SPDR INDEX SHS FDS (QEMM): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

SPDR INDEX SHS FDS (QEMM)

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

Smart Money Signals — QEMM

Based on 33 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their QEMM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

📊

High ownership — 94% of 3.0Y peak

94% of all-time peak

33 funds currently hold this stock — 94% of the 3.0-year high of 35 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding QEMM is almost the same as a year ago (-1 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.

🟡

Slight buying edge — 52% buying

16 buying15 selling

Last quarter: 16 funds bought or added vs 15 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 — ~3 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 3 → 4 → 5 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

73% of holders stayed for 2+ years

■ 73% conviction (2yr+) ■ 15% medium ■ 12% new

24 out of 33 hedge funds have held QEMM 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 — ~3 new funds/quarter

3 → 3 → 4 → 5 → 3 new funds/Q

New funds entering each quarter: 3 → 4 → 5 → 3. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Deep conviction — 67% of holders stayed 2+ years

■ 67% veterans ■ 12% 1-2yr ■ 21% new

Of 33 current holders: 22 (67%) 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.

✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds

5 of 33 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.0

out of 10

Low Exit Risk

Exit risk score 3.0/10 — 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 (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	33	35	-5.71%
13F Shares	407K	356K	14.38%
Total Value	$27M	$24M	13.42%
New Positions	3	5	-2
Increased Positions	13	6	+7
Closed Positions	5	4	+1
Reduced Positions	10	11	-1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

-5.71%

13F Shares

407K

356K

14.38%

Total Value

$27M

$24M

13.42%

New Positions

-2

Increased Positions

Closed Positions

Reduced Positions

-1

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

33 + investors

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

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

Top 19 institutional holders of QEMM — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Portland Financial Advisors Inc	0.44%	3,033	$210K
2	CABOT WEALTH MANAGEMENT INC	0.38%	48,207	$3.3M
3	Premier Path Wealth Partners, LLC	0.36%	39,713	$2.8M
4	Strategic Financial Partners, Ltd.	0.12%	3,941	$273K
5	Capital Advisors, Ltd. LLC	0.09%	11,862	—
6	APPLETON PARTNERS INC/MA	0.06%	11,499	—
7	SENTINEL PENSION ADVISORS, LLC	0.03%	3,140	$218K
8	KWB Wealth	0.03%	4,370	$289K
9	Lutz Financial Services LLC	0.02%	5,015	$348K
10	Medallion Wealth Advisors, LLC	0.02%	589	$34K
11	NBC SECURITIES, INC.	0.01%	1,229	$85K
12	Ethic Inc.	0.01%	5,775	$400K
13	LPL Financial LLC	0.00%	139,248	$9.7M
14	Geneos Wealth Management Inc.	0.00%	591	$41K
15	AdvisorNet Financial, Inc	0.00%	159	$11K
16	RED REEF ADVISORS LLC	0.00%	8	—
17	Golden State Wealth Management, LLC	0.00%	72	$5K
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.00%	3,602	$249K
19	COMMONWEALTH EQUITY SERVICES, LLC	0.00%	3,991	$277K

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 (QEMM)

What does the Smart Money Trend signal show for QEMM?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their QEMM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for QEMM?

Slight buying edge — 52% buying: Last quarter: 16 funds bought or added vs 15 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 QEMM holders?

Strong quality — 33% AUM from major funds: 5 of 33 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held QEMM?

73% of holders stayed for 2+ years: 24 out of 33 hedge funds have held QEMM 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.

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SPDR INDEX SHS FDS (QEMM)

Smart Money Signals — QEMM

Selling streak — 1 quarter in a row

High ownership — 94% of 3.0Y peak

Stable — ownership unchanged year-over-year

Slight buying edge — 52% buying

Steady new buyers — ~3 new funds per quarter

73% of holders stayed for 2+ years

Steady discovery — ~3 new funds/quarter

Deep conviction — 67% of holders stayed 2+ years

Strong quality — 33% AUM from major funds

Hedge Fund Ownership: QEMM

Market Analysis: QEMM

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: QEMM

Hedge Fund Positioning: QEMM

Statistics: QEMM

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — SPDR INDEX SHS FDS (QEMM)

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