SPDR MSCI EAFE STRATEGICFACT (QEFA) Institutional Ownership Changes & 13F Activity
SPDR MSCI EAFE STRATEGICFACT (QEFA). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Intelligence Driven Advisers, Llc, Goldman Sachs Group Inc, Morgan Stanley, Old Mission Capital Llc, and Cwm, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| January Capital Advisors Llc | Buy | +4,754 | — | 4,754 | $443.41K | Q1 2026 | May 20, 2026 |
| Western Wealth Management, Llc | Buy | +1,178 | +3.9% | 31,740 | $2.96M | Q1 2026 | May 19, 2026 |
| Newedge Advisors, Llc | Sell | -13,623 | -12.5% | 95,569 | $1.82M | Q1 2026 | May 18, 2026 |
| Bank Of America Corp | Buy | +8,796 | +4.5% | 206,196 | $19.23M | Q1 2026 | May 18, 2026 |
| Intelligence Driven Advisers, Llc | Sell | -111,422 | -15.4% | 612,979 | $57.17M | Q1 2026 | May 15, 2026 |
| Goldman Sachs Group Inc | Buy | +42,886 | — | 42,886 | $4.00M | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Sell | -42,839 | -3.9% | 1,052,236 | $98.14M | Q1 2026 | May 15, 2026 |
| Old Mission Capital Llc | Buy | +39,288 | — | 39,288 | $3.66M | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | Buy | +6,213 | +4.4% | 148,095 | $13.43M | Q1 2026 | May 15, 2026 |
| Empowered Funds, Llc | Buy | +6,015 | +43.4% | 19,868 | $1.85M | Q1 2026 | May 15, 2026 |
| Northrock Partners, Llc | Sell | -3,926 | -11.8% | 29,217 | $2.73M | Q1 2026 | May 15, 2026 |
| Mercer Global Advisors Inc | Sell | -3,638 | -8.9% | 37,405 | $3.49M | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Buy | +2,499 | — | 2,499 | $233.08K | Q1 2026 | May 15, 2026 |
| Bank Of Hawaii | Buy | +2,256 | — | 2,256 | $210.42K | Q1 2026 | May 15, 2026 |
| Cerity Partners Llc | Buy | +1,394 | +16.4% | 9,881 | $921.58K | Q1 2026 | May 15, 2026 |
| Jones Financial Companies Lllp | Buy | +969 | — | 969 | $87.67K | Q1 2026 | May 15, 2026 |
| Fmr Llc | Buy | +934 | +20.4% | 5,519 | $514.76K | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Sell | -626 | -5.4% | 11,031 | $1.03M | Q1 2026 | May 15, 2026 |
| Captrust Financial Advisors | Sell | -524 | -0.5% | 97,585 | $9.10M | Q1 2026 | May 15, 2026 |
| Us Bancorp \De\ | Buy | +273 | +34.9% | 1,055 | $98.40K | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Buy | +175 | +0.5% | 37,992 | $3.55M | Q1 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Buy | +131 | — | 131 | $12.22K | Q1 2026 | May 15, 2026 |
| Aqr Capital Management Llc | Sell | -85 | -2.2% | 3,750 | $349.76K | Q1 2026 | May 15, 2026 |
| Larson Financial Group Llc | Sell | -47 | -5.0% | 900 | $83.90K | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | Sell | -29 | -18.5% | 128 | $11.94K | Q1 2026 | May 15, 2026 |
| Cwm, Llc | Buy | +14,717 | +22.9% | 78,878 | $7.36M | Q1 2026 | May 14, 2026 |
| Raymond James Financial Inc | Buy | +706 | +8.9% | 8,679 | $809.49K | Q1 2026 | May 14, 2026 |
| Betterment Llc | Buy | +273 | +1.2% | 23,053 | $2.15M | Q1 2026 | May 14, 2026 |
| Vestgen Advisors, Llc | Sell | -133 | -2.3% | 5,580 | $542.65K | Q1 2026 | May 14, 2026 |
| Avail Investment Partners, Llc | Buy | +5,460 | — | 5,460 | $509.00K | Q1 2026 | May 13, 2026 |
Frequently asked questions about QEFA activity
Which institutional owners are buying QEFA?
Institutional owners buying QEFA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in QEFA activity?
"Buy" means an investor increased their reported position in QEFA compared to the prior reporting period. This reflects growing exposure to SPDR MSCI EAFE STRATEGICFACT (QEFA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in QEFA increasing?
Institutional interest in QEFA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.