Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Series Trust (XTN)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
2Q ▲
Buyers last Q
67%

Smart Money Signals — XTN

Based on 95 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added XTN 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
95 hedge funds hold XTN 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.
📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q
+9 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 67% buying

41 buying20 selling
Last quarter: 41 funds were net buyers (19 opened a brand new position + 22 added to an existing one). Only 20 were sellers (16 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new XTN position: 4 → 5 → 12 → 19. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

63% conviction (2yr+) 16% medium 21% new
60 out of 95 hedge funds have held XTN 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.
🚀

Acceleration phase — new buyers rushing in

10 → 4 → 5 → 12 → 19 new funds/Q
New funds entering each quarter: 4 → 5 → 12 → 19. 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 — 69% veterans vs 17% newcomers

69% veterans 13% 1-2yr 17% new
Entry-cohort mix of 98 holders: 68 (69%) are 2+ year veterans, 13 entered 1–2 years ago, and 17 (17%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 19% AUM from top-100

19% from top-100 AUM funds
18 of 94 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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 — XTN

In 2026 Q1, 41 hedge funds were net buyers of XTN (19 opened a new position, 22 added to an existing one), while 20 reduced or exited (16 trimmed, 4 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +15 funds (more new holders than closures). Total institutional holders: 95.

Hedge Fund Ownership: XTN

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

Market Analysis: XTN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XTN

-- --

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

Is It Too Late to Buy Spdr Series Trust (XTN) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much XTN has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 87d ago
XTN
+24.7%
SPY
+13.0%

XTN outperformed SPY by +11.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 42d ago
XTN
+11.2%
SPY
-0.5%

Since the filing became public, XTN outperformed SPY by +11.7% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: XTN
94 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 94 80 17.5%
13F Shares 2M 538K 223.15%
Total Value $162M $49M 228.62%
New Positions 18 12 +6
Increased Positions 22 15 +7
Closed Positions 4 6 -2
Reduced Positions 15 19 -4
Total Calls 2 1 100.0%
Total Puts 2 1 100.0%
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: XTN

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Institutional Holders (2026 Q1)

94 + investors

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

QUARTER:
Top 25 XTN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Element Pointe Advisors, LLC 3.93% 223,948 $20.8M
2 Phoenix Financial Ltd. 0.85% 960,785 $89.4M
3 Trust Co of Oklahoma 0.43% 15,857 $1.5M
4 Fsa Wealth Partners, INC. 0.42% 9,608 $894K
5 First Growth Capital LLC 0.34% 3,970 $377K
6 Total Wealth Planning & Management, Inc. 0.27% 3,940 $366K
7 M3 Advisory Group, LLC 0.23% 3,940 $366K
8 Garden State Investment Advisory Services LLC 0.20% 9,545 $888K
9 Henson-Edgewater Management, LLC 0.13% 2,195 $204K
10 Syntegra Private Wealth Group, LLC 0.08% 8,640 $804K
11 Nilsine Partners, LLC 0.07% 8,835 $925K
12 KKM Financial LLC 0.06% 3,425 $313K
13 Hollencrest Capital Management 0.06% 16,000 $1.5M
14 Gryphon Financial Partners LLC 0.05% 4,800 $446K
15 Retirement Income Solutions, Inc 0.04% 2,777 $258K
16 Perryman Financial Advisory Inc /Ad 0.03% 2,458 $229K
17 Hamilton Point Investment Advisors, LLC 0.03% 2,324 $216K
18 Sovran Advisors, LLC 0.03% 3,619 $379K
19 Access Investment Management LLC 0.02% 800 $74K
20 Register Financial Advisors LLC 0.02% 549 $51K
21 Smallwood Wealth Investment Management, LLC 0.01% 300 $28K
22 Darwin Wealth Management, LLC 0.01% 265 $25K
23 J.W. Cole Advisors, INC. 0.01% 2,324 $216K
24 AdvisorNet Financial, Inc 0.01% 1,318 $123K
25 Nbc Securities, INC. 0.01% 897 $83K
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 (XTN)

What does the Smart Money Trend signal show for XTN?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added XTN 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 XTN?

More buyers than sellers — 67% buying: Last quarter: 41 funds were net buyers (19 opened a brand new position + 22 added to an existing one). Only 20 were sellers (16 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for XTN holders?

Smaller funds dominant — 19% AUM from top-100: 18 of 94 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held XTN?

63% of holders stayed for 2+ years: 60 out of 95 hedge funds have held XTN 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.

Is it too late to buy Spdr Series Trust (XTN) following the 2026 Q1 hedge fund 13F filings?

As of today, XTN has moved +11.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to -0.5% for the SPY sector ETF — an outperformance of +11.7%. Since the quarter end (March 31, 2026), XTN has gained +24.7% vs +13.0% for SPY. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

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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