Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SPDR INDEX SHS FDS (GWX)

236 + 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
↑ +16
Streak
3Q ▲
Buyers last Q
61%

Smart Money Signals — GWX

Based on 236 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 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
236 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.
📶

Steady growth — +16% more funds vs a year ago

fund count last 6Q
+33 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 61% buying

124 buying79 selling
Last quarter: 124 funds were net buyers (26 opened a brand new position + 98 added to an existing one). Only 79 were sellers (69 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~26 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 20 → 27 → 24 → 26. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

69% of holders stayed for 2+ years

69% conviction (2yr+) 16% medium 15% new
164 out of 236 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.
➡️

Steady discovery — ~26 new funds/quarter

23 → 20 → 27 → 24 → 26 new funds/Q
New funds entering each quarter: 20 → 27 → 24 → 26. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 67% of holders stayed 2+ years

67% veterans 14% 1-2yr 19% new
Of 236 current holders: 159 (67%) 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.

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds
15 of 236 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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: 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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 0 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: GWX
2026 Q1 Stats Unlock in 15 days 236 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 236 221 6.79%
13F Shares 13M 13M -1.15%
Total Value $530M $516M 2.61%
New Positions 26 24 +2
Increased Positions 99 64 +35
Closed Positions 10 15 -5
Reduced Positions 69 86 -17
Total Calls 0 0 -
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GWX

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Institutional Holders (2026 Q1)

236 + investors

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

Top 25 institutional holders of GWX — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CarsonAllaria Wealth Management, Ltd. 2.19% 104,792 $4.4M
2 Eagle Bluffs Wealth Management LLC 1.74% 105,668 $4.5M
3 NOVUS ADVISORS, LLC 1.57% 16,600 $701K
4 LANDMARK WEALTH MANAGEMENT, INC. 1.16% 72,740 $3.1M
5 Capital Investment Management, Inc. 1.00% 69,929 $2.9M
6 LOCKERMAN FINANCIAL GROUP, INC. 0.93% 12,257 $518K
7 Upper Left Wealth Management, LLC 0.75% 30,103 $1.3M
8 N.E.W. Advisory Services LLC 0.72% 228,502 $9.6M
9 RTD Financial Advisors, Inc. 0.65% 125,635 $5.3M
10 Aspire Private Capital, LLC 0.64% 66,631 $2.8M
11 Roan Capital Partners 0.63% 16,077 $679K
12 CAMELOT TECHNOLOGY ADVISORS, INC. 0.60% 19,449 $821K
13 Wilmington Savings Fund Society, FSB 0.55% 543,977 $23.0M
14 Raleigh Capital Management Inc. 0.51% 35,118 $1.5M
15 Total Clarity Wealth Management, Inc. 0.49% 49,716 $2.1M
16 RICHARDSON FINANCIAL SERVICES INC. 0.46% 17,440 $736K
17 PCB Capital LLC 0.39% 5,880 $240K
18 International Private Wealth Advisors LLC 0.33% 12,620 $533K
19 October Effect Ltd 0.32% 6,566 $277K
20 VESTIA PERSONAL WEALTH ADVISORS 0.28% 13,910 $587K
21 Wallace Advisory Group, LLC 0.26% 5,706 $241K
22 Global Financial Private Client, LLC 0.26% 18,577 $785K
23 WealthPoint Financial, LLC 0.25% 7,099 $290K
24 CX Institutional 0.23% 180,319 $8K
25 Integrity Wealth Partners, LLC 0.21% 5,553 $235K
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 — 3 quarters in a row: For 3 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?

More buyers than sellers — 61% buying: Last quarter: 124 funds were net buyers (26 opened a brand new position + 98 added to an existing one). Only 79 were sellers (69 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for GWX holders?

Strong quality — 31% AUM from major funds: 15 of 236 holders rank in the top 100 by AUM, accounting for 31% 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?

69% of holders stayed for 2+ years: 164 out of 236 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.