Spdr Series Trust (WIP) Hedge Fund Ownership (Q2 2026)

Spdr Series Trust (WIP)

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

Smart Money Signals — WIP

Based on 73 hedge funds · latest filing: 2026 Q2 · 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.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

73 hedge funds hold WIP 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.

🚀

Fast accumulation — +26% more funds vs a year ago

fund count last 6Q

+15 new funds entered over the past year (+26% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks. The peak was reached in just 4 quarters from the low — a sharp move.

🟢

More buyers than sellers — 70% buying

51 buying22 selling

Last quarter: 51 funds were net buyers (21 opened a brand new position + 30 added to an existing one). Only 22 were sellers (11 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter

Funds opening a new WIP position: 7 → 16 → 14 → 21. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 18% medium ■ 25% new

42 out of 73 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.

🚀

Acceleration phase — new buyers rushing in

11 → 7 → 16 → 14 → 21 new funds/Q

New funds entering each quarter: 7 → 16 → 14 → 21. 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 — 66% veterans vs 27% newcomers

■ 66% veterans ■ 7% 1-2yr ■ 27% new

Entry-cohort mix of 73 holders: 48 (66%) are 2+ year veterans, 5 entered 1–2 years ago, and 20 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds

14 of 73 holders are among the 100 largest funds by AUM, controlling 45% 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.

3.9

out of 10

Low Exit Risk

Exit risk score 3.9/10 — 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 (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	73	63	15.87%
13F Shares	5M	5M	1.87%
Total Value	$183M	$178M	2.75%
New Positions	21	14	+7
Increased Positions	30	22	+8
Closed Positions	11	17	-6
Reduced Positions	11	14	-3
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

15.87%

13F Shares

1.87%

Total Value

$183M

$178M

2.75%

New Positions

Increased Positions

Closed Positions

-6

Reduced Positions

-3

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

73 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 WIP holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Lifetime Wealth Management P.C.	2.18%	94,782	$3.7M
2	Comprehensive Money Management Services LLC	1.12%	45,179	$1.8M
3	Sidoxia Capital Management, LLC	1.11%	38,460	$1.5M
4	Idaho Trust Co	0.73%	63,021	$2.5M
5	Hyundai Investments Co., Ltd.	0.62%	14,543	$572K
6	Bristlecone Value Partners, LLC	0.47%	14,871	$586K
7	Leuthold Group, LLC	0.44%	110,143	$4.3M
8	GenTrust, LLC	0.41%	269,313	$10.6M
9	Mount Lucas Management LP	0.32%	22,768	$897K
10	Cambria Investment Management, L.P.	0.19%	100,313	$3.9M
11	Cary Street Partners Financial LLC	0.17%	200,375	$7.9M
12	APS Management Group, Inc.	0.17%	5,694	$224K
13	OneAscent Financial Services LLC	0.14%	76,834	$3.0M
14	4Thought Financial Group Inc.	0.14%	7,407	$292K
15	AlphaCentric Advisors LLC	0.11%	3,407	$134K
16	Adalta Capital Management LLC	0.10%	6,000	$236K
17	Empirical Asset Management, LLC	0.09%	9,726	$383K
18	Calton & Associates, INC.	0.07%	11,528	$454K
19	Global View Capital Management LLC	0.06%	7,115	$280K
20	Transamerica Financial Advisors, LLC	0.05%	16,299	$642K
21	Ewa, LLC	0.04%	5,717	$225K
22	Prospera Financial Services Inc	0.04%	68,117	$2.7M
23	Baker Ellis Asset Management LLC	0.03%	8,000	$315K
24	Centaurus Financial, INC.	0.03%	17,491	$689K
25	PFG Investments, LLC	0.02%	13,617	$536K

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?

More buyers than sellers — 70% buying: Last quarter: 51 funds were net buyers (21 opened a brand new position + 30 added to an existing one). Only 22 were sellers (11 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for WIP holders?

Elite ownership — 45% AUM from top-100 funds: 14 of 73 holders are among the 100 largest funds by AUM, controlling 45% 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?

58% of holders stayed for 2+ years: 42 out of 73 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.

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Spdr Series Trust (WIP)

Smart Money Signals — WIP

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Fast accumulation — +26% more funds vs a year ago

More buyers than sellers — 70% buying

More new buyers each quarter (+7 vs last Q)

58% of holders stayed for 2+ years

Acceleration phase — new buyers rushing in

Veteran-anchored — 66% veterans vs 27% newcomers

Elite ownership — 45% AUM from top-100 funds

Institutional Sentiment Summary — WIP

Hedge Fund Ownership: WIP

Market Analysis: WIP

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: WIP

Hedge Fund Positioning: WIP

Statistics: WIP

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Spdr Series Trust (WIP)

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