Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Series Trust (RWR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
2Q ▲
Buyers last Q
49%

Smart Money Signals — RWR

Based on 259 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 RWR 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
259 hedge funds hold RWR 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 — +4% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 49% buying

101 buying104 selling
Last quarter: 104 funds reduced or exited vs 101 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new RWR position: 34 → 27 → 33 → 39. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 14% medium ■ 18% new
176 out of 259 hedge funds have held RWR 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

22 → 34 → 27 → 33 → 39 new funds/Q
New funds entering each quarter: 34 → 27 → 33 → 39. A growing number of institutions are discovering RWR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 69% veterans vs 21% newcomers

■ 69% veterans ■ 10% 1-2yr ■ 21% new
Entry-cohort mix of 263 holders: 181 (69%) are 2+ year veterans, 27 entered 1–2 years ago, and 55 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 70% AUM from top-100 funds

70% from top-100 AUM funds
27 of 257 holders are among the 100 largest funds by AUM, controlling 70% of total institutional value in RWR. 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.

Institutional Sentiment Summary — RWR

In 2026 Q1, 101 hedge funds were net buyers of RWR (39 opened a new position, 62 added to an existing one), while 104 reduced or exited (77 trimmed, 27 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. Net buying has persisted for two consecutive quarters, a positive momentum signal. 70% of total institutional value in RWR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 259.

Hedge Fund Ownership: RWR

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

Market Analysis: RWR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RWR

-- --

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

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

Signal Freshness measures how much RWR 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 · 82d ago
RWR
+9.5%
SPY
+15.1%

RWR outperformed SPY by -5.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
RWR
+2.3%
SPY
+1.3%

Since the filing became public, RWR outperformed SPY by +1.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 3 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: RWR
258 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 258 247 4.45%
13F Shares 12M 12M -4.41%
Total Value $1.15B $1.18B -2.44%
New Positions 39 33 +6
Increased Positions 62 76 -14
Closed Positions 28 32 -4
Reduced Positions 76 71 +5
Total Calls 2 0 100%
Total Puts 2 1 100.0%
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: RWR

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

258 + investors

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

QUARTER:
Top 25 RWR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Piedmont Capital Management, LLC 6.90% 132,183 $13.6M
2 McMill Wealth Management 6.24% 306,668 $23.5M
3 Frederick Financial Consultants, LLC 5.39% 107,295 $10.8M
4 Mason Street Advisors, LLC 3.44% 348,675 $35.2M
5 St. Clair Advisors, LLC 2.38% 88,450 $8.9M
6 Patton Fund Management, INC. 1.96% 114,475 $11.6M
7 Smallwood Wealth Investment Management, LLC 0.91% 17,053 $1.7M
8 Adams Wealth Management 0.83% 37,490 $3.8M
9 CacheTech Inc. 0.73% 37,490 $3.8M
10 DT Investment Partners, LLC 0.60% 71,086 $7.2M
11 Clientfirst Wealth Management, LLC 0.53% 6,252 $631K
12 Davidson Trust Co 0.52% 11,999 $1.2M
13 Camelot Technology Advisors, INC. 0.50% 6,776 $684K
14 Omega Financial Group, LLC 0.42% 12,862 $1.3M
15 Destiny Capital Corp/CO 0.40% 7,410 $748K
16 Atlas Brown,Inc. 0.37% 12,063 $1.2M
17 City Holding Co 0.27% 21,755 $2.2M
18 Moller Wealth Partners 0.26% 13,105 $1.3M
19 Wealthspire Retirement, LLC 0.25% 41,762 $4.2M
20 WealthPoint Financial, LLC 0.24% 2,793 $274K
21 Evergreen Capital Management LLC 0.23% 107,389 $10.8M
22 Strategic Financial Partners, Ltd. 0.23% 5,327 $538K
23 Smith, Moore & CO. 0.22% 29,516 $3.0M
24 Cambient Family Office, LLC 0.22% 15,314 $1.5M
25 Falcon Wealth Planning 0.19% 28,280 $2.9M
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 (RWR)

What does the Smart Money Trend signal show for RWR?

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

More sellers than buyers — 49% buying: Last quarter: 104 funds reduced or exited vs 101 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for RWR holders?

Elite ownership — 70% AUM from top-100 funds: 27 of 257 holders are among the 100 largest funds by AUM, controlling 70% of total institutional value in RWR. 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 RWR?

68% of holders stayed for 2+ years: 176 out of 259 hedge funds have held RWR 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 (RWR) following the 2026 Q1 hedge fund 13F filings?

As of today, RWR has moved +2.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of +1.0%. Since the quarter end (March 31, 2026), RWR has gained +9.5% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near 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.

Full history →