Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Series Trust (EFIV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
5Q ▲
Buyers last Q
63%

Smart Money Signals — EFIV

Based on 140 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added EFIV 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
140 hedge funds hold EFIV 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 — +24% more funds vs a year ago

fund count last 6Q
+27 new funds entered over the past year (+24% 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

79 buying46 selling
Last quarter: 79 funds were net buyers (18 opened a brand new position + 61 added to an existing one). Only 46 were sellers (38 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 16 → 19 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 30% medium ■ 22% new
67 out of 140 hedge funds have held EFIV 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.
💰

Value +33% but shares only +11% — price-driven

Value
+33%
Shares
+11%
Last quarter: the total dollar value of institutional holdings rose +33%, but actual share count only changed +11%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

16 → 12 → 16 → 19 → 18 new funds/Q
New funds entering each quarter: 12 → 16 → 19 → 18. A growing number of institutions are discovering EFIV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 46% veterans vs 34% newcomers

■ 46% veterans ■ 21% 1-2yr ■ 34% new
Entry-cohort mix of 140 holders: 64 (46%) are 2+ year veterans, 29 entered 1–2 years ago, and 47 (34%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 17% AUM from top-100

17% from top-100 AUM funds
15 of 140 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 — EFIV

In 2026 Q2, 79 hedge funds were net buyers of EFIV (18 opened a new position, 61 added to an existing one), while 46 reduced or exited (38 trimmed, 8 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 140.

Hedge Fund Ownership: EFIV

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

Market Analysis: EFIV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EFIV

-- --

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 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: EFIV
140 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 140 130 7.69%
13F Shares 6M 6M 11.01%
Total Value $366M $275M 33.21%
New Positions 18 19 -1
Increased Positions 61 64 -3
Closed Positions 8 11 -3
Reduced Positions 38 29 +9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EFIV

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Institutional Holders (2026 Q2)

140 + investors

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

QUARTER:
Top 25 EFIV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Laurel Wealth Planning LLC 5.01% 155,404 $11.3M
2 Retirement Capital Strategies 3.97% 156,774 $11.4M
3 Systelligence, LLC 3.47% 284,700 $20.8M
4 Koss-Olinger Consulting, LLC 2.29% 407,529 $29.7M
5 Tompkins Financial Corp 2.17% 425,668 $31.0M
6 SOA Wealth Advisors, LLC. 2.03% 165,919 $12.1M
7 Birchbrook, INC. 1.62% 47,396 $3.5M
8 Gilbert Capital Group, Inc. 1.39% 27,253 $2.0M
9 Baltimore-Washington Financial Advisors, Inc. 1.10% 403,748 $29.4M
10 Blue Edge Capital, LLC 0.84% 96,463 $7.0M
11 Rogco, LP 0.71% 31,802 $2.3M
12 FinArc Investments, Inc. 0.63% 9,551 $697K
13 Godfrey Financial Associates, Inc. 0.53% 8,973 $692K
14 Seven Mile Advisory 0.51% 10,380 $757K
15 Affiance Financial, LLC 0.48% 45,299 $3.3M
16 Verus Wealth Management, LLC 0.46% 7,650 $558K
17 Opulen Financial Group LLC 0.45% 9,827 $717K
18 Richard P Slaughter Associates Inc 0.43% 29,764 $2.2M
19 Sage Advisory Services, Ltd.Co. 0.42% 11,699 $853K
20 GAM Holding AG 0.42% 75,715 $4.8M
21 Armbruster Capital Management, Inc. 0.38% 35,346 $2.6M
22 MainStreet Investment Advisors LLC 0.38% 38,274 $2.8M
23 Napier Financial, LLC 0.35% 23,155 $1.7M
24 Briggs Wealth Management, Inc 0.33% 5,019 $366K
25 Basso Capital Management, L.P. 0.27% 17,261 $1.3M
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 (EFIV)

What does the Smart Money Trend signal show for EFIV?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added EFIV 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 EFIV?

More buyers than sellers — 63% buying: Last quarter: 79 funds were net buyers (18 opened a brand new position + 61 added to an existing one). Only 46 were sellers (38 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EFIV holders?

Smaller funds dominant — 17% AUM from top-100: 15 of 140 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held EFIV?

48% of holders stayed for 2+ years: 67 out of 140 hedge funds have held EFIV 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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