Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Series Trust (CWB)

558 + 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
↑ +47
Streak
5Q ▲
Buyers last Q
53%

Smart Money Signals — CWB

Based on 569 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 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
569 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.
🚀

Fast accumulation — +23% more funds vs a year ago

fund count last 6Q
+108 new funds entered over the past year (+23% 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.
🟡

Slight buying edge — 53% buying

261 buying236 selling
Last quarter: 261 funds bought or added vs 236 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.
📈

More new buyers each quarter (+19 vs last Q)

new funds entering per quarter
Funds opening a new CWB position: 74 → 74 → 69 → 88. 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+) ■ 17% medium ■ 20% new
359 out of 569 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.
💰

Value +49% but shares only +25% — price-driven

Value
+48%
Shares
+24%
Last quarter: the total dollar value of institutional holdings rose +49%, but actual share count only changed +25%. 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.
➡️

Steady discovery — ~88 new funds/quarter

52 → 74 → 74 → 69 → 88 new funds/Q
New funds entering each quarter: 74 → 74 → 69 → 88. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 67% veterans vs 21% newcomers

■ 67% veterans ■ 11% 1-2yr ■ 21% new
Entry-cohort mix of 573 holders: 386 (67%) are 2+ year veterans, 64 entered 1–2 years ago, and 123 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
32 of 565 holders are among the 100 largest funds by AUM, controlling 48% 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.
3.8
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 — CWB

In 2026 Q2, 261 hedge funds were net buyers of CWB (88 opened a new position, 173 added to an existing one), while 236 reduced or exited (195 trimmed, 41 sold completely) — a 53% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 48% of total institutional value in CWB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +47 funds (more new holders than closures). Total institutional holders: 569.

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

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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.

11 top-rated funds 16 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: CWB
558 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 558 522 6.9%
13F Shares 35M 28M 24.03%
Total Value $3.48B $2.35B 47.9%
New Positions 86 69 +17
Increased Positions 170 146 +24
Closed Positions 46 49 -3
Reduced Positions 192 196 -4
Total Calls 2 1 100.0%
Total Puts 6 3 100.0%
PUT/CALL Ratio 3.0 3.0 Bearish

Statistics: CWB

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Institutional Holders (2026 Q2)

558 + investors

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

QUARTER:
Top 25 CWB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 One Wealth Map LLC 17.37% 388,508 $38.2M
2 Goodman Advisory Group, LLC 13.04% 526,030 $56.7M
3 Florin Court Capital LLP 9.58% 54,395 $5.9M
4 Aegis Wealth Management, Inc. 8.48% 121,883 $13.1M
5 Wealth Watch Advisors, INC 7.21% 206,138 $22.2M
6 Paladin Partners, LLC 6.30% 88,414 $9.5M
7 Finward Bancorp 5.74% 70,187 $7.6M
8 Anderson Financial Strategies, LLC 4.93% 91,417 $9.5M
9 Guardian Capital, LLC 4.78% 54,212 $5.8M
10 William Mack & Associates, Inc. 4.55% 119,630 $12.9M
11 J. M. Brown & Associates Inc. 4.30% 69,628 $7.5M
12 Hershey Financial Advisers, LLC 4.12% 53,167 $5.7M
13 Lifestyle Asset Management, Inc. 4.00% 137,965 $14.9M
14 Baron Financial Group, LLC 3.68% 71,576 $7.7M
15 David J Yvars Group 3.31% 65,077 $7.0M
16 Emissary Wealth LLC 3.00% 36,502 $3.9M
17 Cooper Capital Advisors LLC 2.92% 62,491 $6.7M
18 Win Advisors, Inc 2.88% 74,914 $8.1M
19 Graetz Wealth LLC 2.86% 33,213 $3.6M
20 Brindle & Bay Financial Advisors, LLC 2.81% 52,032 $5.6M
21 River Wealth Advisors LLC 2.69% 238,819 $25.7M
22 HMS Capital Management, LLC 2.65% 65,653 $7.1M
23 Chesapeake Capital Corp /Il/ 2.63% 46,441 $5.0M
24 Howard Capital Management, LLC 2.56% 1,993,096 $214.9M
25 Hudson Portfolio Management LLC 2.44% 29,967 $3.2M
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 — 5 quarters in a row: For 5 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 — 53% buying: Last quarter: 261 funds bought or added vs 236 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 — 48% AUM from top-100 funds: 32 of 565 holders are among the 100 largest funds by AUM, controlling 48% 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?

63% of holders stayed for 2+ years: 359 out of 569 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.

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