Sweet Financial Partners’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Sweet Financial 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
2024 Q3	$3.86M	Hold	47,962	–	–	0.84%	20
2024 Q2	$3.58M	Hold	47,962	–	–	0.82%	20
2024 Q1	$3.65M	Buy	47,962 +137	+0.3%	+$10.1K	0.84%	17
2023 Q4	$3.5M	Buy	47,825 +2,410	+5%	+$166K	0.83%	19
2023 Q3	$3.04M	Hold	45,415	–	–	0.81%	20
2023 Q2	$3.18M	Buy	+45,415	New	+$3.19M	0.83%	17

Other funds holding QEFA

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 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

FHB

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

Sweet Financial Partners's QEFA Position: Q3 2024 in Review

Sweet Financial Partners held its State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) position steady in Q3 2024 at 47,962 shares worth $3.86M. The position accounts for 0.84% of the portfolio, ranked #20.

Sweet Financial Partners first reported a position in QEFA in Q2 2023 and has held it in 6 quarters since. 121 funds tracked by Wall St. Rank hold QEFA as of Q3 2024.

Sweet Financial Partners held 47,962 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $3.86M as of Q3 2024.
Sweet Financial Partners left its State Street SPDR MSCI EAFE StrategicFactors ETF share count unchanged in Q3 2024.
State Street SPDR MSCI EAFE StrategicFactors ETF made up 0.84% of Sweet Financial Partners's portfolio in Q3 2024, its #20 holding.
Sweet Financial Partners first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q2 2023 and has held it in 6 quarters since.
121 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.