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

Spdr Series Trust (XHS)

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

Smart Money Signals — XHS

Based on 69 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added XHS 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

69 hedge funds hold XHS 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 — +33% more funds vs a year ago

fund count last 6Q

+17 new funds entered over the past year (+33% 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

36 buying20 selling

Last quarter: 36 funds were net buyers (19 opened a brand new position + 17 added to an existing one). Only 20 were sellers (9 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+14 vs last Q)

new funds entering per quarter

Funds opening a new XHS position: 7 → 12 → 5 → 19. 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+) ■ 20% medium ■ 23% new

39 out of 69 hedge funds have held XHS 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 +84% but shares only +39% — price-driven

Value

+83%

+39%

Last quarter: the total dollar value of institutional holdings rose +84%, but actual share count only changed +39%. 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.

📈

Growing discovery — still being found

8 → 7 → 12 → 5 → 19 new funds/Q

New funds entering each quarter: 7 → 12 → 5 → 19. A growing number of institutions are discovering XHS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 64% veterans vs 30% newcomers

■ 64% veterans ■ 6% 1-2yr ■ 30% new

Entry-cohort mix of 69 holders: 44 (64%) are 2+ year veterans, 4 entered 1–2 years ago, and 21 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 69% AUM from top-100 funds

69% from top-100 AUM funds

18 of 69 holders are among the 100 largest funds by AUM, controlling 69% of total institutional value in XHS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.0

out of 10

Moderate Exit Risk

Exit risk score 4.0/10 — 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	69	61	13.11%
13F Shares	698K	501K	39.33%
Total Value	$92M	$50M	83.86%
New Positions	19	5	+14
Increased Positions	17	12	+5
Closed Positions	11	5	+6
Reduced Positions	9	15	-6
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

13.11%

13F Shares

698K

501K

39.33%

Total Value

$92M

$50M

83.86%

New Positions

+14

Increased Positions

Closed Positions

Reduced Positions

-6

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

69 + investors

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

QUARTER:

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

Top 25 XHS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Finivi Inc.	1.81%	26,758	$3.5M
2	Alamea Verwaltungs GmbH	0.63%	6,000	$793K
3	Bluedoor Private Wealth, LLC	0.55%	9,867	$1.3M
4	Fsa Wealth Partners, INC.	0.36%	10,813	$1.4M
5	Orser Capital Management, LLC	0.16%	2,000	$317K
6	First Growth Capital LLC	0.15%	1,515	$200K
7	Kaizen Financial Strategies	0.12%	2,722	$371K
8	Spire Wealth Management	0.11%	28,286	$3.7M
9	Corecam Pte. Ltd.	0.09%	1,770	$234K
10	Spinnaker Trust	0.04%	6,705	$886K
11	CoreCap Advisors, LLC	0.03%	8,768	$1.2M
12	Barnes Dennig Private Wealth Management LLC	0.02%	214	$28K
13	Wiser Advisor Group LLC	0.02%	112	$15K
14	Tower Research Capital LLC (TRC)	0.02%	4,903	$648K
15	Summit Trail Advisors, LLC	0.02%	9,337	$1.2M
16	Glen Eagle Advisors, LLC	0.01%	846	$112K
17	Integrated Wealth Concepts LLC	0.01%	17,340	$2.3M
18	Merit Financial Group, LLC	0.01%	12,181	$1.6M
19	Truvestments Capital LLC	0.01%	455	$60K
20	CreativeOne Wealth, LLC	0.01%	3,012	$398K
21	Western Wealth Management, LLC	0.01%	1,831	$242K
22	Lanark Financial, INC.	0.01%	808	$107K
23	Medallion Wealth Advisors, LLC	0.01%	125	$17K
24	Kestra Private Wealth Services, LLC	0.00%	2,639	$349K
25	Capital Investment Advisory Services, LLC	0.00%	420	$56K

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 (XHS)

What does the Smart Money Trend signal show for XHS?

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

More buyers than sellers — 64% buying: Last quarter: 36 funds were net buyers (19 opened a brand new position + 17 added to an existing one). Only 20 were sellers (9 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for XHS holders?

Elite ownership — 69% AUM from top-100 funds: 18 of 69 holders are among the 100 largest funds by AUM, controlling 69% of total institutional value in XHS. 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 XHS?

57% of holders stayed for 2+ years: 39 out of 69 hedge funds have held XHS 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 (XHS)

Smart Money Signals — XHS

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Fast accumulation — +33% more funds vs a year ago

More buyers than sellers — 64% buying

More new buyers each quarter (+14 vs last Q)

57% of holders stayed for 2+ years

Value +84% but shares only +39% — price-driven

Growing discovery — still being found

Veteran-anchored — 64% veterans vs 30% newcomers

Elite ownership — 69% AUM from top-100 funds

Institutional Sentiment Summary — XHS

Hedge Fund Ownership: XHS

Market Analysis: XHS

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: XHS

Hedge Fund Positioning: XHS

Statistics: XHS

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Spdr Series Trust (XHS)

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