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

LPL Financial’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	$125M	Buy	1,302,470 +10,228	+0.8%	+$986K	0.03%	556
2026 Q1	$121M	Buy	1,292,242 +27,604	+2%	+$2.62M	0.03%	510
2025 Q4	$115M	Buy	1,264,638 +90,149	+8%	+$8.02M	0.03%	497
2025 Q3	$103M	Buy	1,174,489 +133,600	+13%	+$11.5M	0.03%	508
2025 Q2	$88.8M	Buy	1,040,889 +225,053	+28%	+$18.5M	0.03%	520
2025 Q1	$64.4M	Buy	815,836 +25,701	+3%	+$1.98M	0.03%	584
2024 Q4	$57.3M	Sell	790,135 -5,688	-0.7%	-$434K	0.02%	592
2024 Q3	$64M	Sell	795,823 -21,301	-3%	-$1.65M	0.03%	526
2024 Q2	$61.1M	Buy	817,124 +16,501	+2%	+$1.25M	0.03%	497
2024 Q1	$60.9M	Sell	800,623 -15,101	-2%	-$1.11M	0.03%	478
2023 Q4	$59.6M	Buy	815,724 +53,534	+7%	+$3.68M	0.04%	447
2023 Q3	$51.1M	Sell	762,190 -164,474	-18%	-$11.4M	0.04%	450
2023 Q2	$64.8M	Buy	926,664 +228,608	+33%	+$16.1M	0.05%	357
2023 Q1	$48.4M	Buy	698,056 +15,815	+2%	+$1.07M	0.04%	425
2022 Q4	$43.7M	Buy	682,241 +151,232	+28%	+$9.31M	0.04%	430
2022 Q3	$29.6M	Buy	531,009 +151,164	+40%	+$9.34M	0.03%	497
2022 Q2	$23.5M	Buy	379,845 +20,229	+6%	+$1.35M	0.02%	583
2022 Q1	$26M	Sell	359,616 -63,180	-15%	-$4.62M	0.02%	566
2021 Q4	$32.5M	Buy	422,796 +54,410	+15%	+$4.17M	0.03%	488
2021 Q3	$27.7M	Buy	368,386 +51,190	+16%	+$3.96M	0.03%	498
2021 Q2	$24M	Buy	317,196 +39,888	+14%	+$3.01M	0.02%	529
2021 Q1	$20M	Buy	277,308 +59,739	+27%	+$4.27M	0.02%	548
2020 Q4	$15.2M	Buy	217,569 +89,592	+70%	+$5.91M	0.02%	570
2020 Q3	$7.91M	Buy	127,977 +48,662	+61%	+$3.02M	0.01%	740
2020 Q2	$4.72M	Buy	79,315 +29,540	+59%	+$1.69M	0.01%	910
2020 Q1	$2.66M	Sell	49,775 -31,632	-39%	-$1.96M	0.01%	1031
2019 Q4	$5.44M	Buy	81,407 +29,397	+57%	+$1.92M	0.01%	811
2019 Q3	$3.28M	Buy	52,010 +28,781	+124%	+$1.79M	0.01%	978
2019 Q2	$1.47M	Buy	23,229 +3,816	+20%	+$238K	﹤0.01%	1448
2019 Q1	$1.21M	Buy	19,413 +3,065	+19%	+$185K	﹤0.01%	1529
2018 Q4	$924K	Buy	+16,348	New	+$972K	﹤0.01%	1589
2018 Q3	–	Sell	-3,711	Closed	-$233K	–	3296
2018 Q2	$233K	Sell	3,711 -746	-17%	-$48.4K	﹤0.01%	2871
2018 Q1	$289K	Sell	4,457 -1,880	-30%	-$124K	﹤0.01%	2644
2017 Q4	$412K	Buy	+6,337	New	+$407K	﹤0.01%	2221

Other funds holding QEFA

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

LPL Financial's QEFA Position: Q2 2026 in Review

LPL Financial increased its State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) stake by 0.79% in Q2 2026, buying an estimated $986K and bringing the position to 1,302,470 shares worth $125M. The position accounts for 0.03% of the portfolio, ranked #556.

LPL Financial first reported a position in QEFA in Q4 2017 and has held it in 34 quarters since. 155 funds tracked by Wall St. Rank hold QEFA as of Q2 2026.

LPL Financial held 1,302,470 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $125M as of Q2 2026.
LPL Financial bought 10,228 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q2 2026, an estimated $986K.
State Street SPDR MSCI EAFE StrategicFactors ETF made up 0.03% of LPL Financial's portfolio in Q2 2026, its #556 holding.
LPL Financial first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q4 2017 and has held it in 34 quarters since.
155 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.