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Disclosery

QEFA SPDR INDEX SHS FDS

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MSCI EAFE STRTGC (fund)

119 managers (120 13F filers) reported a position in QEFA shares at 2024-12-31, 10,974,900 shares in all. 8 filers opened a position and 13 filers sold out during the quarter.

Managers
119
13F filers
120
New
8
Added
54
Reduced
37
Sold out
13
Shares held by filers
10,974,900

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,246,084$163M0.04%+310,56913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,404,924$102M0.01%+48,69013F-HR/ATimelineGroup
LPL Financial LLC790,135$57.3M0.02%-5,68813F-HRTimeline
Intelligence Driven Advisers, LLC674,282$48.9M9.2%-211,49313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…601,430$43.6M0.98%+76,82113F-HRTimelineGroup
Financial Enhancement Group LLC445,603$32.1M4.9%+12,49113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding436,211$31.6M-11,531Timeline
SimpliFi, Inc.263,305$19.1M8.73%+3,52513F-HRTimeline
CX Institutional203,903$14.8M0.59%+31,95513F-HRTimeline
Private Advisor Group, LLC195,976$14.2M0.08%-20,69313F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK185,033$13.4M0.43%-16,10513F-HRTimelineGroup
KWB Wealth157,091$12.6M1.57%+2,56913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/173,799$12.6M<0.01%-15,47813F-HRTimelineGroup
Hobart Private Capital, LLC154,776$11.2M2.79%+3,98213F-HRTimeline
NewEdge Advisors, LLC153,699$11.1M0.07%+22,52413F-HRTimeline
ARRIEN INVESTMENTS, INC.129,369$9.89M7.05%+13,94113F-HRTimeline
ARQ WEALTH ADVISORS, LLC127,005$9.21M3.5%+4,51013F-HRTimeline
Aptus Capital Advisors, LLC125,185$9.08M0.11%-34613F-HRTimeline
Financial Guidance Group, Inc.125,185$9.08M4.97%-34613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…124,243$9.01M0.02%+58,43113F-HR/ATimeline
Independent Advisor Alliance122,391$8.87M0.12%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC117,355$8.51M0.01%+2,49513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA117,013$8.48M<0.01%+2,23913F-HRTimelineGroup
Sowell Financial Services LLC109,166$7.92M0.42%+19,78013F-HRTimeline
Dynamic Advisor Solutions LLC109,032$7.91M0.34%+4,12813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS106,166$7.7M0.02%+3,23613F-HRTimeline
Eagle Strategies LLC88,817$6.44M1.11%+3,09513F-HRTimeline
Evergreen Private Wealth LLC84,335$6.12M2.87%+33613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.71,406$5.18M0.05%+4,85813F-HRTimelineGroup
Lane & Associates LLC66,928$5.07M2.62%+50013F-HRTimeline
Brio Consultants, LLC69,224$5.02M0.79%+3,96913F-HRTimeline
CWM, LLCin group CWM, LLC57,258$4.15M0.02%+53,14613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC54,347$3.94M0.01%+5,51513F-HRTimeline
Sage Mountain Advisors LLC52,750$3.82M0.28%-5,67313F-HRTimeline
Johnson & White Wealth Management, LLC52,205$3.78M2.29%-4,64213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV49,682$3.6M0.01%-2,43813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC47,987$3.48M0.01%-9,71013F-HRTimelineGroup
HighTower Advisors, LLC43,958$3.19M<0.01%+1,76313F-HRTimeline
ADAPT WEALTH ADVISORS, LLC43,922$3.18M1.57%-23,54113F-HRTimeline
Merit Financial Group, LLC42,132$3.06M0.05%-2,96213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …39,734$2.88M0.08%+8,81713F-HRTimelineGroup
1620 INVESTMENT ADVISORS, INC.37,416$2.71M2.06%-5,38013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…33,197$2.41M<0.01%-7,09813F-HRTimelineGroup
Edge Financial Advisors LLC32,084$2.33M2.08%+17313F-HRTimeline
IHT Wealth Management, LLC31,496$2.28M0.07%+38313F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC30,535$2.21M0.08%+1,04513F-HRTimeline
Warren Street Wealth Advisors, LLC30,491$2.21M0.91%-1,40413F-HRTimeline
TOWNSQUARE CAPITAL LLC30,125$2.18M0.02%+5,71813F-HRTimeline
Western Wealth Management, LLC25,509$1.85M0.12%+1,84213F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.22,630$1.64M<0.01%+6,35013F-HR/ATimelineGroup
Betterment LLC22,375$1.62M<0.01%+2,80913F-HRTimeline
PFG Advisors21,294$1.54M0.09%+2,27213F-HRTimeline
L & S Advisors Inc19,133$1.39M0.15%+53813F-HRTimeline
Stanich Group LLC18,077$1.31M0.98%13F-HRTimeline
Element Wealth, LLC17,320$1.26M0.66%-2513F-HRTimeline
Mariner, LLCin group Mariner, LLC16,620$1.21M<0.01%+69613F-HRTimelineGroup
NorthRock Partners, LLC15,993$1.16M0.04%-3,11913F-HR/ATimeline
NVWM, LLC14,842$1.08M0.27%+34613F-HRTimeline
Capital Advisors, Ltd. LLC14,705$1.07M0.13%013F-HRTimeline
Geneos Wealth Management Inc.14,584$1.06M0.04%-7,95513F-HRTimeline
GeoWealth Management, LLC13,717$995K0.03%+74813F-HRTimeline
Cornerstone Wealth Management, LLC13,610$987K0.07%+413F-HRTimeline
Cambridge Investment Research Advisors,…12,624$915K<0.01%+2,22513F-HRTimeline
B. Riley Wealth Advisors, Inc.11,719$850K0.03%+613F-HRTimeline
Golden State Wealth Management, LLC11,699$848K0.13%13F-HRTimeline
McAdam, LLC11,292$819K0.04%+80413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC11,228$814K0.01%+71313F-HRTimelineGroup
UBS Group AGin group UBS Group AG10,675$774K<0.01%new13F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.10,185$739K0.01%+70813F-HRTimelineGroup
Sanctuary Advisors, LLC9,390$717K<0.01%-2,14113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC9,650$700K<0.01%013F-HRTimelineGroup
GTS SECURITIES LLC9,509$689K0.03%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,647$554K<0.01%+3,33513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,493$543K<0.01%-1,21513F-HRTimelineGroup
Vantage Financial Partners, LLC7,102$515K0.13%-2,56313F-HRTimeline
Cetera Investment Advisers7,098$515K<0.01%+1,91313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/6,789$492K<0.01%+64413F-HRTimelineGroup
Atria Investments, Inc6,379$463K0.01%-2,63913F-HRTimeline
Walkner Condon Financial Advisors LLC6,200$450K0.09%-1,64013F-HRTimeline
Keystone Financial Group5,189$376K0.04%-62813F-HRTimeline
Creative Planningin group Creative Planning5,020$364K<0.01%-45313F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA4,796$348K<0.01%+4,75113F-HRTimelineGroup
TFB Advisors LLC4,677$339K0.1%-2213F-HRTimeline
Orgel Wealth Management, LLC4,310$313K0.01%013F-HRTimeline
Signal Advisors Wealth, LLC4,016$291K0.03%-1413F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC3,957$287K0.17%new13F-HRTimeline
HRT FINANCIAL LP3,795$275K<0.01%new13F-HRTimeline
MANNING & NAPIER ADVISORS LLC3,677$267K<0.01%+39413F-HRTimeline
Opulen Financial Group LLC3,646$264K0.24%13F-HRTimeline
FMR LLCin group FMR LLC3,605$261K<0.01%+97213F-HRTimelineGroup
PRIVATE TRUST CO NA3,421$248K0.03%-96313F-HRTimeline
Princeton Global Asset Management LLC3,390$246K0.05%-10013F-HRTimeline
Valmark Advisers, Inc.3,320$241K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,130$227K<0.01%-5113F-HRTimelineGroup
Flagship Private Wealth, LLC3,008$218K0.11%new13F-HRTimeline
WADDELL & ASSOCIATES, LLC3,000$218K0.02%013F-HR/ATimeline
Simplicity Wealth,LLC2,808$204K0.04%013F-HRTimeline
First Horizon Advisors, Inc.1,509$109K<0.01%013F-HRTimeline
Addison Advisors LLC1,470$107K0.03%-3513F-HRTimeline
Cape Investment Advisory, Inc.905$65.6K0.03%-40313F-HRTimeline
Global Retirement Partners, LLC874$63.4K<0.01%-7113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN851$61.7K<0.01%+85013F-HRTimelineGroup
Continuum Advisory, LLC739$53.6K0.01%013F-HRTimeline
AdvisorNet Financial, Inc677$49.1K<0.01%013F-HRTimeline
Centricity Wealth Management, LLC670$48.6K0.05%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO475$34.4K<0.01%+27513F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC473$34.3K<0.01%new13F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\412$29.9K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC346$25.1K<0.01%013F-HRTimeline
CoreCap Advisors, LLC270$19.6K<0.01%-513F-HRTimeline
Synergy Investment Management, LLC250$18.1K0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…157$11.7K<0.01%+713F-HRTimeline
Wood Tarver Financial Group, LLC157$11K<0.01%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management122$8.85K<0.01%013F-HRTimelineGroup
Pineridge Advisors LLC106$7.67K<0.01%-5313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC105$7.61K<0.01%013F-HRTimelineGroup
Allworth Financial LP72$5.36K<0.01%013F-HRTimeline
Bristlecone Advisors, LLC12$871<0.01%013F-HRTimeline
NewSquare Capital LLC5$363<0.01%new13F-HRTimeline