Spdr Series Trust (EFIV): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Spdr Series Trust (EFIV) following the 2026 Q1 hedge fund 13F filings?

As of today, EFIV has moved -0.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -1.4%. Since the quarter end (March 31, 2026), EFIV gained +13.4% vs +14.9% 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.

Spdr Series Trust (EFIV)

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

Smart Money Signals — EFIV

Based on 130 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 consecutive quarters, more hedge funds added EFIV 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

130 hedge funds hold EFIV 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 — +18% more funds vs a year ago

fund count last 6Q

+20 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 67% buying

83 buying40 selling

Last quarter: 83 funds were net buyers (19 opened a brand new position + 64 added to an existing one). Only 40 were sellers (29 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~19 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 16 → 12 → 16 → 19. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 30% medium ■ 22% new

62 out of 130 hedge funds have held EFIV 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.

💎

Buying through price weakness — shares +9%, value -6%

Value

-6%

+9%

Last quarter: funds added +9% more shares while total portfolio value only changed -6%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📈

Growing discovery — still being found

12 → 16 → 12 → 16 → 19 new funds/Q

New funds entering each quarter: 16 → 12 → 16 → 19. A growing number of institutions are discovering EFIV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 45% veterans vs 34% newcomers

■ 45% veterans ■ 21% 1-2yr ■ 34% new

Entry-cohort mix of 130 holders: 59 (45%) are 2+ year veterans, 27 entered 1–2 years ago, and 44 (34%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 18% AUM from top-100

18% from top-100 AUM funds

17 of 130 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.8

out of 10

Low Exit Risk

Exit risk score 3.8/10 — 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 (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	126	122	3.28%
13F Shares	5M	5M	4.0%
Total Value	$257M	$293M	-12.27%
New Positions	17	16	+1
Increased Positions	64	54	+10
Closed Positions	13	8	+5
Reduced Positions	27	33	-6
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

126

122

3.28%

13F Shares

4.0%

Total Value

$257M

$293M

-12.27%

New Positions

Increased Positions

+10

Closed Positions

Reduced Positions

-6

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

126 + investors

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

QUARTER:

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

Top 25 EFIV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Laurel Wealth Planning LLC	5.26%	158,051	$10.0M
2	Retirement Capital Strategies	3.75%	157,122	$9.9M
3	Koss-Olinger Consulting, LLC	2.18%	412,410	$26.0M
4	SOA Wealth Advisors, LLC.	2.01%	168,952	$10.7M
5	Tompkins Financial Corp	1.51%	301,366	$19.0M
6	Birchbrook, INC.	1.48%	47,971	$3.0M
7	Gilbert Capital Group, Inc.	1.34%	27,485	$1.7M
8	Baltimore-Washington Financial Advisors, Inc.	1.10%	402,455	$25.4M
9	Blue Edge Capital, LLC	0.81%	96,352	$6.1M
10	Rogco, LP	0.67%	31,794	$2.0M
11	FinArc Investments, Inc.	0.59%	9,745	$615K
12	Verus Wealth Management, LLC	0.52%	8,950	$565K
13	Affiance Financial, LLC	0.46%	44,594	$2.8M
14	Sage Advisory Services, Ltd.Co.	0.41%	11,937	$753K
15	Godfrey Financial Associates, Inc.	0.39%	7,193	$454K
16	Richard P Slaughter Associates Inc	0.39%	28,364	$1.8M
17	Opulen Financial Group LLC	0.39%	8,691	$548K
18	Armbruster Capital Management, Inc.	0.37%	35,616	$2.2M
19	MainStreet Investment Advisors LLC	0.36%	37,479	$2.4M
20	Napier Financial, LLC	0.34%	23,310	$1.5M
21	Briggs Wealth Management, Inc	0.33%	4,971	$314K
22	Seeds Investor LLC	0.29%	31,383	$2.1M
23	Veracity Capital LLC	0.28%	12,356	$779K
24	McClarren Financial Advisors, Inc.	0.21%	5,490	$346K
25	Thompson Davis & CO., INC.	0.16%	3,880	$245K

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 (EFIV)

What does the Smart Money Trend signal show for EFIV?

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

More buyers than sellers — 67% buying: Last quarter: 83 funds were net buyers (19 opened a brand new position + 64 added to an existing one). Only 40 were sellers (29 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EFIV holders?

Smaller funds dominant — 18% AUM from top-100: 17 of 130 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held EFIV?

48% of holders stayed for 2+ years: 62 out of 130 hedge funds have held EFIV 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 Series Trust (EFIV) following the 2026 Q1 hedge fund 13F filings?

As of today, EFIV has moved -0.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -1.4%. Since the quarter end (March 31, 2026), EFIV has gained +13.4% vs +14.9% 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.

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Spdr Series Trust (EFIV)

Smart Money Signals — EFIV

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Steady growth — +18% more funds vs a year ago

More buyers than sellers — 67% buying

Steady new buyers — ~19 new funds per quarter

48% of holders stayed for 2+ years

Buying through price weakness — shares +9%, value -6%

Growing discovery — still being found

Veteran-anchored — 45% veterans vs 34% newcomers

Smaller funds dominant — 18% AUM from top-100

Institutional Sentiment Summary — EFIV

Hedge Fund Ownership: EFIV

Market Analysis: EFIV

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: EFIV

Is It Too Late to Buy Spdr Series Trust (EFIV) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: EFIV

Statistics: EFIV

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Spdr Series Trust (EFIV)

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