Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Series Trust (TIPX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
3Q ▲
Buyers last Q
62%

Smart Money Signals — TIPX

Based on 143 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added TIPX 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
143 hedge funds hold TIPX 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 — +11% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 62% buying

95 buying58 selling
Last quarter: 95 funds were net buyers (31 opened a brand new position + 64 added to an existing one). Only 58 were sellers (35 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new TIPX position: 16 → 19 → 23 → 31. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 21% medium ■ 24% new
78 out of 143 hedge funds have held TIPX 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.
🚀

Acceleration phase — new buyers rushing in

23 → 16 → 19 → 23 → 31 new funds/Q
New funds entering each quarter: 16 → 19 → 23 → 31. 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 — 63% veterans vs 25% newcomers

■ 63% veterans ■ 12% 1-2yr ■ 25% new
Entry-cohort mix of 143 holders: 90 (63%) are 2+ year veterans, 17 entered 1–2 years ago, and 36 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 87% AUM from top-100 funds

87% from top-100 AUM funds
17 of 143 holders are among the 100 largest funds by AUM, controlling 87% of total institutional value in TIPX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — TIPX

In 2026 Q1, 95 hedge funds were net buyers of TIPX (31 opened a new position, 64 added to an existing one), while 58 reduced or exited (35 trimmed, 23 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 87% of total institutional value in TIPX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 143.

Hedge Fund Ownership: TIPX

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

Market Analysis: TIPX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TIPX

-- --

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

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

Signal Freshness measures how much TIPX 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 · 79d ago
TIPX
-1.8%
SPY
+13.9%

TIPX outperformed SPY by -15.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
TIPX
-1.7%
SPY
+0.2%

Since the filing became public, TIPX outperformed SPY by -1.9% .

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 4 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
3.0
/ 10
conviction
Hedge Fund Positioning: TIPX
142 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 142 135 5.19%
13F Shares 88M 71M 23.11%
Total Value $1.69B $1.36B 24.31%
New Positions 30 23 +7
Increased Positions 64 59 +5
Closed Positions 23 19 +4
Reduced Positions 35 37 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TIPX

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Financial Highlights

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Institutional Holders (2026 Q1)

142 + investors

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

QUARTER:
Top 25 TIPX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Treasure Coast Financial Planning 5.25% 531,767 $10.2M
2 Brio Consultants, LLC 2.32% 985,292 $18.9M
3 Good Harbor Advisors, Inc. 2.26% 101,987 $1.9M
4 Security National Bank 1.81% 648,656 $12.4M
5 Chapman Financial Group, LLC 1.64% 119,686 $2.3M
6 Novus Advisors, LLC 1.41% 32,741 $628K
7 Aspire Private Capital, LLC 1.39% 321,985 $6.2M
8 Sonoma Allocations LLC 1.33% 200,784 $3.9M
9 St Germain D J Co Inc 1.21% 1,586,908 $30.5M
10 Lynx Investment Advisory 1.06% 115,990 $2.2M
11 Hibernia Wealth Partners, LLC 1.04% 182,867 $3.5M
12 Raleigh Capital Management Inc. 0.80% 121,399 $2.3M
13 Lockerman Financial Group, INC. 0.78% 22,516 $432K
14 Continuum Advisory, LLC 0.57% 306,945 $5.9M
15 Landmark Wealth Management, INC. 0.53% 73,755 $1.4M
16 Henderson Brothers Financial Partners, LLC 0.51% 105,236 $2.0M
17 Pinnacle Wealth Planning Services, Inc. 0.46% 233,915 $4.5M
18 Elevation Capital Advisory, LLC 0.44% 54,144 $1.0M
19 Comprehensive Money Management Services LLC 0.41% 32,817 $630K
20 PCB Capital LLC 0.39% 12,802 $244K
21 Capital Investment Management, Inc. 0.37% 55,840 $1.1M
22 Financial & Tax Architects, LLC 0.35% 82,275 $1.6M
23 McIlrath & Eck, LLC 0.34% 240,061 $4.6M
24 Capital Wealth Management, LLC 0.32% 60,724 $1.2M
25 Midwest Financial Network, LLC 0.31% 20,269 $389K
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 (TIPX)

What does the Smart Money Trend signal show for TIPX?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added TIPX 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 TIPX?

More buyers than sellers — 62% buying: Last quarter: 95 funds were net buyers (31 opened a brand new position + 64 added to an existing one). Only 58 were sellers (35 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TIPX holders?

Elite ownership — 87% AUM from top-100 funds: 17 of 143 holders are among the 100 largest funds by AUM, controlling 87% of total institutional value in TIPX. 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 TIPX?

55% of holders stayed for 2+ years: 78 out of 143 hedge funds have held TIPX 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 (TIPX) following the 2026 Q1 hedge fund 13F filings?

As of today, TIPX has moved -1.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of -1.9%. Since the quarter end (March 31, 2026), TIPX has gained -1.8% vs +13.9% 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.

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