MA
QEFA icon

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
2026
Q2 		$204K Buy
+2,125
New +$205K ﹤0.01% 1332
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
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
SI
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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mutual Advisors's QEFA Position: Q2 2026 in Review

Mutual Advisors opened a new position in State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q2 2026: 2,125 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #1332 among its holdings. This is a return to the name: Mutual Advisors previously reported a position in QEFA as recently as Q1 2024.

Mutual Advisors first reported a position in QEFA in Q4 2019 and has held it in 19 quarters since. The position peaked at $4.7M in Q3 2021. 156 funds tracked by Wall St. Rank hold QEFA as of Q2 2026.

  • Mutual Advisors held 2,125 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $204K as of Q2 2026.
  • State Street SPDR MSCI EAFE StrategicFactors ETF was a new Mutual Advisors position in Q2 2026.
  • State Street SPDR MSCI EAFE StrategicFactors ETF made up ﹤0.01% of Mutual Advisors's portfolio in Q2 2026, its #1332 holding.
  • Mutual Advisors first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q4 2019 and has held it in 19 quarters since.
  • Mutual Advisors's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $4.7M in Q3 2021.
  • 156 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.