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
↑ +85
Streak
3Q ▲
Buyers last Q
63%

Smart Money Signals — SPYV

Based on 1057 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
1,057 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 — +13% more funds vs a year ago

fund count last 6Q
+120 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 63% buying

614 buying366 selling
Last quarter: 614 funds were net buyers (155 opened a brand new position + 459 added to an existing one). Only 366 were sellers (296 trimmed + 70 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+72 vs last Q)

new funds entering per quarter
Funds opening a new SPYV position: 80 → 90 → 83 → 155. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 24% medium ■ 19% new
602 out of 1,057 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

128 → 80 → 90 → 83 → 155 new funds/Q
New funds entering each quarter: 80 → 90 → 83 → 155. A growing number of institutions are discovering SPYV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 57% of holders stayed 2+ years

■ 57% veterans ■ 17% 1-2yr ■ 26% new
Of 1,061 current holders: 603 (57%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 29% AUM from major funds

29% from top-100 AUM funds
27 of 1057 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

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.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

58 top-rated funds 73 high-conviction
Consensus
7.7
/ 10
breadth
×
Elite
4.7
/ 10
conviction
Hedge Fund Positioning: SPYV
2026 Q1 Stats Unlock in 11 days 1K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1061 974 8.93%
13F Shares 466M 444M 5.03%
Total Value $26.58B $24.55B 8.3%
New Positions 155 83 +72
Increased Positions 460 413 +47
Closed Positions 70 71 -1
Reduced Positions 301 327 -26
Total Calls 3 3 -
Total Puts 2 1 100.0%
PUT/CALL Ratio 0.67 0.33 Bullish

Statistics: SPYV

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

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.

Top 25 institutional holders of SPYV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Leicht Financial Planning & Wealth Management, Inc. 21.07% 820,882 $46.4M
2 Willis Johnson & Associates, Inc. 19.99% 6,067,330 $343.3M
3 Higgins & Schmidt Wealth Strategies LLC 16.54% 639,848 $36.2M
4 BALANCED WEALTH GROUP LLC 16.40% 811,411 $45.8M
5 Marathon Mission, Inc. 15.23% 462,531 $26.2M
6 Freestate Advisors LLC 15.16% 335,122 $19.0M
7 Octavia Wealth Advisors, LLC 14.73% 2,722,619 $154.0M
8 Compton Financial Group, LLC 13.58% 1,086,214 $61.5M
9 Whitcomb & Hess, Inc. 12.72% 963,988 $54.5M
10 Choice Wealth Advisors LLC 12.05% 542,723 $30.7M
11 Bucket List Wealth Management, LLC 11.93% 351,520 $20.0M
12 CarsonAllaria Wealth Management, Ltd. 11.81% 422,684 $23.9M
13 Alta Wealth Advisors LLC 11.79% 641,702 $36.3M
14 Breachway Investments LLC 11.19% 205,819 $11.7M
15 VISIONARY HORIZONS, LLC 10.84% 388,813 $22.0M
16 MBE Wealth Management, LLC 10.58% 450,337 $25.5M
17 Connecticut Wealth Management, LLC 10.18% 4,294,646 $243.0M
18 ABOUND FINANCIAL, LLC 9.93% 401,624 $22.7M
19 Roberts Financial Services LLC 9.89% 549,622 $31.1M
20 Lutz Financial Services LLC 9.26% 2,434,676 $137.8M
21 KWB Wealth 9.15% 1,627,559 $92.5M
22 Strategic Financial Partners, Ltd. 8.99% 367,900 $20.8M
23 Magnus Financial Group LLC 8.44% 1,837,787 $104.0M
24 Aureum Wealth Management, LLC 8.31% 211,159 $11.9M
25 AlphaStar Capital Management, LLC 8.15% 1,953,318 $110.5M
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 — 3 quarters in a row: For 3 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?

More buyers than sellers — 63% buying: Last quarter: 614 funds were net buyers (155 opened a brand new position + 459 added to an existing one). Only 366 were sellers (296 trimmed + 70 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SPYV holders?

Strong quality — 29% AUM from major funds: 27 of 1057 holders rank in the top 100 by AUM, accounting for 29% 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?

57% of holders stayed for 2+ years: 602 out of 1,057 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.

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.