Lane & Associates’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Lane & Associates’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
2025 Q1	$5.12M	Sell	64,860 -2,068	-3%	-$160K	2.76%	10
2024 Q4	$5.07M	Buy	66,928 +500	+0.8%	+$38.1K	2.62%	9
2024 Q3	$5.35M	Sell	66,428 -11,353	-15%	-$881K	2.91%	8
2024 Q2	$5.81M	Sell	77,781 -13,646	-15%	-$1.03M	3.43%	6
2024 Q1	$6.96M	Buy	91,427 +868	+1%	+$64K	4.38%	4
2023 Q4	$6.62M	Sell	90,559 -3,110	-3%	-$214K	4.82%	4
2023 Q3	$6.28M	Sell	93,669 -3,004	-3%	-$208K	5.05%	3
2023 Q2	$6.76M	Sell	96,673 -2,411	-2%	-$169K	5.38%	3
2023 Q1	$6.87M	Sell	99,084 -5,398	-5%	-$365K	6.12%	3
2022 Q4	$6.7M	Buy	+104,482	New	+$6.43M	6.35%	3

Other funds holding QEFA

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

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

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

IDA

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Lane & Associates's QEFA Position: Q1 2025 in Review

Lane & Associates reduced its State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) stake by 3.1% in Q1 2025, selling an estimated $160K and leaving 64,860 shares worth $5.12M. The position accounts for 2.76% of the portfolio, ranked #10.

Lane & Associates first reported a position in QEFA in Q4 2022 and has held it in 10 quarters since. The position peaked at $6.96M in Q1 2024. 126 funds tracked by Wall St. Rank hold QEFA as of Q1 2025.

Lane & Associates held 64,860 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $5.12M as of Q1 2025.
Lane & Associates sold 2,068 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q1 2025, an estimated $160K.
State Street SPDR MSCI EAFE StrategicFactors ETF made up 2.76% of Lane & Associates's portfolio in Q1 2025, its #10 holding.
Lane & Associates first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q4 2022 and has held it in 10 quarters since.
Lane & Associates's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $6.96M in Q1 2024.
126 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.