AI
QEFA icon

Atria Investments’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Atria Investments’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
Q2 		– Sell
-2,808
Closed -$262K – 2237
2026
Q1 		$262K Sell
2,808
-60
-2% -$5.69K ﹤0.01% 1834
2025
Q4 		$260K Sell
2,868
-2,098
-42% -$187K ﹤0.01% 1823
2025
Q3 		$437K Buy
4,966
+819
+20% +$70.5K 0.01% 1499
2025
Q2 		$354K Sell
4,147
-2,203
-35% -$181K ﹤0.01% 1612
2025
Q1 		$501K Sell
6,350
-29
-0.5% -$2.24K 0.01% 1351
2024
Q4 		$463K Sell
6,379
-2,639
-29% -$201K 0.01% 1365
2024
Q3 		$726K Buy
9,018
+69
+0.8% +$5.35K 0.01% 1140
2024
Q2 		$669K Buy
+8,949
New +$676K 0.01% 1156
2023
Q3 		– Sell
-19,723
Closed -$1.38M – 881
2023
Q2 		$1.38M Buy
19,723
+3,313
+20% +$233K 0.02% 699
2023
Q1 		$1.14M Buy
+16,410
New +$1.11M 0.02% 759
2019
Q1 		– Sell
-74,059
Closed -$4.19M – 1007
2018
Q4 		$4.19M Sell
74,059
-11,879
-14% -$706K 0.19% 87
2018
Q3 		$5.51M Buy
85,938
+1,766
+2% +$112K 0.22% 83
2018
Q2 		$5.28M Buy
84,172
+4,834
+6% +$313K 0.23% 76
2018
Q1 		$5.14M Buy
79,338
+58,533
+281% +$3.85M 0.25% 71
2017
Q4 		$1.35M Buy
20,805
+2,045
+11% +$131K 0.07% 271
2017
Q3 		$1.19M Buy
18,760
+7,551
+67% +$470K 0.07% 273
2017
Q2 		$681K Buy
11,209
+1,347
+14% +$81.4K 0.04% 362
2017
Q1 		$571K Buy
+9,862
New +$554K 0.04% 366

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
IDA
Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $3.46B AUM 21.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Atria Investments's QEFA Position: Q2 2026 in Review

Atria Investments sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q2 2026, closing a stake of 2,808 shares — an estimated $262K sold.

Atria Investments first reported a position in QEFA in Q1 2017 and held it in 18 quarters. The position peaked at $5.51M in Q3 2018. 155 funds tracked by Wall St. Rank hold QEFA as of Q2 2026.

  • Atria Investments reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q2 2026 after selling out during the quarter.
  • Atria Investments sold 2,808 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q2 2026, an estimated $262K.
  • Atria Investments first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q1 2017 and held it in 18 quarters.
  • Atria Investments's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $5.51M in Q3 2018.
  • 155 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.