Vault-13

SPDR INDEX SHS FDS QEFA

MSCI EAFE STRTGC · ETP · CUSIP 78463X434

144 institutional holders +3 vs Q4 2025
9,456,2429.5m shares reported held*
$882.5mreported value*
13 new 49 added 48 reduced 11 sold out net bought ≈ $26.5m (+283.9k 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 ($2.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $93.32.

Trends to Q1 2026

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: 131Q3 25: 134Q4 25: 141Q1 26: 144144Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q3 2025134
Q4 2025141
Q1 2026144

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 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 25Q2 25: 68 bought or addedQ2 25: 56 cut or sold outQ3 25: 64 bought or addedQ3 25: 54 cut or sold outQ3 25Q4 25: 68 bought or addedQ4 25: 57 cut or sold outQ1 26: 62 bought or addedQ1 26: 59 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20244663
Q3 20245253
Q4 20246250
Q1 20255364
Q2 20256856
Q3 20256454
Q4 20256857
Q1 20266259

Biggest buyers

Independent Advisor Alliance New +156,114+156.1k
CX Institutional Added +129,367+129.4k
ENVESTNET ASSET MANAGEMENT INC Added +83,464+83.5k
GOLDMAN SACHS GROUP INC New +42,886+42.9k
OLD MISSION CAPITAL LLC New +39,288+39.3k
LPL Financial LLC Added +27,604+27.6k
GREAT VALLEY ADVISOR GROUP, INC. Added +25,053+25.1k
HighTower Advisors, LLC Added +24,206+24.2k
MANNING & NAPIER ADVISORS LLC Added +14,954+15.0k
CWM, LLC Added +14,717+14.7k

Biggest sellers

Intelligence Driven Advisers, LLC Reduced -111,422-111.4k
MORGAN STANLEY Reduced -42,839-42.8k
AMERIPRISE FINANCIAL INC Reduced -31,301-31.3k
CITADEL ADVISORS LLC Sold out -22,027-22.0k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -16,342-16.3k
PARK AVENUE SECURITIES LLC Sold out -14,604-14.6k
Financial Enhancement Group LLC Reduced -13,837-13.8k
Encompass More Asset Management Sold out -13,470-13.5k
FLOW TRADERS U.S. LLC Sold out -12,248-12.2k
PFG Advisors Reduced -12,034-12.0k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 1,292,2421.3m $120.5m $120.5m 0.03% Added +27.6k +27,604
2 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 1,052,2361.1m $98.1m $98.1m 0.01% Reduced -42.8k -42,839
3 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 1,002,4891.0m $93.5m $93.5m 0.02% Reduced -31.3k -31,301
4 Intelligence Driven Advisers, LLC 9.97% of their portfolio CARLSBAD, CA 612,979613.0k $57.2m $57.2m 9.97% Reduced -111.4k -111,422
5 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 431,315431.3k $40.2m $40.2m 0.01% Added +83.5k +83,464
6 CX Institutional 0.91% of their portfolio AUBURN, IN 321,415321.4k $30.0m $30.0m 0.91% Added +129.4k +129,367
7 GREAT VALLEY ADVISOR GROUP, INC. 0.49% of their portfolio WILMINGTON, DE 289,229289.2k $27.0m $27.0m 0.49% Added +25.1k +25,053
8 SimpliFi, Inc. 9.57% of their portfolio SAN DIEGO, CA 244,333244.3k $22.8m $22.8m 9.57% Added +736 +736
9 Private Advisor Group, LLC 0.09% of their portfolio MORRISTOWN, NJ 211,692211.7k $19.7m $19.7m 0.09% Reduced -3.8k -3,782
10 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 206,196206.2k $19.2m $19.2m 0.00% Added +8.8k +8,796
11 KWB Wealth 1.44% of their portfolio REDLANDS, CA 160,530160.5k $14.6m $14.6m 1.44% Unchanged
12 Independent Advisor Alliance 0.16% of their portfolio CHARLOTTE, NC 156,114156.1k $14.6m $14.6m 0.16% New
13 Aptus Capital Advisors, LLC 0.12% of their portfolio FAIRHOPE, AL 148,153148.2k $13.8m $13.8m 0.12% Added +3.8k +3,750
14 Financial Guidance Group, Inc. 5.55% of their portfolio Palm Harbor, FL 148,153148.2k $13.8m $13.8m 5.55% Added +3.8k +3,761
15 Equitable Holdings, Inc. 0.09% of their portfolio NEW YORK, NY 148,095148.1k $13.4m $13.4m 0.09% Added +6.2k +6,213
16 ARRIEN INVESTMENTS, INC. 7.33% of their portfolio BOISE, ID 144,959145.0k $13.5m $13.5m 7.33% Reduced -2.3k -2,342
17 FIRST HAWAIIAN BANK 1.80% of their portfolio HONOLULU, HI 137,956138.0k $12.9m $12.9m 1.80% Reduced -430 -430
18 ARQ WEALTH ADVISORS, LLC 2.31% of their portfolio SCOTTSDALE, AZ 137,271137.3k $12.8m $12.8m 2.31% Added +6.5k +6,529
19 Financial Enhancement Group LLC 1.65% of their portfolio ANDERSON, IN 135,783135.8k $13.3m $13.3m 1.65% Reduced -13.8k -13,837
20 Dynamic Advisor Solutions LLC 0.38% of their portfolio PHOENIX, AZ 128,455128.5k $12.0m $12.0m 0.38% Added +6.3k +6,257
21 Hobart Private Capital, LLC 2.35% of their portfolio CHARLOTTE, NC 128,356128.4k $12.0m $12.0m 2.35% Reduced -4.6k -4,647
22 NewEdge Advisors, LLC 0.04% of their portfolio NEW ORLEANS, LA 114,049114.0k $10.6m $10.6m 0.04% Added +4.9k +4,857
23 Evergreen Private Wealth LLC 4.11% of their portfolio GREENWOOD VILLAGE, CO 109,087109.1k $10.2m $10.2m 4.11% Reduced -2.1k -2,052
24 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 97,58597.6k $9.1m $9.1m 0.02% Reduced -524 -524
25 Brio Consultants, LLC 1.14% of their portfolio SAN FRANCISCO, CA 96,32896.3k $9.3m $9.3m 1.14% Reduced -3.3k -3,320
26 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 92,63392.6k $8.6m $8.6m 0.01% Reduced -2.3k -2,336
27 Eagle Strategies LLC 1.01% of their portfolio NEW YORK, NY 90,52290.5k $8.4m $8.4m 1.01% Added +5.2k +5,206
28 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 86,13686.1k $8.0m $8.0m 0.01% Added +24.2k +24,206
29 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 79,15479.2k $7.5m $7.5m 0.02% Reduced -16.3k -16,342
30 CWM, LLC 0.02% of their portfolio OMAHA, NE 78,87878.9k $7.4m $7.4m 0.02% Added +14.7k +14,717
31 PALLADIEM, LLC 6.61% of their portfolio BRYN MAWR, PA 71,61271.6k $6.9m $6.9m 6.61% Reduced -1.2k -1,198
32 MONETA GROUP INVESTMENT ADVISORS LLC 0.04% of their portfolio ST LOUIS, MO 63,82263.8k $6.0m $6.0m 0.04% Reduced -775 -775
33 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 51,26851.3k $4.8m $4.8m 0.01% Reduced -1.8k -1,762
34 Sage Mountain Advisors LLC 0.32% of their portfolio ATLANTA, GA 49,56249.6k $4.6m $4.6m 0.32% Reduced -559 -559
35 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 49,55849.6k $4.6m $4.6m 0.00% Added +6.2k +6,229
36 1620 INVESTMENT ADVISORS, INC. 2.74% of their portfolio PLYMOUTH, MA 43,50343.5k $4.1m $4.1m 2.74% Added +872 +872
37 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 42,88642.9k $4.0m $4.0m 0.00% New
38 Johnson & White Wealth Management, LLC 1.66% of their portfolio YORK, PA 42,00142.0k $3.9m $3.9m 1.66% Reduced -4.0k -3,980
39 OLD MISSION CAPITAL LLC 0.09% of their portfolio CHICAGO, IL 39,28839.3k $3.7m $3.7m 0.09% New
40 ADAPT WEALTH ADVISORS, LLC 1.31% of their portfolio ATLANTA, GA 38,77838.8k $3.6m $3.6m 1.31% Reduced -535 -535
41 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 37,99238.0k $3.5m $3.5m 0.01% Added +175 +175
42 RESOLUTE WEALTH ADVISOR, INC. 2.00% of their portfolio FINDLAY, OH 37,71137.7k $3.5m $3.5m 2.00% First filing
43 MANNING & NAPIER ADVISORS LLC 0.05% of their portfolio Fairport, NY 37,48437.5k $3.5m $3.5m 0.05% Added +15.0k +14,954
44 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 37,40537.4k $3.5m $3.5m 0.01% Reduced -3.6k -3,638
45 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 35,95936.0k $3.4m $3.4m 0.00% Added +4.1k +4,053
46 IHT Wealth Management, LLC 0.07% of their portfolio Chicago, IL 32,27532.3k $3.0m $3.0m 0.07% Unchanged
47 Western Wealth Management, LLC 0.11% of their portfolio GOLDEN, CO 31,74031.7k $3.0m $3.0m 0.11% Added +1.2k +1,178
48 NorthRock Partners, LLC 0.04% of their portfolio MINNEAPOLIS, MN 29,21729.2k $2.7m $2.7m 0.04% Reduced -3.9k -3,926
49 L & S Advisors Inc 0.32% of their portfolio Los Angeles, CA 27,09127.1k $2.5m $2.5m 0.32% Added +414 +414
50 21 West Wealth Management LLC 2.30% of their portfolio TUSTIN, CA 26,53226.5k $2.5m $2.5m 2.30% Reduced -885 -885
51 Wealthcare Advisory Partners LLC 0.04% of their portfolio WEST CHESTER, PA 24,51924.5k $2.3m $2.3m 0.04% Added +59 +59
52 JOURNEY STRATEGIC WEALTH LLC 0.06% of their portfolio SUMMIT, NJ 24,42224.4k $2.3m $2.3m 0.06% Reduced -390 -390
53 NVWM, LLC 0.48% of their portfolio YARDLEY, PA 23,08923.1k $2.2m $2.2m 0.48% Reduced -1.4k -1,423
54 Betterment LLC 0.00% of their portfolio NEW YORK, NY 23,05323.1k $2.1m $2.1m 0.00% Added +273 +273
55 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 22,41622.4k $2.1m $2.1m 0.00% Reduced -4.0k -3,958
56 Warren Street Wealth Advisors, LLC 0.52% of their portfolio IRVINE, CA 21,70021.7k $2.0m $2.0m 0.52% Added +786 +786
57 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 20,17420.2k $1.9m $1.9m 0.00% Added +729 +729
58 Empowered Funds, LLC 0.01% of their portfolio NEWTOWN SQUARE, PA 19,86819.9k $1.9m $1.9m 0.01% Added +6.0k +6,015
59 Mariner, LLC 0.00% of their portfolio Overland Park, KS 19,74519.7k $1.8m $1.8m 0.00% Reduced -2.6k -2,650
60 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.03% of their portfolio MINNEAPOLIS, MN 18,98419.0k $1.8m $1.8m 0.03% Added +1.0k +1,030
61 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 17,61917.6k $1.6m $1.6m 0.00% Added +1.4k +1,378
62 Element Wealth, LLC 0.61% of their portfolio RIDGELAND, MS 15,91915.9k $1.5m $1.5m 0.61% Added +26 +26
63 IFP Advisors, Inc 0.03% of their portfolio TAMPA, FL 15,79915.8k $1.5m $1.5m 0.03% Added +808 +808
64 Stanich Group LLC 1.12% of their portfolio MONTAUK, NY 15,78815.8k $1.5m $1.5m 1.12% Reduced -326 -326
65 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 14,45814.5k $1.4m $1.4m 0.01% Added +9.1k +9,073
66 Capital Advisors, Ltd. LLC 0.15% of their portfolio SHAKER HEIGHTS, OH 14,40614.4k $1.3m $1.3m 0.15% Reduced -100 -100
67 Golden State Wealth Management, LLC 0.15% of their portfolio SANTA ANA, CA 14,31414.3k $1.3m $1.3m 0.15% Added +812 +812
68 Cornerstone Wealth Management, LLC 0.07% of their portfolio ST. PETERS, MO 13,94413.9k $1.3m $1.3m 0.07% Added +1.5k +1,549
69 McAdam, LLC 0.06% of their portfolio Philadelphia, PA 13,79813.8k $1.3m $1.3m 0.06% Added +671 +671
70 PFG Advisors 0.06% of their portfolio Phoenix, AZ 13,31413.3k $1.2m $1.2m 0.06% Reduced -12.0k -12,034
71 B. Riley Wealth Advisors, Inc. 0.07% of their portfolio MEMPHIS, TN 11,77411.8k $1.1m $1.1m 0.07% Reduced -9 -9
72 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 11,03111.0k $1.0m $1.0m 0.00% Reduced -626 -626
73 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 9,8819.9k $921.6k $921.6k 0.00% Added +1.4k +1,394
74 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 9,8609.9k $919.7k $919.7k 0.00% Added +203 +203
75 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 9,6249.6k $897.7k $897.7k 0.01% Reduced -822 -822
76 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 8,6798.7k $809.5k $809.5k 0.00% Added +706 +706
77 Sowell Financial Services LLC 0.02% of their portfolio NORTH LITTLE ROCK, AR 6,3476.3k $592.0k $592.0k 0.02% Reduced -11 -11
78 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 6,1906.2k $577.3k $577.3k 0.00% Reduced -80 -80
79 Keystone Financial Group 0.04% of their portfolio LEXINGTON, KY 6,0166.0k $561.1k $561.1k 0.04% Added +263 +263
80 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 5,5995.6k $522.2k $522.2k 0.00% Added +1.8k +1,800
81 VestGen Advisors, LLC 0.02% of their portfolio CHICAGO, IL 5,5805.6k $542.7k $542.7k 0.02% Reduced -133 -133
82 FMR LLC 0.00% of their portfolio BOSTON, MA 5,5195.5k $514.8k $514.8k 0.00% Added +934 +934
83 Investment Research Partners LLC 0.21% of their portfolio LEMONT, PA 5,4605.5k $509.3k $509.3k 0.21% Unchanged
84 Avail Investment Partners, LLC 0.54% of their portfolio LEMONT, PA 5,4605.5k $509.0k $509.0k 0.54% First filing
85 RED REEF ADVISORS LLC 0.49% of their portfolio BOCA RATON, FL 4,9835.0k $464.7k $464.7k 0.49% Reduced -102 -102
86 Walkner Condon Financial Advisors LLC 0.06% of their portfolio MADISON, WI 4,9655.0k $463.1k $463.1k 0.06% Reduced -400 -400
87 January Capital Advisors LLC 0.60% of their portfolio SAN FRANCISCO, CA 4,7544.8k $443.4k $443.4k 0.60% First filing
88 DIVERSIFY WEALTH MANAGEMENT, LLC 0.01% of their portfolio SANDY, UT 4,4844.5k $424.5k $424.5k 0.01% New
89 WADDELL & ASSOCIATES, LLC 0.02% of their portfolio MEMPHIS, TN 4,3944.4k $409.8k $409.8k 0.02% Unchanged
90 FLAGSHIP HARBOR ADVISORS, LLC 0.02% of their portfolio BOSTON, MA 4,1474.1k $386.8k $386.8k 0.02% Reduced -339 -339
91 Flagship Private Wealth, LLC 0.16% of their portfolio Woburn, MA 4,1024.1k $382.6k $382.6k 0.16% Added +600 +600
92 PRIVATE TRUST CO NA 0.03% of their portfolio CLEVELAND, OH 3,8923.9k $363.0k $363.0k 0.03% Added +210 +210
93 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 3,7503.8k $349.8k $349.8k 0.00% Reduced -85 -85
94 Opulen Financial Group LLC 0.25% of their portfolio ARLINGTON, VA 3,7343.7k $348.2k $348.2k 0.25% Unchanged
95 Orgel Wealth Management, LLC 0.01% of their portfolio ALTOONA, WI 3,5163.5k $327.9k $327.9k 0.01% Added +233 +233
96 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 3,4213.4k $319.1k $319.1k 0.00% Reduced -189 -189
97 Valmark Advisers, Inc. 0.00% of their portfolio AKRON, OH 3,4193.4k $318.9k $318.9k 0.00% Unchanged
98 KINGSWOOD WEALTH ADVISORS, LLC 0.01% of their portfolio SAN DIEGO, CA 3,1163.1k $290.6k $290.6k 0.01% Added +104 +104
99 First Heartland Consultants, Inc. 0.02% of their portfolio LAKE ST. LOUIS, MO 2,8082.8k $261.9k $261.9k 0.02% Reduced -60 -60
100 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 2,8082.8k $261.9k $261.9k 0.00% Reduced -60 -60