Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SPDR SERIES TRUST (WIP)

63 + Investors. Track Smart Money conviction in WIP. 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
↑ +8
Streak
1Q ▲
Buyers last Q
56%

Smart Money Signals — WIP

Based on 62 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 WIP 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 — 81% of 3.0Y peak

81% of all-time peak
62 funds currently hold this stock — 81% of the 3.0-year high of 77 funds (reached 2023 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +15% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

34 buying27 selling
Last quarter: 34 funds bought or added vs 27 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 (+10 vs last Q)

new funds entering per quarter
Funds opening a new WIP position: 9 → 10 → 6 → 16. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

56% of holders stayed for 2+ years

56% conviction (2yr+) 21% medium 23% new
35 out of 62 hedge funds have held WIP 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

10 → 9 → 10 → 6 → 16 new funds/Q
New funds entering each quarter: 9 → 10 → 6 → 16. A growing number of institutions are discovering WIP each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 65% of holders stayed 2+ years

65% veterans 8% 1-2yr 27% new
Of 63 current holders: 41 (65%) 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 — 51% AUM from top-100 funds

51% from top-100 AUM funds
12 of 62 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in WIP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.7
out of 10
Low Exit Risk
Exit risk score 2.7/10 — 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.

Hedge Fund Ownership: WIP

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

Market Analysis: WIP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WIP

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: WIP
2026 Q1 Stats Unlock in 17 days 63 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 63 54 16.67%
13F Shares 3M 3M -2.11%
Total Value $115M $117M -1.69%
New Positions 16 6 +10
Increased Positions 18 21 -3
Closed Positions 8 6 +2
Reduced Positions 19 15 +4
Total Calls 0 0 -
Total Puts 1 1 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: WIP

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Institutional Holders (2026 Q1)

63 + investors

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

Top 19 institutional holders of WIP — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 LBJ Family Wealth Advisors, Ltd. 5.70% 249,380 $10K
2 Comprehensive Money Management Services LLC 0.98% 37,792 $1.5M
3 GenTrust, LLC 0.46% 269,313 $10.7M
4 Lexington Hill Partners, LLC 0.32% 14,410 $571K
5 HANTZ FINANCIAL SERVICES, INC. 0.28% 463,651 $18K
6 APS Management Group, Inc. 0.20% 5,766 $228K
7 CARY STREET PARTNERS FINANCIAL LLC 0.19% 197,835 $7.8M
8 OneAscent Financial Services LLC 0.16% 72,476 $2.9M
9 4Thought Financial Group Inc. 0.14% 7,042 $279K
10 Baker Ellis Asset Management LLC 0.03% 7,000 $277K
11 TRUST CO OF TOLEDO NA /OH/ 0.01% 2,083 $82K
12 Hamrick Investment Counsel, llc 0.01% 250 $10K
13 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.01% 350 $14K
14 RFG Advisory, LLC 0.00% 6,486 $257K
15 Pflug Koory, LLC 0.00% 102 $4K
16 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 13,795 $546K
17 Key FInancial Inc 0.00% 99 $4K
18 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 6,145 $242K
19 FIFTH THIRD BANCORP 0.00% 509 $20K
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 (WIP)

What does the Smart Money Trend signal show for WIP?

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

Slight buying edge — 56% buying: Last quarter: 34 funds bought or added vs 27 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 WIP holders?

Elite ownership — 51% AUM from top-100 funds: 12 of 62 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in WIP. 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 WIP?

56% of holders stayed for 2+ years: 35 out of 62 hedge funds have held WIP 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.