SPDR SERIES TRUST (TIPX): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

SPDR SERIES TRUST (TIPX)

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

Smart Money Signals — TIPX

Based on 130 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 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.

📊

High ownership — 94% of 3.0Y peak

94% of all-time peak

130 funds currently hold this stock — 94% of the 3.0-year high of 138 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q

+11 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 61% buying

81 buying52 selling

Last quarter: 81 funds were net buyers (22 opened a brand new position + 59 added to an existing one). Only 52 were sellers (35 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.

📈

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

new funds entering per quarter

Funds opening a new TIPX position: 22 → 16 → 16 → 22. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 24% medium ■ 15% new

80 out of 130 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.

➡️

Steady discovery — ~22 new funds/quarter

16 → 22 → 16 → 16 → 22 new funds/Q

New funds entering each quarter: 22 → 16 → 16 → 22. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Deep conviction — 63% of holders stayed 2+ years

■ 63% veterans ■ 14% 1-2yr ■ 23% new

Of 130 current holders: 82 (63%) 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 — 86% AUM from top-100 funds

86% from top-100 AUM funds

15 of 130 holders are among the 100 largest funds by AUM, controlling 86% 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.

3.1

out of 10

Low Exit Risk

Exit risk score 3.1/10 — 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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	130	125	4.0%
13F Shares	71M	68M	3.78%
Total Value	$1.35B	$1.32B	2.65%
New Positions	22	16	+6
Increased Positions	59	50	+9
Closed Positions	17	16	+1
Reduced Positions	35	43	-8
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

130

125

4.0%

13F Shares

71M

68M

3.78%

Total Value

$1.35B

$1.32B

2.65%

New Positions

Increased Positions

Closed Positions

Reduced Positions

-8

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

130 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 25 institutional holders of TIPX — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Security National Bank	1.81%	648,656	$12.4M
2	NOVUS ADVISORS, LLC	1.41%	32,741	$628K
3	Aspire Private Capital, LLC	1.39%	321,985	$6.2M
4	ST GERMAIN D J CO INC	1.21%	1,586,908	$30.5M
5	Lynx Investment Advisory	1.06%	115,990	$2.2M
6	Raleigh Capital Management Inc.	0.80%	121,399	$2.3M
7	LOCKERMAN FINANCIAL GROUP, INC.	0.78%	22,516	$432K
8	Continuum Advisory, LLC	0.57%	306,945	$5.9M
9	LANDMARK WEALTH MANAGEMENT, INC.	0.53%	73,755	$1.4M
10	Comprehensive Money Management Services LLC	0.41%	32,817	$630K
11	PCB Capital LLC	0.39%	12,802	$244K
12	Capital Investment Management, Inc.	0.37%	55,840	$1.1M
13	Financial & Tax Architects, LLC	0.35%	82,275	$1.6M
14	CAPITAL WEALTH MANAGEMENT, LLC	0.32%	60,724	$1.2M
15	Sovran Advisors, LLC	0.30%	196,875	$3.8M
16	RCW Management, LLC	0.27%	13,798	$265K
17	McNamara Financial Services, Inc.	0.27%	73,944	$1.4M
18	Intrua Financial, LLC	0.23%	117,131	$2.2M
19	BLODGETT WEALTH ADVISORS, LLC	0.22%	14,144	$271K
20	Accelerate Investment Advisors LLC	0.15%	11,995	$230K
21	Addison Capital Co	0.15%	43,565	$836K
22	PMG Wealth Management, Inc.	0.14%	10,426	$199K
23	Sharkey, Howes & Javer	0.13%	50,748	$974K
24	Paladin Advisory Group, LLC	0.12%	8,386	$161K
25	True Vision MN LLC	0.12%	12,212	$234K

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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 61% buying: Last quarter: 81 funds were net buyers (22 opened a brand new position + 59 added to an existing one). Only 52 were sellers (35 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TIPX holders?

Elite ownership — 86% AUM from top-100 funds: 15 of 130 holders are among the 100 largest funds by AUM, controlling 86% 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?

62% of holders stayed for 2+ years: 80 out of 130 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.

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SPDR SERIES TRUST (TIPX)

Smart Money Signals — TIPX

Buying streak — 1 quarter in a row

High ownership — 94% of 3.0Y peak

Steady growth — +9% more funds vs a year ago

More buyers than sellers — 61% buying

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

62% of holders stayed for 2+ years

Steady discovery — ~22 new funds/quarter

Deep conviction — 63% of holders stayed 2+ years

Elite ownership — 86% AUM from top-100 funds

Hedge Fund Ownership: TIPX

Market Analysis: TIPX

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: TIPX

Hedge Fund Positioning: TIPX

Statistics: TIPX

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — SPDR SERIES TRUST (TIPX)

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