SIM
QEFA icon

Synergy Investment Management’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Synergy Investment 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
2025
Q2 		– Sell
-250
Closed -$19.7K – 440
2025
Q1 		$19.7K Hold
250
– – 0.01% 313
2024
Q4 		$18.1K Buy
+250
New +$19.1K 0.01% 330

Other funds holding QEFA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Synergy Investment Management's QEFA Position: Q2 2025 in Review

Synergy Investment Management sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q2 2025, closing a stake of 250 shares — an estimated $19.7K sold.

Synergy Investment Management first reported a position in QEFA in Q4 2024 and held it in 2 quarters. The position peaked at $19.7K in Q1 2025. 129 funds tracked by Wall St. Rank hold QEFA as of Q2 2025.

  • Synergy Investment Management reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q2 2025 after selling out during the quarter.
  • Synergy Investment Management sold 250 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q2 2025, an estimated $19.7K.
  • Synergy Investment Management first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q4 2024 and held it in 2 quarters.
  • Synergy Investment Management's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $19.7K in Q1 2025.
  • 129 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q2 2025.

Based on Synergy Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.