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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 %
CIA
101
Cape Investment Advisory
Georgia
$65.6K 905 -403 -31%
GRP
102
Global Retirement Partners
California
$63.4K 874 -71 -8%
Wells Fargo
103
Wells Fargo
California
$61.7K 851 +850 +85,000%
CA
104
Continuum Advisory
Idaho
$53.6K 739 – –
AF
105
Advisornet Financial
Minnesota
$49.1K 677 – –
CWM
106
Centricity Wealth Management
Ohio
$48.6K 670 +670 New
JPMorgan Chase & Co
107
JPMorgan Chase & Co
New York
$34.4K 475 +275 +138%
HHGA
108
Halbert Hargrove Global Advisors
California
$34.3K 473 +473 New
US Bancorp
109
US Bancorp
Minnesota
$29.9K 412 – –
PA
110
Parallel Advisors
California
$25.1K 346 – –
CA
111
CoreCap Advisors
Michigan
$19.6K 270 -5 -2%
SIM
112
Synergy Investment Management
Florida
$18.1K 250 +250 New
CFGS
113
Concourse Financial Group Securities
Alabama
$11.7K 157 +7 +5%
WTFG
114
Wood Tarver Financial Group
Idaho
$11K 157 +157 New
SWM
115
Spire Wealth Management
Virginia
$8.85K 122 – –
PA
116
Pineridge Advisors
Missouri
$7.68K 106 -53 -33%
PS
117
Principal Securities
Iowa
$7.61K 105 – –
AF
118
Allworth Financial
California
$5.36K 72 – –
BA
119
Bristlecone Advisors
Washington
$871 12 – –
NC
120
NewSquare Capital
Pennsylvania
$363 5 +5 New
FTUS
121
Flow Traders U.S.
New York
– – -9,555 Closed
Prudential Financial
122
Prudential Financial
New Jersey
– – -4,765 Closed
WN
123
Williams & Novak
California
– – -2,793 Closed
FAIM
124
Financial Advocates Investment Management
Washington
– – -2,768 Closed
CPW
125
Catalyst Private Wealth
California
– – -2,617 Closed
2 3 4
5
6