Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
129K+ 441.62% |
$5.1M - $5.58M
|
158K
$6.79M
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
110K+ 8.31% |
$4.37M - $4.78M
|
1.44M
$61.8M
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
52.7KNew |
$2.09M - $2.29M
|
52.7K
$2.27M
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
29.6K+ 8.33% |
$1.17M - $1.29M
|
385K
$16.6M
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
27.3K+ 309.57% |
$1.08M - $1.19M
|
36.2K
$1.56M
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
24.6KNew |
$977K - $1.07M
|
24.6K
$1.06M
|
|
Feb 14, 2025
Q4 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
23.9KNew |
$950K - $1.04M
|
23.9K
$1.03M
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
21.3KNew |
$843K - $922K
|
21.3K
$915K
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
15.4K+ 12.73% |
$611K - $668K
|
136K
$5.87M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.21K+ 38.53% |
$326K - $356K
|
29.5K
$1.27M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.57K+ 79.19% |
$300K - $329K
|
17.1K
$737K
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.91K+ 7.45% |
$274K - $300K
|
99.7K
$4.29M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.66KNew |
$225K - $246K
|
5.66K
$244K
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
5.66K+ 11.09% |
$224K - $246K
|
56.7K
$2.44M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.85K+ 4.99% |
$113K - $124K
|
60K
$2.58M
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.03K+ 1.62% |
$80.5K - $88.1K
|
127K
$5.48M
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.53K+ 11.84% |
$60.5K - $66.2K
|
14.4K
$620K
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.5K+ 89.41% |
$59.3K - $64.9K
|
3.17K
$136K
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.48K+ 8.47% |
$58.8K - $64.4K
|
19K
$817K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
871+ 0.55% |
$34.5K - $37.8K
|
160K
$6.88M
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
668+ 5.35% |
$26.5K - $29K
|
13.2K
$566K
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
446+ 318.57% |
$17.7K - $19.4K
|
586
$25.2K
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
424+ 4.92% |
$16.8K - $18.4K
|
9.04K
$389K
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
400+ 2.43% |
$15.9K - $17.4K
|
16.8K
$725K
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
305+ 0.31% |
$12.1K - $13.2K
|
97.6K
$4.2M
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
263+ 0.04% |
$10.4K - $11.4K
|
626K
$27M
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
228New |
$9.04K - $9.9K
|
228
$9.81K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
106+ 17.24% |
$4.2K - $4.6K
|
721
$31K
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
100+ 0.35% |
$3.97K - $4.34K
|
28.9K
$1.24M
|
|
Feb 14, 2025
Q4 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
89+ 1.06% |
$3.53K - $3.86K
|
8.51K
$366K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
84+ 27.27% |
$3.33K - $3.65K
|
392
$16.9K
|
|
Feb 12, 2025
Q4 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
70+ 1.05% |
$2.78K - $3.04K
|
6.73K
$290K
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
51+ 0.76% |
$2.02K - $2.21K
|
6.8K
$293K
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
45+ 1.06% |
$1.78K - $1.95K
|
4.3K
$185K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
21+ 0.29% |
$833 - $911
|
7.28K
$313K
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
21+ 0.27% |
$833 - $911
|
7.7K
$331K
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
19+ 0.96% |
$753 - $825
|
2K
$86.2K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
12+ 0.24% |
$476 - $521
|
5.1K
$219K
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
6+ 0.97% |
$238 - $260
|
623
$26.8K
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 1.56% |
$39.7 - $43.4
|
65
$2.8K
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.18% |
$39.7 - $43.4
|
556
$23.9K
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 1.41% |
$39.7 - $43.4
|
72
$3.1K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7- 1.02% |
$278 - $304
|
680
$29.3K
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-20- 0.27% |
$793 - $868
|
7.51K
$323K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-29- 10.82% |
$1.15K - $1.26K
|
239
$10.3K
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-69- 0.4% |
$2.74K - $2.99K
|
17.2K
$741K
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-83- 1.25% |
$3.29K - $3.6K
|
6.55K
$282K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-91- 0.33% |
$3.61K - $3.95K
|
27.4K
$1.18M
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-100- 0.55% |
$3.97K - $4.34K
|
17.9K
$771K
|