Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Index Shs Fds (QEFA)

140 + 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
↑ +3
Streak
5Q ▲
Buyers last Q
52%

Smart Money Signals — QEFA

Based on 142 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 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
142 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 — +15% more funds vs a year ago

fund count last 6Q
+18 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

66 buying62 selling
Last quarter: 66 funds bought or added vs 62 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 — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 15 → 15 → 17 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 22% medium ■ 18% new
85 out of 142 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.
📈

Growing discovery — still being found

18 → 15 → 15 → 17 → 18 new funds/Q
New funds entering each quarter: 15 → 15 → 17 → 18. A growing number of institutions are discovering QEFA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 64% of holders stayed 2+ years

■ 64% veterans ■ 12% 1-2yr ■ 24% new
Of 142 current holders: 91 (64%) 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 — 46% AUM from top-100 funds

46% from top-100 AUM funds
16 of 142 holders are among the 100 largest funds by AUM, controlling 46% 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.
3.7
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.

Institutional Sentiment Summary — QEFA

In 2026 Q1, 66 hedge funds were net buyers of QEFA (18 opened a new position, 48 added to an existing one), while 62 reduced or exited (47 trimmed, 15 sold completely) — a 52% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 46% of total institutional value in QEFA is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 142.

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

-- --

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

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

Signal Freshness measures how much QEFA 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 · 75d ago
QEFA
+3.8%
SPY
+14.1%

QEFA outperformed SPY by -10.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
QEFA
+0.9%
SPY
+0.3%

Since the filing became public, QEFA outperformed SPY by +0.6% .

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.

5 top-rated funds 3 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: QEFA
140 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 140 139 0.72%
13F Shares 9M 9M 3.03%
Total Value $840M $833M 0.83%
New Positions 17 17 -
Increased Positions 48 55 -7
Closed Positions 16 8 +8
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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Institutional Holders (2026 Q1)

140 + investors

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

QUARTER:
Top 25 QEFA holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Intelligence Driven Advisers, LLC 9.97% 612,979 $57.2M
2 SimpliFi, Inc. 9.57% 244,333 $22.8M
3 Arrien Investments, INC. 7.33% 144,959 $13.5M
4 Palladiem, LLC 6.61% 71,612 $6.9M
5 Financial Guidance Group, Inc. 5.55% 148,153 $13.8M
6 Evergreen Private Wealth LLC 4.11% 109,087 $10.2M
7 1620 Investment Advisors, INC. 2.74% 43,503 $4.1M
8 Hobart Private Capital, LLC 2.35% 128,356 $12.0M
9 Arq Wealth Advisors, LLC 2.31% 137,271 $12.8M
10 21 West Wealth Management LLC 2.30% 26,532 $2.5M
11 Resolute Wealth Advisor, INC. 2.00% 37,711 $3.5M
12 First Hawaiian Bank 1.80% 137,956 $12.9M
13 Johnson & White Wealth Management, LLC 1.66% 42,001 $3.9M
14 Financial Enhancement Group LLC 1.65% 135,783 $13.3M
15 KWB Wealth 1.44% 160,530 $14.6M
16 Adapt Wealth Advisors, LLC 1.31% 38,778 $3.6M
17 Brio Consultants, LLC 1.14% 96,328 $9.3M
18 Stanich Group LLC 1.12% 15,788 $1.5M
19 Eagle Strategies LLC 1.01% 90,522 $8.4M
20 Element Wealth, LLC 0.61% 15,919 $1.5M
21 January Capital Advisors LLC 0.60% 4,754 $443K
22 Warren Street Wealth Advisors, LLC 0.52% 21,700 $2.0M
23 Great Valley Advisor Group, INC. 0.49% 289,229 $27.0M
24 Nvwm, LLC 0.48% 23,089 $2.2M
25 Red Reef Advisors LLC 0.47% 5,085 $461K
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 — 5 quarters in a row: For 5 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 — 52% buying: Last quarter: 66 funds bought or added vs 62 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 — 46% AUM from top-100 funds: 16 of 142 holders are among the 100 largest funds by AUM, controlling 46% 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?

60% of holders stayed for 2+ years: 85 out of 142 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.

Is it too late to buy Spdr Index Shs Fds (QEFA) following the 2026 Q1 hedge fund 13F filings?

As of today, QEFA has moved +0.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +0.6%. Since the quarter end (March 31, 2026), QEFA has gained +3.8% vs +14.1% 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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