Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SPDR SERIES TRUST (TIPX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
1Q ▲
Buyers last Q
61%

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.

Hedge Fund Ownership: TIPX

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

Market Analysis: TIPX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TIPX

-- --

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.

12 top-rated funds 2 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: TIPX
2026 Q1 Stats Unlock in 9 days 130 + Investors

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

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

Statistics: TIPX

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

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.

Top 25 institutional holders of TIPX — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Brio Consultants, LLC 2.32% 985,292 $18.9M
2 Good Harbor Advisors, Inc. 2.26% 101,987 $1.9M
3 Security National Bank 1.81% 648,656 $12.4M
4 NOVUS ADVISORS, LLC 1.41% 32,741 $628K
5 Aspire Private Capital, LLC 1.39% 321,985 $6.2M
6 ST GERMAIN D J CO INC 1.21% 1,586,908 $30.5M
7 Lynx Investment Advisory 1.06% 115,990 $2.2M
8 Hibernia Wealth Partners, LLC 1.04% 182,867 $3.5M
9 Raleigh Capital Management Inc. 0.80% 121,399 $2.3M
10 LOCKERMAN FINANCIAL GROUP, INC. 0.78% 22,516 $432K
11 Continuum Advisory, LLC 0.57% 306,945 $5.9M
12 LANDMARK WEALTH MANAGEMENT, INC. 0.53% 73,755 $1.4M
13 Henderson Brothers Financial Partners, LLC 0.51% 105,236 $2.0M
14 Elevation Capital Advisory, LLC 0.44% 54,144 $1.0M
15 Comprehensive Money Management Services LLC 0.41% 32,817 $630K
16 PCB Capital LLC 0.39% 12,802 $244K
17 Capital Investment Management, Inc. 0.37% 55,840 $1.1M
18 Financial & Tax Architects, LLC 0.35% 82,275 $1.6M
19 CAPITAL WEALTH MANAGEMENT, LLC 0.32% 60,724 $1.2M
20 Sovran Advisors, LLC 0.30% 196,875 $3.8M
21 RCW Management, LLC 0.27% 13,798 $265K
22 McNamara Financial Services, Inc. 0.27% 73,944 $1.4M
23 Intrua Financial, LLC 0.23% 117,131 $2.2M
24 BLODGETT WEALTH ADVISORS, LLC 0.22% 14,144 $271K
25 Accelerate Investment Advisors LLC 0.15% 11,995 $230K
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.

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.