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Capital Advisors Ltd’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Capital Advisors Ltd’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 		$1.4M Buy
14,581
+175
+1% +$16.9K 0.14% 99
2026
Q1 		$1.34M Sell
14,406
-100
-0.7% -$9.48K 0.15% 97
2025
Q4 		$1.31M Buy
14,506
+100
+0.7% +$8.9K 0.15% 94
2025
Q3 		$1.27M Hold
14,406
– – 0.14% 93
2025
Q2 		$1.23M Sell
14,406
-130
-0.9% -$10.7K 0.15% 88
2025
Q1 		$1.15M Sell
14,536
-169
-1% -$13.1K 0.15% 90
2024
Q4 		$1.07M Hold
14,705
– – 0.13% 92
2024
Q3 		$1.18M Buy
14,705
+130
+0.9% +$10.1K 0.15% 85
2024
Q2 		$1.09M Hold
14,575
– – 0.14% 89
2024
Q1 		$1.11M Buy
14,575
+1,644
+13% +$121K 0.14% 93
2023
Q4 		$945K Hold
12,931
– – 0.13% 95
2023
Q3 		$867K Hold
12,931
– – 0.13% 96
2023
Q2 		$904K Hold
12,931
– – 0.14% 96
2023
Q1 		$896K Hold
12,931
– – 0.15% 89
2022
Q4 		$829K Sell
12,931
-1,100
-8% -$67.7K 0.14% 91
2022
Q3 		$783K Hold
14,031
– – 0.15% 91
2022
Q2 		$870K Buy
14,031
+1,100
+9% +$73.5K 0.16% 87
2022
Q1 		$933K Buy
12,931
+100
+0.8% +$7.3K 0.16% 84
2021
Q4 		$985K Hold
12,831
– – 0.16% 80
2021
Q3 		$964K Buy
12,831
+79
+0.6% +$6.11K 0.17% 75
2021
Q2 		$964K Hold
12,752
– – 0.17% 75
2021
Q1 		$919K Hold
12,752
– – 0.17% 74
2020
Q4 		$891K Hold
12,752
– – 0.2% 72
2020
Q3 		$789K Hold
12,752
– – 0.2% 70
2020
Q2 		$759K Hold
12,752
– – 0.2% 76
2020
Q1 		$681K Buy
12,752
+1,595
+14% +$98.8K 0.21% 73
2019
Q4 		$745K Hold
11,157
– – 0.19% 73
2019
Q3 		$703K Hold
11,157
– – 0.19% 74
2019
Q2 		$704K Buy
11,157
+359
+3% +$22.4K 0.2% 68
2019
Q1 		$672K Buy
10,798
+450
+4% +$27.1K 0.18% 78
2018
Q4 		$585K Sell
10,348
-1,094
-10% -$65.1K 0.17% 87
2018
Q3 		$734K Sell
11,442
-684
-6% -$43.5K 0.21% 71
2018
Q2 		$760K Buy
12,126
+397
+3% +$25.7K 0.24% 67
2018
Q1 		$760K Buy
11,729
+10,511
+863% +$691K 0.25% 61
2017
Q4 		$79K Buy
+1,218
New +$78.3K 0.03% 189

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

Capital Advisors Ltd's QEFA Position: Q2 2026 in Review

Capital Advisors Ltd increased its State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) stake by 1.2% in Q2 2026, buying an estimated $16.9K and bringing the position to 14,581 shares worth $1.4M. The position accounts for 0.14% of the portfolio, ranked #99.

Capital Advisors Ltd first reported a position in QEFA in Q4 2017 and has held it in 35 quarters since. 156 funds tracked by Wall St. Rank hold QEFA as of Q2 2026.

  • Capital Advisors Ltd held 14,581 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $1.4M as of Q2 2026.
  • Capital Advisors Ltd bought 175 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q2 2026, an estimated $16.9K.
  • State Street SPDR MSCI EAFE StrategicFactors ETF made up 0.14% of Capital Advisors Ltd's portfolio in Q2 2026, its #99 holding.
  • Capital Advisors Ltd first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q4 2017 and has held it in 35 quarters since.
  • 156 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.