Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SPDR SERIES TRUST (XAR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +80
Streak
11Q ▲
Buyers last Q
67%

Smart Money Signals — XAR

Based on 566 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 XAR 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
566 hedge funds hold XAR 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 — +57% more funds vs a year ago

fund count last 6Q
+205 new funds entered over the past year (+57% 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.
🟢

More buyers than sellers — 67% buying

332 buying164 selling
Last quarter: 332 funds were net buyers (112 opened a brand new position + 220 added to an existing one). Only 164 were sellers (132 trimmed + 32 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+34 vs last Q)

new funds entering per quarter
Funds opening a new XAR position: 74 → 67 → 78 → 112. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

45% of holders stayed for 2+ years

■ 45% conviction (2yr+) ■ 23% medium ■ 32% new
253 out of 566 hedge funds have held XAR 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

44 → 74 → 67 → 78 → 112 new funds/Q
New funds entering each quarter: 74 → 67 → 78 → 112. A growing number of institutions are discovering XAR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 49% of holders stayed 2+ years

■ 49% veterans ■ 12% 1-2yr ■ 39% new
Of 575 current holders: 281 (49%) 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.
🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds
28 of 566 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in XAR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — XAR

In 2026 Q1, 332 hedge funds were net buyers of XAR (112 opened a new position, 220 added to an existing one), while 164 reduced or exited (132 trimmed, 32 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 55% of total institutional value in XAR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +80 funds (more new holders than closures). Total institutional holders: 566.

Hedge Fund Ownership: XAR

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

Market Analysis: XAR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XAR

-- --

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

Is It Too Late to Buy SPDR SERIES TRUST (XAR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much XAR 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 · 71d ago
XAR
+10.0%
SPY
+13.7%

XAR outperformed SPY by -3.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 26d ago
XAR
+4.8%
SPY
+0.0%

Since the filing became public, XAR outperformed SPY by +4.8% .

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.

26 top-rated funds 9 high-conviction
Consensus
6.2
/ 10
breadth
×
Elite
4.5
/ 10
conviction
Hedge Fund Positioning: XAR
560 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 560 486 15.23%
13F Shares 10M 9M 8.42%
Total Value $2.52B $2.13B 18.32%
New Positions 108 78 +30
Increased Positions 219 184 +35
Closed Positions 34 34 -
Reduced Positions 129 112 +17
Total Calls 5 4 25.0%
Total Puts 4 3 33.33%
PUT/CALL Ratio 0.8 0.75 Neutral

Statistics: XAR

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)

560 + investors

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

QUARTER:
Top 25 institutional holders of XAR — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CUMBERLAND ADVISORS INC 7.33% 73,747 $18.7M
2 AFFINITY WEALTH MANAGEMENT LLC 6.05% 157,447 $40.0M
3 Warner Group LLC 5.30% 31,938 $8.1M
4 Enclave Advisors LLC 4.64% 133,374 $33.9M
5 SOUTHERN CAPITAL SERVICES INC /ADV 4.10% 25,101 $6.4M
6 Point Nemo Capital, LLC 3.46% 20,702 $5.3M
7 Howard Capital Management Group, LLC 3.13% 185,898 $47.2M
8 WealthSpring Partners, LLC 3.10% 13,289 $3.4M
9 WESPAC Advisors SoCal, LLC 2.67% 49,364 $12.5M
10 Horizon Wealth Management, LLC 2.44% 65,645 $16.7M
11 INNEALTA CAPITAL, LLC 2.40% 15,234 $3.9M
12 VIEWPOINT INVESTMENT PARTNERS CORP 2.34% 23,288 $5.1M
13 PACIFIC SUN FINANCIAL CORP 2.20% 17,910 $4.5M
14 Purewater Capital LLC 2.06% 8,484 $2.2M
15 Teamwork Financial Advisors, LLC 2.01% 74,902 $19.0M
16 SFI Advisors, LLC 1.93% 7,241 $1.8M
17 Robinhood Asset Management, LLC 1.81% 98,151 $24.9M
18 Buska Wealth Management, LLC 1.72% 16,817 $4.3M
19 BREAKTHRU ADVISORY SERVICES, LLC 1.57% 3,860 $980K
20 FLC Capital Advisors 1.55% 34,082 $8.7M
21 BOURGEON CAPITAL MANAGEMENT LLC 1.50% 34,109 $8.7M
22 Fortune 45 LLC 1.41% 11,417 $2.9M
23 NORTHLAND SECURITIES, INC. 1.36% 5,633 $1.4M
24 Norris Financial Group, LLC 1.36% 16,373 $4.2M
25 VVR Holdings LLC 1.35% 10,271 $2.6M
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 (XAR)

What does the Smart Money Trend signal show for XAR?

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

More buyers than sellers — 67% buying: Last quarter: 332 funds were net buyers (112 opened a brand new position + 220 added to an existing one). Only 164 were sellers (132 trimmed + 32 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for XAR holders?

Elite ownership — 55% AUM from top-100 funds: 28 of 566 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in XAR. 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 XAR?

45% of holders stayed for 2+ years: 253 out of 566 hedge funds have held XAR 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 (XAR) following the 2026 Q1 hedge fund 13F filings?

As of today, XAR has moved +4.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +4.8%. Since the quarter end (March 31, 2026), XAR has gained +10.0% vs +13.7% 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 →