Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Index Shs Fds (EDIV)

203 + 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
↑ +14
Streak
11Q ▲
Buyers last Q
67%

Smart Money Signals — EDIV

Based on 205 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 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
205 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
+58 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 — 67% buying

124 buying62 selling
Last quarter: 124 funds were net buyers (32 opened a brand new position + 92 added to an existing one). Only 62 were sellers (44 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 22 → 23 → 39 → 32. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 32% medium ■ 26% new
86 out of 205 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.
🚀

Acceleration phase — new buyers rushing in

20 → 22 → 23 → 39 → 32 new funds/Q
New funds entering each quarter: 22 → 23 → 39 → 32. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 44% veterans vs 34% newcomers

■ 44% veterans ■ 22% 1-2yr ■ 34% new
Entry-cohort mix of 205 holders: 90 (44%) are 2+ year veterans, 46 entered 1–2 years ago, and 69 (34%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
18 of 204 holders are among the 100 largest funds by AUM, controlling 42% 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.

Institutional Sentiment Summary — EDIV

In 2026 Q1, 124 hedge funds were net buyers of EDIV (32 opened a new position, 92 added to an existing one), while 62 reduced or exited (44 trimmed, 18 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 42% of total institutional value in EDIV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +14 funds (more new holders than closures). Total institutional holders: 205.

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

-- --

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

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

Signal Freshness measures how much EDIV has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
EDIV
+6.7%
SPY
+15.9%

EDIV outperformed SPY by -9.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
EDIV
+3.3%
SPY
+2.0%

Since the filing became public, EDIV outperformed SPY by +1.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 6 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: EDIV
203 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 203 191 6.28%
13F Shares 20M 17M 21.98%
Total Value $782M $646M 21.14%
New Positions 32 39 -7
Increased Positions 92 80 +12
Closed Positions 20 8 +12
Reduced Positions 42 37 +5
Total Calls 0 0 -
Total Puts 1 0 100%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EDIV

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Financial Highlights

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Institutional Holders (2026 Q1)

203 + 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:
Top 25 EDIV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Comprehensive Wealth Management, LLC 12.74% 638,363 $25.2M
2 swisspartners Advisors Ltd 6.98% 282,890 $11.1M
3 Trust Co 5.22% 1,410,692 $55.7M
4 Three Cord True Wealth Management, LLC 4.31% 196,601 $7.8M
5 Tower Wealth Partners, Inc. 3.69% 169,205 $6.7M
6 Anderson Financial Strategies, LLC 2.99% 132,401 $5.4M
7 Bond & Devick Financial Network, Inc. 2.82% 256,258 $10.1M
8 Drake & Associates, LLC 2.72% 361,686 $14.3M
9 Cyr Financial Inc. 2.68% 115,403 $4.6M
10 Plan Group Financial, LLC 2.11% 227,435 $9.0M
11 Cassia Capital Partners, LLC 2.08% 102,382 $4.0M
12 Keudell/Morrison Wealth Management 1.71% 211,199 $8.3M
13 Powerhouse Assets LLC 0.80% 23,408 $924K
14 Collaborative Fund Advisors, LLC 0.63% 25,944 $1.0M
15 Able Wealth Management LLC 0.61% 57,924 $2.3M
16 Cornerstone National Bank & Trust Co 0.60% 41,491 $1.6M
17 Altura Wealth Advisors Inc. 0.60% 34,635 $1.4M
18 Redhawk Wealth Advisors, Inc. 0.56% 127,453 $5.0M
19 Titleist Asset Management, LLC 0.51% 171,204 $6.8M
20 Old Port Advisors 0.51% 56,112 $2.2M
21 Creative Financial Designs Inc /Adv 0.45% 188,508 $7.4M
22 Perspective Wealth Advisors LLC 0.41% 15,973 $631K
23 RDA Financial Network 0.40% 40,690 $1.6M
24 Centaurus Financial, INC. 0.39% 207,668 $8.2M
25 Trademark Financial Management, LLC 0.38% 19,862 $784K
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 — 67% buying: Last quarter: 124 funds were net buyers (32 opened a brand new position + 92 added to an existing one). Only 62 were sellers (44 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EDIV holders?

Elite ownership — 42% AUM from top-100 funds: 18 of 204 holders are among the 100 largest funds by AUM, controlling 42% 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?

42% of holders stayed for 2+ years: 86 out of 205 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 Q1 hedge fund 13F filings?

As of today, EDIV has moved +3.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +1.3%. Since the quarter end (March 31, 2026), EDIV has gained +6.7% vs +15.9% 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.

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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