CX Institutional’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

CX Institutional’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 Q3	$23.7M	Buy	242,926 +23,808	+11%	+$2.37M	0.64%	35
2026 Q2	$21M	Sell	219,118 -102,297	-32%	-$9.9M	0.61%	40
2026 Q1	$30M	Buy	321,415 +129,367	+67%	+$12.3M	0.91%	23
2025 Q4	$17.4M	Sell	192,048 -9,060	-5%	-$806K	0.52%	40
2025 Q3	$17.7M	Buy	201,108 +61,066	+44%	+$5.26M	0.54%	38
2025 Q2	$12M	Sell	140,042 -38,487	-22%	-$3.16M	0.42%	47
2025 Q1	$14.1M	Sell	178,529 -25,374	-12%	-$1.96M	0.53%	46
2024 Q4	$14.8M	Buy	203,903 +31,955	+19%	+$2.44M	0.59%	43
2024 Q3	$13.8M	Sell	171,948 -2,534	-1%	-$197K	0.61%	47
2024 Q2	$13M	Sell	174,482 -495	-0.3%	-$37.4K	0.61%	51
2024 Q1	$13.3M	Buy	174,977 +489	+0.3%	+$36.1K	0.64%	45
2023 Q4	$12.8M	Sell	174,488 -5,362	-3%	-$369K	0.68%	45
2023 Q3	$12.1M	Buy	179,850 +49,965	+38%	+$3.47M	0.66%	45
2023 Q2	$9.08M	Buy	129,885 +2,109	+2%	+$148K	0.47%	59
2023 Q1	$8.92M	Sell	127,776 -209,191	-62%	-$14.2M	0.47%	60
2022 Q4	$21.6M	Buy	336,967 +132,292	+65%	+$8.14M	1.31%	13
2022 Q3	$11.4M	Buy	204,675 +10,018	+5%	+$619K	0.79%	27
2022 Q2	$12.1M	Buy	+194,657	New	+$13M	0.91%	23

Other funds holding QEFA

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

SimpliFi Inc San Diego, California $245M AUM 4.52% 1-Year Est. Return

Financial Guidance Group Palm Harbor, Florida $279M AUM 14.19% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return

First Hawaiian Bank Honolulu, Hawaii $826M AUM 13.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CX Institutional's QEFA Position: Q3 2026 in Review

CX Institutional increased its State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) stake by 11% in Q3 2026, buying an estimated $2.37M and bringing the position to 242,926 shares worth $23.7M. The position accounts for 0.64% of the portfolio, ranked #35.

CX Institutional first reported a position in QEFA in Q2 2022 and has held it in 18 quarters since. The position peaked at $30M in Q1 2026. 53 funds tracked by Wall St. Rank hold QEFA as of Q3 2026.

CX Institutional held 242,926 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $23.7M as of Q3 2026.
CX Institutional bought 23,808 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q3 2026, an estimated $2.37M.
State Street SPDR MSCI EAFE StrategicFactors ETF made up 0.64% of CX Institutional's portfolio in Q3 2026, its #35 holding.
CX Institutional first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q2 2022 and has held it in 18 quarters since.
CX Institutional's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $30M in Q1 2026.
53 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.