Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SPDR INDEX SHS FDS (RWX)

105 + Investors. Track Smart Money conviction in RWX. 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
↑ +1
Streak
1Q ▲
Buyers last Q
45%

Smart Money Signals — RWX

Based on 105 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added RWX 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.
📊

High ownership — 78% of 3.0Y peak

78% of all-time peak
105 funds currently hold this stock — 78% of the 3.0-year high of 134 funds (reached 2023 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 6% fewer funds vs a year ago

fund count last 6Q
7 fewer hedge funds hold RWX compared to a year ago (-6% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 45% buying

39 buying48 selling
Last quarter: 48 funds reduced or exited vs 39 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.
➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 13 → 33 → 14 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

79% of holders stayed for 2+ years

79% conviction (2yr+) 13% medium 8% new
83 out of 105 hedge funds have held RWX 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.
📊

Peak discovery — momentum slowing

13 → 13 → 33 → 14 → 14 new funds/Q
New funds entering each quarter: 13 → 33 → 14 → 14. RWX is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 80% of holders stayed 2+ years

80% veterans 9% 1-2yr 11% new
Of 105 current holders: 84 (80%) 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.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
17 of 105 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in RWX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.3
out of 10
Low Exit Risk
Exit risk score 2.3/10 — 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: RWX

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

Market Analysis: RWX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RWX

-- --

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.

9 top-rated funds 0 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: RWX
2026 Q1 Stats Unlock in 16 days 105 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 105 104 0.96%
13F Shares 6M 6M -0.8%
Total Value $162M $162M -0.1%
New Positions 14 14 -
Increased Positions 25 19 +6
Closed Positions 13 35 -22
Reduced Positions 35 42 -7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RWX

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

105 + investors

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

Top 25 institutional holders of RWX — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 1.62% 1,153,817 $30.7M
2 Upper Left Wealth Management, LLC 0.60% 38,205 $1.0M
3 Aletheian Wealth Advisors LLC 0.33% 25,546 $680K
4 Innova Wealth Partners 0.26% 20,654 $550K
5 Lexington Hill Partners, LLC 0.19% 12,436 $331K
6 Investors Research Corp 0.09% 17,903 $477K
7 Strategic Wealth Advisors LLC 0.07% 3,324
8 RICHARDSON FINANCIAL SERVICES INC. 0.04% 2,122 $56K
9 Mutual Advisors, LLC 0.02% 32,691 $870K
10 Pinnacle Bancorp, Inc. 0.01% 1,000 $27K
11 Spire Wealth Management 0.01% 8,639 $230K
12 EVOLUTION WEALTH MANAGEMENT INC. 0.01% 346 $9K
13 Kestra Advisory Services, LLC 0.01% 55,549 $1.5M
14 SBI Securities Co., Ltd. 0.01% 6,923 $184K
15 MBM WEALTH CONSULTANTS, LLC 0.00% 707 $19K
16 Valmark Advisers, Inc. 0.00% 11,631 $310K
17 CITY HOLDING CO 0.00% 955 $25K
18 HORIZON BANCORP INC /IN/ 0.00% 208
19 Savant Capital, LLC 0.00% 20,418 $544K
20 EASTERN BANK 0.00% 5,000 $133K
21 Kohmann Bosshard Financial Services, LLC 0.00% 1,009 $27K
22 Smallwood Wealth Investment Management, LLC 0.00% 134 $4K
23 PRIVATE TRUST CO NA 0.00% 632 $17K
24 Private Advisor Group, LLC 0.00% 9,749 $260K
25 Moisand Fitzgerald Tamayo, LLC 0.00% 311 $8K
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 (RWX)

What does the Smart Money Trend signal show for RWX?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added RWX 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 RWX?

More sellers than buyers — 45% buying: Last quarter: 48 funds reduced or exited vs 39 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 RWX holders?

Elite ownership — 49% AUM from top-100 funds: 17 of 105 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in RWX. 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 RWX?

79% of holders stayed for 2+ years: 83 out of 105 hedge funds have held RWX 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.