Spire Wealth Management’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Spire Wealth Management’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	$5.86K	Sell	61 -61	-50%	-$5.88K	﹤0.01%	1794
2026 Q1	$11.4K	Hold	122	–	–	﹤0.01%	1575
2025 Q4	$11.1K	Hold	122	–	–	﹤0.01%	1674
2025 Q3	$10.7K	Hold	122	–	–	﹤0.01%	1723
2025 Q2	$10.4K	Hold	122	–	–	﹤0.01%	1707
2025 Q1	$9.63K	Hold	122	–	–	﹤0.01%	1847
2024 Q4	$8.85K	Hold	122	–	–	﹤0.01%	1869
2024 Q3	$9.82K	Hold	122	–	–	﹤0.01%	1641
2024 Q2	$9.12K	Hold	122	–	–	﹤0.01%	1661
2024 Q1	$9.28K	Hold	122	–	–	﹤0.01%	1736
2023 Q4	$8.76K	Hold	122	–	–	﹤0.01%	1794
2023 Q3	$8.18K	Hold	122	–	–	﹤0.01%	1788
2023 Q2	$8.53K	Hold	122	–	–	﹤0.01%	1860
2023 Q1	$8.46K	Sell	122 -302	-71%	-$20.4K	﹤0.01%	1907
2022 Q4	$27K	Hold	424	–	–	﹤0.01%	1246
2022 Q3	$24K	Hold	424	–	–	﹤0.01%	1263
2022 Q2	$26K	Sell	424 -302	-42%	-$20.2K	﹤0.01%	1562
2022 Q1	$52K	Hold	726	–	–	﹤0.01%	1436
2021 Q4	$56K	Buy	726 +604	+495%	+$46.2K	﹤0.01%	1667
2021 Q3	$9K	Hold	122	–	–	﹤0.01%	2127
2021 Q2	$9K	Buy	+122	New	+$9.19K	﹤0.01%	2164

Other funds holding QEFA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Spire Wealth Management's QEFA Position: Q2 2026 in Review

Spire Wealth Management reduced its State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) stake by 50% in Q2 2026, selling an estimated $5.88K and leaving 61 shares worth $5.86K. The position accounts for ﹤0.01% of the portfolio, ranked #1794.

Spire Wealth Management first reported a position in QEFA in Q2 2021 and has held it in 21 quarters since. The position peaked at $56K in Q4 2021. 156 funds tracked by Wall St. Rank hold QEFA as of Q2 2026.

Spire Wealth Management held 61 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $5.86K as of Q2 2026.
Spire Wealth Management sold 61 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q2 2026, an estimated $5.88K.
State Street SPDR MSCI EAFE StrategicFactors ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1794 holding.
Spire Wealth Management first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q2 2021 and has held it in 21 quarters since.
Spire Wealth Management's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $56K in Q4 2021.
156 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.