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SPDR MSCI EAFE StrategicFactors ETF
QEFA

Overview Fund Activity

121 hedge funds and large institutions have $840M invested in SPDR MSCI EAFE StrategicFactors ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 48 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+11
Holders Change %
+10%
% of All Funds
1.75%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
17
Increased
35
Reduced
48
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HPC
1
Hobart Private Capital
North Carolina
$12.1M
2
NA
2
NewEdge Advisors
Louisiana
$10.6M
3
GVAG
3
Great Valley Advisor Group
Delaware
$42.2M
4
MFG
4
Merit Financial Group
Georgia
$3.63M
5
PAG
5
Private Advisor Group
New Jersey
$17.4M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$156M
2
Citadel Advisors
2
Citadel Advisors
Florida
$347K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$35.1M
4
FHB
4
First Hawaiian Bank
Hawaii
$16.2M
5
Jane Street
5
Jane Street
New York
$4.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
76
Creative Planning
Kansas
$440K +$440K +5,473 New
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$417K +$62.5K +777 +18%
Prudential Financial
78
Prudential Financial
New Jersey
$384K -$109K -1,353 -22%
TA
79
TFB Advisors
Kansas
$378K – – –
PTC
80
Private Trust Company
Ohio
$353K – – –
Citadel Advisors
81
Citadel Advisors
Florida
$347K -$5.87M -72,896 -94%
OWM
82
Orgel Wealth Management
Wisconsin
$347K – – –
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$331K -$28.5K -354 -8%
SAW
84
Signal Advisors Wealth
Michigan
$324K +$324K +4,030 New
PGAM
85
Princeton Global Asset Management
New Jersey
$281K -$70.8K -880 -20%
VA
86
Valmark Advisers
Ohio
$267K – – –
MNA
87
Manning & Napier Advisors
New York
$264K +$264K +3,283 New
AssetMark Inc
88
AssetMark Inc
California
$256K +$43.9K +545 +21%
RJFSA
89
Raymond James Financial Services Advisors
Florida
$248K – – –
WA
90
Waddell & Associates
Tennessee
$241K – – –
SW
91
Simplicity Wealth
New Jersey
$226K – – –
WN
92
Williams & Novak
California
$225K +$225K +2,793 New
FAIM
93
Financial Advocates Investment Management
Washington
$223K – – –
Fidelity Investments
94
Fidelity Investments
Massachusetts
$212K -$82.7K -1,028 -28%
CPW
95
Catalyst Private Wealth
California
$211K +$211K +2,617 New
SWM
96
Seed Wealth Management
Illinois
$209K -$8.05K -100 -4%
CWM
97
Collaborative Wealth Management
Florida
$209K +$209K +2,594 New
Truist Financial
98
Truist Financial
North Carolina
$203K +$203K +2,526 New
FHA
99
First Horizon Advisors
Tennessee
$121K – – –
AA
100
Addison Advisors
Vermont
$121K -$10.1K -125 -8%
2 3
4
5 6