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SPDR MSCI EAFE StrategicFactors ETF
QEFA

Overview Fund Activity

120 hedge funds and large institutions have $798M invested in 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
Holders
120
Holders Change
-1
Holders Change %
-0.83%
% of All Funds
1.6%
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
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$163M
2
IAA
Independent Advisor Alliance
North Carolina
$8.87M
3
GVAG
Great Valley Advisor Group
Delaware
$43.6M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$9.01M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$4.15M

Top Sellers

1
IDA
Intelligence Driven Advisers
California
$48.9M
2
AWA
Adapt Wealth Advisors
Georgia
$3.18M
3
PAG
Private Advisor Group
New Jersey
$14.2M
4
FHB
First Hawaiian Bank
Hawaii
$13.4M
5
Bank of America
Bank of America
North Carolina
$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
51
Betterment LLC
New York
$1.62M +$204K +2,809 +14%
PA
52
PFG Advisors
Arizona
$1.54M +$165K +2,272 +12%
LSA
53
L & S Advisors
California
$1.39M +$39K +538 +3%
SG
54
Stanich Group
New York
$1.31M +$1.31M +18,077 New
EW
55
Element Wealth
Mississippi
$1.26M -$1.81K -25 -0.1%
Mariner
56
Mariner
Kansas
$1.21M +$50.5K +696 +4%
NP
57
NorthRock Partners
Minnesota
$1.16M -$226K -3,119 -16%
NL
58
NVWM LLC
Pennsylvania
$1.08M +$25.1K +346 +2%
CAL
59
Capital Advisors Ltd
Ohio
$1.07M – – –
GWM
60
Geneos Wealth Management
Colorado
$1.06M -$577K -7,955 -35%
GM
61
GeoWealth Management
Illinois
$995K +$54.2K +748 +6%
CWM
62
Cornerstone Wealth Management
Missouri
$987K +$290 +4 +0%
Envestnet Portfolio Solutions
63
Envestnet Portfolio Solutions
Illinois
$982K +$107K +1,473 +12%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$915K +$161K +2,225 +21%
BRWA
65
B. Riley Wealth Advisors
Florida
$850K +$435 +6 +0.1%
GSWM
66
Golden State Wealth Management
California
$848K +$848K +11,699 New
ML
67
McAdam LLC
Pennsylvania
$819K +$58.3K +804 +8%
PAS
68
Park Avenue Securities
New York
$814K +$51.7K +713 +7%
UBS Group
69
UBS Group
Switzerland
$774K +$774K +10,675 New
SWP
70
Stratos Wealth Partners
Ohio
$739K +$51.3K +708 +7%
SA
71
Sanctuary Advisors
Indiana
$717K -$164K -2,141 -19%
Cerity Partners
72
Cerity Partners
New York
$700K – – –
GS
73
GTS Securities
New York
$689K +$689K +9,509 New
Citadel Advisors
74
Citadel Advisors
Florida
$554K +$242K +3,335 +77%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$543K -$88.1K -1,215 -14%
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