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

Spdr Series Trust (XSD)

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

Smart Money Signals — XSD

Based on 311 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q

For 5 consecutive quarters, more hedge funds added XSD 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

311 hedge funds hold XSD 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 — +42% more funds vs a year ago

fund count last 6Q

+92 new funds entered over the past year (+42% 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 — 60% buying

153 buying102 selling

Last quarter: 153 funds were net buyers (78 opened a brand new position + 75 added to an existing one). Only 102 were sellers (86 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+48 vs last Q)

new funds entering per quarter

Funds opening a new XSD position: 41 → 39 → 30 → 78. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 23% medium ■ 29% new

151 out of 311 hedge funds have held XSD 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 +127% but shares only +19% — price-driven

Value

+127%

+19%

Last quarter: the total dollar value of institutional holdings rose +127%, but actual share count only changed +19%. 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

43 → 41 → 39 → 30 → 78 new funds/Q

New funds entering each quarter: 41 → 39 → 30 → 78. A growing number of institutions are discovering XSD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 57% veterans vs 31% newcomers

■ 57% veterans ■ 12% 1-2yr ■ 31% new

Entry-cohort mix of 317 holders: 181 (57%) are 2+ year veterans, 38 entered 1–2 years ago, and 98 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds

29 of 307 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in XSD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.2

out of 10

Moderate Exit Risk

Exit risk score 4.2/10 — 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	306	249	22.89%
13F Shares	2M	2M	19.49%
Total Value	$1.31B	$577M	127.34%
New Positions	78	30	+48
Increased Positions	75	71	+4
Closed Positions	17	23	-6
Reduced Positions	82	75	+7
Total Calls	4	4	-
Total Puts	6	4	50.0%
PUT/CALL Ratio	1.5	1.0	Bearish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

306

249

22.89%

13F Shares

19.49%

Total Value

$1.31B

$577M

127.34%

New Positions

+48

Increased Positions

Closed Positions

-6

Reduced Positions

Total Calls

Total Puts

50.0%

PUT/CALL Ratio

1.5

1.0

Bearish

Institutional Holders (2026 Q2)

306 + investors

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

QUARTER:

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

Top 25 XSD holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	SMI Advisory Services, LLC	3.34%	36,067	$20.6M
2	Dale Q Rice Investment Management Ltd	2.98%	8,803	$5.5M
3	Beaumont Asset Management, L.L.C.	2.77%	11,434	$7.1M
4	Warner Group LLC	2.41%	15,678	$9.8M
5	FOCUS Wealth Advisors, LLC	2.17%	7,506	$4.7M
6	Hobart Private Capital, LLC	2.16%	20,157	$12.6M
7	Members Advisory Group LLC	2.05%	11,786	$7.4M
8	Adams Wealth Management	2.01%	16,822	$10.5M
9	Jmac Enterprises LLC	1.98%	18,839	$11.7M
10	American Trust Investment Advisors, LLC	1.96%	6,379	$4.0M
11	Game Plan Financial Advisors, LLC	1.95%	8,398	$5.2M
12	McGuire Investment Group, LLC	1.85%	33,795	$21.1M
13	CacheTech Inc.	1.79%	17,713	$11.0M
14	Sage Capital Advisors,llc	1.36%	10,504	$6.6M
15	Altfest L J & Co Inc	1.07%	17,606	$11.0M
16	Harbor Advisory Corp /Ma/	1.06%	6,375	$4.0M
17	Sharper & Granite LLC	0.98%	5,090	$3.2M
18	SFI Advisors, LLC	0.93%	1,734	$1.1M
19	Odyssey Capital Advisors, Inc.	0.93%	2,076	$1.3M
20	First Interstate Bank	0.82%	25,137	$15.7M
21	ATX Financial Planning, LLC	0.76%	1,847	$1.2M
22	High Point Wealth Management, LLC	0.70%	1,375	$857K
23	Vertex Investment Solutions Co., Ltd.	0.70%	1,700	$1.0M
24	Junk Investment Group, LLC	0.66%	2,379	$1.5M
25	M3 Advisory Group, LLC	0.66%	2,028	$1.3M

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 (XSD)

What does the Smart Money Trend signal show for XSD?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added XSD 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 XSD?

More buyers than sellers — 60% buying: Last quarter: 153 funds were net buyers (78 opened a brand new position + 75 added to an existing one). Only 102 were sellers (86 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for XSD holders?

Elite ownership — 53% AUM from top-100 funds: 29 of 307 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in XSD. 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 XSD?

49% of holders stayed for 2+ years: 151 out of 311 hedge funds have held XSD 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 (XSD)

Smart Money Signals — XSD

Buying streak — 5 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +42% more funds vs a year ago

More buyers than sellers — 60% buying

More new buyers each quarter (+48 vs last Q)

49% of holders stayed for 2+ years

Value +127% but shares only +19% — price-driven

Growing discovery — still being found

Veteran-anchored — 57% veterans vs 31% newcomers

Elite ownership — 53% AUM from top-100 funds

Institutional Sentiment Summary — XSD

Hedge Fund Ownership: XSD

Market Analysis: XSD

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: XSD

Hedge Fund Positioning: XSD

Statistics: XSD

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Spdr Series Trust (XSD)

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