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Strategic Wealth Partners’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Strategic Wealth Partners’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 		– Sell
-18
Closed -$1.68K – 1545
2026
Q1 		$1.68K Hold
18
– – ﹤0.01% 1182
2025
Q4 		$1.63K Buy
+18
New +$1.6K ﹤0.01% 1234

Other funds holding QEFA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
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
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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Strategic Wealth Partners's QEFA Position: Q2 2026 in Review

Strategic Wealth Partners sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q2 2026, closing a stake of 18 shares — an estimated $1.68K sold.

Strategic Wealth Partners first reported a position in QEFA in Q4 2025 and held it in 2 quarters. The position peaked at $1.68K in Q1 2026. 155 funds tracked by Wall St. Rank hold QEFA as of Q2 2026.

  • Strategic Wealth Partners reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q2 2026 after selling out during the quarter.
  • Strategic Wealth Partners sold 18 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q2 2026, an estimated $1.68K.
  • Strategic Wealth Partners first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q4 2025 and held it in 2 quarters.
  • Strategic Wealth Partners's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $1.68K in Q1 2026.
  • 155 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.