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SPDR MSCI EAFE StrategicFactors ETF
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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 %
Ameriprise
1
Ameriprise
Minnesota
$163M 2,246,084 +310,569 +16%
Morgan Stanley
2
Morgan Stanley
New York
$102M 1,404,924 +48,690 +4%
LPL Financial
3
LPL Financial
California
$57.3M 790,135 -5,688 -0.7%
IDA
4
Intelligence Driven Advisers
California
$48.9M 674,282 -211,493 -24%
GVAG
5
Great Valley Advisor Group
Delaware
$43.6M 601,430 +76,821 +15%
FEG
6
Financial Enhancement Group
Indiana
$32.1M 445,603 +12,491 +3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$30.6M 422,664 -13,004 -3%
SI
8
SimpliFi Inc
California
$19.1M 263,305 +3,525 +1%
CI
9
CX Institutional
Indiana
$14.8M 203,903 +31,955 +19%
PAG
10
Private Advisor Group
New Jersey
$14.2M 195,976 -20,693 -10%
FHB
11
First Hawaiian Bank
Hawaii
$13.4M 185,033 -16,105 -8%
KW
12
KWB Wealth
California
$12.6M 157,091 +2,569 +2%
Bank of America
13
Bank of America
North Carolina
$12.6M 173,799 -15,478 -8%
HPC
14
Hobart Private Capital
North Carolina
$11.2M 154,776 +3,982 +3%
NA
15
NewEdge Advisors
Louisiana
$11.1M 153,699 +22,524 +17%
AI
16
Arrien Investments
Idaho
$9.89M 129,369 +13,941 +12%
AWA
17
ARQ Wealth Advisors
Arizona
$9.21M 127,005 +4,510 +4%
FGG
18
Financial Guidance Group
Florida
$9.08M 125,185 -346 -0.3%
ACA
19
Aptus Capital Advisors
Alabama
$9.08M 125,185 -346 -0.3%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$9.01M 124,243 +58,431 +89%
IAA
21
Independent Advisor Alliance
North Carolina
$8.87M 122,391 +122,391 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$8.51M 117,355 +2,495 +2%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$8.49M 117,013 +2,239 +2%
SFS
24
Sowell Financial Services
Arkansas
$7.92M 109,166 +19,780 +22%
DAS
25
Dynamic Advisor Solutions
Arizona
$7.91M 109,032 +4,128 +4%
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