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State Street SPDR MSCI EAFE StrategicFactors ETF

120 hedge funds and large institutions have $798M invested in State Street SPDR MSCI EAFE StrategicFactors ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 37

1.43% more ownership

Funds ownership: 86.02%87.45% (+1.4%)

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

1% less funds holding

Funds holding: 121120 (-1)

5% less capital invested

Capital invested by funds: $840M → $798M (-$41.7M)

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

Holders
120
Holders Change
-1
Holders Change %
-0.83%
% of All Funds
1.58%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.12%
New
14
Increased
54
Reduced
37
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
51
Betterment LLC
New York
$1.62M +$214K +2,809 +14%
PA
52
PFG Advisors
Arizona
$1.54M +$173K +2,272 +12%
LSA
53
L & S Advisors
California
$1.39M +$41K +538 +3%
SG
54
Stanich Group
New York
$1.31M +$1.38M +18,077 New
EW
55
Element Wealth
Mississippi
$1.26M -$1.91K -25 -0.1%
Mariner
56
Mariner
Kansas
$1.21M +$53.1K +696 +4%
NP
57
NorthRock Partners
Minnesota
$1.16M -$238K -3,119 -16%
NL
58
NVWM LLC
Pennsylvania
$1.08M +$26.4K +346 +2%
CAL
59
Capital Advisors Ltd
Ohio
$1.07M
GWM
60
Geneos Wealth Management
Colorado
$1.06M -$607K -7,955 -35%
GM
61
GeoWealth Management
Illinois
$995K +$57.1K +748 +6%
CWM
62
Cornerstone Wealth Management
Missouri
$987K +$305 +4 +0%
Envestnet Portfolio Solutions
63
Envestnet Portfolio Solutions
Illinois
$982K +$112K +1,473 +12%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$915K +$170K +2,225 +21%
BRWA
65
B. Riley Wealth Advisors
Florida
$850K +$458 +6 +0.1%
GSWM
66
Golden State Wealth Management
California
$848K +$893K +11,699 New
ML
67
McAdam LLC
Pennsylvania
$819K +$61.3K +804 +8%
PAS
68
Park Avenue Securities
New York
$814K +$54.4K +713 +7%
UBS Group
69
UBS Group
Switzerland
$774K +$815K +10,675 New
SWP
70
Stratos Wealth Partners
Ohio
$739K +$54K +708 +7%
SA
71
Sanctuary Advisors
Indiana
$717K -$163K -2,141 -19%
Cerity Partners
72
Cerity Partners
New York
$700K
GS
73
GTS Securities
New York
$689K +$726K +9,509 New
Citadel Advisors
74
Citadel Advisors
Florida
$554K +$254K +3,335 +77%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$543K -$92.7K -1,215 -14%

QEFA Hedge Fund Activity: Q4 2024 in Review

120 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) for Q4 2024, worth a combined $798M — down 5% from $840M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new QEFA positions and 13 closed out — a net gain of 1 holder — while 54 added to existing stakes and 37 trimmed.

The largest buyer was Ameriprise, adding an estimated $23.7M. The largest seller was Intelligence Driven Advisers, cutting an estimated $16.1M.

  • 120 institutional investors held State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) as of Q4 2024, down from 121 in Q3 2024.
  • Funds reported $798M of State Street SPDR MSCI EAFE StrategicFactors ETF stock for Q4 2024, down 5% quarter-over-quarter.
  • 14 funds opened new State Street SPDR MSCI EAFE StrategicFactors ETF positions in Q4 2024 and 13 closed out, a net change of +1 holder.
  • The largest State Street SPDR MSCI EAFE StrategicFactors ETF buyer in Q4 2024 was Ameriprise, an estimated $23.7M added.
  • The largest State Street SPDR MSCI EAFE StrategicFactors ETF seller in Q4 2024 was Intelligence Driven Advisers, an estimated $16.1M sold.

Based on aggregated 13F filings for Q4 2024.