Spdr Index Shs Fds (EFAX) Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Spdr Index Shs Fds (EFAX) following the 2026 Q2 hedge fund 13F filings?

As of today, EFAX has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), EFAX gained +4.3% vs +4.0% 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.

Spdr Index Shs Fds (EFAX)

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

Smart Money Signals — EFAX

Based on 86 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 EFAX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🏔️

At the ownership peak (98% of max)

98% of all-time peak

86 hedge funds hold EFAX 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.

📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q

+5 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 56% buying

38 buying30 selling

Last quarter: 38 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 — ~9 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 10 → 13 → 11 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 21% medium ■ 19% new

52 out of 86 hedge funds have held EFAX 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 -3%, value -33%

Value

-33%

-3%

Last quarter: funds added -3% more shares while total portfolio value only changed -33%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

➡️

Steady discovery — ~9 new funds/quarter

9 → 10 → 13 → 11 → 9 new funds/Q

New funds entering each quarter: 10 → 13 → 11 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 59% veterans vs 27% newcomers

■ 59% veterans ■ 14% 1-2yr ■ 27% new

Entry-cohort mix of 86 holders: 51 (59%) are 2+ year veterans, 12 entered 1–2 years ago, and 23 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 21% AUM from major funds

21% from top-100 AUM funds

14 of 85 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.5

out of 10

Low Exit Risk

Exit risk score 3.5/10 — 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 Q1)	Prior (2025 Q4)	Change
Funds Holding	86	88	-2.27%
13F Shares	5M	5M	-3.44%
Total Value	$173M	$259M	-33.0%
New Positions	9	11	-2
Increased Positions	29	45	-16
Closed Positions	11	9	+2
Reduced Positions	19	21	-2
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

-2.27%

13F Shares

-3.44%

Total Value

$173M

$259M

-33.0%

New Positions

-2

Increased Positions

-16

Closed Positions

Reduced Positions

-2

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

86 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EFAX. 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.

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

Top 25 EFAX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Windmill Hill Asset Management Ltd	2.75%	227,939	$12.3M
2	Gemmer Asset Management LLC	2.60%	713,531	$38.6M
3	Values Added Financial LLC	0.99%	50,519	$2.7M
4	Leith Wheeler Investment Counsel Ltd.	0.93%	225,900	$12.2M
5	Camelot Technology Advisors, INC.	0.93%	25,484	$1.4M
6	Marquette Associates, INC.	0.91%	23,041	$1.2M
7	Whipplewood Advisors, LLC	0.71%	19,623	$1.1M
8	Tiff Advisory Services, LLC	0.44%	33,093	$1.8M
9	Bailard, INC.	0.28%	251,570	$13.6M
10	Clarion Wealth Managment Partners, LLC	0.26%	5,870	$318K
11	GGM Financial LLC	0.23%	11,236	$608K
12	Flputnam Investment Management Co	0.21%	331,505	$17.9M
13	Advisory Solutions Group, LLC	0.21%	11,608	$628K
14	Bond & Devick Financial Network, Inc.	0.20%	14,915	$807K
15	Boyd Wealth Management, LLC	0.16%	7,687	$416K
16	Proffitt & Goodson Inc	0.15%	20,814	$1.1M
17	Aufman Associates Inc	0.15%	7,073	$383K
18	American Financial & Tax Strategies Inc	0.15%	6,007	$325K
19	William Mack & Associates, Inc.	0.14%	7,412	$401K
20	Hobbs Group Advisors, LLC	0.12%	8,377	$453K
21	eCIO, Inc.	0.11%	7,379	$399K
22	Operose Advisors LLC	0.10%	9,587	$519K
23	First Bancorp, Inc /ME/	0.10%	4,570	$247K
24	Retirement Income Solutions, Inc	0.09%	10,525	$524K
25	Arcadia Investment Advisors LLC	0.09%	3,917	$212K

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 (EFAX)

What does the Smart Money Trend signal show for EFAX?

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

Slight buying edge — 56% buying: Last quarter: 38 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 EFAX holders?

Strong quality — 21% AUM from major funds: 14 of 85 holders rank in the top 100 by AUM, accounting for 21% 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 EFAX?

60% of holders stayed for 2+ years: 52 out of 86 hedge funds have held EFAX 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 (EFAX) following the 2026 Q2 hedge fund 13F filings?

As of today, EFAX has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), EFAX has gained +4.3% vs +4.0% 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.

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Spdr Index Shs Fds (EFAX)

Smart Money Signals — EFAX

Selling streak — 1 quarter in a row

At the ownership peak (98% of max)

Steady growth — +6% more funds vs a year ago

Slight buying edge — 56% buying

Steady new buyers — ~9 new funds per quarter

60% of holders stayed for 2+ years

Buying through price weakness — shares -3%, value -33%

Steady discovery — ~9 new funds/quarter

Veteran-anchored — 59% veterans vs 27% newcomers

Strong quality — 21% AUM from major funds

Institutional Sentiment Summary — EFAX

Hedge Fund Ownership: EFAX

Market Analysis: EFAX

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: EFAX

Is It Too Late to Buy Spdr Index Shs Fds (EFAX) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: EFAX

Statistics: EFAX

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Spdr Index Shs Fds (EFAX)

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