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SPDR MSCI EAFE StrategicFactors ETF (QEFA) Institutional Ownership

SPDR MSCI EAFE StrategicFactors ETF logo
$72.32 -0.12 (-0.17%)
(As of 12/20/2024 04:33 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
56
Total
Institutional Inflows
(last 12 months)
$85.89M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$71.20M
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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
11/25/2024 Sanctuary Advisors LLC11,531$862K0.0%-4.9%0.091%
11/15/2024 MML Investors Services LLC48,832$3.93M0.0%-1.5%0.385%
11/15/2024 Jane Street Group LLC57,697$4.64M0.0%-29.4%0.454%
11/15/2024 HighTower Advisors LLC42,195$3.40M0.0%+0.4%0.332%
11/14/2024 Flow Traders U.S. LLC9,555$769K0.0%N/A0.075%
11/14/2024 Captrust Financial Advisors102,930$8.28M0.0%-2.1%0.810%
11/13/2024 Townsquare Capital LLC24,407$1.96M0.0%+222.1%0.192%
11/13/2024 FMR LLC2,633$212K0.0%-28.1%0.021%
11/12/2024 Lane & Associates LLC66,428$5.35M2.9%-14.6%0.523%
11/12/2024 Cerity Partners LLC9,650$777K0.0%N/A0.076%
11/12/2024 Great Valley Advisor Group Inc.524,609$42.22M1.0%+10.6%4.131%
11/12/2024 L & S Advisors Inc18,595$1.50M0.2%+1.1%0.146%
11/6/2024 Intelligence Driven Advisers LLC885,775$71.29M10.2%-2.6%6.975%
11/1/2024 Assetmark Inc.3,181$256K0.0%+20.7%0.025%
10/31/2024 Walkner 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%
10/29/2024 Princeton Global Asset Management LLC3,490$281K0.1%-20.1%0.027%
10/25/2024 1620 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%
10/25/2024 Eagle Strategies LLC85,722$6.90M1.2%-11.0%0.675%
10/24/2024 Capital 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%
10/23/2024 Element Wealth LLC17,345$1.40M0.7%+1.3%0.137%
10/23/2024 SimpliFi Inc.259,780$20.91M9.3%-1.5%2.046%
10/22/2024 McAdam LLC10,488$844K0.0%-2.1%0.083%
10/22/2024 Private Advisor Group LLC216,669$17.44M0.1%+21.8%1.706%
10/18/2024Warren Street Wealth Advisors LLC31,895$2.57M1.1%+2.7%0.251%
10/11/2024 Creative Planning5,473$440K0.0%N/A0.043%
10/11/2024 CX Institutional171,948$13.84M0.6%-1.5%1.354%
10/8/2024 CWM LLC4,112$331K0.0%-7.9%0.032%
10/8/2024 Dynamic Advisor Solutions LLC104,904$8.44M0.3%+4.2%0.826%
10/8/2024 Williams & 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%
9/5/2024 Sanctuary Advisors LLC12,126$904K0.0%N/A0.095%
8/19/2024 B. Riley Wealth Advisors Inc.11,659$871K0.0%N/A0.092%
8/16/2024 Northwestern Mutual Wealth Management Co.39,341$2.94M0.0%-3.9%0.310%
8/16/2024 NewEdge Advisors LLC67,410$5.04M0.0%+2.6%0.531%
8/14/2024 Bank of Montreal Can6,635$506K0.0%-51.8%0.052%
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8/12/2024 Mercer Global Advisors Inc. ADV53,674$4.01M0.0%-40.8%0.423%
8/10/2024 L & S Advisors Inc18,386$1.37M0.2%+1.1%0.145%
8/8/2024 Envestnet Asset Management Inc.482,385$36.05M0.0%-10.0%3.798%
8/8/2024 Eagle Strategies LLC96,264$7.20M1.4%+1,196.1%0.758%
8/8/2024 LPL Financial LLC817,124$61.07M0.0%+2.1%6.434%
8/7/2024 Vantage Financial Partners LLC11,379$850K0.2%-3.5%0.090%
8/7/2024 Lane & Associates LLC77,781$5.81M3.4%-14.9%0.612%
8/6/2024 Adapt Wealth Advisors LLC86,454$6.46M4.0%-15.4%0.681%
8/6/2024 Intelligence Driven Advisers LLC909,203$67.95M9.6%+1.8%7.159%
8/5/2024 Private 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%
8/1/2024 Valmark Advisers Inc.3,320$248K0.0%N/A0.026%
7/31/2024 Aptus Capital Advisors LLC125,574$9.39M0.2%+6.6%0.989%
7/31/2024 Sage 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%
7/30/2024 TFB Advisors LLC4,699$351K0.1%-4.5%0.037%
7/30/2024 Hobart Private Capital LLC70,471$5.27M1.5%-38.4%0.555%
7/29/2024 Financial Advocates Investment Management2,768$207K0.0%-6.0%0.022%
7/26/2024 Walkner Condon Financial Advisors LLC8,673$648K0.1%-5.7%0.068%
7/25/2024 SimpliFi 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%
7/25/2024 Financial Guidance Group Inc.125,574$9.39M5.8%+6.6%0.989%
7/24/2024 McAdam LLC10,718$801K0.0%+11.5%0.084%
7/23/2024 1620 Investment Advisors Inc.42,473$3.17M2.4%+2.1%0.334%
7/23/2024Orgel 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%
7/19/2024 Western 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%
7/15/2024 Dynamic Advisor Solutions LLC100,723$7.53M0.2%-31.0%0.793%
7/11/2024 CX Institutional174,482$13.04M0.6%-0.3%1.374%
7/10/2024 Simplicity Wealth LLC2,808$210K0.0%N/A0.022%
7/10/2024 CWM 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%
5/23/2024 ARQ Wealth Advisors LLC113,226$8.62M3.7%+27.2%0.892%
5/20/2024 Virtu Financial LLC4,711$358K0.0%N/A0.037%
5/16/2024 Jane Street Group LLC218,931$16.66M0.0%+3.9%1.724%
5/15/2024 Flow Traders U.S. LLC44,175$3.36M0.2%-20.6%0.348%
5/14/2024 OLD Mission Capital LLC101,795$7.75M0.1%+144.6%0.802%
5/7/2024 PFG Advisors17,286$1.32M0.1%+13.2%0.136%
5/6/2024 Envestnet Portfolio Solutions Inc.10,980$835K0.0%+9.3%0.086%
5/4/2024 Geneos Wealth Management Inc.35,251$2.68M0.1%-6.4%0.278%
5/3/2024 TFB Advisors LLC4,919$363K0.1%+44.8%0.039%
5/2/2024 Mutual Advisors LLC19,530$1.49M0.0%+1.7%0.154%
5/2/2024 Adapt Wealth Advisors LLC102,230$7.78M5.5%N/A0.805%
5/2/2024 Vantage Financial Partners LLC11,794$897K0.2%+5.7%0.093%
5/1/2024 Intelligence Driven Advisers LLC893,434$67.98M10.0%+0.3%7.035%
5/1/2024 Financial Guidance Group Inc.117,838$8.97M5.8%-0.6%0.928%
4/30/2024 Private Advisor Group LLC168,740$12.84M0.1%+3.1%1.329%
4/29/2024Commonwealth Equity Services LLC115,732$8.81M0.0%+1.4%0.911%
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Biden broke it... Now Trump is going to fix it. Starting with "Exec. Order 001."

I put all the details together for you here — but please hurry. 
4/29/2024Brio Consultants LLC57,216$4.35M0.7%-3.9%0.451%
4/23/2024 Sweet Financial Partners LLC47,962$3.65M0.8%+0.3%0.375%
4/23/2024 McAdam LLC9,612$731K0.0%+58.0%0.075%
4/22/2024 Edge Financial Advisors LLC15,028$1.14M1.0%N/A0.117%
4/20/2024 KWB Wealth153,296$11.66M1.6%-0.2%1.198%
4/19/2024 Cornerstone Wealth Management LLC12,976$987K0.1%+1.4%0.101%
4/18/2024 Capital Advisors Ltd. LLC14,575$1.11M0.1%+12.7%0.114%
4/16/2024 Seed Wealth Management Inc.2,700$205K0.2%N/A0.021%
4/16/2024 Wealth Enhancement Advisory Services LLC71,891$5.47M0.0%-16.6%0.562%
4/15/2024 Wealthcare Advisory Partners LLC39,491$3.01M0.1%-43.8%0.309%
(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, 105 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 ($34.86M), 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 ($226.25K), Hobart Private Capital LLC ($202.39K), and Great Valley Advisor Group Inc. ($197.13K).

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

Institutional investors have bought a total of 5,519,230 shares in the last 24 months. This purchase volume represents approximately $380.54M 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 ($168.89K), 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 4,334,668 shares in the last 24 months. This volume of shares sold represents approximately $301.83M in transactions.



This page (NYSEARCA:QEFA) was last updated on 12/21/2024 by MarketBeat.com Staff
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