QEFA — SPDR INDEX SHS FDS

Ownership history in Intelligence Driven Advisers, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which Intelligence Driven Advisers, LLC reported a position in SPDR INDEX SHS FDS (QEFA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
12.89% (2023 Q3)
Avg. % of fund
10.18%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 724,401 -32,234 -4.3% 9.39% $65.7M $90.67
2025 Q3 ADDED 756,635 +21,999 +3.0% 9.22% $66.5M $86.67
2025 Q2 ADDED 734,636 +61,778 +9.2% 9.46% $62.7M $84.14
2025 Q1 REDUCED 672,858 -1,424 -0.2% 10.23% $53.1M $76.39
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    QEFA price (monthly, adj. close)

Other funds also holding QEFA

As of 2025 Q4 — sorted by position size

SimpliFi, Inc. 3Y 7Y 9.34% Financial Guidance Group, Inc. 3Y 5.36% Evergreen Private Wealth LLC 3.97% ARQ WEALTH ADVISORS, LLC 3Y 3.2% 1620 INVESTMENT ADVISORS, INC. 3Y 2.58% Hobart Private Capital, LLC 3Y 2.35% Edge Financial Advisors LLC 2.05% Johnson & White Wealth Management, LLC 3Y 1.81% Financial Enhancement Group LLC 3Y 7Y 1.81% KWB Wealth 3Y 1.38%
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