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.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
1Q ▼
Buyers last Q
55%

Smart Money Signals — WIP

Based on 63 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their WIP 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 — 80% of 3.0Y peak

80% of all-time peak
63 funds currently hold this stock — 80% of the 3.0-year high of 79 funds (reached 2023 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

37 buying30 selling
Last quarter: 37 funds bought or added vs 30 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 — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 7 → 16 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 24% medium ■ 25% new
32 out of 63 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.
💎

Buying through price weakness — shares +61%, value +39%

Value
+39%
Shares
+60%
Last quarter: funds added +61% more shares while total portfolio value only changed +39%. 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

9 → 11 → 7 → 16 → 14 new funds/Q
New funds entering each quarter: 11 → 7 → 16 → 14. A growing number of institutions are discovering WIP each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 60% veterans vs 29% newcomers

■ 60% veterans ■ 11% 1-2yr ■ 29% new
Entry-cohort mix of 63 holders: 38 (60%) are 2+ year veterans, 7 entered 1–2 years ago, and 18 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 74% AUM from top-100 funds

74% from top-100 AUM funds
11 of 63 holders are among the 100 largest funds by AUM, controlling 74% 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.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — 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 — WIP

In 2026 Q1, 37 hedge funds were net buyers of WIP (14 opened a new position, 23 added to an existing one), while 30 reduced or exited (13 trimmed, 17 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 74% of total institutional value in WIP is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 63.

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

-- --

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

Loading signal freshness…
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
1.2
/ 10
conviction
Hedge Fund Positioning: WIP
2026 Q2 Stats Unlock in 3 days 63 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 63 65 -3.08%
13F Shares 5M 3M 60.96%
Total Value $178M $128M 39.47%
New Positions 14 16 -2
Increased Positions 22 18 +4
Closed Positions 16 8 +8
Reduced Positions 14 20 -6
Total Calls 0 0 -
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: WIP

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Institutional Holders (2026 Q2)

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.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 WIP holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sidoxia Capital Management, LLC 1.11% 38,460 $1.5M
2 Idaho Trust Co 0.73% 63,021 $2.5M
3 Hyundai Investments Co., Ltd. 0.62% 14,543 $572K
4 Bristlecone Value Partners, LLC 0.47% 14,871 $586K
5 Leuthold Group, LLC 0.44% 110,143 $4.3M
6 GenTrust, LLC 0.41% 269,313 $10.6M
7 Mount Lucas Management LP 0.32% 22,768 $897K
8 Cambria Investment Management, L.P. 0.19% 100,313 $3.9M
9 Cary Street Partners Financial LLC 0.17% 200,375 $7.9M
10 APS Management Group, Inc. 0.17% 5,694 $224K
11 OneAscent Financial Services LLC 0.14% 76,834 $3.0M
12 4Thought Financial Group Inc. 0.14% 7,407 $292K
13 AlphaCentric Advisors LLC 0.11% 3,407 $134K
14 Adalta Capital Management LLC 0.10% 6,000 $236K
15 Empirical Asset Management, LLC 0.09% 9,726 $383K
16 Calton & Associates, INC. 0.07% 11,528 $454K
17 Global View Capital Management LLC 0.06% 7,115 $280K
18 Ewa, LLC 0.04% 5,717 $225K
19 Prospera Financial Services Inc 0.04% 68,117 $2.7M
20 Baker Ellis Asset Management LLC 0.03% 8,000 $315K
21 PFG Investments, LLC 0.02% 13,617 $536K
22 Hamrick Investment Counsel, llc 0.02% 750 $30K
23 Integrated Advisors Network LLC 0.01% 6,955 $274K
24 Trust Co of Toledo NA /Oh/ 0.01% 2,083 $82K
25 Destination Wealth Management 0.01% 6,734 $265K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their WIP 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 WIP?

Slight buying edge — 55% buying: Last quarter: 37 funds bought or added vs 30 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 — 74% AUM from top-100 funds: 11 of 63 holders are among the 100 largest funds by AUM, controlling 74% 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?

51% of holders stayed for 2+ years: 32 out of 63 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.

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