SPDR INDEX SHS FDS (QEFA): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

SPDR INDEX SHS FDS (QEFA)

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

Smart Money Signals — QEFA

Based on 137 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 consecutive quarters, more hedge funds added QEFA 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

137 hedge funds hold QEFA 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 — +20% more funds vs a year ago

fund count last 6Q

+23 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 56% buying

71 buying55 selling

Last quarter: 71 funds bought or added vs 55 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 — ~17 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 17 → 14 → 15 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 24% medium ■ 15% new

83 out of 137 hedge funds have held QEFA 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 — ~17 new funds/quarter

14 → 17 → 14 → 15 → 17 new funds/Q

New funds entering each quarter: 17 → 14 → 15 → 17. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 14% 1-2yr ■ 21% new

Of 137 current holders: 89 (65%) 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 — 45% AUM from top-100 funds

45% from top-100 AUM funds

12 of 137 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in QEFA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.6

out of 10

Low Exit Risk

Exit risk score 3.6/10 — 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 (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	137	128	7.03%
13F Shares	9M	9M	0.82%
Total Value	$819M	$787M	4.09%
New Positions	17	15	+2
Increased Positions	54	45	+9
Closed Positions	8	9	-1
Reduced Positions	47	48	-1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

137

128

7.03%

13F Shares

0.82%

Total Value

$819M

$787M

4.09%

New Positions

Increased Positions

Closed Positions

-1

Reduced Positions

-1

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

137 + investors

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

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

Top 25 institutional holders of QEFA — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	SimpliFi, Inc.	9.57%	244,333	$22.8M
2	ARRIEN INVESTMENTS, INC.	7.33%	144,959	$13.5M
3	PALLADIEM, LLC	6.61%	71,612	$6.9M
4	Financial Guidance Group, Inc.	5.55%	148,153	$13.8M
5	Evergreen Private Wealth LLC	4.11%	109,087	$10.2M
6	Hobart Private Capital, LLC	2.35%	128,356	$12.0M
7	ARQ WEALTH ADVISORS, LLC	2.31%	137,271	$12.8M
8	21 West Wealth Management LLC	2.30%	26,532	$2.5M
9	FIRST HAWAIIAN BANK	1.80%	137,956	$12.9M
10	Johnson & White Wealth Management, LLC	1.66%	42,001	$3.9M
11	Financial Enhancement Group LLC	1.65%	135,783	$13.3M
12	KWB Wealth	1.44%	160,530	$14.6M
13	Brio Consultants, LLC	1.14%	96,328	$9.3M
14	Stanich Group LLC	1.12%	15,788	$1.5M
15	Eagle Strategies LLC	1.01%	90,522	$8.4M
16	CX Institutional	0.91%	321,415	$30K
17	Element Wealth, LLC	0.61%	15,919	$1.5M
18	Warren Street Wealth Advisors, LLC	0.52%	21,700	$2.0M
19	NVWM, LLC	0.48%	23,089	$2.2M
20	RED REEF ADVISORS LLC	0.47%	5,085	$461K
21	Dynamic Advisor Solutions LLC	0.38%	128,455	$12.0M
22	Opulen Financial Group LLC	0.25%	3,734	$348K
23	Investment Research Partners LLC	0.21%	5,460	$509K
24	Seed Wealth Management, Inc.	0.16%	2,500	$233K
25	Flagship Private Wealth, LLC	0.16%	4,102	$383K

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 (QEFA)

What does the Smart Money Trend signal show for QEFA?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added QEFA 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 QEFA?

Slight buying edge — 56% buying: Last quarter: 71 funds bought or added vs 55 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 QEFA holders?

Elite ownership — 45% AUM from top-100 funds: 12 of 137 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in QEFA. 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 QEFA?

61% of holders stayed for 2+ years: 83 out of 137 hedge funds have held QEFA 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.

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SPDR INDEX SHS FDS (QEFA)

Smart Money Signals — QEFA

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Steady growth — +20% more funds vs a year ago

Slight buying edge — 56% buying

Steady new buyers — ~17 new funds per quarter

61% of holders stayed for 2+ years

Steady discovery — ~17 new funds/quarter

Deep conviction — 65% of holders stayed 2+ years

Elite ownership — 45% AUM from top-100 funds

Hedge Fund Ownership: QEFA

Market Analysis: QEFA

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: QEFA

Hedge Fund Positioning: QEFA

Statistics: QEFA

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — SPDR INDEX SHS FDS (QEFA)

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