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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.

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

Top Sellers

1
IDA
1
Intelligence Driven Advisers
California
$48.9M
2
AWA
2
Adapt Wealth Advisors
Georgia
$3.18M
3
PAG
3
Private Advisor Group
New Jersey
$14.2M
4
FHB
4
First Hawaiian Bank
Hawaii
$13.4M
5
Bank of America
5
Bank of America
North Carolina
$12.6M
Name Market Value Shares Shares
Change 		Shares
Change %
VFPW
76
Vantage Financial Partners (Wisconsin)
Wisconsin
$515K 7,102 -2,563 -27%
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$515K 7,098 +1,913 +37%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$492K 6,789 +644 +10%
AI
79
Atria Investments
North Carolina
$463K 6,379 -2,639 -29%
WCFA
80
Walkner Condon Financial Advisors
Wisconsin
$450K 6,200 -1,640 -21%
KFGK
81
Keystone Financial Group (Kentucky)
Kentucky
$376K 5,189 -628 -11%
Creative Planning
82
Creative Planning
Kansas
$364K 5,020 -453 -8%
GT
83
Glenmede Trust
Pennsylvania
$348K 4,796 +4,751 +10,558%
TA
84
TFB Advisors
Kansas
$339K 4,677 -22 -0.5%
OWM
85
Orgel Wealth Management
Wisconsin
$313K 4,310 – –
SAW
86
Signal Advisors Wealth
Michigan
$291K 4,016 -14 -0.3%
MWM
87
Maripau Wealth Management
Indiana
$287K 3,957 +3,957 New
HF
88
HRT Financial
New York
$275K 3,795 +3,795 New
MNA
89
Manning & Napier Advisors
New York
$267K 3,677 +394 +12%
OFG
90
Opulen Financial Group
Virginia
$264K 3,646 +3,646 New
Fidelity Investments
91
Fidelity Investments
Massachusetts
$261K 3,605 +972 +37%
PTC
92
Private Trust Company
Ohio
$248K 3,421 -963 -22%
PGAM
93
Princeton Global Asset Management
New Jersey
$246K 3,390 -100 -3%
VA
94
Valmark Advisers
Ohio
$241K 3,320 – –
AssetMark Inc
95
AssetMark Inc
California
$227K 3,130 -51 -2%
FPW
96
Flagship Private Wealth
Massachusetts
$218K 3,008 +3,008 New
WA
97
Waddell & Associates
Tennessee
$218K 3,000 – –
SW
98
Simplicity Wealth
New Jersey
$204K 2,808 – –
FHA
99
First Horizon Advisors
Tennessee
$109K 1,509 – –
AA
100
Addison Advisors
Vermont
$107K 1,470 -35 -2%
2 3
4
5 6