Spdr Series Trust (XAR) Hedge Fund Ownership (Q2 2026)

Spdr Series Trust (XAR)

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

Smart Money Signals — XAR

Based on 618 hedge funds · latest filing: 2026 Q2 · 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

618 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 — +51% more funds vs a year ago

fund count last 6Q

+210 new funds entered over the past year (+51% 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 — 64% buying

354 buying197 selling

Last quarter: 354 funds were net buyers (110 opened a brand new position + 244 added to an existing one). Only 197 were sellers (138 trimmed + 59 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~110 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 67 → 79 → 112 → 110. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 24% medium ■ 32% new

268 out of 618 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.

💰

Value +26% but shares only +3% — price-driven

Value

+26%

+3%

Last quarter: the total dollar value of institutional holdings rose +26%, but actual share count only changed +3%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

🚀

Acceleration phase — new buyers rushing in

76 → 67 → 79 → 112 → 110 new funds/Q

New funds entering each quarter: 67 → 79 → 112 → 110. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🏛️

Veteran-anchored — 49% veterans vs 41% newcomers

■ 49% veterans ■ 10% 1-2yr ■ 41% new

Entry-cohort mix of 625 holders: 305 (49%) are 2+ year veterans, 65 entered 1–2 years ago, and 255 (41%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds

27 of 617 holders are among the 100 largest funds by AUM, controlling 50% 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.

4.5

out of 10

Moderate Exit Risk

Exit risk score 4.5/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	616	567	8.64%
13F Shares	10M	10M	3.38%
Total Value	$3.18B	$2.52B	25.96%
New Positions	109	112	-3
Increased Positions	243	220	+23
Closed Positions	59	33	+26
Reduced Positions	135	130	+5
Total Calls	4	5	-20.0%
Total Puts	3	4	-25.0%
PUT/CALL Ratio	0.75	0.8	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

616

567

8.64%

13F Shares

10M

3.38%

Total Value

$3.18B

$2.52B

25.96%

New Positions

109

112

-3

Increased Positions

243

220

+23

Closed Positions

+26

Reduced Positions

135

130

Total Calls

-20.0%

Total Puts

-25.0%

PUT/CALL Ratio

0.75

0.8

Neutral

Institutional Holders (2026 Q2)

616 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 XAR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Cumberland Advisors Inc	7.26%	72,577	$20.6M
2	Affinity Wealth Management LLC	5.72%	156,609	$44.4M
3	Enclave Advisors LLC	5.14%	143,072	$40.6M
4	Warner Group LLC	4.56%	65,204	$18.5M
5	Southern Capital Services Inc /Adv	4.35%	27,331	$7.8M
6	Maloon Powers Pitre Higgins & Dennehy, LLC	3.47%	35,536	$10.1M
7	WealthSpring Partners, LLC	3.43%	14,075	$4.0M
8	Howard Capital Management Group, LLC	3.20%	184,408	$52.3M
9	WESPAC Advisors SoCal, LLC	2.55%	50,425	$14.3M
10	Breakthru Advisory Services, LLC	2.55%	2,673	$759K
11	Innealta Capital, LLC	2.31%	15,234	$4.3M
12	Teamwork Financial Advisors, LLC	2.18%	84,616	$24.0M
13	Viewpoint Investment Partners Corp	2.03%	19,904	$5.9M
14	Norris Financial Group, LLC	1.98%	17,568	$5.0M
15	Pacific Sun Financial Corp	1.95%	16,679	$4.7M
16	Purewater Capital LLC	1.91%	9,301	$2.6M
17	Robinhood Asset Management, LLC	1.78%	117,413	$33.3M
18	SFI Advisors, LLC	1.74%	7,097	$2.0M
19	Alamea Verwaltungs GmbH	1.59%	7,000	$2.0M
20	FLC Capital Advisors	1.54%	33,637	$9.5M
21	Bourgeon Capital Management LLC	1.37%	32,764	$9.3M
22	VVR Holdings LLC	1.36%	11,069	$3.1M
23	Anson Capital, Inc.	1.33%	7,221	$2.0M
24	Authentikos Wealth Advisory, LLC	1.33%	7,319	$2.1M
25	Marshall Investment Management, LLC	1.31%	11,089	$3.1M

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 (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 — 64% buying: Last quarter: 354 funds were net buyers (110 opened a brand new position + 244 added to an existing one). Only 197 were sellers (138 trimmed + 59 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for XAR holders?

Elite ownership — 50% AUM from top-100 funds: 27 of 617 holders are among the 100 largest funds by AUM, controlling 50% 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?

43% of holders stayed for 2+ years: 268 out of 618 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.

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.

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Spdr Series Trust (XAR)

Smart Money Signals — XAR

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +51% more funds vs a year ago

More buyers than sellers — 64% buying

Steady new buyers — ~110 new funds per quarter

43% of holders stayed for 2+ years

Value +26% but shares only +3% — price-driven

Acceleration phase — new buyers rushing in

Veteran-anchored — 49% veterans vs 41% newcomers

Elite ownership — 50% AUM from top-100 funds

Institutional Sentiment Summary — XAR

Hedge Fund Ownership: XAR

Market Analysis: XAR

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: XAR

Hedge Fund Positioning: XAR

Statistics: XAR

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Spdr Series Trust (XAR)

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