AE Wealth Management’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

AE Wealth Management’s Portfolio QEFA Stock Details QEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$522K	Buy	5,599 +1,800	+47%	+$171K	﹤0.01%	1088
2025 Q4	$344K	Buy	+3,799	New	+$338K	﹤0.01%	1240
2022 Q4	–	Sell	-45,994	Closed	-$2.57M	–	1898
2022 Q3	$2.57M	Sell	45,994 -34,389	-43%	-$2.12M	0.02%	622
2022 Q2	$4.98M	Buy	80,383 +3,189	+4%	+$213K	0.04%	411
2022 Q1	$5.57M	Sell	77,194 -38,130	-33%	-$2.79M	0.04%	410
2021 Q4	$8.85M	Buy	115,324 +97,594	+550%	+$7.47M	0.06%	295
2021 Q3	$1.33M	Buy	+17,730	New	+$1.37M	0.01%	781

Other funds holding QEFA

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AE Wealth Management's QEFA Position: Q1 2026 in Review

AE Wealth Management increased its State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) stake by 47% in Q1 2026, buying an estimated $171K and bringing the position to 5,599 shares worth $522K. The position accounts for ﹤0.01% of the portfolio, ranked #1088.

AE Wealth Management first reported a position in QEFA in Q3 2021 and has held it in 7 quarters since. The position peaked at $8.85M in Q4 2021. 144 funds tracked by Wall St. Rank hold QEFA as of Q1 2026.

AE Wealth Management held 5,599 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $522K as of Q1 2026.
AE Wealth Management bought 1,800 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q1 2026, an estimated $171K.
State Street SPDR MSCI EAFE StrategicFactors ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1088 holding.
AE Wealth Management first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q3 2021 and has held it in 7 quarters since.
AE Wealth Management's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $8.85M in Q4 2021.
144 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.