Baird Financial Group
QEFA icon

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

Baird 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
2024
Q3 		– Sell
-5,001
Closed -$374K – 1814
2024
Q2 		$374K Hold
5,001
– – ﹤0.01% 1487
2024
Q1 		$381K Buy
+5,001
New +$369K ﹤0.01% 1481

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IDA
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LPL Financial
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GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

Baird Financial Group's QEFA Position: Q3 2024 in Review

Baird Financial Group sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q3 2024, closing a stake of 5,001 shares — an estimated $374K sold.

Baird Financial Group first reported a position in QEFA in Q1 2024 and held it in 2 quarters. The position peaked at $381K in Q1 2024. 121 funds tracked by Wall St. Rank hold QEFA as of Q3 2024.

  • Baird Financial Group reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q3 2024 after selling out during the quarter.
  • Baird Financial Group sold 5,001 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q3 2024, an estimated $374K.
  • Baird Financial Group first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q1 2024 and held it in 2 quarters.
  • Baird Financial Group's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $381K in Q1 2024.
  • 121 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q3 2024.

Based on Baird Financial Group's 13F filing for Q3 2024, filed 14 Nov 2024.