STSR SPD MSC Eaf Stgfs-USQEFAETF

13F holders, Q3 2024 (September 30)
121holders +10
16new positions
5sold out
1famous investor
$80.00avg. 13F price*

At the end of Q3 2024, 121 institutions reported holding STSR SPD MSC Eaf Stgfs-US Inc. (QEFA) in their 13F filings, up 10 from Q2 2024. 16 opened new positions and 5 sold out. The largest holders were Ameriprise Financial Inc. ($155.9M), Morgan Stanley ($109.2M) and Intelligence Driven Advisers, LLC ($71.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
STSR SPD MSC Eaf Stgfs-US Inc.
Filed as
SPDR INDEX SHS FDS (Q3 2024)
CUSIP
78463X434
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 118Q1 2024Q2 2024: 111Q2 2024Q3 2024: 121Q3 2024Q4 2024: 120Q4 2024Q1 2025: 127Q1 2025Q2 2025: 130Q2 2025Q3 2025: 134Q3 2025Q4 2025: 141Q4 2025Q1 2026: 145Q1 2026Q2 2026: 155Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions16$8.4M
Exits5$1.4M

All 13F filers, Q2 2024 → Q3 2024: 406,108 shares bought and 634,206 shares sold, net −228,098 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 121 holders

Ameriprise Financial Inc. 0.04% Reduce -11.9% 1,935,515 $155.9M
Morgan Stanley 0.01% Reduce -0.6% 1,356,234 $109.2M
Intelligence Driven Advisers, LLC 10.19% Reduce -2.6% 885,775 $71.3M
LPL Financial LLC 0.03% Reduce -2.6% 795,823 $64.0M
Great Valley Advisor Group, Inc. 1.04% Add +10.6% 524,609 $42.2M
Envestnet Asset Management Inc. 0.01% Reduce -9.7% 435,668 $35.1M
Financial Enhancement Group LLC 5.97% Reduce -3.1% 433,112 $30.7M
SimpliFi, Inc. 9.27% Reduce -1.5% 259,780 $20.9M
Private Advisor Group, LLC 0.11% Add +21.8% 216,669 $17.4M
First Hawaiian Bank 0.52% Reduce -11.2% 201,138 $16.2M
Bank of America Corp. 0.00% Add +0.6% 189,277 $15.2M
CX Institutional 0.61% Reduce -1.4% 171,948 $13.8M
Hobart Private Capital, LLC 3.11% Add +114.0% 150,794 $12.1M
KWB Wealth 1.51% Add +4.0% 154,522 $11.5M
NewEdge Advisors, LLC 0.07% Add +94.6% 131,175 $10.6M
Aptus Capital Advisors, LLC 0.15% Reduce -0.0% 125,531 $10.1M
Financial Guidance Group, Inc. 5.90% Reduce -0.0% 125,531 $10.1M
Arq Wealth Advisors, LLC 3.71% Add +2.9% 122,495 $9.8M
Arrien Investments, Inc. 6.71% Add +4.6% 115,428 $9.3M
Commonwealth Equity Services, LLC 0.01% Reduce -1.6% 114,860 $9.2M
Royal Bank of Canada 0.00% Reduce -15.5% 114,774 $9.2M
Dynamic Advisor Solutions LLC 0.25% Add +4.2% 104,904 $8.4M
Captrust Financial Advisors 0.02% Reduce -2.1% 102,930 $8.3M
Sowell Financial Services LLC 0.33% Reduce -4.5% 89,386 $7.2M
Eagle Strategies LLC 1.25% Reduce -10.9% 85,722 $6.9M
Evergreen Private Wealth LLC 3.13% Add +1.0% 83,999 $6.8M
Adapt Wealth Advisors, LLC 2.91% Reduce -22.0% 67,463 $5.4M
Equitable Holdings, Inc. 0.05% Reduce -11.7% 66,548 $5.4M
Lane & Associates LLC 2.91% Reduce -14.6% 66,428 $5.3M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -0.3% 65,812 $5.3M
Brio Consultants, LLC 0.84% Add +6.9% 65,255 $5.3M
Sage Mountain Advisors LLC 0.40% Reduce -4.0% 58,423 $4.7M
Jane Street Group, LLC 0.01% Reduce -29.4% 57,697 $4.6M
Johnson & White Wealth Management, LLC 3.94% Reduce -5.3% 56,847 $4.6M
Mercer Global Advisors Inc. 0.01% Reduce -2.9% 52,120 $4.2M
MML Investors Services, LLC 0.01% Reduce -1.5% 48,832 $3.9M
Sweet Financial Partners, LLC 0.84% No change 47,962 $3.9M
Merit Financial Group, LLC 0.08% New 45,094 $3.6M
1620 Investment Advisors, Inc. 2.54% Add +0.8% 42,796 $3.4M
HighTower Advisors, LLC 0.01% Add +0.5% 42,195 $3.4M
Northwestern Mutual Wealth Management Co. 0.00% Add +2.4% 40,295 $3.2M
Edge Financial Advisors LLC 2.28% Add +20.3% 31,911 $2.6M
Warren Street Wealth Advisors, LLC 1.06% Add +2.7% 31,895 $2.6M
IHT Wealth Management, LLC 0.07% No change 31,113 $2.5M
Wealthcare Advisory Partners LLC 0.07% Reduce -16.7% 30,917 $2.5M
Journey Strategic Wealth LLC 0.09% Add +8.8% 29,490 $2.4M
Townsquare Capital LLC 0.02% Add +222.1% 24,407 $2.0M
Western Wealth Management, LLC 0.11% Add +10.9% 23,667 $1.9M
Geneos Wealth Management Inc. 0.07% Reduce -1.2% 22,539 $1.8M
Betterment LLC 0.00% Add +8.7% 19,566 $1.6M
NorthRock Partners, LLC 0.05% Reduce -31.0% 19,112 $1.5M
PFG Advisors 0.10% Add +9.9% 19,022 $1.5M
L & S Advisors Inc 0.18% Add +1.1% 18,595 $1.5M
Element Wealth, LLC 0.74% Add +1.4% 17,345 $1.4M
Osaic Holdings, Inc. 0.00% Add +7.0% 16,280 $1.3M
Mariner, LLC 0.00% Add +57.4% 15,924 $1.3M
Capital Advisors, Ltd. LLC 0.15% Add +0.9% 14,705 $1.2M
Nvwm, LLC 0.30% Add +0.4% 14,496 $1.2M
Cornerstone Wealth Management, LLC 0.08% Reduce -0.3% 13,606 $1.1M
GeoWealth Management, LLC 0.04% Add +0.9% 12,969 $1.0M
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -9.0% 12,074 $972K
B. Riley Wealth Advisors, Inc. 0.03% Add +0.5% 11,713 $940K
Sanctuary Advisors, LLC 0.01% Reduce -4.9% 11,531 $862K
Park Avenue Securities LLC 0.01% Add +0.1% 10,515 $846K
McAdam, LLC 0.05% Reduce -2.1% 10,488 $844K
Cambridge Investment Research Advisors, Inc. 0.00% Add +9.9% 10,399 $837K
Vantage Financial Partners, LLC 0.19% Reduce -15.1% 9,665 $778K
Cerity Partners LLC 0.00% New 9,650 $777K
Flow Traders U.S. LLC 0.04% New 9,555 $769K
Stratos Wealth Partners, LTD. 0.01% Add +10.7% 9,477 $763K
Atria Investments, Inc 0.01% Add +0.8% 9,018 $726K
Susquehanna International Group, LLP 0.00% New 8,708 $701K
Walkner Condon Financial Advisors LLC 0.13% Reduce -9.6% 7,840 $631K
Bank of Montreal 0.00% Reduce -7.4% 6,145 $497K
Keystone Financial Group 0.06% New 5,817 $468K
Creative Planning 0.00% New 5,473 $440K
Cetera Investment Advisers 0.00% Add +17.6% 5,185 $417K
Prudential Financial Inc. 0.00% Reduce -22.1% 4,765 $384K
TFB Advisors LLC 0.11% No change 4,699 $378K
Private Trust Co. NA 0.04% No change 4,384 $353K
Citadel Advisors 0.00% Reduce -94.4% 4,312 $347K
Orgel Wealth Management, LLC 0.01% No change 4,310 $347K
Cwm, LLC 0.00% Reduce -7.9% 4,112 $331K
Signal Advisors Wealth, LLC 0.05% New 4,030 $324K
Princeton Global Asset Management LLC 0.05% Reduce -20.1% 3,490 $281K
Valmark Advisers, Inc. 0.00% No change 3,320 $267K
Manning & Napier Advisors LLC 0.00% New 3,283 $264K
Assetmark, Inc. 0.00% Add +20.7% 3,181 $256K
Raymond James Financial Services Advisors, Inc. 0.00% No change 3,081 $248K
Waddell & Associates, LLC 0.03% No change 3,000 $241K
Simplicity Wealth,LLC 0.02% No change 2,808 $226K
Williams & Novak, LLC 0.21% New 2,793 $225K
Financial Advocates Investment Management 0.01% No change 2,768 $223K
FMR LLC 0.00% Reduce -28.1% 2,633 $212K
Catalyst Private Wealth, LLC 0.10% New 2,617 $211K
Seed Wealth Management, Inc. 0.17% Reduce -3.7% 2,600 $209K
Collaborative Wealth Managment Inc. 0.09% New 2,594 $209K
Truist Financial Corp. 0.00% New 2,526 $203K
First Horizon Advisors, Inc. 0.00% No change 1,509 $121K
Addison Advisors LLC 0.03% Reduce -7.7% 1,505 $121K
TFC Financial Management, Inc. 0.02% New 1,361 $110K
Cape Investment Advisory, Inc. 0.04% No change 1,308 $105K
Lanark Financial, Inc. 0.01% No change 957 $77K
Global Retirement Partners, LLC 0.00% Add +1231.0% 945 $76K
Continuum Advisory, LLC 0.01% No change 739 $55K
AdvisorNet Financial, Inc 0.00% No change 677 $54K
US Bancorp \de 0.00% No change 412 $33K
Parallel Advisors, LLC 0.00% No change 346 $28K
CoreCap Advisors, LLC 0.00% Reduce -41.4% 275 $22K
Ascentis Independent Advisors 0.00% New 250 $20K
JPMorgan Chase & Co. 0.00% Reduce -67.8% 200 $16K
Pineridge Advisors LLC 0.00% Reduce -26.1% 159 $13K
Concourse Financial Group Securities, Inc. 0.00% Reduce -17.1% 150 $12K
Spire Wealth Management 0.00% No change 122 $10K
Principal Securities, Inc. 0.00% Reduce -58.7% 105 $8K
Farther Finance Advisors, LLC 0.00% New 91 $7K
Allworth Financial LP 0.00% No change 72 $6K
Dunhill Financial, LLC 0.00% No change 50 $4K
Glenmede Trust Co. NA 0.00% No change 45 $4K
Bristlecone Advisors, LLC 0.00% New 12 $966
Wells Fargo & Company 0.00% Reduce -99.2% 1 $52

"% of holder's portfolio" is QEFA's weight in each manager's 13F, not the share of STSR SPD MSC Eaf Stgfs-US Inc. the manager owns.