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

Mutual 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
2024
Q2 		– Sell
-19,530
Closed -$1.49M – 1141
2024
Q1 		$1.49M Buy
19,530
+326
+2% +$24K 0.05% 340
2023
Q4 		$1.4M Buy
19,204
+9,241
+93% +$635K 0.05% 356
2023
Q3 		$668K Sell
9,963
-49,820
-83% -$3.46M 0.03% 526
2023
Q2 		$4.18M Buy
59,783
+34,361
+135% +$2.41M 0.16% 125
2023
Q1 		$1.76M Sell
25,422
-5,942
-19% -$402K 0.07% 275
2022
Q4 		$2.01M Buy
31,364
+20,465
+188% +$1.26M 0.09% 224
2022
Q3 		$608K Sell
10,899
-17,093
-61% -$1.06M 0.03% 509
2022
Q2 		$1.74M Buy
27,992
+13,447
+92% +$899K 0.11% 201
2022
Q1 		$1.05M Sell
14,545
-31,624
-68% -$2.31M 0.06% 361
2021
Q4 		$3.54M Sell
46,169
-16,338
-26% -$1.25M 0.19% 122
2021
Q3 		$4.7M Buy
62,507
+53,838
+621% +$4.16M 0.28% 81
2021
Q2 		$656K Buy
8,669
+4,393
+103% +$331K 0.04% 458
2021
Q1 		$308K Sell
4,276
-4,441
-51% -$317K 0.02% 624
2020
Q4 		$609K Buy
8,717
+1,946
+29% +$128K 0.05% 418
2020
Q3 		$419K Sell
6,771
-246
-4% -$15.2K 0.04% 457
2020
Q2 		$418K Buy
7,017
+3,266
+87% +$186K 0.04% 426
2020
Q1 		$200K Buy
3,751
+752
+25% +$46.6K 0.03% 504
2019
Q4 		$200K Buy
+2,999
New +$196K 0.02% 562

Other funds holding QEFA

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
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
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mutual Advisors's QEFA Position: Q2 2024 in Review

Mutual Advisors sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q2 2024, closing a stake of 19,530 shares — an estimated $1.49M sold.

Mutual Advisors first reported a position in QEFA in Q4 2019 and held it in 18 quarters. The position peaked at $4.7M in Q3 2021. 111 funds tracked by Wall St. Rank hold QEFA as of Q2 2024.

  • Mutual Advisors reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q2 2024 after selling out during the quarter.
  • Mutual Advisors sold 19,530 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q2 2024, an estimated $1.49M.
  • Mutual Advisors first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q4 2019 and held it in 18 quarters.
  • Mutual Advisors's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $4.7M in Q3 2021.
  • 111 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q2 2024.

Based on Mutual Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.