Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SPDR SERIES TRUST (XSW)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
43%

Smart Money Signals — XSW

Based on 104 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
104 hedge funds hold XSW 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding XSW is almost the same as a year ago (-3 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 43% buying

38 buying51 selling
Last quarter: 51 funds reduced or exited vs 38 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 — ~16 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 14 → 10 → 18 → 16. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 20% medium ■ 24% new
58 out of 104 hedge funds have held XSW 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

30 → 14 → 10 → 18 → 16 new funds/Q
New funds entering each quarter: 14 → 10 → 18 → 16. A growing number of institutions are discovering XSW each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 57% of holders stayed 2+ years

■ 57% veterans ■ 12% 1-2yr ■ 30% new
Of 105 current holders: 60 (57%) 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 — 68% AUM from top-100 funds

68% from top-100 AUM funds
16 of 104 holders are among the 100 largest funds by AUM, controlling 68% of total institutional value in XSW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — XSW

In 2025 Q4, 38 hedge funds were net buyers of XSW (16 opened a new position, 22 added to an existing one), while 51 reduced or exited (35 trimmed, 16 sold completely) — a 43% buyer ratio, indicating roughly balanced activity. 68% of total institutional value in XSW is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 104.

Hedge Fund Ownership: XSW

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

Market Analysis: XSW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XSW

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 2 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: XSW
2026 Q1 Stats Unlock in 8 days 105 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 105 105 -
13F Shares 1M 1M 1.64%
Total Value $235M $244M -3.79%
New Positions 16 19 -3
Increased Positions 23 22 +1
Closed Positions 16 15 +1
Reduced Positions 36 29 +7
Total Calls 1 1 -
Total Puts 1 1 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: XSW

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Financial Highlights

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Institutional Holders (2026 Q1)

105 + investors

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

Top 25 institutional holders of XSW — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 McGuire Investment Group, LLC 1.07% 66,286 $9.4M
2 Tandem Financial, LLC 0.88% 19,355 $2.8M
3 Performa Ltd (US), LLC 0.87% 27,000 $3.8M
4 High Point Wealth Management, LLC 0.56% 4,067 $579K
5 Dale Q Rice Investment Management Ltd 0.39% 3,596 $512K
6 Essex LLC 0.39% 15,356 $2.2M
7 MWA Asset Management 0.37% 1,549 $678K
8 FIFTH THIRD SECURITIES, INC. 0.28% 30,499 $4.3M
9 Grant Private Wealth Management Inc 0.26% 3,379 $481K
10 American State Bank (Iowa) 0.22% 1,500 $231K
11 Kaizen Financial Strategies 0.18% 2,735 $414K
12 NFSG Corp 0.17% 7,071 $1.0M
13 V2 Financial group LLC 0.13% 1,900 $270K
14 Sharper & Granite LLC 0.07% 1,525 $217K
15 Beacon Financial Advisory LLC 0.07% 2,156 $307K
16 Clear Harbor Asset Management, LLC 0.05% 4,935 $702K
17 NTV ASSET MANAGEMENT LLC 0.04% 2,823 $402K
18 RETIREMENT INCOME SOLUTIONS, INC 0.04% 1,704 $242K
19 AMICA MUTUAL INSURANCE CO 0.04% 3,024 —
20 LOWE BROCKENBROUGH & CO INC 0.03% 4,145 $590K
21 Composition Wealth, LLC 0.03% 13,471 $1.9M
22 Greenspring Advisors, LLC 0.02% 2,010 $286K
23 KINGSWOOD WEALTH ADVISORS, LLC 0.02% 2,360 $336K
24 Sherman Asset Management, Inc. 0.02% 118 $17K
25 Canton Hathaway, LLC 0.01% 423 $60K
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 (XSW)

What does the Smart Money Trend signal show for XSW?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for XSW?

More sellers than buyers — 43% buying: Last quarter: 51 funds reduced or exited vs 38 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 XSW holders?

Elite ownership — 68% AUM from top-100 funds: 16 of 104 holders are among the 100 largest funds by AUM, controlling 68% of total institutional value in XSW. 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 XSW?

56% of holders stayed for 2+ years: 58 out of 104 hedge funds have held XSW 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.