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Sage Mountain Advisors’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Sage Mountain 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
Q1 		$4.62M Sell
49,562
-559
-1% -$53K 0.32% 38
2025
Q4 		$4.54M Buy
50,121
+9
+0% +$801 0.24% 53
2025
Q3 		$4.41M Hold
50,112
– – 0.25% 54
2025
Q2 		$4.28M Buy
50,112
+1,068
+2% +$87.7K 0.28% 49
2025
Q1 		$3.87M Sell
49,044
-3,706
-7% -$286K 0.29% 47
2024
Q4 		$3.82M Sell
52,750
-5,673
-10% -$433K 0.28% 49
2024
Q3 		$4.7M Sell
58,423
-2,431
-4% -$189K 0.4% 35
2024
Q2 		$4.55M Sell
60,854
-1,591
-3% -$120K 0.42% 34
2024
Q1 		$4.75M Sell
62,445
-117
-0.2% -$8.63K 0.49% 29
2023
Q4 		$4.57M Sell
62,562
-3,183
-5% -$219K 0.53% 27
2023
Q3 		$4.41M Sell
65,745
-6,716
-9% -$466K 0.61% 24
2023
Q2 		$5.07M Sell
72,461
-272
-0.4% -$19.1K 0.72% 21
2023
Q1 		$5.04M Sell
72,733
-22,529
-24% -$1.52M 0.81% 20
2022
Q4 		$6.11M Sell
95,262
-8,829
-8% -$543K 1.39% 13
2022
Q3 		$5.81M Sell
104,091
-2,350
-2% -$145K 1.54% 12
2022
Q2 		$6.6M Buy
106,441
+20,523
+24% +$1.37M 1.17% 11
2022
Q1 		$6.2M Buy
85,918
+37,037
+76% +$2.71M 0.97% 10
2021
Q4 		$3.75M Buy
48,881
+461
+1% +$35.3K 0.45% 25
2021
Q3 		$3.64M Sell
48,420
-5,505
-10% -$426K 0.52% 26
2021
Q2 		$4.08M Buy
53,925
+130
+0.2% +$9.79K 0.67% 18
2021
Q1 		$3.88M Buy
53,795
+1,300
+2% +$92.9K 0.82% 17
2020
Q4 		$3.67M Buy
+52,495
New +$3.46M 1.2% 13

Other funds holding QEFA

LPL Financial
LPL Financial San Diego, California $377B 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 $432B 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 $253M AUM 11.51% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sage Mountain Advisors's QEFA Position: Q1 2026 in Review

Sage Mountain Advisors reduced its State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) stake by 1.1% in Q1 2026, selling an estimated $53K and leaving 49,562 shares worth $4.62M. The position accounts for 0.32% of the portfolio, ranked #38.

Sage Mountain Advisors first reported a position in QEFA in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.6M in Q2 2022. 144 funds tracked by Wall St. Rank hold QEFA as of Q1 2026.

  • Sage Mountain Advisors held 49,562 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $4.62M as of Q1 2026.
  • Sage Mountain Advisors sold 559 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q1 2026, an estimated $53K.
  • State Street SPDR MSCI EAFE StrategicFactors ETF made up 0.32% of Sage Mountain Advisors's portfolio in Q1 2026, its #38 holding.
  • Sage Mountain Advisors first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q4 2020 and has held it in 22 quarters since.
  • Sage Mountain Advisors's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $6.6M in Q2 2022.
  • 144 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.