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

HighTower Advisors’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 Q1	$8.03M	Buy	86,136 +24,206	+39%	+$2.3M	0.01%	978
2025 Q4	$5.62M	Buy	61,930 +6,194	+11%	+$551K	0.01%	1110
2025 Q3	$4.9M	Buy	55,736 +461	+0.8%	+$39.7K	0.01%	1139
2025 Q2	$4.72M	Buy	55,275 +1,644	+3%	+$135K	0.01%	1108
2025 Q1	$4.23M	Buy	53,631 +9,673	+22%	+$747K	0.01%	1124
2024 Q4	$3.19M	Buy	43,958 +1,763	+4%	+$135K	﹤0.01%	1262
2024 Q3	$3.4M	Buy	42,195 +188	+0.4%	+$14.6K	﹤0.01%	1219
2024 Q2	$3.14M	Buy	42,007 +495	+1%	+$37.4K	﹤0.01%	1213
2024 Q1	$3.17M	Buy	41,512 +2,771	+7%	+$204K	0.01%	1184
2023 Q4	$2.82M	Sell	38,741 -2,686	-6%	-$185K	﹤0.01%	1247
2023 Q3	$2.77M	Buy	41,427 +462	+1%	+$32.1K	0.01%	1208
2023 Q2	$2.85M	Buy	40,965 +894	+2%	+$62.8K	0.01%	1156
2023 Q1	$2.77M	Sell	40,071 -591	-1%	-$40K	0.01%	1108
2022 Q4	$2.6M	Buy	40,662 +129	+0.3%	+$7.94K	0.01%	1140
2022 Q3	$2.27M	Buy	40,533 +1,167	+3%	+$72.1K	0.01%	1162
2022 Q2	$2.43M	Sell	39,366 -399	-1%	-$26.7K	0.01%	1145
2022 Q1	$2.88M	Sell	39,765 -1,611	-4%	-$118K	0.01%	1170
2021 Q4	$3.17M	Buy	41,376 +13,792	+50%	+$1.06M	0.01%	1121
2021 Q3	$2.07M	Sell	27,584 -16	-0.1%	-$1.24K	0.01%	1240
2021 Q2	$2.08M	Buy	27,600 +404	+1%	+$30.4K	0.01%	1205
2021 Q1	$1.96M	Sell	27,196 -1,283	-5%	-$91.7K	0.01%	1138
2020 Q4	$2M	Sell	28,479 -135	-0.5%	-$8.9K	0.01%	913
2020 Q3	$1.76M	Buy	28,614 +1,445	+5%	+$89.6K	0.01%	937
2020 Q2	$1.62M	Buy	27,169 +1,424	+6%	+$81.3K	0.01%	893
2020 Q1	$1.38M	Buy	25,745 +1,660	+7%	+$103K	0.01%	886
2019 Q4	$1.6M	Buy	24,085 +2,050	+9%	+$134K	0.01%	931
2019 Q3	$1.39M	Buy	22,035 +573	+3%	+$35.7K	0.01%	1021
2019 Q2	$1.35M	Buy	21,462 +1,837	+9%	+$114K	0.01%	1058
2019 Q1	$1.22M	Buy	19,625 +842	+4%	+$50.8K	0.01%	1046
2018 Q4	$1.06M	Buy	18,783 +1,260	+7%	+$74.9K	0.01%	1015
2018 Q3	$1.13M	Buy	17,523 +1,763	+11%	+$112K	0.01%	1065
2018 Q2	$1M	Buy	15,760 +1,641	+12%	+$106K	0.01%	1116
2018 Q1	$923K	Buy	14,119 +1,124	+9%	+$73.8K	0.01%	1121
2017 Q4	$853K	Buy	12,995 +2,027	+18%	+$130K	0.01%	1196
2017 Q3	$699K	Buy	10,968 +3,461	+46%	+$215K	0.01%	1269
2017 Q2	$458K	Buy	+7,507	New	+$454K	﹤0.01%	1409

Other funds holding QEFA

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors's QEFA Position: Q1 2026 in Review

HighTower Advisors increased its State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) stake by 39% in Q1 2026, buying an estimated $2.3M and bringing the position to 86,136 shares worth $8.03M. The position accounts for 0.01% of the portfolio, ranked #978.

HighTower Advisors first reported a position in QEFA in Q2 2017 and has held it in 36 quarters since. 144 funds tracked by Wall St. Rank hold QEFA as of Q1 2026.

HighTower Advisors held 86,136 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $8.03M as of Q1 2026.
HighTower Advisors bought 24,206 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q1 2026, an estimated $2.3M.
State Street SPDR MSCI EAFE StrategicFactors ETF made up 0.01% of HighTower Advisors's portfolio in Q1 2026, its #978 holding.
HighTower Advisors first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q2 2017 and has held it in 36 quarters since.
144 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.