UBS Group’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,675
| Closed | -$774K | – | 10623 |
|
|
2024
Q4 | $774K | Buy |
+10,675
| New | +$815K | ﹤0.01% | 5511 |
|
|
2024
Q2 | – | Sell |
-3,694
| Closed | -$281K | – | 9976 |
|
|
2024
Q1 | $281K | Sell |
3,694
-56,295
| -94% | -$4.15M | ﹤0.01% | 5615 |
|
|
2023
Q4 | $4.38M | Buy |
59,989
+58,233
| +3,316% | +$4M | ﹤0.01% | 2919 |
|
|
2023
Q3 | $118K | Buy |
+1,756
| New | +$122K | ﹤0.01% | 5725 |
|
|
2023
Q2 | – | Sell |
-257
| Closed | -$17.8K | – | 9485 |
|
|
2023
Q1 | $17.8K | Buy |
+257
| New | +$17.4K | ﹤0.01% | 7165 |
|
|
2022
Q3 | – | Sell |
-1,798
| Closed | -$111K | – | 10808 |
|
|
2022
Q2 | $111K | Buy |
+1,798
| New | +$120K | ﹤0.01% | 5350 |
|
|
2021
Q4 | – | Sell |
-2,348
| Closed | -$176K | – | 10605 |
|
|
2021
Q3 | $176K | Buy |
2,348
+2,161
| +1,156% | +$167K | ﹤0.01% | 5418 |
|
|
2021
Q2 | $14K | Buy |
187
+139
| +290% | +$10.5K | ﹤0.01% | 7712 |
|
|
2021
Q1 | $3K | Buy |
+48
| New | +$3.43K | ﹤0.01% | 8531 |
|
|
2020
Q4 | – | Sell |
-2,718
| Closed | -$168K | – | 8673 |
|
|
2020
Q3 | $168K | Sell |
2,718
-1,047
| -28% | -$64.9K | ﹤0.01% | 4901 |
|
|
2020
Q2 | $225K | Sell |
3,765
-1,314
| -26% | -$75K | ﹤0.01% | 4730 |
|
|
2020
Q1 | $271K | Buy |
5,079
+4,566
| +890% | +$283K | ﹤0.01% | 4478 |
|
|
2019
Q4 | $34K | Sell |
513
-590
| -53% | -$38.5K | ﹤0.01% | 6575 |
|
|
2019
Q3 | $69K | Buy |
1,103
+590
| +115% | +$36.8K | ﹤0.01% | 5996 |
|
|
2019
Q2 | $32K | Hold |
513
| – | – | ﹤0.01% | 6289 |
|
|
2019
Q1 | $32K | Hold |
513
| – | – | ﹤0.01% | 5897 |
|
|
2018
Q4 | $29K | Buy |
+513
| New | +$30.5K | ﹤0.01% | 6509 |
|
|
2018
Q2 | – | Sell |
-4,015
| Closed | -$260K | – | 8192 |
|
|
2018
Q1 | $260K | Buy |
+4,015
| New | +$264K | ﹤0.01% | 4610 |
|
|
2017
Q2 | – | Sell |
-201
| Closed | -$12K | – | 7916 |
|
|
2017
Q1 | $12K | Buy |
+201
| New | +$11.3K | ﹤0.01% | 6511 |
|
|
2016
Q4 | – | Sell |
-25
| Closed | -$1K | – | 7980 |
|
|
2016
Q3 | $1K | Buy |
+25
| New | +$1.38K | ﹤0.01% | 7538 |
|
|
2015
Q4 | – | Sell |
-900
| Closed | -$47K | – | 8525 |
|
|
2015
Q3 | $47K | Buy |
900
+765
| +567% | +$43.2K | ﹤0.01% | 5904 |
|
|
2015
Q2 | $8K | Buy |
+135
| New | +$8.14K | ﹤0.01% | 7617 |
|
|
2015
Q1 | – | Sell |
-202
| Closed | -$11K | – | 9253 |
|
|
2014
Q4 | $11K | Buy |
+202
| New | +$11.4K | ﹤0.01% | 8321 |
|
Other funds holding QEFA
IDA
FEG
GVAG
SI
PAG
UBS Group's QEFA Position: Q1 2025 in Review
UBS Group sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q1 2025, closing a stake of 10,675 shares — an estimated $774K sold.
UBS Group first reported a position in QEFA in Q4 2014 and held it in 23 quarters. The position peaked at $4.38M in Q4 2023. 126 funds tracked by Wall St. Rank hold QEFA as of Q1 2025.
- UBS Group reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q1 2025 after selling out during the quarter.
- UBS Group sold 10,675 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q1 2025, an estimated $774K.
- UBS Group first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q4 2014 and held it in 23 quarters.
- UBS Group's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $4.38M in Q4 2023.
- 126 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q1 2025.
Based on UBS Group's 13F filing for Q1 2025, filed 13 May 2025.