Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SPDR SERIES TRUST (CWB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +16
Streak
3Q ▲
Buyers last Q
51%

Smart Money Signals — CWB

Based on 464 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added CWB 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
464 hedge funds hold CWB 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 CWB is almost the same as a year ago (-1 funds, 0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 51% buying

209 buying197 selling
Last quarter: 209 funds bought or added vs 197 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~65 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 47 → 46 → 67 → 65. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 19% medium ■ 16% new
303 out of 464 hedge funds have held CWB 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

76 → 47 → 46 → 67 → 65 new funds/Q
New funds entering each quarter: 47 → 46 → 67 → 65. A growing number of institutions are discovering CWB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 69% of holders stayed 2+ years

■ 69% veterans ■ 11% 1-2yr ■ 20% new
Of 466 current holders: 320 (69%) 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 — 44% AUM from top-100 funds

44% from top-100 AUM funds
23 of 464 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in CWB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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.

Hedge Fund Ownership: CWB

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

Market Analysis: CWB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CWB

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

40 top-rated funds 8 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: CWB
2026 Q1 Stats Unlock in 21 days 466 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 466 452 3.1%
13F Shares 33M 36M -6.1%
Total Value $2.88B $3.14B -8.2%
New Positions 65 67 -2
Increased Positions 146 142 +4
Closed Positions 49 50 -1
Reduced Positions 155 152 +3
Total Calls 1 2 -50.0%
Total Puts 2 2 -
PUT/CALL Ratio 2.0 1.0 Bearish

Statistics: CWB

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

466 + investors

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

Top 25 institutional holders of CWB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Goodman Advisory Group, LLC 12.42% 522,882 $47.9M
2 FSC Wealth Advisors, LLC 8.26% 4,728 $433K
3 William Mack & Associates, Inc. 6.22% 118,869 $10.9M
4 Finward Bancorp 5.13% 70,137 $6.4M
5 Baron Financial Group, LLC 3.57% 72,386 $6.6M
6 David J Yvars Group 3.20% 62,571 $5.7M
7 HMS Capital Management, LLC 2.36% 66,766 $6.1M
8 Windsor Capital Management, LLC 2.23% 86,438 $7.9M
9 Optivise Advisory Services LLC 2.21% 39,923 $3.7M
10 Financial & Tax Architects, LLC 2.14% 105,088 $9.6M
11 Sage Capital Management, LLC 2.14% 49,660 $4.5M
12 Yorktown Management & Research Co Inc 1.76% 23,000 $2.1M
13 Portland Financial Advisors Inc 1.70% 8,909 $815K
14 XML Financial, LLC 1.38% 186,523 $17.1M
15 Aletheian Wealth Advisors LLC 1.36% 30,377 $2.8M
16 FOCUS Wealth Advisors, LLC 1.30% 29,071 $2.7M
17 Investment Management Trust, LLC 1.21% 13,620 $1.2M
18 Everstar Asset Management, LLC 1.14% 23,380 $2.1M
19 HF Advisory Group, LLC 1.06% 34,109 $3.1M
20 GILPIN WEALTH MANAGEMENT, LLC 1.04% 14,298 $1.3M
21 NTV ASSET MANAGEMENT LLC 0.98% 97,403 $8.9M
22 Powell Investment Advisors, LLC 0.95% 30,227 $2.8M
23 Farrell Financial LLC 0.86% 15,638 $1.4M
24 RCW Management, LLC 0.81% 8,639 $791K
25 SYKON CAPITAL LLC 0.81% 26,563 $2.4M
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 (CWB)

What does the Smart Money Trend signal show for CWB?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added CWB 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 CWB?

Slight buying edge — 51% buying: Last quarter: 209 funds bought or added vs 197 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CWB holders?

Elite ownership — 44% AUM from top-100 funds: 23 of 464 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in CWB. 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 CWB?

65% of holders stayed for 2+ years: 303 out of 464 hedge funds have held CWB 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.