Spdr Index Shs Fds (EDIV) Hedge Fund Ownership (Q2 2026)

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

As of today, EDIV has moved -0.3% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of +1.5%. Since the quarter end (June 30, 2026), EDIV gained +1.3% vs +2.1% 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 (EDIV)

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

Smart Money Signals — EDIV

Based on 217 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q

For 11 consecutive quarters, more hedge funds added EDIV 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

217 hedge funds hold EDIV 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 — +41% more funds vs a year ago

fund count last 6Q

+63 new funds entered over the past year (+41% 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 — 66% buying

134 buying70 selling

Last quarter: 134 funds were net buyers (32 opened a brand new position + 102 added to an existing one). Only 70 were sellers (50 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~32 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 24 → 39 → 32 → 32. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 25% medium ■ 28% new

103 out of 217 hedge funds have held EDIV 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 — ~32 new funds/quarter

22 → 24 → 39 → 32 → 32 new funds/Q

New funds entering each quarter: 24 → 39 → 32 → 32. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 48% veterans vs 31% newcomers

■ 48% veterans ■ 21% 1-2yr ■ 31% new

Entry-cohort mix of 217 holders: 104 (48%) are 2+ year veterans, 46 entered 1–2 years ago, and 67 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds

19 of 217 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in EDIV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	215	205	4.88%
13F Shares	21M	20M	3.79%
Total Value	$846M	$783M	7.99%
New Positions	32	32	-
Increased Positions	102	92	+10
Closed Positions	22	19	+3
Reduced Positions	49	44	+5
Total Calls	0	0	-
Total Puts	0	1	-100.0%
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

215

205

4.88%

13F Shares

21M

20M

3.79%

Total Value

$846M

$783M

7.99%

New Positions

Increased Positions

102

+10

Closed Positions

Reduced Positions

Total Calls

Total Puts

-100.0%

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

215 + investors

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

QUARTER:

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

Top 25 EDIV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Comprehensive Wealth Management, LLC	12.92%	690,557	$28.3M
2	swisspartners Advisors Ltd	7.83%	283,700	$11.6M
3	Trust Co	5.18%	1,400,471	$57.4M
4	Three Cord True Wealth Management, LLC	4.11%	210,909	$8.6M
5	Tower Wealth Partners, Inc.	3.50%	172,907	$7.1M
6	Anderson Financial Strategies, LLC	3.02%	138,195	$5.8M
7	Drake & Associates, LLC	2.78%	402,997	$16.5M
8	Bond & Devick Financial Network, Inc.	2.68%	265,297	$10.9M
9	Cyr Financial Inc.	2.64%	123,882	$5.1M
10	Keudell/Morrison Wealth Management	2.35%	303,249	$12.4M
11	Plan Group Financial, LLC	2.19%	260,012	$10.6M
12	Cassia Capital Partners, LLC	2.05%	103,332	$4.2M
13	Cornerstone National Bank & Trust Co	1.14%	82,708	$3.4M
14	Powerhouse Assets LLC	0.84%	25,205	$1.0M
15	Titleist Asset Management, LLC	0.49%	179,521	$7.4M
16	Redhawk Wealth Advisors, Inc.	0.49%	122,331	$5.0M
17	Altura Wealth Advisors Inc.	0.48%	34,798	$1.4M
18	Old Port Advisors	0.43%	53,664	$2.2M
19	Premier Path Wealth Partners, LLC	0.42%	88,432	$3.6M
20	Able Wealth Management LLC	0.38%	40,636	$1.7M
21	Perspective Wealth Advisors LLC	0.38%	16,876	$691K
22	RDA Financial Network	0.38%	42,567	$1.7M
23	Old Mission Capital LLC	0.37%	567,745	$23.3M
24	Opus Financial Solutions LLC	0.37%	11,105	$455K
25	Manchester Financial Inc	0.35%	48,673	$2.0M

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 (EDIV)

What does the Smart Money Trend signal show for EDIV?

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

More buyers than sellers — 66% buying: Last quarter: 134 funds were net buyers (32 opened a brand new position + 102 added to an existing one). Only 70 were sellers (50 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EDIV holders?

Elite ownership — 45% AUM from top-100 funds: 19 of 217 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in EDIV. 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 EDIV?

47% of holders stayed for 2+ years: 103 out of 217 hedge funds have held EDIV 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 (EDIV) following the 2026 Q2 hedge fund 13F filings?

As of today, EDIV has moved -0.3% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of +1.5%. Since the quarter end (June 30, 2026), EDIV has gained +1.3% vs +2.1% 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 (EDIV)

Smart Money Signals — EDIV

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +41% more funds vs a year ago

More buyers than sellers — 66% buying

Steady new buyers — ~32 new funds per quarter

47% of holders stayed for 2+ years

Steady discovery — ~32 new funds/quarter

Veteran-anchored — 48% veterans vs 31% newcomers

Elite ownership — 45% AUM from top-100 funds

Institutional Sentiment Summary — EDIV

Hedge Fund Ownership: EDIV

Market Analysis: EDIV

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: EDIV

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

Hedge Fund Positioning: EDIV

Statistics: EDIV

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Spdr Index Shs Fds (EDIV)

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