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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
CIA
101
Cape Investment Advisory
Georgia
$65.6K -$30.7K -403 -31%
GRP
102
Global Retirement Partners
California
$63.4K -$5.42K -71 -8%
Wells Fargo
103
Wells Fargo
California
$61.7K +$64.9K +850 +85,000%
CA
104
Continuum Advisory
Idaho
$53.6K
AF
105
Advisornet Financial
Minnesota
$49.1K
CWM
106
Centricity Wealth Management
Ohio
$48.6K +$51.1K +670 New
JP Morgan Chase
107
JP Morgan Chase
New York
$34.4K +$21K +275 +138%
HHGA
108
Halbert Hargrove Global Advisors
California
$34.3K +$36.1K +473 New
US Bancorp
109
US Bancorp
Minnesota
$29.9K
PA
110
Parallel Advisors
California
$25.1K
CA
111
CoreCap Advisors
Michigan
$19.6K -$382 -5 -2%
SIM
112
Synergy Investment Management
Florida
$18.1K +$19.1K +250 New
CFGS
113
Concourse Financial Group Securities
Alabama
$11.7K +$534 +7 +5%
WTFG
114
Wood Tarver Financial Group
Idaho
$11K +$12K +157 New
SWM
115
Spire Wealth Management
Virginia
$8.85K
PA
116
Pineridge Advisors
Missouri
$7.67K -$4.04K -53 -33%
PS
117
Principal Securities
Iowa
$7.61K
AF
118
Allworth Financial
California
$5.36K
BA
119
Bristlecone Advisors
Washington
$871
NC
120
NewSquare Capital
Pennsylvania
$363 +$382 +5 New
FTUS
121
Flow Traders U.S.
New York
-$769K -9,555 Closed
Prudential Financial
122
Prudential Financial
New Jersey
-$384K -4,765 Closed
WN
123
Williams & Novak
California
-$225K -2,793 Closed
FAIM
124
Financial Advocates Investment Management
Washington
-$223K -2,768 Closed
CPW
125
Catalyst Private Wealth
California
-$211K -2,617 Closed

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.