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SPDR MSCI EAFE StrategicFactors ETF
QEFA

Overview Fund Activity

85 hedge funds and large institutions have $746M invested in SPDR MSCI EAFE StrategicFactors ETF in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+10
Holders Change %
+13.33%
% of All Funds
1.31%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
17
Increased
39
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$287M
2
NA
2
NewEdge Advisors
Louisiana
$22.1M
3
Bank of America
3
Bank of America
North Carolina
$32.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$78.5M
5
AWM
5
AE Wealth Management
Kansas
$8.85M

Top Sellers

1
FAIM
1
Financial Advocates Investment Management
Washington
$0
2
Jane Street
2
Jane Street
New York
$826K
3
MA
3
Mutual Advisors
Nebraska
$3.54M
4
EW
4
Element Wealth
Mississippi
$3.19M
5
CWM
5
Cornerstone Wealth Management
Missouri
$764K
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
51
Western Wealth Management
Colorado
$677K +$677K +8,825 New
AF
52
Advisornet Financial
Minnesota
$651K +$13.4K +174 +2%
ACG
53
Allen Capital Group
Nebraska
$581K +$161K +2,093 +38%
PGAM
54
Princeton Global Asset Management
New Jersey
$521K +$22K +287 +4%
WCM
55
Wealthcare Capital Management
Virginia
$448K +$8.13K +106 +2%
MML Investors Services
56
MML Investors Services
Massachusetts
$380K -$4.23K -55 -1%
ISWM
57
Independent Solutions Wealth Management
New York
$337K -$1.23K -16 -0.4%
Prudential Financial
58
Prudential Financial
New Jersey
$326K -$43.6K -555 -12%
FWM
59
Frontier Wealth Management
Missouri
$302K – – –
GSWM
60
Golden State Wealth Management
California
$288K +$307 +4 +0.1%
RCM
61
Raleigh Capital Management
North Carolina
$282K +$282K +3,679 New
CPW
62
Catalyst Private Wealth
California
$281K – – –
TIM
63
Thompson Investment Management
Wisconsin
$243K +$692 +9 +0.3%
WA
64
Waddell & Associates
Tennessee
$230K – – –
CWM
65
Collaborative Wealth Management
Florida
$218K +$218K +2,836 New
GWM
66
Geneos Wealth Management
Colorado
$211K +$90.2K +1,180 +75%
RJA
67
Raymond James & Associates
Florida
$208K – – –
SWP
68
Stratos Wealth Partners
Ohio
$203K +$203K +2,650 New
LA
69
Latitude Advisors
Florida
$201K +$201K +2,614 New
Citigroup
70
Citigroup
New York
$137K -$31.5K -409 -19%
APA
71
American Portfolios Advisors
New York
$111K – – –
Wells Fargo
72
Wells Fargo
California
$101K -$77 -1 -0.1%
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$72K -$20.6K -268 -22%
SFM
74
Signet Financial Management
New Jersey
$65K +$65K +843 New
SWM
75
Spire Wealth Management
Virginia
$56K +$46.6K +604 +495%
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