, LLC 10.49% 4,665,939 $283.6M
20 Visionary Horizons, LLC 9.90% 389,843 $23.7M
21 Roberts Financial Services LLC 9.84% 552,950 $33.6M
22 MBE Wealth Management, LLC 9.82% 459,724 $27.9M
23 Strategic Financial Partners, Ltd. 9.48% 413,615 $25.1M
24 Lutz Financial Services LLC 9.24% 2,496,836 $151.8M
25 Walsh & Associates, LLC 9.16% 184,501 $11.2M
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 (SPYV)

What does the Smart Money Trend signal show for SPYV?

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

Slight buying edge — 54% buying: Last quarter: 576 funds bought or added vs 483 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 SPYV holders?

Strong quality — 27% AUM from major funds: 36 of 1172 holders rank in the top 100 by AUM, accounting for 27% 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 SPYV?

56% of holders stayed for 2+ years: 652 out of 1,174 hedge funds have held SPYV 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 (SPYV) following the 2026 Q2 hedge fund 13F filings?

As of today, SPYV has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), SPYV has gained +4.8% vs +3.4% 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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