Who Owns SPDR (QEFA)? -- Institutional Holders (2026-06-30)

164 institutions reported holding $860.5M of SPDR (QEFA) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($125.1M), MORGAN STANLEY ($102.2M), Intelligence Driven Advisers, LLC ($59.4M), AMERIPRISE FINANCIAL INC ($57.2M), ENVESTNET ASSET MANAGEMENT INC ($44.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$125.1M1.3MAdded
2MORGAN STANLEY$102.2M1.1MAdded
3Intelligence Driven Advisers, LLC$59.4M618,501Added
4AMERIPRISE FINANCIAL INC$57.2M595,929Trimmed
5ENVESTNET ASSET MANAGEMENT INC$44.8M466,785Added
6GREAT VALLEY ADVISOR GROUP, INC.$29.8M310,781Added
7SimpliFi, Inc.$23.8M247,899Added
8Private Advisor Group, LLC$22.0M229,378Added
9CX Institutional$21.0M219,118Trimmed
10BANK OF AMERICA CORP /DE/$20.7M215,964Added
11KWB Wealth$15.1M156,893Trimmed
12Equitable Holdings, Inc.$14.9M154,827Added
13Aptus Capital Advisors, LLC$14.6M151,649Added
14Financial Guidance Group, Inc.$14.6M151,649Added
15ARQ WEALTH ADVISORS, LLC$14.5M149,024Added
16ARRIEN INVESTMENTS, INC.$14.4M149,823Added
17Dynamic Advisor Solutions LLC$13.7M143,056Added
18JANE STREET GROUP, LLC$13.5M140,309Added
19FIRST HAWAIIAN BANK$13.1M136,092Trimmed
20Financial Enhancement Group LLC$12.9M134,597Trimmed
21Evergreen Private Wealth LLC$10.7M109,830Added
22CAPTRUST FINANCIAL ADVISORS$9.5M99,291Added
23Brio Consultants, LLC$9.2M95,653Trimmed
24NewEdge Advisors, LLC$8.8M91,875Trimmed
25COMMONWEALTH EQUITY SERVICES, LLC$8.8M91,725Trimmed

Source: SEC Form 13F filings · as of 2026-06-30