Mariner
QEFA icon

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

Mariner’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 		$1.84M Sell
19,745
-2,650
-12% -$251K ﹤0.01% 1564
2025
Q4 		$2.03M Buy
22,395
+1,175
+6% +$105K ﹤0.01% 1498
2025
Q3 		$1.87M Buy
21,220
+5,381
+34% +$464K ﹤0.01% 1485
2025
Q2 		$1.35M Sell
15,839
-6
-0% -$492 ﹤0.01% 1593
2025
Q1 		$1.25M Sell
15,845
-775
-5% -$59.9K ﹤0.01% 1538
2024
Q4 		$1.21M Buy
16,620
+696
+4% +$53.1K ﹤0.01% 1527
2024
Q3 		$1.28M Buy
15,924
+5,804
+57% +$450K ﹤0.01% 1438
2024
Q2 		$756K Buy
10,120
+875
+9% +$66.1K ﹤0.01% 1715
2024
Q1 		$703K Sell
9,245
-719
-7% -$53K ﹤0.01% 1769
2023
Q4 		$728K Sell
9,964
-46,011
-82% -$3.16M ﹤0.01% 1663
2023
Q3 		$3.75M Sell
55,975
-678
-1% -$47K 0.01% 743
2023
Q2 		$3.96M Sell
56,653
-1,249
-2% -$87.8K 0.01% 726
2023
Q1 		$4.01M Buy
57,902
+5,580
+11% +$378K 0.01% 700
2022
Q4 		$3.35M Buy
+52,322
New +$3.22M 0.01% 729

Other funds holding QEFA

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CI
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
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return