Purchases and Sales Made in Q1 2025 in Spdr Index Shs Fds Msci Eafe F (EFAX)
This table provides information about the institutional ownership of Spdr Index Shs Fds Msci Eafe F (EFAX) during Q1 2025. The information is specifically focused on institutions that hold shares of SPDR INDEX SHS FDS MSCI EAFE F.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
59.7K+ 15241.07% |
$2.36M - $2.67M
|
60.1K
$2.83M
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
42.6KNew |
$1.68M - $1.9M
|
42.6K
$2.01M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
38.1K+ 24.18% |
$1.5M - $1.7M
|
196K
$9.21M
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
23.1KNew |
$912K - $1.03M
|
23.1K
$1.09M
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
17.1K+ 4.43% |
$674K - $762K
|
402K
$18.9M
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
14.3K+ 10.45% |
$562K - $636K
|
151K
$7.08M
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
11.8K+ 32.71% |
$467K - $528K
|
48K
$2.26M
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
8.29K+ 3.45% |
$327K - $370K
|
248K
$11.7M
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
7.6K+ 71.5% |
$300K - $339K
|
18.2K
$857K
|
|
Apr 24, 2025
Q1 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
7.35K+ 113.26% |
$290K - $328K
|
13.8K
$650K
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
7.28KNew |
$287K - $325K
|
7.28K
$342K
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
5.8KNew |
$229K - $259K
|
5.8K
$273K
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
4.76KNew |
$188K - $212K
|
4.76K
$224K
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
4.72KNew |
$186K - $210K
|
4.72K
$222K
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
4.67KNew |
$184K - $209K
|
4.67K
$220K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.82K+ 12.77% |
$150K - $170K
|
33.7K
$1.58M
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
3.24K+ 75.27% |
$128K - $144K
|
7.54K
$355K
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.75K+ 17.32% |
$109K - $123K
|
18.6K
$877K
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.81KNew |
$71.4K - $80.9K
|
1.81K
$85.2K
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.58K+ 24.11% |
$62.3K - $70.5K
|
8.13K
$382K
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.19K+ 13.1% |
$46.7K - $52.9K
|
10.2K
$481K
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.15K+ 206.83% |
$45.3K - $51.3K
|
1.71K
$80.2K
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.06K+ 12.22% |
$41.7K - $47.2K
|
9.71K
$456K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
942+ 1.57% |
$37.1K - $42K
|
60.9K
$2.86M
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
891+ 11.69% |
$35.1K - $39.8K
|
8.51K
$400K
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
700+ 11.17% |
$27.6K - $31.2K
|
6.97K
$328K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
425+ 6.41% |
$16.8K - $19K
|
7.05K
$332K
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
414+ 3.15% |
$16.3K - $18.5K
|
13.6K
$638K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
321+ 0.32% |
$12.7K - $14.3K
|
100K
$4.7M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
208+ 1.44% |
$8.2K - $9.28K
|
14.6K
$687K
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
170New |
$6.7K - $7.59K
|
170
$7.99K
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
136+ 56.9% |
$5.36K - $6.07K
|
375
$17.6K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
59+ 0.34% |
$2.33K - $2.63K
|
17.2K
$808K
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
50+ 0.98% |
$1.97K - $2.23K
|
5.15K
$242K
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
50+ 0.2% |
$1.97K - $2.23K
|
24.7K
$1.16M
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
24+ 0.76% |
$946 - $1.07K
|
3.19K
$150K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
24+ 0.42% |
$946 - $1.07K
|
5.69K
$267K
|
|
Apr 14, 2025
Q1 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
1+ 0.01% |
$39.4 - $44.6
|
17.9K
$843K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-10- 1.47% |
$394 - $446
|
670
$31.5K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-19- 2.64% |
$749 - $848
|
702
$33K
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-32- 0.17% |
$1.26K - $1.43K
|
19K
$891K
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-48- 2.4% |
$1.89K - $2.14K
|
1.96K
$91.9K
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-66- 8.52% |
$2.6K - $2.94K
|
709
$33.3K
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-68- 1.0% |
$2.68K - $3.03K
|
6.73K
$316K
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-84- 0.64% |
$3.31K - $3.75K
|
12.9K
$609K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-179- 47.73% |
$7.06K - $7.99K
|
196
$9.22K
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-186- 2.56% |
$7.33K - $8.3K
|
7.09K
$334K
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-212- 2.93% |
$8.36K - $9.46K
|
7.03K
$330K
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-318- 4.13% |
$12.5K - $14.2K
|
7.38K
$347K
|