Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SPDR SERIES TRUST (EFIV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
3Q ▲
Buyers last Q
65%

Smart Money Signals — EFIV

Based on 116 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
116 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 — +10% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 65% buying

68 buying37 selling
Last quarter: 68 funds were net buyers (16 opened a brand new position + 52 added to an existing one). Only 37 were sellers (30 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~16 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 15 → 12 → 16. 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+) ■ 28% medium ■ 24% new
55 out of 116 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.
➡️

Steady discovery — ~16 new funds/quarter

17 → 12 → 15 → 12 → 16 new funds/Q
New funds entering each quarter: 12 → 15 → 12 → 16. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 47% of holders stayed 2+ years

■ 47% veterans ■ 16% 1-2yr ■ 38% new
Of 116 current holders: 54 (47%) 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.
📋

Smaller funds dominant — 15% AUM from top-100

15% from top-100 AUM funds
14 of 116 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

Hedge Fund Ownership: EFIV

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

Market Analysis: EFIV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EFIV

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 2 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: EFIV
2026 Q1 Stats Unlock in 12 days 116 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 116 107 8.41%
13F Shares 4M 4M 2.08%
Total Value $289M $271M 6.81%
New Positions 16 12 +4
Increased Positions 52 46 +6
Closed Positions 7 11 -4
Reduced Positions 30 31 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EFIV

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Financial Highlights

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Institutional Holders (2026 Q1)

116 + investors

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

Top 25 institutional holders of EFIV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Laurel Wealth Planning LLC 5.26% 158,051 $10.0M
2 Bank of Italy 2.20% 771,136 $49K
3 Koss-Olinger Consulting, LLC 2.18% 412,410 $26.0M
4 TOMPKINS FINANCIAL CORP 1.51% 301,366 $19.0M
5 BIRCHBROOK, INC. 1.48% 47,971 $3.0M
6 Gilbert Capital Group, Inc. 1.34% 27,485 $1.7M
7 ROGCO, LP 0.67% 31,794 $2.0M
8 R. W. Roge & Company, Inc. 0.63% 21,071 $1K
9 VERUS WEALTH MANAGEMENT, LLC 0.52% 8,950 $565K
10 Affiance Financial, LLC 0.46% 44,594 $2.8M
11 Sage Advisory Services, Ltd.Co. 0.41% 11,937 $753K
12 Richard P Slaughter Associates Inc 0.39% 28,364 $1.8M
13 Opulen Financial Group LLC 0.39% 8,691 $548K
14 Armbruster Capital Management, Inc. 0.37% 35,616 $2.2M
15 Napier Financial, LLC 0.34% 23,310 $1.5M
16 Veracity Capital LLC 0.28% 12,356 $779K
17 McClarren Financial Advisors, Inc. 0.21% 5,490 $346K
18 THOMPSON DAVIS & CO., INC. 0.16% 3,880 $245K
19 RETIREMENT INCOME SOLUTIONS, INC 0.16% 15,138 $955K
20 CAPE ANN SAVINGS BANK 0.16% 5,060 $319K
21 Warren Street Wealth Advisors, LLC 0.15% 9,490 $599K
22 DENVER WEALTH MANAGEMENT, INC. 0.15% 6,908 $436K
23 SFG Wealth Management, LLC. 0.12% 4,751 $300K
24 SCHMIDT P J INVESTMENT MANAGEMENT INC 0.12% 10,876 $686K
25 Single Point Partners, LLC 0.10% 8,223 $519K
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 — 3 quarters in a row: For 3 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 — 65% buying: Last quarter: 68 funds were net buyers (16 opened a brand new position + 52 added to an existing one). Only 37 were sellers (30 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EFIV holders?

Smaller funds dominant — 15% AUM from top-100: 14 of 116 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held EFIV?

47% of holders stayed for 2+ years: 55 out of 116 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.

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.