SPDR MSCI EAFE StrategicFactors ETF (QEFA) Institutional Ownership

$77.23
+0.54 (+0.70%)
(As of 05/14/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
64
Total
Institutional Inflows
(last 12 months)
$195.30M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$227.24M
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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
5/14/2024OLD 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%
4/29/2024 Brio 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%
4/15/2024 Hobart Private Capital LLC114,424$8.71M2.7%-28.6%0.894%
4/15/2024 Financial Enhancement Group LLC409,083$30.19M5.0%-4.0%3.196%
4/12/2024 Dynamic Advisor Solutions LLC145,968$11.11M0.4%+6.2%1.140%
4/12/2024Lane & Associates LLC91,427$6.96M4.4%+1.0%0.714%
4/10/2024 Johnson & White Wealth Management LLC61,847$4.71M3.4%-4.7%0.414%
4/10/2024 Park Avenue Securities LLC8,533$649K0.0%+22.1%0.057%
4/10/2024 Signal Advisors Wealth LLC7,632$581K0.1%+11.8%0.051%
4/5/2024 First Hawaiian Bank331,383$25.22M0.8%-15.1%2.217%
3/19/2024 Warren Street Wealth Advisors LLC34,615$2.53M1.4%-4.0%0.232%
2/27/2024ARQ Wealth Advisors LLC89,016$6.51M3.9%+10.8%0.595%
2/10/2024Linscomb & Williams Inc.2,810$205K0.0%N/A0.019%
2/9/2024 1620 Investment Advisors Inc.40,342$2.95M2.9%+1.6%0.270%
2/9/2024 Journey Strategic Wealth LLC25,219$1.84M0.1%+17.9%0.169%
2/9/2024 Assetmark Inc.2,737$200K0.0%+10.9%0.018%
2/7/2024 Envestnet Portfolio Solutions Inc.10,044$734K0.0%+11.6%0.067%
2/7/2024 Collaborative Wealth Managment Inc.3,450$252K0.1%-5.7%0.023%
2/6/2024 Private Advisor Group LLC163,651$11.96M0.1%+5.8%1.095%
2/6/2024 Wealthcare Advisory Partners LLC70,300$5.14M0.2%+32.3%0.470%
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2/6/2024 Intelligence Driven Advisers LLC890,670$64.73M10.5%-19.5%5.958%
2/6/2024 Great Valley Advisor Group Inc.426,462$31.17M1.1%+11.3%2.853%
2/5/2024 McAdam LLC6,085$445K0.0%+3.7%0.041%
2/5/2024 Bridgewealth Advisory Group LLC3,278$240K0.2%-15.5%0.022%
2/5/2024 Vantage Financial Partners LLC11,156$815K0.2%N/A0.075%
2/5/2024 Brio Consultants LLC59,549$4.35M0.8%+19.0%0.398%
2/1/2024 Element Wealth LLC17,618$1.29M0.8%+1.3%0.118%
2/1/2024 Sage Mountain Advisors LLC62,562$4.57M0.5%-4.8%0.418%
2/1/2024 CWM LLC37,735$2.76M0.0%+12.4%0.252%
1/26/2024 Eagle Strategies LLC304,004$22.22M4.8%N/A2.033%
1/26/2024 Geneos Wealth Management Inc.37,655$2.75M0.1%-10.2%0.252%
1/26/2024 Financial Guidance Group Inc.118,541$8.66M6.0%-4.0%0.793%
1/24/2024 Stratos Wealth Partners LTD.8,192$599K0.0%+13.2%0.055%
1/24/2024 Sowell Financial Services LLC104,139$7.61M0.4%-8.7%0.697%
1/24/2024 Private Trust Co. NA4,245$310K0.0%-17.0%0.028%
1/24/2024 Walkner Condon Financial Advisors LLC8,340$610K0.1%-8.5%0.056%
1/23/2024 Levy Wealth Management Group LLC73,506$5.37M1.5%-4.1%0.492%
1/19/2024 PFG Advisors15,264$1.12M0.1%+3.5%0.102%
1/18/2024 Financial Enhancement Group LLC426,347$30.40M5.4%-2.7%2.852%
1/18/2024 TFB Advisors LLC3,398$248K0.1%-53.2%0.023%
1/18/2024 Hobart Private Capital LLC160,193$11.71M3.9%-20.1%1.072%
1/17/2024 Johnson & White Wealth Management LLC64,897$4.74M3.9%-1.9%0.434%
1/16/2024 Raymond James Financial Services Advisors Inc.4,355$318K0.0%-51.7%0.029%
1/12/2024 Mutual Advisors LLC19,204$1.40M0.0%+92.8%0.128%
1/12/2024 Sweet Financial Partners LLC47,825$3.50M0.8%+5.3%0.320%
1/12/2024 CX Institutional174,488$12.75M0.7%-3.0%1.167%
1/11/2024 Orgel Wealth Management LLC3,915$286K0.0%-8.9%0.026%
1/11/2024 Dynamic Advisor Solutions LLC137,480$9.94M0.4%+45.1%0.920%
1/11/2024 KWB Wealth153,528$11.22M1.6%+12.5%1.027%
1/9/2024 First Hawaiian Bank390,283$28.52M0.9%-0.7%2.611%
11/30/2023ARQ Wealth Advisors LLC80,306$5.38M4.0%-10.4%0.537%
11/15/2023Mercer Global Advisors Inc. ADV45,741$3.07M0.0%-71.4%0.306%
11/15/2023Ameriprise Financial Inc.3,017,386$202.26M0.1%-26.5%20.183%
11/14/2023 Mutual Advisors LLC9,963$668K0.0%-83.3%0.067%
11/13/2023Mariner LLC55,975$3.75M0.0%-1.2%0.374%
11/13/2023 LPL Financial LLC762,190$51.10M0.0%-17.7%5.098%
11/13/2023 TFB Advisors LLC7,259$487K0.6%-5.6%0.049%
11/13/2023 Envestnet Asset Management Inc.467,617$31.35M0.0%+0.1%3.128%
11/13/2023 Envestnet Portfolio Solutions Inc.9,000$603K0.0%N/A0.060%
11/13/2023Kestra Advisory Services LLC19,149$1.28M0.0%+3.5%0.128%
11/9/2023 Bridgewealth Advisory Group LLC3,878$260K0.3%N/A0.026%
11/9/2023 Betterment LLC6,271$420K0.0%+19.5%0.042%
11/9/2023 1620 Investment Advisors Inc.39,710$2.66M2.9%+1.3%0.266%
11/8/2023 HighTower Advisors LLC41,427$2.77M0.0%+1.1%0.277%
11/8/2023 Journey Strategic Wealth LLC21,393$1.43M0.1%+10.7%0.143%
11/8/2023 Sowell Financial Services LLC114,055$7.65M0.5%-31.5%0.763%
11/8/2023 Western Wealth Management LLC18,467$1.24M0.1%+2.0%0.124%
11/7/2023 Merit Financial Group LLC68,294$4.58M0.1%-19.4%0.457%
11/7/2023 Intelligence Driven Advisers LLC1,106,816$72.63M12.9%+4.7%7.403%
11/7/2023 Addison Advisors LLC1,635$110K0.1%+10.8%0.011%
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11/7/2023 Great Valley Advisor Group Inc.383,038$25.68M1.1%+10.5%2.562%
11/6/2023 Hobart Private Capital LLC200,383$13.43M5.1%+50.7%1.340%
11/4/2023 NBC Securities Inc.981$65K0.0%N/A0.007%
11/3/2023 Private Advisor Group LLC154,723$10.37M0.1%+7.9%1.035%
10/30/2023 Nvwm LLC13,965$936K0.3%+1.9%0.093%
10/27/2023 Assetmark Inc.2,467$165K0.0%+28.8%0.017%
10/27/2023 Princeton Global Asset Management LLC5,418$363K0.1%-5.7%0.036%
10/27/2023 First Horizon Advisors Inc.1,628$109K0.0%-10.5%0.011%
10/27/2023 Brio Consultants LLC50,040$3.36M0.6%-1.3%0.335%
10/26/2023 Orgel Wealth Management LLC4,299$288K0.0%-62.0%0.029%
(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, 103 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 ($67.98M), LPL Financial LLC ($51.10M), Jane Street Group LLC ($39.53M), Envestnet Asset Management Inc. ($31.35M), Great Valley Advisor Group Inc. ($31.17M), and Financial Enhancement Group LLC ($30.19M).Learn more on QEFA's institutional investors.

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

Of the 91 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 ($1.11M), Ameriprise Financial Inc. ($455.94K), LPL Financial LLC ($415.88K), CX Institutional ($386.93K), Great Valley Advisor Group Inc. ($371.78K), Jane Street Group LLC ($358.39K), and Eagle Strategies LLC ($304.00K).

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

Institutional investors have bought a total of 7,015,620 shares in the last 24 months. This purchase volume represents approximately $462.92M in transactions.

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

Of the 65 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 ($842.01K), Orgel Wealth Management LLC ($238.73K), Intelligence Driven Advisers LLC ($216.15K), CX Institutional ($214.55K), LPL Financial LLC ($164.47K), and Financial Enhancement Group LLC ($142.95K).

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

Institutional investors have sold a total of 4,258,407 shares in the last 24 months. This volume of shares sold represents approximately $289.67M in transactions.


This page (NYSEARCA:QEFA) was last updated on 5/15/2024 by MarketBeat.com Staff

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