QEFA institutional holders

State Street SPDR MSCI EAFE StrategicFactors ETF · 160 reporting institutions · $837.9M reported value

Funds that can replace QEFA · QEFA return decomposition

Institutional holdings

Institutions reporting QEFA, largest first
InstitutionReported positionAdvisors at firmReport period
Lpl Financial LLC$125.1M23,4582026-06-30
Morgan Stanley$102.2M23,1852026-06-30
Intelligence Driven Advisers, LLC$59.4M162026-06-30
Ameriprise Financial Inc$57.2M02026-06-30
Envestnet Pmc$44.8M602026-06-30
Great Valley Advisor Group, LLC$29.8M2052026-06-30
Simplifi, Inc.$23.8M22026-06-30
Private Advisor Group, LLC$22M9272026-06-30
Bank of America Corp /de$20.7M02026-06-30
Kwb Wealth$15.1M102026-06-30
Equitable Holdings, Inc.$14.9M02026-06-30
Aptus Capital Advisors, LLC$14.6M212026-06-30
Financial Guidance Group, Inc.$14.6M32026-06-30
Arq Wealth Advisors, LLC$14.5M152026-06-30
Arrien Investments, Inc.$14.4M42026-06-30
Dynamic$13.7M752026-06-30
Jane Street Group, LLC$13.5M02026-06-30
First Hawaiian Bank$13.1M02026-06-30
Financial Enhancement Group LLC$12.9M272026-06-30
Evergreen Private Wealth LLC$10.7M42026-06-30
Captrust Financial Advisors$9.5M9622026-06-30
Brio Consultants, LLC$9.2M162026-06-30
Newedge Advisors$8.8M6012026-06-30
Commonwealth Equity Services, LLC$8.8M2,8632026-06-30
Eagle Strategies LLC$8.4M2,4962026-06-30
Wealth Enhancement Advisory Services, LLC$7.4M1,0262026-06-30
Cwm, LLC$7.4M6672026-03-31
Hightower Advisors, LLC$7.2M1,0462026-06-30
Palladiem, LLC$6.6M02026-06-30
Moneta Group Investment Advisors LLC$5.8M2562026-06-30
MML Investors Services, LLC$5.8M5,1202026-06-30
Hobart Private Capital, LLC$5.1M122026-06-30
Northwestern Mutual Wealth Management Co$5.1M02026-06-30
Sage Mountain Advisors LLC$4.9M212026-06-30
Manning & Napier Advisors LLC$4.8M422026-06-30
Royal Bank of Canada$4.5M02026-06-30
1620 Investment Advisors, Inc.$4.2M42026-06-30
Johnson & White Wealth Management LLC$4M72026-06-30
Rhs Financial, LLC$3.8M22026-06-30
Mercer Global Advisors Inc /adv$3.6M02026-06-30
Adapt Wealth Advisors, LLC$3.6M72026-06-30
Resolute Wealth Advisor, Inc.$3.5M32026-06-30
Stifel Financial Corp$3.4M02026-06-30
Western Wealth Management, LLC$3.4M1122026-06-30
Citadel Advisors LLC$3.2M02026-06-30
Iht Wealth Management LLC$3.1M1592026-06-30
Northrock Partners, LLC$2.7M912026-06-30
21 West Wealth Management LLC$2.5M22026-06-30
Journey Strategic Wealth LLC$2.3M02026-03-31
Warren Street Wealth Advisors, LLC$2.1M102026-06-30
Bank of Montreal /can$2.1M02026-06-30
Nvwm, LLC$2.1M92026-06-30
Susquehanna International Group, LLP$2.1M02026-06-30
Wealthcare Advisory Partners LLC$2M1702026-06-30
Etf Architect$2M62026-06-30
Cliftonlarsonallen Wealth Advisors, LLC$1.8M992026-06-30
Stanich Group LLC$1.8M42026-06-30
Golden State Wealth Management, LLC$1.5M472026-06-30
Element Wealth, LLC$1.5M132026-06-30
Ifp Advisors, Inc$1.5M3182026-06-30
Cornerstone Wealth Management, LLC$1.4M02026-06-30
Raymond James Financial Inc$1.4M02026-06-30
Farther Finance Advisors, LLC$1.4M3342026-06-30
B. Riley Wealth Advisors, Inc.$1.2M1702026-06-30
McAdam LLC$982.2K1352026-06-30
Cerity Partners LLC$968.1K7772026-06-30
Stratos Wealth Partners, Ltd.$958.3K3862026-06-30
Cetera Investment Advisers$956.6K10,3702026-06-30
Tenet Wealth Partners, LLC$842K32026-06-30
Pfg Advisors$797.7K832026-06-30
Vise Technologies, Inc.$625.9K02026-06-30
Ae Wealth Management LLC$603.6K4712026-06-30
Fmr LLC$600.3K02026-06-30
Creative Planning$587.5K1,1712026-06-30
Keystone Financial Group$579.2K342026-06-30
Sowell Financial Services LLC$559.3K1082026-06-30
Vestgen Advisors, LLC$535.8K582026-06-30
Investment Research Partners$524.2K72026-06-30
Avail Investment Partners, LLC$524.2K72026-06-30
Red Reef Advisors LLC$485.9K32026-06-30
Walkner Condon Financial Advisors LLC$457.5K152026-06-30
January Capital Advisors LLC$453.1K02026-06-30
Waddell & Associates, LLC$421.9K02026-06-30
Flagship Private Wealth, LLC$419.1K42026-06-30
Mariner, LLC$417.4K02026-06-30
Onedigital Investment Advisors LLC$416.4K3862026-06-30
Glenmede Trust Co NA$385.7K62026-06-30
Private Trust Co NA$373.3K02026-06-30
Opulen Financial Group LLC$364.1K02026-06-30
Orgel Wealth Management, LLC$357.8K312026-06-30
Aqr Capital Management LLC$345.9K12026-06-30
Assetmark, Inc$335.4K2202026-06-30
Valmark Advisers, Inc.$328.3K2952026-06-30
Collaborative Wealth Managment Inc.$308.8K132026-06-30
Diversify Advisory Services, LLC$306.6K1162026-06-30
Diversify Wealth Management, LLC$306.6K782026-06-30
Kestra Advisory Services, LLC$305.5K1,4792026-06-30
Kingswood Wealth Advisors, LLC$299.3K1232026-06-30
Vantage Financial Partners, LLC$281.1K02025-12-31
Simplicity Wealth, LLC$269.6K02026-06-30
Osaic Holdings, Inc.$268.7K02026-06-30
Envestnet Portfolio Solutions, Inc.$268.1K32026-06-30
Linscomb Wealth, Inc.$267.3K212026-06-30
Seed Wealth Management, Inc.$240K12026-06-30
Iron Financial LLC$229.7K42026-06-30
Asset Management Group of Bank of Hawaii$216.6K02026-06-30
Bridgewealth Advisory Group, LLC$215.8K52026-06-30
Flagship Harbor Advisors, LLC$207K602026-06-30
Nuveen, LLC$205.8K02026-06-30
Mutual Advisors, LLC$204K1532026-06-30
Jpmorgan Chase & Co$201K02026-06-30
Princeton Global Asset Management LLC$194.4K172026-06-30
CIBC Private Wealth Group LLC$110.3K02025-12-31
Geneos Wealth Management, Inc.$106.6K1932026-06-30
Ifg Advisory, LLC$102.4K1102026-06-30
Larson Financial Group LLC$87.7K672026-06-30
Global Retirement Partners LLC$82.1K4912026-06-30
US Bancorp$75.1K02026-06-30
Continuum Advisory, LLC$71K402026-06-30
Advisornet Wealth Partners$67K582026-06-30
Cape Investment Advisory, Inc.$62.8K352026-06-30
Integrated Wealth Concepts LLC$60.9K4802026-06-30
Lanark Financial, Inc.$57.4K692026-06-30
Corecap Advisors, LLC$47.7K1182026-06-30
Crewe Advisors LLC$42.8K262026-06-30
Salem Investment Counselors Inc$40.9K132026-06-30
Blackrock, Inc.$39.8K02026-06-30
Smartleaf Asset Management LLC$38K92026-06-30
Jones Financial Companies LLLP$35.5K02026-06-30
Marble Trail Advisors$34.1K42026-06-30
Fiduciary Financial Advisors$32.2K512026-06-30
O'Shaughnessy Asset Management, LLC$24.2K582026-06-30
Harbour Investments, Inc.$24K2472026-06-30
Vanguard Advisers Inc$22.8K2,4692026-06-30
Cx Institutional$21K802026-06-30
Parallel Advisors, LLC$19.2K752026-06-30
Arax Advisory Partners$15.8K2322026-06-30
Federation Des Caisses Desjardins Du Quebec$13.9K02026-06-30
Greykasell Wealth Strategies, Inc.$10.9K22026-06-30
Qube Research & Technologies Ltd$8.8K02026-06-30
Alphacore Capital LLC$8.1K692026-06-30
Abich Financial Wealth Management LLC$7.6K72025-09-30
Mcf Advisors LLC$7K332026-06-30
Spire Wealth Management$5.9K32026-06-30
Napier Financial$5.9K92026-06-30
Dunhill Financial, LLC$4.8K122026-06-30
Fyra Capital Management$4.4K72025-09-30
Allworth Financial, LP$3.7K3172026-06-30
Halbert Hargrove Global Advisors, LLC$2.8K432026-06-30
Betterment LLC$2.5K282026-06-30
Fmp Wealth Advisers$2.5K142026-06-30
Cambridge Investment Research Advisors, Inc.$1.9K3,9402026-03-31
Park Avenue Securities LLC$1.5K1,9082026-06-30
Capital Advisors, Ltd., LLC$1.4K112026-06-30
Flow Traders U.S. LLC$1.1K02026-06-30
American Capital Advisory, LLC$96172026-06-30
Capital Investment Advisory Services, LLC$9601032026-06-30
Hrt Financial LP$53902026-06-30
UBS Group AG$19202026-06-30
Wells Fargo & Company/mn$5402026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30