Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SPDR SERIES TRUST (RWR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
2Q ▼
Buyers last Q
51%

Smart Money Signals — RWR

Based on 228 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their RWR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
228 funds currently hold this stock — 94% of the 3.0-year high of 243 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 5% fewer funds vs a year ago

fund count last 6Q
11 fewer hedge funds hold RWR compared to a year ago (-5% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 51% buying

104 buying98 selling
Last quarter: 104 funds bought or added vs 98 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.
➡️

Steady new buyers — ~30 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 22 → 30 → 25 → 30. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

73% of holders stayed for 2+ years

■ 73% conviction (2yr+) ■ 14% medium ■ 13% new
166 out of 228 hedge funds have held RWR 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 — ~30 new funds/quarter

28 → 22 → 30 → 25 → 30 new funds/Q
New funds entering each quarter: 22 → 30 → 25 → 30. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 70% of holders stayed 2+ years

■ 70% veterans ■ 13% 1-2yr ■ 18% new
Of 228 current holders: 159 (70%) 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 — 61% AUM from top-100 funds

61% from top-100 AUM funds
21 of 228 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in RWR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — 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: RWR

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

Market Analysis: RWR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RWR

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

21 top-rated funds 1 high-conviction
Consensus
5.8
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: RWR
2026 Q1 Stats Unlock in 9 days 228 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 228 231 -1.3%
13F Shares 12M 11M 5.79%
Total Value $1.16B $1.12B 3.31%
New Positions 30 25 +5
Increased Positions 74 56 +18
Closed Positions 32 30 +2
Reduced Positions 68 91 -23
Total Calls 0 1 -100.0%
Total Puts 1 2 -50.0%
PUT/CALL Ratio 0.0 2.0 Bullish

Statistics: RWR

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

228 + investors

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

Top 25 institutional holders of RWR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 MASON STREET ADVISORS, LLC 3.44% 348,675 $35.2M
2 St. Clair Advisors, LLC 2.38% 88,450 $8.9M
3 PATTON FUND MANAGEMENT, INC. 1.96% 114,475 $11.6M
4 Smallwood Wealth Investment Management, LLC 0.91% 17,053 $1.7M
5 Clientfirst Wealth Management, LLC 0.53% 6,252 $631K
6 DAVIDSON TRUST CO 0.52% 11,999 $1.2M
7 CAMELOT TECHNOLOGY ADVISORS, INC. 0.50% 6,776 $684K
8 Atlas Brown,Inc. 0.37% 12,063 $1.2M
9 CITY HOLDING CO 0.27% 21,755 $2.2M
10 MOLLER WEALTH PARTNERS 0.26% 13,105 $1.3M
11 WealthPoint Financial, LLC 0.24% 2,793 $274K
12 Strategic Financial Partners, Ltd. 0.23% 5,327 $538K
13 SMITH, MOORE & CO. 0.22% 29,516 $3.0M
14 CAMBIENT FAMILY OFFICE, LLC 0.22% 15,314 $1.5M
15 Falcon Wealth Planning 0.19% 28,280 $2.9M
16 Gibson Capital, LLC 0.17% 8,995 $908K
17 Urban Financial Advisory Corp 0.17% 4,725 $477K
18 Piscataqua Savings Bank 0.15% 2,129 $215K
19 Geneos Wealth Management Inc. 0.15% 62,311 $6.3M
20 Lee Financial Co 0.14% 9,707 $980K
21 American State Bank (Iowa) 0.13% 1,620 $140K
22 Lewis Asset Management, LLC 0.11% 2,765 $279K
23 Key FInancial Inc 0.10% 5,730 $579K
24 Collaborative Wealth Managment Inc. 0.10% 2,178 $220K
25 Sachetta, LLC 0.10% 1,785 $180K
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 (RWR)

What does the Smart Money Trend signal show for RWR?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their RWR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for RWR?

Slight buying edge — 51% buying: Last quarter: 104 funds bought or added vs 98 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 RWR holders?

Elite ownership — 61% AUM from top-100 funds: 21 of 228 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in RWR. 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 RWR?

73% of holders stayed for 2+ years: 166 out of 228 hedge funds have held RWR 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.