SimpliFi Inc
QEFA icon

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

SimpliFi Inc’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
Q3 		$23.9M Sell
245,447
-2,452
-1% -$244K 9.76% 4
2026
Q2 		$23.8M Buy
247,899
+3,566
+1% +$344K 9.41% 4
2026
Q1 		$22.8M Buy
244,333
+736
+0.3% +$69.8K 9.57% 3
2025
Q4 		$22.1M Sell
243,597
-5,289
-2% -$471K 9.34% 5
2025
Q3 		$21.9M Sell
248,886
-9,920
-4% -$855K 9.36% 3
2025
Q2 		$22.1M Sell
258,806
-1,090
-0.4% -$89.5K 9.73% 3
2025
Q1 		$20.5M Sell
259,896
-3,409
-1% -$263K 9.42% 3
2024
Q4 		$19.1M Buy
263,305
+3,525
+1% +$269K 8.73% 3
2024
Q3 		$20.9M Sell
259,780
-4,049
-2% -$314K 9.27% 3
2024
Q2 		$19.7M Buy
263,829
+1,442
+0.5% +$109K 9.11% 3
2024
Q1 		$20M Sell
262,387
-47,700
-15% -$3.52M 9.13% 3
2023
Q4 		$20.8M Hold
310,087
– – 10.24% 3
2023
Q3 		$20.8M Buy
310,087
+3,052
+1% +$212K 10.25% 3
2023
Q2 		$21.5M Sell
307,035
-1,883
-0.6% -$132K 10.15% 3
2023
Q1 		$21.4M Sell
308,918
-8,676
-3% -$587K 10.53% 3
2022
Q4 		$20.4M Sell
317,594
-13,795
-4% -$849K 10.62% 3
2022
Q3 		$18.5M Sell
331,389
-277
-0.1% -$17.1K 9.58% 3
2022
Q2 		$20.6M Buy
331,666
+7,603
+2% +$508K 10.15% 3
2022
Q1 		$23.4M Buy
324,063
+3,844
+1% +$281K 10.63% 3
2021
Q4 		$24.6M Buy
320,219
+124
+0% +$9.49K 10.74% 3
2021
Q3 		$24.1M Buy
320,095
+1,778
+0.6% +$137K 10.8% 3
2021
Q2 		$24.1M Sell
318,317
-1,792
-0.6% -$135K 10.9% 3
2021
Q1 		$23.1M Sell
320,109
-7,409
-2% -$530K 10.78% 3
2020
Q4 		$22.9M Sell
327,518
-17,231
-5% -$1.14M 10.66% 3
2020
Q3 		$21.3M Buy
+344,749
New +$21.4M 10.62% 3

Other funds holding QEFA

Intelligence Driven Advisers
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Financial Guidance Group
Financial Guidance Group Palm Harbor, Florida $279M AUM 14.19% 1-Year Est. Return
AI
Arrien Investments Boise, Idaho $195M AUM 6.51% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
ARQ Wealth Advisors
ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return
Financial Enhancement Group
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
Evergreen Private Wealth
Evergreen Private Wealth Greenwood Village, Colorado $273M AUM 22.63% 1-Year Est. Return
Eagle Strategies
Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return

SimpliFi Inc's QEFA Position: Q3 2026 in Review

SimpliFi Inc reduced its State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) stake by 0.99% in Q3 2026, selling an estimated $244K and leaving 245,447 shares worth $23.9M. The position accounts for 9.76% of the portfolio, ranked #4.

SimpliFi Inc first reported a position in QEFA in Q3 2020 and has held it in 25 quarters since. The position peaked at $24.6M in Q4 2021. 58 funds tracked by Wall St. Rank hold QEFA as of Q3 2026.

  • SimpliFi Inc held 245,447 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $23.9M as of Q3 2026.
  • SimpliFi Inc sold 2,452 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q3 2026, an estimated $244K.
  • State Street SPDR MSCI EAFE StrategicFactors ETF made up 9.76% of SimpliFi Inc's portfolio in Q3 2026, its #4 holding.
  • SimpliFi Inc first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q3 2020 and has held it in 25 quarters since.
  • SimpliFi Inc's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $24.6M in Q4 2021.
  • 58 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q3 2026.

Based on SimpliFi Inc's 13F filing for Q3 2026, filed 28 Oct 2026.