Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Series Trust (TIPX)

153 + 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
↑ +11
Streak
7Q ▲
Buyers last Q
69%

Smart Money Signals — TIPX

Based on 154 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 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
154 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 — +18% more funds vs a year ago

fund count last 6Q
+24 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 69% buying

106 buying47 selling
Last quarter: 106 funds were net buyers (26 opened a brand new position + 80 added to an existing one). Only 47 were sellers (32 trimmed + 15 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: 19 → 23 → 31 → 26. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 24% medium ■ 23% new
81 out of 154 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.
📈

Growing discovery — still being found

17 → 19 → 23 → 31 → 26 new funds/Q
New funds entering each quarter: 19 → 23 → 31 → 26. A growing number of institutions are discovering TIPX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 63% veterans vs 24% newcomers

■ 63% veterans ■ 13% 1-2yr ■ 24% new
Entry-cohort mix of 154 holders: 97 (63%) are 2+ year veterans, 20 entered 1–2 years ago, and 37 (24%) 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
18 of 154 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 Q2, 106 hedge funds were net buyers of TIPX (26 opened a new position, 80 added to an existing one), while 47 reduced or exited (32 trimmed, 15 sold completely) — a 69% buyer ratio, indicating clear institutional accumulation. This marks 7 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: +11 funds (more new holders than closures). Total institutional holders: 154.

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

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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.

2 top-rated funds 2 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: TIPX
153 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 153 143 6.99%
13F Shares 95M 88M 8.57%
Total Value $1.80B $1.69B 6.3%
New Positions 26 31 -5
Increased Positions 79 64 +15
Closed Positions 16 24 -8
Reduced Positions 32 35 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TIPX

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Institutional Holders (2026 Q2)

153 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Treasure Coast Financial Planning 4.97% 538,380 $10.2M
2 Brio Consultants, LLC 2.24% 1,009,494 $19.1M
3 Good Harbor Advisors, Inc. 1.89% 101,987 $1.9M
4 Chapman Financial Group, LLC 1.53% 121,436 $2.3M
5 Security National Bank 1.47% 650,277 $12.3M
6 Aspire Private Capital, LLC 1.34% 343,540 $6.5M
7 Novus Advisors, LLC 1.33% 33,803 $640K
8 St Germain D J Co Inc 1.16% 1,706,468 $32.3M
9 Hibernia Wealth Partners, LLC 1.03% 100,721 $1.9M
10 Lynx Investment Advisory 0.98% 158,174 $3.0M
11 Nest Investments, LLC 0.86% 59,737 $1.1M
12 Lockerman Financial Group, INC. 0.85% 29,271 $554K
13 Sonoma Allocations LLC 0.84% 144,049 $2.7M
14 Raleigh Capital Management Inc. 0.79% 131,289 $2.5M
15 Hyundai Investments Co., Ltd. 0.62% 30,278 $574K
16 Visionary Horizons, LLC 0.55% 69,834 $1.3M
17 Landmark Wealth Management, INC. 0.52% 82,432 $1.6M
18 Henderson Brothers Financial Partners, LLC 0.48% 54,115 $1.0M
19 Continuum Advisory, LLC 0.48% 314,784 $6.0M
20 Financial & Tax Architects, LLC 0.45% 113,911 $2.2M
21 Pinnacle Wealth Planning Services, Inc. 0.44% 243,967 $4.6M
22 PCB Capital LLC 0.39% 16,761 $317K
23 Capital Investment Management, Inc. 0.38% 65,480 $1.2M
24 Midwest Financial Network, LLC 0.36% 27,785 $526K
25 Elevation Capital Advisory, LLC 0.35% 48,356 $915K
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 — 7 quarters in a row: For 7 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 — 69% buying: Last quarter: 106 funds were net buyers (26 opened a brand new position + 80 added to an existing one). Only 47 were sellers (32 trimmed + 15 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: 18 of 154 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?

53% of holders stayed for 2+ years: 81 out of 154 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.

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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