Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SPDR INDEX SHS FDS (SPDW)

1K + Investors. Track Smart Money conviction in SPDW. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +82
Streak
11Q ▲
Buyers last Q
63%

Smart Money Signals — SPDW

Based on 1131 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added SPDW 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
1,131 hedge funds hold SPDW 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 — +21% more funds vs a year ago

fund count last 6Q
+195 new funds entered over the past year (+21% 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.
🟢

More buyers than sellers — 63% buying

646 buying385 selling
Last quarter: 646 funds were net buyers (146 opened a brand new position + 500 added to an existing one). Only 385 were sellers (321 trimmed + 64 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+49 vs last Q)

new funds entering per quarter
Funds opening a new SPDW position: 98 → 115 → 97 → 146. 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+) ■ 23% medium ■ 19% new
651 out of 1,131 hedge funds have held SPDW 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.
💎

Buying through price weakness — shares +159%, value +12%

Value
+11%
Shares
+159%
Last quarter: funds added +159% more shares while total portfolio value only changed +12%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

148 → 98 → 115 → 97 → 146 new funds/Q
New funds entering each quarter: 98 → 115 → 97 → 146. A growing number of institutions are discovering SPDW each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 57% of holders stayed 2+ years

■ 57% veterans ■ 14% 1-2yr ■ 29% new
Of 1,131 current holders: 640 (57%) 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.
✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
31 of 1131 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

Institutional Sentiment Summary — SPDW

In 2025 Q4, 646 hedge funds were net buyers of SPDW (146 opened a new position, 500 added to an existing one), while 385 reduced or exited (321 trimmed, 64 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 36% of total institutional value in SPDW is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +82 funds (more new holders than closures). Total institutional holders: 1131.

Hedge Fund Ownership: SPDW

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

Market Analysis: SPDW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SPDW

-- --

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

Is It Too Late to Buy SPDR INDEX SHS FDS (SPDW) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SPDW has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 49d ago
SPDW
+11.9%
SPY
+42.5%

SPDW outperformed SPY by -30.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 4d ago
SPDW
+0.7%
SPY
-1.8%

Since the filing became public, SPDW outperformed SPY by +2.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

47 top-rated funds 74 high-conviction
Consensus
7.3
/ 10
breadth
×
Elite
4.0
/ 10
conviction
Hedge Fund Positioning: SPDW
2026 Q1 Stats Unlock in 1 days 1K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1056 982 7.54%
13F Shares 1.45B 559M 159.95%
Total Value $26.67B $23.92B 11.49%
New Positions 132 84 +48
Increased Positions 472 406 +66
Closed Positions 57 70 -13
Reduced Positions 304 322 -18
Total Calls 0 1 -100.0%
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 1.0 Bullish

Statistics: SPDW

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

1K + investors

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

QUARTER:
Top 25 institutional holders of SPDW — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 TTP Investments, Inc. 21.26% 1,117,102 $51.0M
2 Auto-Owners Insurance Co 18.77% 19,637,666 $896.5M
3 McNamara Financial Services, Inc. 18.11% 2,096,149 $95.7M
4 Stadion Money Management, LLC 18.08% 3,938,291 $180K
5 TRUEFG, LLC 16.68% 1,378,289 $62.9M
6 Strategies Wealth Advisors, LLC 16.48% 3,593,551 $164.0M
7 Higgins & Schmidt Wealth Strategies LLC 14.04% 673,462 $30.7M
8 Treasure Coast Financial Planning 13.00% 553,081 $25.2M
9 LANDMARK WEALTH MANAGEMENT, INC. 12.42% 721,334 $32.9M
10 Palatine Hill Wealth Management, LLC 11.54% 290,359 $13.3M
11 Peterson Wealth Advisors, LLC 11.42% 1,880,432 $85.8M
12 BRIGHTON SECURITIES CORP. 11.12% 505,524 $23.1M
13 Macco Financial Group, Inc. 11.02% 318,789 $14.6M
14 Xena Financial Planning, LLC 10.70% 207,551 $9.5M
15 Auour Investments LLC 10.54% 733,723 $33.5M
16 Clear Retirement Advice LLC 10.08% 281,259 $12.8M
17 VICUS CAPITAL 9.65% 2,876,162 $131.3M
18 JNBA Financial Advisors 9.53% 2,506,993 $114.4M
19 Leicht Financial Planning & Wealth Management, Inc. 9.37% 452,684 $20.7M
20 Financial Planning Fort Collins, LLC 9.30% 255,858 $12.4M
21 Wealth Advisors of Iowa, LLC 9.16% 648,321 $29.6M
22 Schneider Downs Wealth Management Advisors, LP 9.08% 1,804,741 $82.4M
23 NOVUS ADVISORS, LLC 8.84% 86,600 $4.0M
24 Kagan Cocozza Asset Management 8.42% 262,191 $12.0M
25 FIDELITY D & D BANCORP INC 8.38% 457,984 $20.9M
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 INDEX SHS FDS (SPDW)

What does the Smart Money Trend signal show for SPDW?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added SPDW 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 SPDW?

More buyers than sellers — 63% buying: Last quarter: 646 funds were net buyers (146 opened a brand new position + 500 added to an existing one). Only 385 were sellers (321 trimmed + 64 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SPDW holders?

Strong quality — 36% AUM from major funds: 31 of 1131 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SPDW?

58% of holders stayed for 2+ years: 651 out of 1,131 hedge funds have held SPDW 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.

Is it too late to buy SPDR INDEX SHS FDS (SPDW) following the 2026 Q1 hedge fund 13F filings?

As of today, SPDW has moved +0.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of +2.5%. Since the quarter end (March 31, 2026), SPDW has gained +11.9% vs +42.5% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.