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Disclosery

QEFA SPDR INDEX SHS FDS

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MSCI EAFE STRTGC (fund)

127 managers (128 13F filers) reported a position in QEFA shares at 2025-03-31, 9,437,745 shares in all. 16 filers opened a position and 8 filers sold out during the quarter.

Managers
127
13F filers
128
New
16
Added
37
Reduced
56
Sold out
8
Shares held by filers
9,437,745

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 INC1,213,762$95.8M0.03%-1,032,32213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,112,573$87.8M0.01%-292,35113F-HRTimelineGroup
LPL Financial LLC815,836$64.4M0.03%+25,70113F-HRTimeline
Intelligence Driven Advisers, LLC672,858$53.1M10.23%-1,42413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC437,793$34.6M0.06%+389,80613F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding424,694$33.5M-11,517Timeline
Financial Enhancement Group LLC408,679$32.9M5.14%-36,92413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…409,231$32.3M0.7%-192,19913F-HRTimelineGroup
SimpliFi, Inc.259,896$20.5M9.42%-3,40913F-HRTimeline
Private Advisor Group, LLC206,994$16.3M0.1%+11,01813F-HRTimeline
CX Institutional178,529$14.1M0.53%-25,37413F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK162,242$12.8M1.87%-22,79113F-HR/ATimelineGroup
KWB Wealth160,962$11.7M1.41%+3,87113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/141,541$11.2M<0.01%-32,25813F-HRTimelineGroup
ARRIEN INVESTMENTS, INC.133,686$10.6M7.57%+4,31713F-HRTimeline
NewEdge Advisors, LLC131,179$10.4M0.06%-22,52013F-HRTimeline
Aptus Capital Advisors, LLC129,388$10.2M0.12%+4,20313F-HRTimeline
Financial Guidance Group, Inc.129,388$10.2M5.52%+4,20313F-HRTimeline
Hobart Private Capital, LLC124,978$9.87M2.47%-29,79813F-HRTimeline
Dynamic Advisor Solutions LLC122,591$9.68M0.32%+13,55913F-HRTimeline
ARQ WEALTH ADVISORS, LLC121,380$9.58M3.56%-5,62513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.116,093$9.17M0.09%+44,68713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC111,175$8.78M0.01%-6,18013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…108,014$8.53M0.02%-16,22913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS100,717$7.95M0.02%-5,44913F-HRTimeline
Evergreen Private Wealth LLC98,358$7.77M3.63%+14,02313F-HRTimeline
Eagle Strategies LLC79,948$6.31M1.1%-8,86913F-HRTimeline
Brio Consultants, LLC77,311$6.1M0.96%+8,08713F-HR/ATimeline
Lane & Associates LLC64,860$5.12M2.76%-2,06813F-HRTimeline
CWM, LLCin group CWM, LLC57,257$4.52M0.02%-113F-HRTimelineGroup
HighTower Advisors, LLC53,631$4.23M0.01%+9,67313F-HRTimeline
MML INVESTORS SERVICES, LLC49,234$3.89M0.01%-5,11313F-HRTimeline
Sage Mountain Advisors LLC49,044$3.87M0.29%-3,70613F-HRTimeline
Farther Finance Advisors, LLC48,200$3.8M0.1%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV47,538$3.75M0.01%-2,14413F-HRTimeline
Johnson & White Wealth Management, LLC45,867$3.62M2.03%-6,33813F-HRTimeline
ADAPT WEALTH ADVISORS, LLC42,558$3.36M1.64%-1,36413F-HRTimeline
1620 INVESTMENT ADVISORS, INC.38,611$3.05M2.33%+1,19513F-HRTimeline
WIN ADVISORS, INC33,263$2.63M1.35%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…32,351$2.55M<0.01%-84613F-HRTimelineGroup
IHT Wealth Management, LLC31,496$2.49M0.08%013F-HRTimeline
Warren Street Wealth Advisors, LLC31,438$2.48M0.97%+94713F-HRTimeline
TOWNSQUARE CAPITAL LLC31,072$2.45M0.03%+94713F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC30,919$2.44M0.09%+38413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.28,404$2.25M0.01%+5,77413F-HRTimelineGroup
Geneos Wealth Management Inc.24,089$1.9M0.03%+9,50513F-HRTimeline
Western Wealth Management, LLC23,981$1.89M0.13%-1,52813F-HRTimeline
PFG Advisors23,178$1.83M0.1%+1,88413F-HRTimeline
Betterment LLC22,974$1.81M<0.01%+59913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …22,426$1.77M0.05%-17,30813F-HRTimelineGroup
L & S Advisors Inc21,099$1.67M0.21%+1,96613F-HRTimeline
Cambridge Investment Research Advisors,…20,789$1.64M0.01%+8,16513F-HRTimeline
Stanich Group LLC18,378$1.45M1.07%+30113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA17,152$1.35M<0.01%-99,86113F-HR/ATimelineGroup
Element Wealth, LLC17,019$1.34M0.72%-30113F-HRTimeline
NVWM, LLC16,067$1.27M0.34%+1,22513F-HRTimeline
Mariner, LLCin group Mariner, LLC15,845$1.25M<0.01%-77513F-HRTimelineGroup
Capital Advisors, Ltd. LLC14,536$1.15M0.15%-16913F-HRTimeline
NorthRock Partners, LLC13,907$1.1M0.04%-2,08613F-HRTimeline
Cornerstone Wealth Management, LLC13,513$1.07M0.07%-9713F-HRTimeline
Golden State Wealth Management, LLC12,605$995K0.15%+90613F-HR/ATimeline
McAdam, LLC12,431$982K0.06%+1,13913F-HRTimeline
B. Riley Wealth Advisors, Inc.11,928$942K0.03%+20913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC11,897$939K0.01%+66913F-HRTimelineGroup
GeoWealth Management, LLC11,755$928K0.04%-1,96213F-HRTimeline
Foundations Investment Advisors, LLC11,097$876K0.02%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,418$823K<0.01%+2,92513F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.9,829$776K0.01%-35613F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC9,650$762K<0.01%013F-HRTimelineGroup
Sanctuary Advisors, LLC9,235$729K0.01%-15513F-HRTimeline
Sowell Financial Services LLC8,375$661K0.03%-100,79113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,934$626K<0.01%+1,14513F-HRTimelineGroup
Cetera Investment Advisers6,838$540K<0.01%-26013F-HRTimeline
Atria Investments, Inc6,350$501K0.01%-2913F-HRTimeline
VestGen Advisors, LLC6,148$485K0.02%13F-HRTimeline
Larson Financial Group LLC6,093$481K0.02%new13F-HRTimeline
Walkner Condon Financial Advisors LLC5,925$468K0.09%-27513F-HRTimeline
HRT FINANCIAL LP5,338$421K<0.01%+1,54313F-HRTimeline
Creative Planningin group Creative Planning4,941$390K<0.01%-7913F-HRTimelineGroup
Keystone Financial Group4,628$365K0.04%-56113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC4,486$354K<0.01%+1,35613F-HRTimelineGroup
TFB Advisors LLC4,452$352K0.1%-22513F-HRTimeline
WADDELL & ASSOCIATES, LLC4,315$341K0.04%+1,31513F-HR/ATimeline
Orgel Wealth Management, LLC4,310$340K0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,088$323K<0.01%-3,55913F-HRTimelineGroup
MANNING & NAPIER ADVISORS LLC3,735$295K<0.01%+5813F-HRTimeline
PRIVATE TRUST CO NA3,665$289K0.03%+24413F-HRTimeline
Opulen Financial Group LLC3,646$288K0.26%013F-HRTimeline
FMR LLCin group FMR LLC3,508$277K<0.01%-9713F-HRTimelineGroup
Flagship Private Wealth, LLC3,438$271K0.13%+43013F-HRTimeline
Valmark Advisers, Inc.3,419$270K<0.01%+9913F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA3,350$265K<0.01%-1,44613F-HRTimelineGroup
Vantage Financial Partners, LLC3,249$256K0.06%-3,85313F-HRTimeline
Simplicity Wealth,LLC2,808$222K0.02%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC2,757$218K<0.01%new13F-HRTimelineGroup
Collaborative Wealth Managment Inc.2,613$206K0.1%new13F-HRTimeline
Financial Advocates Investment Manageme…2,598$205K0.01%new13F-HRTimeline
Princeton Global Asset Management LLC2,486$196K0.04%-90413F-HRTimeline
First Horizon Advisors, Inc.1,509$119K<0.01%013F-HRTimeline
Addison Advisors LLC1,435$113K0.03%-3513F-HRTimeline
LANARK FINANCIAL, INC.941$74K0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.905$71.4K0.03%013F-HRTimeline
Continuum Advisory, LLC739$58.3K0.01%013F-HRTimeline
AdvisorNet Financial, Inc677$53.5K<0.01%013F-HRTimeline
Centricity Wealth Management, LLC670$52.9K0.05%013F-HRTimeline
Smartleaf Asset Management LLC638$50.8K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\412$32.5K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd398$31.4K<0.01%new13F-HRTimeline
Parallel Advisors, LLC346$27.3K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO288$22.7K<0.01%-18713F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.250$19.7K<0.01%new13F-HRTimeline
Synergy Investment Management, LLC250$19.7K0.01%013F-HRTimeline
CoreCap Advisors, LLC247$19.5K<0.01%-2313F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC204$16.1K<0.01%-26913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC203$16K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN190$15K<0.01%-66113F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management122$9.63K<0.01%013F-HRTimelineGroup
Asset Planning,Inc111$8.76K0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC105$7.61K<0.01%013F-HRTimelineGroup
Allworth Financial LP72$5.84K<0.01%013F-HRTimeline
Pineridge Advisors LLC55$4.38K<0.01%-5113F-HRTimeline
Dunhill Financial, LLC50$3.95K<0.01%new13F-HRTimeline
AlphaCore Capital LLC46$3.63K<0.01%new13F-HRTimeline
DAGCO, INC.35$2.76K<0.01%new13F-HRTimeline
Bristlecone Advisors, LLC12$948<0.01%013F-HRTimeline
NewSquare Capital LLC5$395<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-15713F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.