Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Series Trust (EMHC)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
11Q ▲
Buyers last Q
74%

Smart Money Signals — EMHC

Based on 96 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added EMHC 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
96 hedge funds hold EMHC 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 — +33% more funds vs a year ago

fund count last 6Q
+24 new funds entered over the past year (+33% 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 — 74% buying

73 buying25 selling
Last quarter: 73 funds were net buyers (17 opened a brand new position + 56 added to an existing one). Only 25 were sellers (14 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~17 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 13 → 15 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 32% long-term, 33% new

32% conviction (2yr+) 34% medium 33% new
Of the 96 current holders: 31 (32%) held >2 years, 33 held 1–2 years, and 32 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📈

Growing discovery — still being found

15 → 10 → 13 → 15 → 17 new funds/Q
New funds entering each quarter: 10 → 13 → 15 → 17. A growing number of institutions are discovering EMHC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 17% veterans, 44% new entrants

17% veterans 40% 1-2yr 44% new
Of 96 current holders: 16 (17%) held 2+ years, 38 held 1–2 years, 42 (44%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
9 of 96 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — EMHC

In 2026 Q1, 73 hedge funds were net buyers of EMHC (17 opened a new position, 56 added to an existing one), while 25 reduced or exited (14 trimmed, 11 sold completely) — a 74% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 37% of total institutional value in EMHC is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 96.

Hedge Fund Ownership: EMHC

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

Market Analysis: EMHC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EMHC

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: EMHC
104 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 104 96 8.33%
13F Shares 7M 6M 13.93%
Total Value $176M $151M 16.08%
New Positions 19 17 +2
Increased Positions 64 56 +8
Closed Positions 11 11 -
Reduced Positions 13 14 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EMHC

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Institutional Holders (2026 Q2)

104 + investors

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

QUARTER:
Top 25 EMHC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Novus Advisors, LLC 1.83% 34,477 $877K
2 Aspire Private Capital, LLC 1.24% 236,635 $6.0M
3 Breakwater Investment Management 1.05% 121,718 $3.1M
4 Lockerman Financial Group, INC. 1.00% 25,833 $657K
5 Hibernia Wealth Partners, LLC 0.92% 66,761 $1.7M
6 Landmark Wealth Management, INC. 0.84% 100,315 $2.6M
7 Raleigh Capital Management Inc. 0.84% 103,338 $2.6M
8 Capital Investment Management, Inc. 0.78% 100,689 $2.6M
9 WealthPoint Financial, LLC 0.67% 36,257 $922K
10 Midwest Financial Network, LLC 0.59% 34,023 $865K
11 Valtinson Bruner Financial Planning LLC 0.58% 91,684 $2.3M
12 Visionary Horizons, LLC 0.45% 42,084 $1.1M
13 PCB Capital LLC 0.41% 13,088 $333K
14 International Private Wealth Advisors LLC 0.33% 25,148 $640K
15 McNamara Financial Services, Inc. 0.19% 42,882 $1.1M
16 Fsb Premier Wealth Management, INC. 0.19% 25,969 $661K
17 KWB Wealth 0.17% 76,244 $1.9M
18 Richardson Financial Services INC. 0.15% 10,684 $272K
19 Legacy Wealth Partners, LLC 0.14% 25,122 $639K
20 BlueChip Wealth Advisors LLC 0.14% 14,759 $375K
21 Envestnet Portfolio Solutions, Inc. 0.10% 785,292 $20.0M
22 Sharkey, Howes & Javer 0.08% 26,276 $668K
23 Signal Advisors Wealth, LLC 0.08% 62,177 $1.6M
24 Vicus Capital 0.07% 45,621 $1.2M
25 Global Financial Private Client, LLC 0.06% 9,395 $239K
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 (EMHC)

What does the Smart Money Trend signal show for EMHC?

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

More buyers than sellers — 74% buying: Last quarter: 73 funds were net buyers (17 opened a brand new position + 56 added to an existing one). Only 25 were sellers (14 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EMHC holders?

Strong quality — 37% AUM from major funds: 9 of 96 holders rank in the top 100 by AUM, accounting for 37% 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 EMHC?

Mixed — 32% long-term, 33% new: Of the 96 current holders: 31 (32%) held >2 years, 33 held 1–2 years, and 32 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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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