Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Index Shs Fds (GWX)

264 + Investors. Track Smart Money conviction in GWX. 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
↑ +14
Streak
5Q ▲
Buyers last Q
55%

Smart Money Signals — GWX

Based on 266 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 GWX 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
266 hedge funds hold GWX 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 — +22% more funds vs a year ago

fund count last 6Q
+48 new funds entered over the past year (+22% 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 — 55% buying

135 buying109 selling
Last quarter: 135 funds bought or added vs 109 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 — ~38 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 25 → 31 → 33 → 38. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 17% medium ■ 20% new
168 out of 266 hedge funds have held GWX 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

29 → 25 → 31 → 33 → 38 new funds/Q
New funds entering each quarter: 25 → 31 → 33 → 38. A growing number of institutions are discovering GWX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 67% veterans vs 21% newcomers

■ 67% veterans ■ 12% 1-2yr ■ 21% new
Entry-cohort mix of 266 holders: 178 (67%) are 2+ year veterans, 31 entered 1–2 years ago, and 57 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
20 of 266 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — GWX

In 2026 Q2, 135 hedge funds were net buyers of GWX (38 opened a new position, 97 added to an existing one), while 109 reduced or exited (85 trimmed, 24 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 32% of total institutional value in GWX is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +14 funds (more new holders than closures). Total institutional holders: 266.

Hedge Fund Ownership: GWX

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

Market Analysis: GWX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GWX

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: GWX
264 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 264 252 4.76%
13F Shares 14M 13M 6.48%
Total Value $588M $527M 11.54%
New Positions 37 33 +4
Increased Positions 96 60 +36
Closed Positions 25 28 -3
Reduced Positions 85 100 -15
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GWX

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Institutional Holders (2026 Q2)

264 + investors

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

QUARTER:
Top 25 GWX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CarsonAllaria Wealth Management, Ltd. 1.98% 104,256 $4.6M
2 Eagle Bluffs Wealth Management LLC 1.56% 106,873 $4.7M
3 Novus Advisors, LLC 1.50% 16,494 $722K
4 Stonehaven Wealth & Tax Solutions, LLC 1.41% 40,225 $1.8M
5 Landmark Wealth Management, INC. 1.14% 78,577 $3.4M
6 Roan Capital Partners 1.12% 30,892 $1.4M
7 Lockerman Financial Group, INC. 0.89% 13,350 $584K
8 Upper Left Wealth Management, LLC 0.85% 35,229 $1.5M
9 Capital Investment Management, Inc. 0.82% 61,018 $2.7M
10 N.E.W. Advisory Services LLC 0.65% 223,623 $9.8M
11 Aspire Private Capital, LLC 0.60% 66,578 $2.9M
12 RTD Financial Advisors, Inc. 0.60% 124,894 $5.5M
13 Raleigh Capital Management Inc. 0.51% 36,358 $1.6M
14 Tobias Financial Advisors, INC. 0.50% 89,497 $3.9M
15 Camelot Technology Advisors, INC. 0.50% 16,839 $737K
16 Wilmington Savings Fund Society, FSB 0.49% 503,359 $22.0M
17 Total Clarity Wealth Management, Inc. 0.45% 53,000 $2.3M
18 Richardson Financial Services INC. 0.43% 17,521 $767K
19 PCB Capital LLC 0.40% 7,516 $329K
20 October Effect Ltd 0.32% 7,680 $336K
21 International Private Wealth Advisors LLC 0.29% 12,890 $564K
22 WealthPoint Financial, LLC 0.29% 8,987 $393K
23 Hibernia Wealth Partners, LLC 0.25% 10,362 $453K
24 Fsb Premier Wealth Management, INC. 0.24% 19,783 $866K
25 Vestia Personal Wealth Advisors 0.24% 14,056 $615K
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 Index Shs Fds (GWX)

What does the Smart Money Trend signal show for GWX?

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

Slight buying edge — 55% buying: Last quarter: 135 funds bought or added vs 109 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 GWX holders?

Strong quality — 32% AUM from major funds: 20 of 266 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held GWX?

63% of holders stayed for 2+ years: 168 out of 266 hedge funds have held GWX 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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