AFG
QEFA icon

Atomi Financial Group’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Atomi Financial Group’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
2025
Q3 		– Sell
-8,661
Closed -$739K – 1228
2025
Q2 		$739K Buy
+8,661
New +$711K 0.03% 440

Other funds holding QEFA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
SI
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
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Atomi Financial Group's QEFA Position: Q3 2025 in Review

Atomi Financial Group sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q3 2025, closing a stake of 8,661 shares — an estimated $739K sold.

Atomi Financial Group first reported a position in QEFA in Q2 2025 and held it in 1 quarter. The position peaked at $739K in Q2 2025. 134 funds tracked by Wall St. Rank hold QEFA as of Q3 2025.

  • Atomi Financial Group reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q3 2025 after selling out during the quarter.
  • Atomi Financial Group sold 8,661 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q3 2025, an estimated $739K.
  • Atomi Financial Group first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q2 2025 and held it in 1 quarter.
  • Atomi Financial Group's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $739K in Q2 2025.
  • 134 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q3 2025.

Based on Atomi Financial Group's 13F filing for Q3 2025, filed 10 Nov 2025.