Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Series Trust (RWR)

286 + 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
↑ +29
Streak
3Q ▲
Buyers last Q
57%

Smart Money Signals — RWR

Based on 288 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
288 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 — +14% more funds vs a year ago

fund count last 6Q
+36 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

131 buying99 selling
Last quarter: 131 funds bought or added vs 99 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 (+14 vs last Q)

new funds entering per quarter
Funds opening a new RWR position: 27 → 33 → 39 → 53. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 13% medium ■ 20% new
192 out of 288 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.
💎

Buying through price weakness — shares +233%, value +38%

Value
+38%
Shares
+233%
Last quarter: funds added +233% more shares while total portfolio value only changed +38%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

35 → 27 → 33 → 39 → 53 new funds/Q
New funds entering each quarter: 27 → 33 → 39 → 53. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 67% veterans vs 23% newcomers

■ 67% veterans ■ 10% 1-2yr ■ 23% new
Entry-cohort mix of 292 holders: 196 (67%) are 2+ year veterans, 29 entered 1–2 years ago, and 67 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
26 of 287 holders are among the 100 largest funds by AUM, controlling 58% 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.
3.7
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 — RWR

In 2026 Q2, 131 hedge funds were net buyers of RWR (53 opened a new position, 78 added to an existing one), while 99 reduced or exited (75 trimmed, 24 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 58% of total institutional value in RWR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +29 funds (more new holders than closures). Total institutional holders: 288.

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 4 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
3.0
/ 10
conviction
Hedge Fund Positioning: RWR
286 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 286 259 10.42%
13F Shares 38M 12M 233.21%
Total Value $1.59B $1.15B 38.24%
New Positions 53 39 +14
Increased Positions 78 62 +16
Closed Positions 25 28 -3
Reduced Positions 73 76 -3
Total Calls 3 2 50.0%
Total Puts 2 2 -
PUT/CALL Ratio 0.67 1.0 Bullish

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 Q2)

286 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Piedmont Capital Management, LLC 5.33% 92,691 $10.5M
2 Frederick Financial Consultants, LLC 5.27% 110,070 $12.4M
3 Mason Street Advisors, LLC 4.61% 453,255 $51.2M
4 Alexis Investment Partners, LLC 4.25% 63,340 $7.3M
5 Patton Fund Management, INC. 2.63% 107,494 $12.1M
6 St. Clair Advisors, LLC 2.51% 86,445 $9.8M
7 Smallwood Wealth Investment Management, LLC 0.87% 17,627 $2.0M
8 Adams Wealth Management 0.82% 37,950 $4.3M
9 CacheTech Inc. 0.69% 37,950 $4.3M
10 Camelot Technology Advisors, INC. 0.63% 8,275 $935K
11 DT Investment Partners, LLC 0.60% 71,695 $8.1M
12 Clientfirst Wealth Management, LLC 0.58% 6,252 $706K
13 Davidson Trust Co 0.53% 11,999 $1.4M
14 Omega Financial Group, LLC 0.45% 12,948 $1.5M
15 Atlas Brown,Inc. 0.37% 12,066 $1.4M
16 City Holding Co 0.32% 25,080 $2.8M
17 WealthPoint Financial, LLC 0.32% 3,884 $439K
18 Moller Wealth Partners 0.27% 13,105 $1.5M
19 Wealthspire Retirement, LLC 0.27% 42,286 $4.8M
20 Evergreen Capital Management LLC 0.24% 118,883 $13.4M
21 Strategic Financial Partners, Ltd. 0.24% 5,517 $623K
22 Cambient Family Office, LLC 0.23% 16,833 $1.9M
23 Smith, Moore & CO. 0.22% 29,387 $3.3M
24 Falcon Wealth Planning 0.21% 29,804 $3.4M
25 Allstreet Capital Advisors LLC 0.20% 2,627 $265K
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 — 3 quarters in a row: For 3 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?

Slight buying edge — 57% buying: Last quarter: 131 funds bought or added vs 99 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 RWR holders?

Elite ownership — 58% AUM from top-100 funds: 26 of 287 holders are among the 100 largest funds by AUM, controlling 58% 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?

67% of holders stayed for 2+ years: 192 out of 288 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.

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 →