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 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

Other funds holding QEFA

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

FGG

Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Arrien Investments Boise, Idaho $198M AUM 14.28% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

FHB

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Sowell Financial Services's QEFA Position: Q2 2026 in Review

Sowell Financial Services reduced its State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) stake by 8.2% in Q2 2026, selling an estimated $50.2K and leaving 5,826 shares worth $559K. The position accounts for 0.02% of the portfolio, ranked #609.

Sowell Financial Services first reported a position in QEFA in Q4 2018 and has held it in 26 quarters since. The position peaked at $11.6M in Q2 2023. 61 funds tracked by Wall St. Rank hold QEFA as of Q2 2026.

Sowell Financial Services held 5,826 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $559K as of Q2 2026.
Sowell Financial Services sold 521 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q2 2026, an estimated $50.2K.
State Street SPDR MSCI EAFE StrategicFactors ETF made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #609 holding.
Sowell Financial Services first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q4 2018 and has held it in 26 quarters since.
Sowell Financial Services's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $11.6M in Q2 2023.
61 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.