Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SPDR SERIES TRUST (TFI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +21
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — TFI

Based on 299 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added TFI 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 (99% of max)

99% of all-time peak
299 hedge funds hold TFI 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding TFI is almost the same as a year ago (-2 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 54% buying

150 buying126 selling
Last quarter: 150 funds bought or added vs 126 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.
📈

More new buyers each quarter (+20 vs last Q)

new funds entering per quarter
Funds opening a new TFI position: 28 → 42 → 31 → 51. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 19% medium ■ 18% new
186 out of 299 hedge funds have held TFI 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

49 → 28 → 42 → 31 → 51 new funds/Q
New funds entering each quarter: 28 → 42 → 31 → 51. A growing number of institutions are discovering TFI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 63% of holders stayed 2+ years

■ 63% veterans ■ 16% 1-2yr ■ 21% new
Of 299 current holders: 188 (63%) 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 — 34% AUM from major funds

34% from top-100 AUM funds
19 of 299 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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: TFI

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

Market Analysis: TFI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TFI

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

19 top-rated funds 1 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: TFI
2026 Q1 Stats Unlock in 10 days 299 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 299 278 7.55%
13F Shares 52M 62M -16.77%
Total Value $2.80B $3.25B -13.87%
New Positions 51 31 +20
Increased Positions 99 101 -2
Closed Positions 30 33 -3
Reduced Positions 96 90 +6
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TFI

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

299 + investors

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

Top 25 institutional holders of TFI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 NOVUS ADVISORS, LLC 2.80% 27,622 $1.3M
2 Revolve Wealth Partners, LLC 2.59% 439,995 $19.9M
3 INTEGRATED CAPITAL MANAGEMENT, INC. 2.08% 68,871 $3.1M
4 Capital Investment Management, Inc. 1.32% 82,823 $3.8M
5 TruNorth Capital Management, LLC 1.20% 137,583 $6.2M
6 COLLECTIVE FAMILY OFFICE LLC 1.15% 113,121 $5.1M
7 Aquire Wealth Advisors, LLC 0.88% 74,097 $3.4M
8 WEALTHCARE CAPITAL MANAGEMENT LLC 0.83% 183,337 $8.3M
9 Advisors Preferred, LLC 0.74% 110,894 $5.0M
10 FORONJY FINANCIAL LLC 0.68% 35,947 $1.6M
11 Foster Group, Inc. 0.64% 476,439 $21.6M
12 Sanchez Gaunt Capital Management, LLC 0.55% 19,453 $882K
13 Alliance Wealth Management Group 0.54% 54,281 $2.5M
14 FOCUS Wealth Advisors, LLC 0.51% 23,169 $1.1M
15 Towercrest Capital Management 0.49% 69,179 $3.1M
16 Meadowbrook Advisors Group, LLC 0.46% 16,996 $771K
17 Wealthcare Advisory Partners LLC 0.43% 489,073 $22.2M
18 CUMBERLAND ADVISORS INC 0.41% 23,100 $1.0M
19 Retirement Wealth Solutions LLC 0.40% 14,095 $639K
20 HHM Wealth Advisors, LLC 0.39% 75,094 $3.4M
21 JFS WEALTH ADVISORS, LLC 0.39% 154,341 $7.0M
22 Versant Capital Management, Inc 0.39% 87,149 $4.0M
23 SWS Partners 0.38% 33,576 $1.5M
24 Transcendent Capital Group LLC 0.36% 17,645 $800K
25 Idaho Trust Co 0.36% 24,310 $1.1M
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 (TFI)

What does the Smart Money Trend signal show for TFI?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added TFI 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 TFI?

Slight buying edge — 54% buying: Last quarter: 150 funds bought or added vs 126 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 TFI holders?

Strong quality — 34% AUM from major funds: 19 of 299 holders rank in the top 100 by AUM, accounting for 34% 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 TFI?

62% of holders stayed for 2+ years: 186 out of 299 hedge funds have held TFI 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.