Sowell Financial Services
QEFA icon

Sowell Financial Services’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Sowell Financial Services’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 		$563K Sell
5,769
-57
-1% -$5.66K 0.02% 614
2026
Q2 		$559K Sell
5,826
-521
-8% -$50.2K 0.02% 609
2026
Q1 		$592K Sell
6,347
-11
-0.2% -$1.04K 0.02% 586
2025
Q4 		$576K Sell
6,358
-43
-0.7% -$3.83K 0.02% 597
2025
Q3 		$563K Sell
6,401
-501
-7% -$43.2K 0.02% 604
2025
Q2 		$589K Sell
6,902
-1,473
-18% -$121K 0.02% 566
2025
Q1 		$661K Sell
8,375
-100,791
-92% -$7.78M 0.03% 517
2024
Q4 		$7.92M Buy
109,166
+19,780
+22% +$1.51M 0.42% 52
2024
Q3 		$7.19M Sell
89,386
-4,192
-4% -$325K 0.33% 69
2024
Q2 		$6.99M Sell
93,578
-4,817
-5% -$364K 0.33% 70
2024
Q1 		$7.49M Sell
98,395
-5,744
-6% -$424K 0.35% 70
2023
Q4 		$7.61M Sell
104,139
-9,916
-9% -$682K 0.41% 59
2023
Q3 		$7.65M Sell
114,055
-52,507
-32% -$3.64M 0.48% 47
2023
Q2 		$11.6M Buy
166,562
+54,843
+49% +$3.85M 0.65% 27
2023
Q1 		$7.74M Buy
111,719
+5,220
+5% +$353K 0.6% 27
2022
Q4 		$6.83M Buy
106,499
+56,072
+111% +$3.45M 0.44% 47
2022
Q3 		$2.81M Buy
+50,427
New +$3.11M 0.28% 101
2022
Q2 		– Sell
-96,171
Closed -$5.14M – 323
2022
Q1 		$5.14M Buy
96,171
+54,721
+132% +$4M 0.9% 19
2021
Q4 		$3.18M Buy
41,450
+977
+2% +$74.8K 0.18% 128
2021
Q3 		$3.04M Buy
40,473
+1,062
+3% +$82.1K 0.21% 119
2021
Q2 		$2.98M Sell
39,411
-8,664
-18% -$653K 0.2% 134
2021
Q1 		$3.62M Buy
48,075
+1,569
+3% +$112K 0.13% 156
2020
Q4 		$3.25M Sell
46,506
-675
-1% -$44.5K 0.14% 135
2020
Q3 		$2.92M Buy
47,181
+33,741
+251% +$2.09M 0.15% 128
2020
Q2 		$800K Buy
+13,440
New +$767K 0.04% 334
2019
Q1 		$2.9M Buy
46,505
+28,289
+155% +$1.71M 0.32% 75
2018
Q4 		$1.03M Buy
+18,216
New +$1.08M 0.15% 151

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Morgan Stanley
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Intelligence Driven Advisers
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SimpliFi Inc
SimpliFi Inc San Diego, California $245M AUM 4.52% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Financial Guidance Group
Financial Guidance Group Palm Harbor, Florida $279M AUM 14.19% 1-Year Est. Return
Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 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

Sowell Financial Services's QEFA Position: Q3 2026 in Review

Sowell Financial Services reduced its State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) stake by 0.98% in Q3 2026, selling an estimated $5.66K and leaving 5,769 shares worth $563K. The position accounts for 0.02% of the portfolio, ranked #614.

Sowell Financial Services first reported a position in QEFA in Q4 2018 and has held it in 27 quarters since. The position peaked at $11.6M in Q2 2023. 138 funds tracked by Wall St. Rank hold QEFA as of Q3 2026.

  • Sowell Financial Services held 5,769 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $563K as of Q3 2026.
  • Sowell Financial Services sold 57 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q3 2026, an estimated $5.66K.
  • State Street SPDR MSCI EAFE StrategicFactors ETF made up 0.02% of Sowell Financial Services's portfolio in Q3 2026, its #614 holding.
  • Sowell Financial Services first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q4 2018 and has held it in 27 quarters since.
  • Sowell Financial Services's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $11.6M in Q2 2023.
  • 138 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.