Vault-13

SPDR INDEX SHS FDS QEFA

MSCI EAFE STRTGC · ETP · CUSIP 78463X434

131 institutional holders +3 vs Q1 2025
8,884,5308.9m shares reported held*
$756.6mreported value*
13 new 55 added 44 reduced 12 sold out net sold ≈ $47.2m (-553.3k 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 ≈ $85.16.

Trends to Q2 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: 128Q2 25: 131131Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025131

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 23: 53 bought or addedQ3 23: 49 cut or sold outQ4 23: 47 bought or addedQ4 23: 59 cut or sold outQ4 23Q1 24: 58 bought or addedQ1 24: 53 cut or sold outQ2 24: 46 bought or addedQ2 24: 63 cut or sold outQ2 24Q3 24: 52 bought or addedQ3 24: 53 cut or sold outQ4 24: 62 bought or addedQ4 24: 50 cut or sold outQ4 24Q1 25: 53 bought or addedQ1 25: 64 cut or sold outQ2 25: 68 bought or addedQ2 25: 56 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20235349
Q4 20234759
Q1 20245853
Q2 20244663
Q3 20245253
Q4 20246250
Q1 20255364
Q2 20256856

Biggest buyers

LPL Financial LLC Added +225,053+225.1k
Intelligence Driven Advisers, LLC Added +61,778+61.8k
Hobart Private Capital, LLC Added +54,383+54.4k
FLOW TRADERS U.S. LLC New +47,351+47.4k
ROYAL BANK OF CANADA Added +35,888+35.9k
MORGAN STANLEY Added +20,480+20.5k
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC New +17,689+17.7k
Equitable Holdings, Inc. Added +14,651+14.7k
BANK OF MONTREAL /CAN/ Added +9,207+9.2k
Compound Planning, Inc. New +8,661+8.7k

Biggest sellers

JANE STREET GROUP, LLC Sold out -437,793-437.8k
AMERIPRISE FINANCIAL INC Reduced -248,928-248.9k
GREAT VALLEY ADVISOR GROUP, INC. Reduced -156,848-156.8k
Financial Enhancement Group LLC Reduced -44,517-44.5k
Farther Finance Advisors, LLC Reduced -40,469-40.5k
CX Institutional Reduced -38,487-38.5k
WIN ADVISORS, INC Sold out -33,263-33.3k
TOWNSQUARE CAPITAL LLC Sold out -31,072-31.1k
Geneos Wealth Management Inc. Reduced -22,979-23.0k
ENVESTNET ASSET MANAGEMENT INC Reduced -19,085-19.1k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 1,133,0531.1m $96.7m $96.7m 0.01% Added +20.5k +20,480
2 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 1,040,8891.0m $88.8m $88.8m 0.03% Added +225.1k +225,053
3 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 964,834964.8k $82.4m $82.4m 0.02% Reduced -248.9k -248,928
4 Intelligence Driven Advisers, LLC 9.46% of their portfolio CARLSBAD, CA 734,636734.6k $62.7m $62.7m 9.46% Added +61.8k +61,778
5 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 397,942397.9k $34.0m $34.0m 0.01% Reduced -19.1k -19,085
6 Financial Enhancement Group LLC 4.43% of their portfolio ANDERSON, IN 364,162364.2k $31.0m $31.0m 4.43% Reduced -44.5k -44,517
7 SimpliFi, Inc. 9.73% of their portfolio SAN DIEGO, CA 258,806258.8k $22.1m $22.1m 9.73% Reduced -1.1k -1,090
8 GREAT VALLEY ADVISOR GROUP, INC. 0.48% of their portfolio WILMINGTON, DE 252,383252.4k $21.5m $21.5m 0.48% Reduced -156.8k -156,848
9 Private Advisor Group, LLC 0.10% of their portfolio MORRISTOWN, NJ 208,957209.0k $17.8m $17.8m 0.10% Added +2.0k +1,963
10 Hobart Private Capital, LLC 3.47% of their portfolio CHARLOTTE, NC 179,361179.4k $15.3m $15.3m 3.47% Added +54.4k +54,383
11 KWB Wealth 1.56% of their portfolio REDLANDS, CA 162,800162.8k $12.9m $12.9m 1.56% Added +1.8k +1,838
12 FIRST HAWAIIAN BANK 1.78% of their portfolio HONOLULU, HI 153,979154.0k $13.1m $13.1m 1.78% Reduced -8.3k -8,263
13 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 141,253141.3k $12.1m $12.1m 0.00% Reduced -288 -288
14 CX Institutional 0.42% of their portfolio AUBURN, IN 140,042140.0k $12.0m $12.0m 0.42% Reduced -38.5k -38,487
15 Aptus Capital Advisors, LLC 0.12% of their portfolio FAIRHOPE, AL 136,874136.9k $11.7m $11.7m 0.12% Added +7.5k +7,486
16 Financial Guidance Group, Inc. 5.67% of their portfolio Palm Harbor, FL 136,874136.9k $11.7m $11.7m 5.67% Added +7.5k +7,486
17 ARRIEN INVESTMENTS, INC. 7.27% of their portfolio BOISE, ID 134,752134.8k $11.5m $11.5m 7.27% Added +1.1k +1,066
18 NewEdge Advisors, LLC 0.06% of their portfolio NEW ORLEANS, LA 131,249131.2k $11.2m $11.2m 0.06% Added +70 +70
19 Equitable Holdings, Inc. 0.09% of their portfolio NEW YORK, NY 130,744130.7k $11.2m $11.2m 0.09% Added +14.7k +14,651
20 Dynamic Advisor Solutions LLC 0.32% of their portfolio PHOENIX, AZ 123,288123.3k $10.5m $10.5m 0.32% Added +697 +697
21 ARQ WEALTH ADVISORS, LLC 3.29% of their portfolio SCOTTSDALE, AZ 121,380121.4k $9.6m $9.6m 3.29% Unchanged
22 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 110,418110.4k $9.4m $9.4m 0.01% Reduced -757 -757
23 Evergreen Private Wealth LLC 3.71% of their portfolio GREENWOOD VILLAGE, CO 103,890103.9k $8.9m $8.9m 3.71% Added +5.5k +5,532
24 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 101,287101.3k $8.6m $8.6m 0.02% Added +570 +570
25 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 97,80697.8k $8.3m $8.3m 0.01% Reduced -10.2k -10,208
26 Brio Consultants, LLC 1.06% of their portfolio SAN FRANCISCO, CA 84,95585.0k $7.3m $7.3m 1.06% Added +7.6k +7,644
27 Eagle Strategies LLC 1.05% of their portfolio NEW YORK, NY 80,43880.4k $6.9m $6.9m 1.05% Added +490 +490
28 CWM, LLC 0.02% of their portfolio OMAHA, NE 58,00158.0k $5.0m $5.0m 0.02% Added +744 +744
29 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 55,27555.3k $4.7m $4.7m 0.01% Added +1.6k +1,644
30 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 53,04053.0k $4.5m $4.5m 0.00% Added +35.9k +35,888
31 Sage Mountain Advisors LLC 0.28% of their portfolio ATLANTA, GA 50,11250.1k $4.3m $4.3m 0.28% Added +1.1k +1,068
32 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 49,20749.2k $4.2m $4.2m 0.01% Reduced -27 -27
33 FLOW TRADERS U.S. LLC 0.15% of their portfolio NEW YORK, NY 47,35147.4k $4.0m $4.0m 0.15% New
34 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 45,15345.2k $3.9m $3.9m 0.01% Reduced -2.4k -2,385
35 Johnson & White Wealth Management, LLC 1.90% of their portfolio YORK, PA 44,28244.3k $3.8m $3.8m 1.90% Reduced -1.6k -1,585
36 1620 INVESTMENT ADVISORS, INC. 2.49% of their portfolio PLYMOUTH, MA 41,19741.2k $3.5m $3.5m 2.49% Added +2.6k +2,586
37 ADAPT WEALTH ADVISORS, LLC 1.53% of their portfolio ATLANTA, GA 40,02940.0k $3.4m $3.4m 1.53% Reduced -2.5k -2,529
38 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 39,43539.4k $3.4m $3.4m 0.00% Added +7.1k +7,084
39 RESOLUTE WEALTH ADVISOR, INC. 2.00% of their portfolio FINDLAY, OH 37,71137.7k $3.5m $3.5m 2.00% First filing
40 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 34,71734.7k $3.0m $3.0m 0.01% Added +6.3k +6,313
41 IHT Wealth Management, LLC 0.08% of their portfolio Chicago, IL 32,06732.1k $2.7m $2.7m 0.08% Added +571 +571
42 Warren Street Wealth Advisors, LLC 0.89% of their portfolio IRVINE, CA 31,59931.6k $2.7m $2.7m 0.89% Added +161 +161
43 JOURNEY STRATEGIC WEALTH LLC 0.09% of their portfolio SUMMIT, NJ 30,90930.9k $2.6m $2.6m 0.09% Reduced -10 -10
44 Western Wealth Management, LLC 0.14% of their portfolio GOLDEN, CO 27,16027.2k $2.3m $2.3m 0.14% Added +3.2k +3,179
45 21 West Wealth Management LLC 2.27% of their portfolio TUSTIN, CA 26,39326.4k $2.3m $2.3m 2.27% First filing
46 L & S Advisors Inc 0.21% of their portfolio Los Angeles, CA 24,59124.6k $2.1m $2.1m 0.21% Added +3.5k +3,492
47 PFG Advisors 0.10% of their portfolio Phoenix, AZ 24,25424.3k $2.1m $2.1m 0.10% Added +1.1k +1,076
48 Wealthcare Advisory Partners LLC 0.05% of their portfolio WEST CHESTER, PA 23,89423.9k $2.0m $2.0m 0.05% Added +1.5k +1,468
49 NVWM, LLC 0.45% of their portfolio YARDLEY, PA 21,66121.7k $1.8m $1.8m 0.45% Added +5.6k +5,594
50 Betterment LLC 0.00% of their portfolio NEW YORK, NY 21,20821.2k $1.8m $1.8m 0.00% Reduced -1.8k -1,766
51 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 20,42120.4k $1.7m $1.7m 0.01% Reduced -368 -368
52 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.03% of their portfolio MINNEAPOLIS, MN 17,68917.7k $1.5m $1.5m 0.03% New
53 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 17,14117.1k $1.5m $1.5m 0.00% Added +9.2k +9,207
54 Element Wealth, LLC 0.65% of their portfolio RIDGELAND, MS 16,61916.6k $1.4m $1.4m 0.65% Reduced -400 -400
55 Stanich Group LLC 1.23% of their portfolio MONTAUK, NY 16,25516.3k $1.4m $1.4m 1.23% Reduced -2.1k -2,123
56 Mariner, LLC 0.00% of their portfolio Overland Park, KS 15,83915.8k $1.4m $1.4m 0.00% Reduced -6 -6
57 NorthRock Partners, LLC 0.03% of their portfolio MINNEAPOLIS, MN 14,57414.6k $1.2m $1.2m 0.03% Added +667 +667
58 Capital Advisors, Ltd. LLC 0.15% of their portfolio SHAKER HEIGHTS, OH 14,40614.4k $1.2m $1.2m 0.15% Reduced -130 -130
59 Cornerstone Wealth Management, LLC 0.07% of their portfolio ST. PETERS, MO 13,44913.4k $1.1m $1.1m 0.07% Reduced -64 -64
60 Golden State Wealth Management, LLC 0.14% of their portfolio SANTA ANA, CA 13,06613.1k $1.1m $1.1m 0.14% Added +461 +461
61 McAdam, LLC 0.06% of their portfolio Philadelphia, PA 12,57812.6k $1.1m $1.1m 0.06% Added +147 +147
62 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 12,55912.6k $1.1m $1.1m 0.01% Added +662 +662
63 B. Riley Wealth Advisors, Inc. 0.05% of their portfolio MEMPHIS, TN 11,72811.7k $1.0m $1.0m 0.05% Reduced -200 -200
64 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 10,06010.1k $858.6k $858.6k 0.01% Added +231 +231
65 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 9,4319.4k $804.8k $804.8k 0.00% Added +5.3k +5,343
66 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 8,8498.8k $755.2k $755.2k 0.00% Reduced -386 -386
67 Compound Planning, Inc. 0.03% of their portfolio NEW YORK, NY 8,6618.7k $739.1k $739.1k 0.03% New
68 Simplicity Wealth,LLC 0.03% of their portfolio SUMMIT, NJ 8,6468.6k $737.8k $737.8k 0.03% Added +5.8k +5,838
69 INDEPENDENT FINANCIAL GROUP, LLC 0.02% of their portfolio SAN DIEGO, CA 8,5508.6k $729.7k $729.7k 0.02% New
70 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 8,5168.5k $726.8k $726.8k 0.00% Added +849 +849
71 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 7,7317.7k $659.8k $659.8k 0.01% Reduced -40.5k -40,469
72 Sowell Financial Services LLC 0.02% of their portfolio NORTH LITTLE ROCK, AR 6,9026.9k $589.0k $589.0k 0.02% Reduced -1.5k -1,473
73 VestGen Advisors, LLC 0.02% of their portfolio CHICAGO, IL 6,2486.2k $533.2k $533.2k 0.02% Added +100 +100
74 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 5,9205.9k $505.2k $505.2k 0.00% Reduced -918 -918
75 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 5,8505.8k $499.2k $499.2k 0.00% Added +3.1k +3,093
76 Walkner Condon Financial Advisors LLC 0.09% of their portfolio MADISON, WI 5,6155.6k $479.2k $479.2k 0.09% Reduced -310 -310
77 Larson Financial Group LLC 0.02% of their portfolio ST LOUIS, MO 5,5665.6k $475.0k $475.0k 0.02% Reduced -527 -527
78 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 4,9424.9k $421.8k $421.8k 0.00% Added +1 +1
79 TFB Advisors LLC 0.10% of their portfolio OVERLAND PARK, KS 4,4254.4k $377.7k $377.7k 0.10% Reduced -27 -27
80 WADDELL & ASSOCIATES, LLC 0.04% of their portfolio MEMPHIS, TN 4,3154.3k $368.2k $368.2k 0.04% Unchanged
81 First Heartland Consultants, Inc. 0.03% of their portfolio LAKE ST. LOUIS, MO 4,1474.1k $353.9k $353.9k 0.03% New
82 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 4,1474.1k $353.9k $353.9k 0.00% Reduced -2.2k -2,203
83 PRIVATE TRUST CO NA 0.03% of their portfolio CLEVELAND, OH 4,1394.1k $353.2k $353.2k 0.03% Added +474 +474
84 MANNING & NAPIER ADVISORS LLC 0.00% of their portfolio Fairport, NY 4,0424.0k $345.0k $345.0k 0.00% Added +307 +307
85 FMR LLC 0.00% of their portfolio BOSTON, MA 3,9493.9k $337.1k $337.1k 0.00% Added +441 +441
86 Orgel Wealth Management, LLC 0.01% of their portfolio ALTOONA, WI 3,9153.9k $334.1k $334.1k 0.01% Reduced -395 -395
87 Opulen Financial Group LLC 0.26% of their portfolio ARLINGTON, VA 3,7023.7k $315.9k $315.9k 0.26% Added +56 +56
88 Flagship Private Wealth, LLC 0.13% of their portfolio Woburn, MA 3,5723.6k $304.8k $304.8k 0.13% Added +134 +134
89 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 3,5663.6k $304.3k $304.3k 0.00% Reduced -920 -920
90 FLAGSHIP HARBOR ADVISORS, LLC 0.01% of their portfolio BOSTON, MA 3,5293.5k $301.2k $301.2k 0.01% New
91 Valmark Advisers, Inc. 0.00% of their portfolio AKRON, OH 3,4193.4k $291.8k $291.8k 0.00% Unchanged
92 Glenmede Investment Management, LP 0.00% of their portfolio PHILADELPHIA, PA 3,3503.4k $285.9k $285.9k 0.00% First filing
93 Vantage Financial Partners, LLC 0.06% of their portfolio ELM GROVE, WI 3,1063.1k $265.1k $265.1k 0.06% Reduced -143 -143
94 Keystone Financial Group 0.02% of their portfolio LEXINGTON, KY 3,0803.1k $262.8k $262.8k 0.02% Reduced -1.5k -1,548
95 KINGSWOOD WEALTH ADVISORS, LLC 0.02% of their portfolio SAN DIEGO, CA 2,8952.9k $247.1k $247.1k 0.02% New
96 Financial Advocates Investment Management 0.02% of their portfolio OLYMPIA, WA 2,6702.7k $227.8k $227.8k 0.02% Added +72 +72
97 Seed Wealth Management, Inc. 0.16% of their portfolio EVANSTON, IL 2,5002.5k $213.3k $213.3k 0.16% New
98 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 2,4822.5k $211.9k $211.9k 0.00% New
99 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 2,3472.3k $200.3k $200.3k 0.00% New
100 Princeton Global Asset Management LLC 0.03% of their portfolio PRINCETON, NJ 2,0252.0k $172.8k $172.8k 0.03% Reduced -461 -461