Valmark Advisers’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Valmark Advisers’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	$328K	Hold	3,419	–	–	﹤0.01%	595
2026 Q1	$319K	Hold	3,419	–	–	﹤0.01%	568
2025 Q4	$310K	Hold	3,419	–	–	﹤0.01%	551
2025 Q3	$301K	Hold	3,419	–	–	﹤0.01%	552
2025 Q2	$292K	Hold	3,419	–	–	﹤0.01%	556
2025 Q1	$270K	Buy	3,419 +99	+3%	+$7.65K	﹤0.01%	538
2024 Q4	$241K	Hold	3,320	–	–	﹤0.01%	553
2024 Q3	$267K	Hold	3,320	–	–	﹤0.01%	520
2024 Q2	$248K	Buy	+3,320	New	+$251K	﹤0.01%	510

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

Valmark Advisers's QEFA Position: Q2 2026 in Review

Valmark Advisers held its State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) position steady in Q2 2026 at 3,419 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

Valmark Advisers first reported a position in QEFA in Q2 2024 and has held it in 9 quarters since. 156 funds tracked by Wall St. Rank hold QEFA as of Q2 2026.

Valmark Advisers held 3,419 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $328K as of Q2 2026.
Valmark Advisers left its State Street SPDR MSCI EAFE StrategicFactors ETF share count unchanged in Q2 2026.
State Street SPDR MSCI EAFE StrategicFactors ETF made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #595 holding.
Valmark Advisers first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q2 2024 and has held it in 9 quarters since.
156 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.