STSR SPD MSC Eaf Stgfs-USQEFAETF

13F holders, Q4 2024 (December 31)
120holders −1
8new positions
12sold out
1famous investor
$72.70avg. 13F price*

At the end of Q4 2024, 120 institutions reported holding STSR SPD MSC Eaf Stgfs-US Inc. (QEFA) in their 13F filings, down 1 from Q3 2024. 8 opened new positions and 12 sold out. The largest holders were Ameriprise Financial Inc. ($163.2M), Morgan Stanley ($101.9M) and LPL Financial LLC ($57.3M). 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 (Q4 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions8$11.2M
Exits12$2.6M

All 13F filers, Q3 2024 → Q4 2024: 899,692 shares bought and 402,066 shares sold, net +497,626 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 120 holders

Ameriprise Financial Inc. 0.04% Add +16.1% 2,246,084 $163.2M
Morgan Stanley 0.01% Add +3.6% 1,404,924 $101.9M
LPL Financial LLC 0.02% Reduce -0.7% 790,135 $57.3M
Intelligence Driven Advisers, LLC 9.20% Reduce -23.9% 674,282 $48.9M
Great Valley Advisor Group, Inc. 0.98% Add +14.6% 601,430 $43.6M
Financial Enhancement Group LLC 4.90% Add +2.9% 445,603 $32.1M
Envestnet Asset Management Inc. 0.01% Reduce -3.0% 422,664 $30.6M
SimpliFi, Inc. 8.73% Add +1.4% 263,305 $19.1M
CX Institutional 0.59% Add +18.6% 203,903 $14.8M
Private Advisor Group, LLC 0.08% Reduce -9.6% 195,976 $14.2M
First Hawaiian Bank 0.44% Reduce -8.0% 185,033 $13.4M
KWB Wealth 1.57% Add +1.7% 157,091 $12.6M
Bank of America Corp. 0.00% Reduce -8.2% 173,799 $12.6M
Hobart Private Capital, LLC 2.79% Add +2.6% 154,776 $11.2M
NewEdge Advisors, LLC 0.07% Add +17.2% 153,699 $11.1M
Arrien Investments, Inc. 7.05% Add +12.1% 129,369 $9.9M
Arq Wealth Advisors, LLC 3.50% Add +3.7% 127,005 $9.2M
Financial Guidance Group, Inc. 4.97% Reduce -0.3% 125,185 $9.1M
Aptus Capital Advisors, LLC 0.11% Reduce -0.3% 125,185 $9.1M
Wealth Enhancement Advisory Services, LLC 0.02% Add +88.8% 124,243 $9.0M
Independent Advisor Alliance 0.12% New 122,391 $8.9M
Commonwealth Equity Services, LLC 0.01% Add +2.2% 117,355 $8.5M
Royal Bank of Canada 0.00% Add +1.9% 117,013 $8.5M
Sowell Financial Services LLC 0.42% Add +22.1% 109,166 $7.9M
Dynamic Advisor Solutions LLC 0.34% Add +3.9% 109,032 $7.9M
Captrust Financial Advisors 0.02% Add +3.1% 106,166 $7.7M
Eagle Strategies LLC 1.11% Add +3.6% 88,817 $6.4M
Evergreen Private Wealth LLC 2.87% Add +0.4% 84,335 $6.1M
Equitable Holdings, Inc. 0.05% Add +7.3% 71,406 $5.2M
Lane & Associates LLC 2.62% Add +0.8% 66,928 $5.1M
Brio Consultants, LLC 0.79% Add +6.1% 69,224 $5.0M
Cwm, LLC 0.02% Add +1292.5% 57,258 $4.2M
MML Investors Services, LLC 0.01% Add +11.3% 54,347 $3.9M
Sage Mountain Advisors LLC 0.28% Reduce -9.7% 52,750 $3.8M
Johnson & White Wealth Management, LLC 2.29% Reduce -8.2% 52,205 $3.8M
Mercer Global Advisors Inc. 0.01% Reduce -4.7% 49,682 $3.6M
Jane Street Group, LLC 0.01% Reduce -16.8% 47,987 $3.5M
HighTower Advisors, LLC 0.00% Add +4.2% 43,958 $3.2M
Adapt Wealth Advisors, LLC 1.57% Reduce -34.9% 43,922 $3.2M
Merit Financial Group, LLC 0.05% Reduce -6.6% 42,132 $3.1M
Wealthcare Advisory Partners LLC 0.08% Add +28.5% 39,734 $2.9M
1620 Investment Advisors, Inc. 2.10% Reduce -12.6% 37,416 $2.7M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -17.6% 33,197 $2.4M
Edge Financial Advisors LLC 2.08% Add +0.5% 32,084 $2.3M
IHT Wealth Management, LLC 0.07% Add +1.2% 31,496 $2.3M
Journey Strategic Wealth LLC 0.08% Add +3.5% 30,535 $2.2M
Warren Street Wealth Advisors, LLC 0.91% Reduce -4.4% 30,491 $2.2M
Townsquare Capital LLC 0.02% Add +23.4% 30,125 $2.2M
Western Wealth Management, LLC 0.10% Add +7.8% 25,509 $1.8M
Osaic Holdings, Inc. 0.00% Add +39.0% 22,630 $1.6M
Betterment LLC 0.00% Add +14.4% 22,375 $1.6M
PFG Advisors 0.09% Add +11.9% 21,294 $1.5M
L & S Advisors Inc 0.17% Add +2.9% 19,133 $1.4M
Stanich Group LLC 0.98% — 18,077 $1.3M
Element Wealth, LLC 0.66% Reduce -0.1% 17,320 $1.3M
Mariner, LLC 0.00% Add +4.4% 16,620 $1.2M
NorthRock Partners, LLC 0.04% Reduce -16.3% 15,993 $1.2M
Nvwm, LLC 0.27% Add +2.4% 14,842 $1.1M
Capital Advisors, Ltd. LLC 0.13% No change 14,705 $1.1M
Geneos Wealth Management Inc. 0.04% Reduce -35.3% 14,584 $1.1M
GeoWealth Management, LLC 0.03% Add +5.8% 13,717 $995K
Cornerstone Wealth Management, LLC 0.07% Add +0.0% 13,610 $987K
Envestnet Portfolio Solutions, Inc. 0.00% Add +12.2% 13,547 $982K
Cambridge Investment Research Advisors, Inc. 0.00% Add +21.4% 12,624 $915K
B. Riley Wealth Advisors, Inc. 0.03% Add +0.1% 11,719 $850K
Golden State Wealth Management, LLC 0.13% — 11,699 $848K
McAdam, LLC 0.04% Add +7.7% 11,292 $819K
Park Avenue Securities LLC 0.01% Add +6.8% 11,228 $814K
UBS Group AG 0.00% New 10,675 $774K
Stratos Wealth Partners, LTD. 0.01% Add +7.5% 10,185 $739K
Sanctuary Advisors, LLC 0.00% Reduce -18.6% 9,390 $717K
Cerity Partners LLC 0.00% No change 9,650 $700K
GTS Securities LLC 0.03% New 9,509 $689K
Citadel Advisors 0.00% Add +77.3% 7,647 $554K
Susquehanna International Group, LLP 0.00% Reduce -13.9% 7,493 $543K
Vantage Financial Partners, LLC 0.13% Reduce -26.5% 7,102 $515K
Cetera Investment Advisers 0.00% Add +36.9% 7,098 $515K
Bank of Montreal 0.00% Add +10.5% 6,789 $492K
Atria Investments, Inc 0.01% Reduce -29.3% 6,379 $463K
Walkner Condon Financial Advisors LLC 0.09% Reduce -20.9% 6,200 $450K
Keystone Financial Group 0.04% Reduce -10.8% 5,189 $376K
Creative Planning 0.00% Reduce -8.3% 5,020 $364K
Glenmede Trust Co. NA 0.00% Add +10557.8% 4,796 $348K
TFB Advisors LLC 0.10% Reduce -0.5% 4,677 $339K
Orgel Wealth Management, LLC 0.01% No change 4,310 $313K
Signal Advisors Wealth, LLC 0.03% Reduce -0.3% 4,016 $291K
Maripau Wealth Management LLC 0.17% New 3,957 $287K
HRT Financial LP 0.00% New 3,795 $275K
Manning & Napier Advisors LLC 0.00% Add +12.0% 3,677 $267K
Opulen Financial Group LLC 0.24% — 3,646 $264K
FMR LLC 0.00% Add +36.9% 3,605 $261K
Private Trust Co. NA 0.03% Reduce -22.0% 3,421 $248K
Princeton Global Asset Management LLC 0.05% Reduce -2.9% 3,390 $246K
Valmark Advisers, Inc. 0.00% No change 3,320 $241K
Assetmark, Inc. 0.00% Reduce -1.6% 3,130 $227K
Flagship Private Wealth, LLC 0.10% New 3,008 $218K
Waddell & Associates, LLC 0.02% No change 3,000 $218K
Simplicity Wealth,LLC 0.04% No change 2,808 $204K
First Horizon Advisors, Inc. 0.00% No change 1,509 $109K
Addison Advisors LLC 0.03% Reduce -2.3% 1,470 $107K
Cape Investment Advisory, Inc. 0.03% Reduce -30.8% 905 $66K
Global Retirement Partners, LLC 0.00% Reduce -7.5% 874 $63K
Wells Fargo & Company 0.00% Add +85000.0% 851 $62K
Continuum Advisory, LLC 0.01% No change 739 $54K
AdvisorNet Financial, Inc 0.00% No change 677 $49K
Centricity Wealth Management, LLC 0.05% — 670 $49K
JPMorgan Chase & Co. 0.00% Add +137.5% 475 $34K
Halbert Hargrove Global Advisors, LLC 0.00% New 473 $34K
US Bancorp \de 0.00% No change 412 $30K
Parallel Advisors, LLC 0.00% No change 346 $25K
CoreCap Advisors, LLC 0.00% Reduce -1.8% 270 $20K
Synergy Investment Management, LLC 0.01% — 250 $18K
Concourse Financial Group Securities, Inc. 0.00% Add +4.7% 157 $12K
Wood Tarver Financial Group, LLC 0.00% — 157 $11K
Spire Wealth Management 0.00% No change 122 $9K
Pineridge Advisors LLC 0.00% Reduce -33.3% 106 $8K
Principal Securities, Inc. 0.00% No change 105 $8K
Allworth Financial LP 0.00% No change 72 $5K
Bristlecone Advisors, LLC 0.00% No change 12 $871
NewSquare Capital LLC 0.00% New 5 $363

"% 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.