Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Series Trust (XITK)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
44%

Smart Money Signals — XITK

Based on 43 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 XITK 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.
📊

High ownership — 84% of 3.0Y peak

84% of all-time peak
43 funds currently hold this stock — 84% of the 3.0-year high of 51 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 16% fewer funds vs a year ago

fund count last 6Q
8 fewer hedge funds hold XITK compared to a year ago (-16% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 44% buying

15 buying19 selling
Last quarter: 19 funds reduced or exited vs 15 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 6 → 3 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

79% of holders stayed for 2+ years

■ 79% conviction (2yr+) ■ 12% medium ■ 9% new
34 out of 43 hedge funds have held XITK 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.
💰

Price up while funds trimmed (+29% value, -3% shares)

Value
+29%
Shares
-3%
Last quarter: total value of institutional XITK holdings rose +29% even though funds reduced share count by 3%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~8 new funds/quarter

7 → 3 → 6 → 3 → 8 new funds/Q
New funds entering each quarter: 3 → 6 → 3 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 74% veterans vs 14% newcomers

■ 74% veterans ■ 12% 1-2yr ■ 14% new
Entry-cohort mix of 43 holders: 32 (74%) are 2+ year veterans, 5 entered 1–2 years ago, and 6 (14%) 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
11 of 43 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in XITK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.7
out of 10
Low Exit Risk
Exit risk score 2.7/10 — 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.

Institutional Sentiment Summary — XITK

In 2026 Q2, 15 hedge funds were net buyers of XITK (8 opened a new position, 7 added to an existing one), while 19 reduced or exited (14 trimmed, 5 sold completely) — a 44% buyer ratio, indicating roughly balanced activity. 50% of total institutional value in XITK is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 43.

Hedge Fund Ownership: XITK

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

Market Analysis: XITK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XITK

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: XITK
43 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 43 40 7.5%
13F Shares 120K 124K -3.43%
Total Value $23M $18M 29.34%
New Positions 8 3 +5
Increased Positions 7 7 -
Closed Positions 5 12 -7
Reduced Positions 14 15 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XITK

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Institutional Holders (2026 Q2)

43 + investors

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

QUARTER:
Top 25 XITK holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sage Capital Management, LLC 1.51% 19,776 $3.9M
2 Opulen Financial Group LLC 0.22% 1,808 $354K
3 Kaizen Financial Strategies 0.21% 3,314 $647K
4 Money Concepts Capital Corp 0.07% 7,872 $1.5M
5 Kwmg, LLC 0.07% 4,872 $954K
6 Millstone Evans Group, LLC 0.04% 336 $66K
7 Harbor Asset Planning, Inc. 0.03% 188 $37K
8 Cornerstone Wealth Management, LLC 0.01% 1,037 $203K
9 Key FInancial Inc 0.01% 230 $45K
10 Aventus Investment Advisors, Inc. 0.01% 42 $8K
11 Perigon Wealth Management, LLC 0.00% 1,597 $313K
12 Tidemark, LLC 0.00% 108 $21K
13 Salem Investment Counselors Inc 0.00% 935 $183K
14 NFSG Corp 0.00% 172 $34K
15 LPL Financial LLC 0.00% 33,833 $6.6M
16 Capital Investment Advisory Services, LLC 0.00% 113 $22K
17 Kestra Advisory Services, LLC 0.00% 1,737 $340K
18 IFP Advisors, Inc 0.00% 293 $57K
19 Arax Advisory Partners 0.00% 600 $118K
20 Asset Dedication, LLC 0.00% 62 $12K
21 Commonwealth Equity Services, LLC 0.00% 2,766 $542K
22 Harbour Investments, INC. 0.00% 187 $37K
23 Osaic Holdings, INC. 0.00% 1,550 $304K
24 Citigroup Inc 0.00% 5,461 $1.1M
25 Investors Research Corp 0.00% 10 $2K
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 (XITK)

What does the Smart Money Trend signal show for XITK?

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

More sellers than buyers — 44% buying: Last quarter: 19 funds reduced or exited vs 15 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for XITK holders?

Elite ownership — 50% AUM from top-100 funds: 11 of 43 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in XITK. 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 XITK?

79% of holders stayed for 2+ years: 34 out of 43 hedge funds have held XITK 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.

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