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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
VFPW
76
Vantage Financial Partners (Wisconsin)
Wisconsin
$515K -$196K -2,563 -27%
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$515K +$146K +1,913 +37%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$492K +$49.1K +644 +10%
AI
79
Atria Investments
North Carolina
$463K -$201K -2,639 -29%
WCFA
80
Walkner Condon Financial Advisors
Wisconsin
$450K -$125K -1,640 -21%
KFGK
81
Keystone Financial Group (Kentucky)
Kentucky
$376K -$47.9K -628 -11%
Creative Planning
82
Creative Planning
Kansas
$364K -$34.6K -453 -8%
GT
83
Glenmede Trust
Pennsylvania
$348K +$363K +4,751 +10,558%
TA
84
TFB Advisors
Kansas
$339K -$1.68K -22 -0.5%
OWM
85
Orgel Wealth Management
Wisconsin
$313K
SAW
86
Signal Advisors Wealth
Michigan
$291K -$1.07K -14 -0.3%
MWM
87
Maripau Wealth Management
Indiana
$287K +$302K +3,957 New
HF
88
HRT Financial
New York
$275K +$290K +3,795 New
MNA
89
Manning & Napier Advisors
New York
$267K +$30.1K +394 +12%
OFG
90
Opulen Financial Group
Virginia
$264K +$278K +3,646 New
Fidelity Investments
91
Fidelity Investments
Massachusetts
$261K +$74.2K +972 +37%
PTC
92
Private Trust Company
Ohio
$248K -$73.5K -963 -22%
PGAM
93
Princeton Global Asset Management
New Jersey
$246K -$7.63K -100 -3%
VA
94
Valmark Advisers
Ohio
$241K
AssetMark Inc
95
AssetMark Inc
California
$227K -$3.89K -51 -2%
FPW
96
Flagship Private Wealth
Massachusetts
$218K +$230K +3,008 New
WA
97
Waddell & Associates
Tennessee
$218K
SW
98
Simplicity Wealth
New Jersey
$204K
FHA
99
First Horizon Advisors
Tennessee
$109K
AA
100
Addison Advisors
Vermont
$107K -$2.67K -35 -2%

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.