Vault-13

SPDR INDEX SHS FDS QEFA

MSCI EAFE STRTGC · ETP · CUSIP 78463X434

128 institutional holders +8 vs Q4 2024
9,437,7459.4m shares reported held*
$744.8mreported value*
16 new 37 added 56 reduced 8 sold out net sold ≈ $122.1m (-1.5m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $78.92.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 92Q4 22: 100Q1 23: 107Q2 23: 111Q3 23: 113Q4 23: 116Q1 24: 119Q2 24: 111Q3 24: 121Q4 24: 120Q1 25: 128128Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202292
Q4 2022100
Q1 2023107
Q2 2023111
Q3 2023113
Q4 2023116
Q1 2024119
Q2 2024111
Q3 2024121
Q4 2024120
Q1 2025128

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q2 23: 66 bought or addedQ2 23: 36 cut or sold outQ3 23: 53 bought or addedQ3 23: 49 cut or sold outQ3 23Q4 23: 47 bought or addedQ4 23: 59 cut or sold outQ1 24: 58 bought or addedQ1 24: 53 cut or sold outQ1 24Q2 24: 46 bought or addedQ2 24: 63 cut or sold outQ3 24: 52 bought or addedQ3 24: 53 cut or sold outQ3 24Q4 24: 62 bought or addedQ4 24: 50 cut or sold outQ1 25: 53 bought or addedQ1 25: 64 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20236636
Q3 20235349
Q4 20234759
Q1 20245853
Q2 20244663
Q3 20245253
Q4 20246250
Q1 20255364

Biggest buyers

JANE STREET GROUP, LLC Added +389,806+389.8k
Farther Finance Advisors, LLC New +48,200+48.2k
Equitable Holdings, Inc. Added +44,687+44.7k
WIN ADVISORS, INC New +33,263+33.3k
LPL Financial LLC Added +25,701+25.7k
Evergreen Private Wealth LLC Added +14,023+14.0k
Dynamic Advisor Solutions LLC Added +13,559+13.6k
Foundations Investment Advisors, LLC New +11,097+11.1k
Private Advisor Group, LLC Added +11,018+11.0k
HighTower Advisors, LLC Added +9,673+9.7k

Biggest sellers

AMERIPRISE FINANCIAL INC Reduced -1,032,322-1.0m
MORGAN STANLEY Reduced -292,351-292.4k
GREAT VALLEY ADVISOR GROUP, INC. Reduced -192,199-192.2k
Independent Advisor Alliance Sold out -122,391-122.4k
Sowell Financial Services LLC Reduced -100,791-100.8k
ROYAL BANK OF CANADA Reduced -99,861-99.9k
Merit Financial Group, LLC Sold out -42,132-42.1k
Financial Enhancement Group LLC Reduced -36,924-36.9k
BANK OF AMERICA CORP /DE/ Reduced -32,258-32.3k
Edge Financial Advisors LLC Sold out -32,084-32.1k

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 AMERIPRISE FINANCIAL INC 0.03% of their portfolio MINNEAPOLIS, MN 1,213,7621.2m $95.8m $95.8m 0.03% Reduced -1.0m -1,032,322
2 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 1,112,5731.1m $87.8m $87.8m 0.01% Reduced -292.4k -292,351
3 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 815,836815.8k $64.4m $64.4m 0.03% Added +25.7k +25,701
4 Intelligence Driven Advisers, LLC 10.23% of their portfolio CARLSBAD, CA 672,858672.9k $53.1m $53.1m 10.23% Reduced -1.4k -1,424
5 JANE STREET GROUP, LLC 0.06% of their portfolio NEW YORK, NY 437,793437.8k $34.6m $34.6m 0.06% Added +389.8k +389,806
6 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 417,027417.0k $32.9m $32.9m 0.01% Reduced -5.6k -5,637
7 GREAT VALLEY ADVISOR GROUP, INC. 0.70% of their portfolio WILMINGTON, DE 409,231409.2k $32.3m $32.3m 0.70% Reduced -192.2k -192,199
8 Financial Enhancement Group LLC 5.14% of their portfolio ANDERSON, IN 408,679408.7k $32.9m $32.9m 5.14% Reduced -36.9k -36,924
9 SimpliFi, Inc. 9.42% of their portfolio SAN DIEGO, CA 259,896259.9k $20.5m $20.5m 9.42% Reduced -3.4k -3,409
10 Private Advisor Group, LLC 0.10% of their portfolio MORRISTOWN, NJ 206,994207.0k $16.3m $16.3m 0.10% Added +11.0k +11,018
11 CX Institutional 0.53% of their portfolio AUBURN, IN 178,529178.5k $14.1m $14.1m 0.53% Reduced -25.4k -25,374
12 FIRST HAWAIIAN BANK 1.87% of their portfolio HONOLULU, HI 162,242162.2k $12.8m $12.8m 1.87% Reduced -22.8k -22,791
13 KWB Wealth 1.41% of their portfolio REDLANDS, CA 160,962161.0k $11.7m $11.7m 1.41% Added +3.9k +3,871
14 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 141,541141.5k $11.2m $11.2m 0.00% Reduced -32.3k -32,258
15 ARRIEN INVESTMENTS, INC. 7.57% of their portfolio BOISE, ID 133,686133.7k $10.6m $10.6m 7.57% Added +4.3k +4,317
16 NewEdge Advisors, LLC 0.06% of their portfolio NEW ORLEANS, LA 131,179131.2k $10.4m $10.4m 0.06% Reduced -22.5k -22,520
17 Aptus Capital Advisors, LLC 0.12% of their portfolio FAIRHOPE, AL 129,388129.4k $10.2m $10.2m 0.12% Added +4.2k +4,203
18 Financial Guidance Group, Inc. 5.52% of their portfolio Palm Harbor, FL 129,388129.4k $10.2m $10.2m 5.52% Added +4.2k +4,203
19 Hobart Private Capital, LLC 2.47% of their portfolio CHARLOTTE, NC 124,978125.0k $9.9m $9.9m 2.47% Reduced -29.8k -29,798
20 Dynamic Advisor Solutions LLC 0.32% of their portfolio PHOENIX, AZ 122,591122.6k $9.7m $9.7m 0.32% Added +13.6k +13,559
21 ARQ WEALTH ADVISORS, LLC 3.56% of their portfolio SCOTTSDALE, AZ 121,380121.4k $9.6m $9.6m 3.56% Reduced -5.6k -5,625
22 Equitable Holdings, Inc. 0.09% of their portfolio NEW YORK, NY 116,093116.1k $9.2m $9.2m 0.09% Added +44.7k +44,687
23 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 111,175111.2k $8.8m $8.8m 0.01% Reduced -6.2k -6,180
24 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 108,014108.0k $8.5m $8.5m 0.02% Reduced -16.2k -16,229
25 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 100,717100.7k $8.0m $8.0m 0.02% Reduced -5.4k -5,449
26 Evergreen Private Wealth LLC 3.63% of their portfolio GREENWOOD VILLAGE, CO 98,35898.4k $7.8m $7.8m 3.63% Added +14.0k +14,023
27 Eagle Strategies LLC 1.10% of their portfolio NEW YORK, NY 79,94879.9k $6.3m $6.3m 1.10% Reduced -8.9k -8,869
28 Brio Consultants, LLC 0.96% of their portfolio SAN FRANCISCO, CA 77,31177.3k $6.1m $6.1m 0.96% Added +8.1k +8,087
29 Lane & Associates LLC 2.76% of their portfolio MOORESTOWN, NJ 64,86064.9k $5.1m $5.1m 2.76% Reduced -2.1k -2,068
30 CWM, LLC 0.02% of their portfolio OMAHA, NE 57,25757.3k $4.5m $4.5m 0.02% Reduced -1 -1
31 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 53,63153.6k $4.2m $4.2m 0.01% Added +9.7k +9,673
32 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 49,23449.2k $3.9m $3.9m 0.01% Reduced -5.1k -5,113
33 Sage Mountain Advisors LLC 0.29% of their portfolio ATLANTA, GA 49,04449.0k $3.9m $3.9m 0.29% Reduced -3.7k -3,706
34 Farther Finance Advisors, LLC 0.10% of their portfolio SAN FRANCISCO, CA 48,20048.2k $3.8m $3.8m 0.10% New
35 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 47,53847.5k $3.8m $3.8m 0.01% Reduced -2.1k -2,144
36 Johnson & White Wealth Management, LLC 2.03% of their portfolio YORK, PA 45,86745.9k $3.6m $3.6m 2.03% Reduced -6.3k -6,338
37 ADAPT WEALTH ADVISORS, LLC 1.64% of their portfolio ATLANTA, GA 42,55842.6k $3.4m $3.4m 1.64% Reduced -1.4k -1,364
38 1620 INVESTMENT ADVISORS, INC. 2.33% of their portfolio PLYMOUTH, MA 38,61138.6k $3.0m $3.0m 2.33% Added +1.2k +1,195
39 WIN ADVISORS, INC 1.35% of their portfolio PALM BEACH GARDENS, FL 33,26333.3k $2.6m $2.6m 1.35% New
40 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 32,35132.4k $2.6m $2.6m 0.00% Reduced -846 -846
41 IHT Wealth Management, LLC 0.08% of their portfolio Chicago, IL 31,49631.5k $2.5m $2.5m 0.08% Unchanged
42 Warren Street Wealth Advisors, LLC 0.97% of their portfolio IRVINE, CA 31,43831.4k $2.5m $2.5m 0.97% Added +947 +947
43 TOWNSQUARE CAPITAL LLC 0.03% of their portfolio Lehi, UT 31,07231.1k $2.5m $2.5m 0.03% Added +947 +947
44 JOURNEY STRATEGIC WEALTH LLC 0.09% of their portfolio SUMMIT, NJ 30,91930.9k $2.4m $2.4m 0.09% Added +384 +384
45 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 28,40428.4k $2.2m $2.2m 0.01% Added +5.8k +5,774
46 Geneos Wealth Management Inc. 0.03% of their portfolio ENGLEWOOD, CO 24,08924.1k $1.9m $1.9m 0.03% Added +9.5k +9,505
47 Western Wealth Management, LLC 0.13% of their portfolio GOLDEN, CO 23,98124.0k $1.9m $1.9m 0.13% Reduced -1.5k -1,528
48 PFG Advisors 0.10% of their portfolio Phoenix, AZ 23,17823.2k $1.8m $1.8m 0.10% Added +1.9k +1,884
49 Betterment LLC 0.00% of their portfolio NEW YORK, NY 22,97423.0k $1.8m $1.8m 0.00% Added +599 +599
50 Wealthcare Advisory Partners LLC 0.05% of their portfolio WEST CHESTER, PA 22,42622.4k $1.8m $1.8m 0.05% Reduced -17.3k -17,308
51 L & S Advisors Inc 0.21% of their portfolio Los Angeles, CA 21,09921.1k $1.7m $1.7m 0.21% Added +2.0k +1,966
52 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 20,78920.8k $1.6m $1.6m 0.01% Added +8.2k +8,165
53 Stanich Group LLC 1.07% of their portfolio MONTAUK, NY 18,37818.4k $1.5m $1.5m 1.07% Added +301 +301
54 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 17,15217.2k $1.4m $1.4m 0.00% Reduced -99.9k -99,861
55 Element Wealth, LLC 0.72% of their portfolio RIDGELAND, MS 17,01917.0k $1.3m $1.3m 0.72% Reduced -301 -301
56 NVWM, LLC 0.34% of their portfolio YARDLEY, PA 16,06716.1k $1.3m $1.3m 0.34% Added +1.2k +1,225
57 Mariner, LLC 0.00% of their portfolio Overland Park, KS 15,84515.8k $1.3m $1.3m 0.00% Reduced -775 -775
58 Capital Advisors, Ltd. LLC 0.15% of their portfolio SHAKER HEIGHTS, OH 14,53614.5k $1.1m $1.1m 0.15% Reduced -169 -169
59 NorthRock Partners, LLC 0.04% of their portfolio MINNEAPOLIS, MN 13,90713.9k $1.1m $1.1m 0.04% Reduced -2.1k -2,086
60 Cornerstone Wealth Management, LLC 0.07% of their portfolio ST. PETERS, MO 13,51313.5k $1.1m $1.1m 0.07% Reduced -97 -97
61 Golden State Wealth Management, LLC 0.15% of their portfolio SANTA ANA, CA 12,60512.6k $995.3k $995.3k 0.15% Added +906 +906
62 McAdam, LLC 0.06% of their portfolio Philadelphia, PA 12,43112.4k $981.5k $981.5k 0.06% Added +1.1k +1,139
63 B. Riley Wealth Advisors, Inc. 0.03% of their portfolio MEMPHIS, TN 11,92811.9k $941.8k $941.8k 0.03% Added +209 +209
64 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 11,89711.9k $939.0k $939.0k 0.01% Added +669 +669
65 GeoWealth Management, LLC 0.04% of their portfolio CHICAGO, IL 11,75511.8k $928.1k $928.1k 0.04% Reduced -2.0k -1,962
66 Foundations Investment Advisors, LLC 0.02% of their portfolio PHOENIX, AZ 11,09711.1k $876.2k $876.2k 0.02% New
67 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 10,41810.4k $822.6k $822.6k 0.00% Added +2.9k +2,925
68 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 9,8299.8k $776.1k $776.1k 0.01% Reduced -356 -356
69 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 9,6509.7k $762.0k $762.0k 0.00% Unchanged
70 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 9,2359.2k $729.2k $729.2k 0.01% Reduced -155 -155
71 Sowell Financial Services LLC 0.03% of their portfolio NORTH LITTLE ROCK, AR 8,3758.4k $661.2k $661.2k 0.03% Reduced -100.8k -100,791
72 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 7,9347.9k $626.4k $626.4k 0.00% Added +1.1k +1,145
73 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 7,6677.7k $605.4k $605.4k 0.00% Reduced -5.9k -5,880
74 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 6,8386.8k $539.9k $539.9k 0.00% Reduced -260 -260
75 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 6,3506.3k $501.4k $501.4k 0.01% Reduced -29 -29
76 VestGen Advisors, LLC 0.02% of their portfolio CHICAGO, IL 6,1486.1k $485.4k $485.4k 0.02% First filing
77 Larson Financial Group LLC 0.02% of their portfolio ST LOUIS, MO 6,0936.1k $481.1k $481.1k 0.02% New
78 Walkner Condon Financial Advisors LLC 0.09% of their portfolio MADISON, WI 5,9255.9k $467.8k $467.8k 0.09% Reduced -275 -275
79 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 5,3385.3k $421.0k $421.0k 0.00% Added +1.5k +1,543
80 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 4,9414.9k $390.1k $390.1k 0.00% Reduced -79 -79
81 Keystone Financial Group 0.04% of their portfolio LEXINGTON, KY 4,6284.6k $365.4k $365.4k 0.04% Reduced -561 -561
82 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 4,4864.5k $354.2k $354.2k 0.00% Added +1.4k +1,356
83 TFB Advisors LLC 0.10% of their portfolio OVERLAND PARK, KS 4,4524.5k $351.5k $351.5k 0.10% Reduced -225 -225
84 WADDELL & ASSOCIATES, LLC 0.04% of their portfolio MEMPHIS, TN 4,3154.3k $340.7k $340.7k 0.04% Added +1.3k +1,315
85 Orgel Wealth Management, LLC 0.01% of their portfolio ALTOONA, WI 4,3104.3k $340.3k $340.3k 0.01% Unchanged
86 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 4,0884.1k $322.8k $322.8k 0.00% Reduced -3.6k -3,559
87 MANNING & NAPIER ADVISORS LLC 0.00% of their portfolio Fairport, NY 3,7353.7k $294.9k $294.9k 0.00% Added +58 +58
88 PRIVATE TRUST CO NA 0.03% of their portfolio CLEVELAND, OH 3,6653.7k $289.4k $289.4k 0.03% Added +244 +244
89 Opulen Financial Group LLC 0.26% of their portfolio ARLINGTON, VA 3,6463.6k $287.9k $287.9k 0.26% Unchanged
90 FMR LLC 0.00% of their portfolio BOSTON, MA 3,5083.5k $277.0k $277.0k 0.00% Reduced -97 -97
91 Flagship Private Wealth, LLC 0.13% of their portfolio Woburn, MA 3,4383.4k $271.4k $271.4k 0.13% Added +430 +430
92 Valmark Advisers, Inc. 0.00% of their portfolio AKRON, OH 3,4193.4k $269.9k $269.9k 0.00% Added +99 +99
93 GLENMEDE TRUST CO NA 0.00% of their portfolio PHILADELPHIA, PA 3,3503.4k $264.5k $264.5k 0.00% Reduced -1.4k -1,446
94 Vantage Financial Partners, LLC 0.06% of their portfolio ELM GROVE, WI 3,2493.2k $256.5k $256.5k 0.06% Reduced -3.9k -3,853
95 Simplicity Wealth,LLC 0.02% of their portfolio SUMMIT, NJ 2,8082.8k $221.7k $221.7k 0.02% Unchanged
96 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 2,7572.8k $217.7k $217.7k 0.00% New
97 Collaborative Wealth Managment Inc. 0.10% of their portfolio LAKE MARY, FL 2,6132.6k $206.3k $206.3k 0.10% New
98 Financial Advocates Investment Management 0.01% of their portfolio OLYMPIA, WA 2,5982.6k $205.2k $205.2k 0.01% New
99 Princeton Global Asset Management LLC 0.04% of their portfolio PRINCETON, NJ 2,4862.5k $196.3k $196.3k 0.04% Reduced -904 -904
100 First Horizon Advisors, Inc. 0.00% of their portfolio MEMPHIS, TN 1,5091.5k $119.1k $119.1k 0.00% Unchanged