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SPDR MSCI EAFE StrategicFactors ETF (QEFA) Institutional Ownership

SPDR MSCI EAFE StrategicFactors ETF logo
$74.81 +1.32 (+1.80%)
As of 01/21/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for SPDR MSCI EAFE StrategicFactors ETF (NYSEARCA:QEFA)

Number of
Institutional Buyers
(last 12 months)
59
Total
Institutional Inflows
(last 12 months)
$90.17M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$68.38M
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QEFA Institutional Buying and Selling by Quarter

SPDR MSCI EAFE StrategicFactors ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Flagship Private Wealth LLC3,008$218K0.1%N/A0.024%
1/21/2025Geneos Wealth Management Inc.14,584$1.06M0.0%-35.3%0.115%
1/21/2025Dynamic Advisor Solutions LLC109,032$7.91M0.3%+3.9%0.859%
1/21/2025CX Institutional203,903$14.79M0.6%+18.6%1.606%
1/17/2025 Edge Financial Advisors LLC32,084$2.33M2.1%+0.5%0.253%
1/15/2025 Merit Financial Group LLC42,132$3.06M0.1%-6.6%0.332%
1/15/2025 Wealthcare Advisory Partners LLC39,734$2.88M0.1%+28.5%0.313%
1/14/2025 Financial Enhancement Group LLC445,603$32.05M4.9%+2.9%3.509%
1/14/2025 Park Avenue Securities LLC11,228$814K0.0%+6.8%0.088%
1/14/2025 KWB Wealth157,091$12.64M1.6%+1.7%1.237%
1/13/2025 Johnson & White Wealth Management LLC52,205$3.78M2.3%-8.2%0.411%
1/10/2025 Wealth Enhancement Advisory Services LLC133,460$10.74M0.0%+102.8%1.051%
1/8/2025 First Hawaiian Bank185,033$13.42M0.4%-8.0%1.457%
11/25/2024Sanctuary Advisors LLC11,531$862K0.0%-4.9%0.091%
11/15/2024MML Investors Services LLC48,832$3.93M0.0%-1.5%0.385%
11/15/2024Jane Street Group LLC57,697$4.64M0.0%-29.4%0.454%
11/15/2024HighTower Advisors LLC42,195$3.40M0.0%+0.4%0.332%
11/14/2024Flow Traders U.S. LLC9,555$769K0.0%N/A0.075%
11/14/2024Captrust Financial Advisors102,930$8.28M0.0%-2.1%0.810%
11/13/2024Townsquare Capital LLC24,407$1.96M0.0%+222.1%0.192%
11/13/2024FMR LLC2,633$212K0.0%-28.1%0.021%
11/12/2024Lane & Associates LLC66,428$5.35M2.9%-14.6%0.523%
11/12/2024Cerity Partners LLC9,650$777K0.0%N/A0.076%
11/12/2024Great Valley Advisor Group Inc.524,609$42.22M1.0%+10.6%4.131%
11/12/2024L & S Advisors Inc18,595$1.50M0.2%+1.1%0.146%
11/6/2024Intelligence Driven Advisers LLC885,775$71.29M10.2%-2.6%6.975%
11/1/2024Assetmark Inc.3,181$256K0.0%+20.7%0.025%
10/31/2024Walkner Condon Financial Advisors LLC7,840$631K0.1%-9.6%0.062%
10/31/2024 Financial Enhancement Group LLC433,112$34.86M6.2%-3.1%3.410%
10/30/2024 Catalyst Private Wealth LLC2,617$211K0.1%N/A0.021%
10/29/2024Princeton Global Asset Management LLC3,490$281K0.1%-20.1%0.027%
10/25/20241620 Investment Advisors Inc.42,796$3.44M2.5%+0.8%0.337%
10/25/2024 Edge Financial Advisors LLC31,911$2.57M2.3%N/A0.251%
10/25/2024Eagle Strategies LLC85,722$6.90M1.2%-11.0%0.675%
10/24/2024Capital Advisors Ltd. LLC14,705$1.18M0.1%+0.9%0.116%
10/24/2024 Wealth Enhancement Advisory Services LLC65,812$5.30M0.0%-0.3%0.518%
10/23/2024Element Wealth LLC17,345$1.40M0.7%+1.3%0.137%
10/23/2024SimpliFi Inc.259,780$20.91M9.3%-1.5%2.046%
10/22/2024McAdam LLC10,488$844K0.0%-2.1%0.083%
10/22/2024Private Advisor Group LLC216,669$17.44M0.1%+21.8%1.706%
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10/18/2024Warren Street Wealth Advisors LLC31,895$2.57M1.1%+2.7%0.251%
10/11/2024Creative Planning5,473$440K0.0%N/A0.043%
10/11/2024CX Institutional171,948$13.84M0.6%-1.5%1.354%
10/8/2024CWM LLC4,112$331K0.0%-7.9%0.032%
10/8/2024Dynamic Advisor Solutions LLC104,904$8.44M0.3%+4.2%0.826%
10/8/2024Williams & Novak LLC2,793$225K0.2%N/A0.022%
10/7/2024 KWB Wealth154,522$11.55M1.5%+4.0%1.217%
10/3/2024 Johnson & White Wealth Management LLC56,847$4.58M3.9%-5.3%0.448%
9/5/2024Sanctuary Advisors LLC12,126$904K0.0%N/A0.095%
8/19/2024B. Riley Wealth Advisors Inc.11,659$871K0.0%N/A0.092%
8/16/2024Northwestern Mutual Wealth Management Co.39,341$2.94M0.0%-3.9%0.310%
8/16/2024NewEdge Advisors LLC67,410$5.04M0.0%+2.6%0.531%
8/14/2024Bank of Montreal Can6,635$506K0.0%-51.8%0.052%
8/12/2024Mercer Global Advisors Inc. ADV53,674$4.01M0.0%-40.8%0.423%
8/10/2024L & S Advisors Inc18,386$1.37M0.2%+1.1%0.145%
8/8/2024Envestnet Asset Management Inc.482,385$36.05M0.0%-10.0%3.798%
8/8/2024Eagle Strategies LLC96,264$7.20M1.4%+1,196.1%0.758%
8/8/2024LPL Financial LLC817,124$61.07M0.0%+2.1%6.434%
8/7/2024Vantage Financial Partners LLC11,379$850K0.2%-3.5%0.090%
8/7/2024Lane & Associates LLC77,781$5.81M3.4%-14.9%0.612%
8/6/2024Adapt Wealth Advisors LLC86,454$6.46M4.0%-15.4%0.681%
8/6/2024Intelligence Driven Advisers LLC909,203$67.95M9.6%+1.8%7.159%
8/5/2024Private Advisor Group LLC177,924$13.30M0.1%+5.4%1.401%
8/2/2024 Financial Enhancement Group LLC446,893$33.85M4.9%+9.2%3.519%
8/1/2024Valmark Advisers Inc.3,320$248K0.0%N/A0.026%
7/31/2024Aptus Capital Advisors LLC125,574$9.39M0.2%+6.6%0.989%
7/31/2024Sage Mountain Advisors LLC60,854$4.55M0.4%-2.5%0.479%
7/31/2024Commonwealth Equity Services LLC116,755$8.73M0.0%+0.9%0.919%
7/30/2024TFB Advisors LLC4,699$351K0.1%-4.5%0.037%
7/30/2024Hobart Private Capital LLC70,471$5.27M1.5%-38.4%0.555%
7/29/2024Financial Advocates Investment Management2,768$207K0.0%-6.0%0.022%
7/26/2024Walkner Condon Financial Advisors LLC8,673$648K0.1%-5.7%0.068%
7/25/2024SimpliFi Inc.263,829$19.72M9.1%+0.5%2.077%
7/25/2024Levy Wealth Management Group LLC68,891$5.15M1.3%-6.3%0.542%
7/25/2024Financial Guidance Group Inc.125,574$9.39M5.8%+6.6%0.989%
7/24/2024McAdam LLC10,718$801K0.0%+11.5%0.084%
7/23/20241620 Investment Advisors Inc.42,473$3.17M2.4%+2.1%0.334%
7/23/2024 Orgel Wealth Management LLC4,310$322K0.0%+10.1%0.034%
7/19/2024 Johnson & White Wealth Management LLC60,051$4.49M4.3%-2.9%0.473%
7/19/2024Western Wealth Management LLC21,347$1.60M0.1%+3.5%0.168%
7/16/2024 Wealth Enhancement Advisory Services LLC65,988$4.93M0.0%-8.2%0.520%
7/15/2024Dynamic Advisor Solutions LLC100,723$7.53M0.2%-31.0%0.793%
7/11/2024CX Institutional174,482$13.04M0.6%-0.3%1.374%
7/10/2024Simplicity Wealth LLC2,808$210K0.0%N/A0.022%
7/10/2024CWM LLC4,466$334K0.0%-60.9%0.035%
7/9/2024 Park Avenue Securities LLC10,503$785K0.0%+23.1%0.083%
7/2/2024 First Hawaiian Bank226,616$16.94M0.6%-31.6%1.784%
5/23/2024ARQ Wealth Advisors LLC113,226$8.62M3.7%+27.2%0.892%
5/20/2024Virtu Financial LLC4,711$358K0.0%N/A0.037%
5/16/2024Jane Street Group LLC218,931$16.66M0.0%+3.9%1.724%
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5/15/2024Flow Traders U.S. LLC44,175$3.36M0.2%-20.6%0.348%
5/14/2024OLD Mission Capital LLC101,795$7.75M0.1%+144.6%0.802%
5/7/2024PFG Advisors17,286$1.32M0.1%+13.2%0.136%
5/6/2024Envestnet Portfolio Solutions Inc.10,980$835K0.0%+9.3%0.086%
5/4/2024Geneos Wealth Management Inc.35,251$2.68M0.1%-6.4%0.278%
5/3/2024TFB Advisors LLC4,919$363K0.1%+44.8%0.039%
5/2/2024 Mutual Advisors LLC19,530$1.49M0.0%+1.7%0.154%
5/2/2024Adapt Wealth Advisors LLC102,230$7.78M5.5%N/A0.805%
5/2/2024Vantage Financial Partners LLC11,794$897K0.2%+5.7%0.093%
5/1/2024Intelligence Driven Advisers LLC893,434$67.98M10.0%+0.3%7.035%
(Data available from 1/1/2016 forward)

QEFA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of QEFA shares?

During the previous two years, 106 institutional investors and hedge funds held shares of SPDR MSCI EAFE StrategicFactors ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($202.26M), Intelligence Driven Advisers LLC ($71.29M), LPL Financial LLC ($61.07M), Great Valley Advisor Group Inc. ($42.22M), Envestnet Asset Management Inc. ($36.05M), Financial Enhancement Group LLC ($32.05M), and SimpliFi Inc. ($20.91M).Learn more on QEFA's institutional investors.

Which institutional investors have been buying SPDR MSCI EAFE StrategicFactors ETF stock?

Of the 92 institutional investors that purchased SPDR MSCI EAFE StrategicFactors ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Intelligence Driven Advisers LLC ($1.13M), Ameriprise Financial Inc. ($455.94K), LPL Financial LLC ($412.16K), Eagle Strategies LLC ($392.84K), Private Advisor Group LLC ($216.67K), CX Institutional ($214.21K), and Hobart Private Capital LLC ($202.39K).

How much institutional buying is happening at SPDR MSCI EAFE StrategicFactors ETF?

Institutional investors have bought a total of 5,543,691 shares in the last 24 months. This purchase volume represents approximately $383.21M in transactions.

Which SPDR MSCI EAFE StrategicFactors ETF major shareholders have been selling company stock?

Of the 67 institutional investors that sold SPDR MSCI EAFE StrategicFactors ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Ameriprise Financial Inc. ($1.09M), Wealth Enhancement Advisory Services LLC ($848.09K), Intelligence Driven Advisers LLC ($239.57K), Orgel Wealth Management LLC ($238.73K), CX Institutional ($217.58K), First Hawaiian Bank ($184.99K), and LPL Financial LLC ($164.47K).

How much institutional selling is happening at SPDR MSCI EAFE StrategicFactors ETF?

Institutional investors have sold a total of 4,362,970 shares in the last 24 months. This volume of shares sold represents approximately $303.91M in transactions.



This page (NYSEARCA:QEFA) was last updated on 1/22/2025 by MarketBeat.com Staff
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