Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SPDR INDEX SHS FDS (EDIV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +29
Streak
11Q ▲
Buyers last Q
75%

Smart Money Signals — EDIV

Based on 179 hedge funds · latest filing: 2025 Q4 · 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
179 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 — +39% more funds vs a year ago

fund count last 6Q
+50 new funds entered over the past year (+39% 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 — 75% buying

114 buying39 selling
Last quarter: 114 funds were net buyers (36 opened a brand new position + 78 added to an existing one). Only 39 were sellers (32 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+15 vs last Q)

new funds entering per quarter
Funds opening a new EDIV position: 19 → 20 → 21 → 36. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

44% of holders stayed for 2+ years

■ 44% conviction (2yr+) ■ 32% medium ■ 24% new
78 out of 179 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.
📈

Growing discovery — still being found

25 → 19 → 20 → 21 → 36 new funds/Q
New funds entering each quarter: 19 → 20 → 21 → 36. A growing number of institutions are discovering EDIV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 46% of holders stayed 2+ years

■ 46% veterans ■ 21% 1-2yr ■ 34% new
Of 179 current holders: 82 (46%) 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.
✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
16 of 179 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.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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.

Hedge Fund Ownership: EDIV

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

Market Analysis: EDIV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EDIV

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

15 top-rated funds 5 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: EDIV
2026 Q1 Stats Unlock in 22 days 179 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 179 150 19.33%
13F Shares 16M 15M 11.61%
Total Value $635M $564M 12.59%
New Positions 36 21 +15
Increased Positions 78 76 +2
Closed Positions 7 13 -6
Reduced Positions 32 27 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EDIV

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

179 + investors

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

Top 25 institutional holders of EDIV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Trust Co 5.22% 1,410,692 $55.7M
2 Three Cord True Wealth Management, LLC 4.31% 196,601 $7.8M
3 Bond & Devick Financial Network, Inc. 2.82% 256,258 $10.1M
4 Cyr Financial Inc. 2.68% 115,403 $4.6M
5 Plan Group Financial, LLC 2.11% 227,435 $9.0M
6 Cassia Capital Partners, LLC 2.08% 102,382 $4.0M
7 Keudell/Morrison Wealth Management 1.71% 211,199 $8.3M
8 Powerhouse Assets LLC 0.80% 23,408 $924K
9 Able Wealth Management LLC 0.61% 57,924 $2.3M
10 Cornerstone National Bank & Trust Co 0.60% 41,491 $1.6M
11 USAdvisors Wealth Management, LLC 0.57% 44,766 $2K
12 Redhawk Wealth Advisors, Inc. 0.56% 127,453 $5.0M
13 Old Port Advisors 0.51% 56,112 $2.2M
14 CREATIVE FINANCIAL DESIGNS INC /ADV 0.45% 188,508 $7.4M
15 RDA Financial Network 0.40% 40,690 $1.6M
16 Trademark Financial Management, LLC 0.38% 19,862 $784K
17 MANCHESTER FINANCIAL INC 0.35% 46,815 $1.8M
18 IRON Financial LLC 0.35% 20,413 $806K
19 Premier Path Wealth Partners, LLC 0.35% 67,114 $2.6M
20 FIFTH THIRD SECURITIES, INC. 0.31% 122,331 $4.8M
21 RiverTree Advisors, LLC 0.28% 11,071 $437K
22 MMA ASSET MANAGEMENT LLC 0.22% 15,537 $613K
23 First Heartland Consultants, Inc. 0.22% 71,148 $2.8M
24 PARTNERS WEALTH MANAGEMENT, LLC 0.21% 5,084 $201K
25 Cambridge Financial Group, LLC 0.17% 12,547 $495K
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 — 75% buying: Last quarter: 114 funds were net buyers (36 opened a brand new position + 78 added to an existing one). Only 39 were sellers (32 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EDIV holders?

Strong quality — 37% AUM from major funds: 16 of 179 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 EDIV?

44% of holders stayed for 2+ years: 78 out of 179 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.

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.