STSR SPD MSC Eaf Stgfs-USQEFAETF

13F holders, Q1 2025 (March 31)
127holders +7
15new positions
8sold out
2famous investors
$78.92avg. 13F price*

At the end of Q1 2025, 127 institutions reported holding STSR SPD MSC Eaf Stgfs-US Inc. (QEFA) in their 13F filings, up 7 from Q4 2024. 15 opened new positions and 8 sold out. The largest holders were Ameriprise Financial Inc. ($95.8M), Morgan Stanley ($87.8M) and LPL Financial LLC ($64.4M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
STSR SPD MSC Eaf Stgfs-US Inc.
Filed as
SPDR INDEX SHS FDS (Q1 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions15$8.6M
Exits8$16.3M

All 13F filers, Q4 2024 → Q1 2025: 676,925 shares bought and 2,236,396 shares sold, net −1,559,471 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 127 holders

Ameriprise Financial Inc. 0.03% Reduce -46.0% 1,213,762 $95.8M
Morgan Stanley 0.01% Reduce -20.8% 1,112,573 $87.8M
LPL Financial LLC 0.03% Add +3.3% 815,836 $64.4M
Intelligence Driven Advisers, LLC 10.23% Reduce -0.2% 672,858 $53.1M
Jane Street Group, LLC 0.06% Add +812.3% 437,793 $34.6M
Financial Enhancement Group LLC 5.14% Reduce -8.3% 408,679 $32.9M
Envestnet Asset Management Inc. 0.01% Reduce -1.3% 417,027 $32.9M
Great Valley Advisor Group, Inc. 0.70% Reduce -32.0% 409,231 $32.3M
SimpliFi, Inc. 9.42% Reduce -1.3% 259,896 $20.5M
Private Advisor Group, LLC 0.10% Add +5.6% 206,994 $16.3M
CX Institutional 0.53% Reduce -12.4% 178,529 $14.1M
First Hawaiian Bank 1.87% Reduce -12.3% 162,242 $12.8M
KWB Wealth 1.41% Add +2.5% 160,962 $11.7M
Bank of America Corp. 0.00% Reduce -18.6% 141,541 $11.2M
Arrien Investments, Inc. 7.57% Add +3.3% 133,686 $10.6M
NewEdge Advisors, LLC 0.06% Reduce -14.7% 131,179 $10.4M
Financial Guidance Group, Inc. 5.52% Add +3.4% 129,388 $10.2M
Aptus Capital Advisors, LLC 0.12% Add +3.4% 129,388 $10.2M
Hobart Private Capital, LLC 2.47% Reduce -19.3% 124,978 $9.9M
Dynamic Advisor Solutions LLC 0.32% Add +12.4% 122,591 $9.7M
Arq Wealth Advisors, LLC 3.56% Reduce -4.4% 121,380 $9.6M
Equitable Holdings, Inc. 0.09% Add +62.6% 116,093 $9.2M
Commonwealth Equity Services, LLC 0.01% Reduce -5.3% 111,175 $8.8M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -13.1% 108,014 $8.5M
Captrust Financial Advisors 0.02% Reduce -5.1% 100,717 $8.0M
Evergreen Private Wealth LLC 3.63% Add +16.6% 98,358 $7.8M
Eagle Strategies LLC 1.10% Reduce -10.0% 79,948 $6.3M
Brio Consultants, LLC 0.96% Add +11.7% 77,311 $6.1M
Lane & Associates LLC 2.76% Reduce -3.1% 64,860 $5.1M
Cwm, LLC 0.02% Reduce 0.0% 57,257 $4.5M
HighTower Advisors, LLC 0.01% Add +22.0% 53,631 $4.2M
MML Investors Services, LLC 0.01% Reduce -9.4% 49,234 $3.9M
Sage Mountain Advisors LLC 0.29% Reduce -7.0% 49,044 $3.9M
Farther Finance Advisors, LLC 0.10% New 48,200 $3.8M
Mercer Global Advisors Inc. 0.01% Reduce -4.3% 47,538 $3.8M
Johnson & White Wealth Management, LLC 2.03% Reduce -12.1% 45,867 $3.6M
Adapt Wealth Advisors, LLC 1.64% Reduce -3.1% 42,558 $3.4M
1620 Investment Advisors, Inc. 2.39% Add +3.2% 38,611 $3.0M
Win Advisors, Inc. 1.35% New 33,263 $2.6M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -2.5% 32,351 $2.6M
IHT Wealth Management, LLC 0.08% No change 31,496 $2.5M
Warren Street Wealth Advisors, LLC 0.97% Add +3.1% 31,438 $2.5M
Townsquare Capital LLC 0.03% Add +3.1% 31,072 $2.5M
Journey Strategic Wealth LLC 0.09% Add +1.3% 30,919 $2.4M
Osaic Holdings, Inc. 0.01% Add +25.5% 28,404 $2.2M
Western Wealth Management, LLC 0.13% Reduce -6.0% 23,981 $1.9M
PFG Advisors 0.10% Add +8.8% 23,178 $1.8M
Betterment LLC 0.00% Add +2.7% 22,974 $1.8M
Wealthcare Advisory Partners LLC 0.05% Reduce -43.6% 22,426 $1.8M
L & S Advisors Inc 0.23% Add +10.3% 21,099 $1.7M
Cambridge Investment Research Advisors, Inc. 0.01% Add +64.7% 20,789 $1.6M
Stanich Group LLC 1.07% Add +1.7% 18,378 $1.5M
Royal Bank of Canada 0.00% Reduce -85.3% 17,152 $1.4M
Element Wealth, LLC 0.72% Reduce -1.7% 17,019 $1.3M
Nvwm, LLC 0.34% Add +8.3% 16,067 $1.3M
Mariner, LLC 0.00% Reduce -4.7% 15,845 $1.3M
Capital Advisors, Ltd. LLC 0.15% Reduce -1.1% 14,536 $1.1M
NorthRock Partners, LLC 0.04% Reduce -13.0% 13,907 $1.1M
Cornerstone Wealth Management, LLC 0.07% Reduce -0.7% 13,513 $1.1M
Golden State Wealth Management, LLC 0.15% Add +7.7% 12,605 $995K
McAdam, LLC 0.06% Add +10.1% 12,431 $982K
B. Riley Wealth Advisors, Inc. 0.03% Add +1.8% 11,928 $942K
Park Avenue Securities LLC 0.01% Add +6.0% 11,897 $939K
GeoWealth Management, LLC 0.04% Reduce -14.3% 11,755 $928K
Foundations Investment Advisors, LLC 0.02% New 11,097 $876K
Susquehanna International Group, LLP 0.00% Add +39.0% 10,418 $823K
Stratos Wealth Partners, LTD. 0.01% Reduce -3.5% 9,829 $776K
Cerity Partners LLC 0.00% No change 9,650 $762K
Sanctuary Advisors, LLC 0.01% Reduce -1.6% 9,235 $729K
Sowell Financial Services LLC 0.03% Reduce -92.3% 8,375 $661K
Bank of Montreal 0.00% Add +16.9% 7,934 $626K
Geneos Wealth Management Inc. 0.02% Reduce -46.3% 7,831 $618K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -43.4% 7,667 $605K
Cetera Investment Advisers 0.00% Reduce -3.7% 6,838 $540K
Atria Investments, Inc 0.01% Reduce -0.5% 6,350 $501K
VestGen Advisors, LLC 0.02% — 6,148 $485K
Larson Financial Group LLC 0.02% New 6,093 $481K
Walkner Condon Financial Advisors LLC 0.09% Reduce -4.4% 5,925 $468K
HRT Financial LP 0.00% Add +40.7% 5,338 $421K
Creative Planning 0.00% Reduce -1.6% 4,941 $390K
Keystone Financial Group 0.04% Reduce -10.8% 4,628 $365K
Assetmark, Inc. 0.00% Add +43.3% 4,486 $354K
TFB Advisors LLC 0.10% Reduce -4.8% 4,452 $352K
Waddell & Associates, LLC 0.04% Add +43.8% 4,315 $341K
Orgel Wealth Management, LLC 0.01% No change 4,310 $340K
Citadel Advisors 0.00% Reduce -46.5% 4,088 $323K
Manning & Napier Advisors LLC 0.00% Add +1.6% 3,735 $295K
Private Trust Co. NA 0.03% Add +7.1% 3,665 $289K
Opulen Financial Group LLC 0.26% No change 3,646 $288K
FMR LLC 0.00% Reduce -2.7% 3,508 $277K
Flagship Private Wealth, LLC 0.13% Add +14.3% 3,438 $271K
Valmark Advisers, Inc. 0.00% Add +3.0% 3,419 $270K
Glenmede Trust Co. NA 0.00% Reduce -30.1% 3,350 $265K
Vantage Financial Partners, LLC 0.06% Reduce -54.3% 3,249 $256K
Simplicity Wealth,LLC 0.02% No change 2,808 $222K
AQR Capital Management 0.00% New 2,757 $218K
Collaborative Wealth Managment Inc. 0.10% New 2,613 $206K
Financial Advocates Investment Management 0.01% New 2,598 $205K
Princeton Global Asset Management LLC 0.04% Reduce -26.7% 2,486 $196K
First Horizon Advisors, Inc. 0.00% No change 1,509 $119K

"% 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.

Show all 127 holders