Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SPDR INDEX SHS FDS (QEFA)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
4Q ▲
Buyers last Q
56%

Smart Money Signals — QEFA

Based on 137 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added QEFA 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
137 hedge funds hold QEFA 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 — +20% more funds vs a year ago

fund count last 6Q
+23 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

71 buying55 selling
Last quarter: 71 funds bought or added vs 55 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~17 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 17 → 14 → 15 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 24% medium ■ 15% new
83 out of 137 hedge funds have held QEFA 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 — ~17 new funds/quarter

14 → 17 → 14 → 15 → 17 new funds/Q
New funds entering each quarter: 17 → 14 → 15 → 17. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 14% 1-2yr ■ 21% new
Of 137 current holders: 89 (65%) 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.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
12 of 137 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in QEFA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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: QEFA

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

Market Analysis: QEFA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: QEFA

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

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 2 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: QEFA
2026 Q1 Stats Unlock in 21 days 137 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 137 128 7.03%
13F Shares 9M 9M 0.82%
Total Value $819M $787M 4.09%
New Positions 17 15 +2
Increased Positions 54 45 +9
Closed Positions 8 9 -1
Reduced Positions 47 48 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: QEFA

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

137 + investors

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

Top 25 institutional holders of QEFA — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SimpliFi, Inc. 9.57% 244,333 $22.8M
2 ARRIEN INVESTMENTS, INC. 7.33% 144,959 $13.5M
3 Financial Guidance Group, Inc. 5.55% 148,153 $13.8M
4 Hobart Private Capital, LLC 2.35% 128,356 $12.0M
5 21 West Wealth Management LLC 2.30% 26,532 $2.5M
6 FIRST HAWAIIAN BANK 1.80% 137,956 $12.9M
7 Johnson & White Wealth Management, LLC 1.66% 42,001 $3.9M
8 Financial Enhancement Group LLC 1.65% 135,783 $13.3M
9 KWB Wealth 1.44% 160,530 $14.6M
10 Stanich Group LLC 1.12% 15,788 $1.5M
11 Eagle Strategies LLC 1.01% 90,522 $8.4M
12 CX Institutional 0.91% 321,415 $30K
13 Warren Street Wealth Advisors, LLC 0.52% 21,700 $2.0M
14 NVWM, LLC 0.48% 23,089 $2.2M
15 RED REEF ADVISORS LLC 0.47% 5,085 $461K
16 Dynamic Advisor Solutions LLC 0.38% 128,455 $12.0M
17 Seed Wealth Management, Inc. 0.16% 2,500 $233K
18 Flagship Private Wealth, LLC 0.16% 4,102 $383K
19 Capital Advisors, Ltd. LLC 0.15% 14,406 $1K
20 Golden State Wealth Management, LLC 0.15% 14,314 $1.3M
21 IRON Financial LLC 0.10% 2,363 $220K
22 Private Advisor Group, LLC 0.09% 211,692 $19.7M
23 B. Riley Wealth Advisors, Inc. 0.07% 11,774 $1.1M
24 Cornerstone Wealth Management, LLC 0.07% 13,944 $1.3M
25 Walkner Condon Financial Advisors LLC 0.06% 4,965 $463K
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 (QEFA)

What does the Smart Money Trend signal show for QEFA?

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

Slight buying edge — 56% buying: Last quarter: 71 funds bought or added vs 55 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for QEFA holders?

Elite ownership — 45% AUM from top-100 funds: 12 of 137 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in QEFA. 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 QEFA?

61% of holders stayed for 2+ years: 83 out of 137 hedge funds have held QEFA 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.