Purchases and Sales Made in Q3 2023 in Spdr Index Shs Fds Msci Eafe S (QEFA)
This table provides information about the institutional ownership of Spdr Index Shs Fds Msci Eafe S (QEFA) during Q3 2023. The information is specifically focused on institutions that hold shares of SPDR INDEX SHS FDS MSCI EAFE S.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
27New |
$1.8K - $1.94K
|
27
$2.02K
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
27New |
$1.8K - $1.94K
|
27
$2.02K
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
23+ 0.18% |
$1.53K - $1.65K
|
12.9K
$965K
|
|
Oct 30, 2023
Q3 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
18+ 0.44% |
$1.2K - $1.29K
|
4.07K
$304K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-16- 8.12% |
$1.07K - $1.15K
|
181
$13.5K
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
SELL
|
- |
-27- 0.16% |
$1.8K - $1.94K
|
17.4K
$1.3M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-53- 1.7% |
$3.54K - $3.81K
|
3.06K
$229K
|
|
Oct 24, 2023
Q3 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-66- 2.13% |
$4.4K - $4.74K
|
3.03K
$227K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-109- 23.96% |
$7.27K - $7.83K
|
346
$25.9K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-109- 23.96% |
$7.27K - $7.83K
|
346
$25.9K
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
SELL
|
- |
-143- 2.2% |
$9.54K - $10.3K
|
6.36K
$476K
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-192- 10.55% |
$12.8K - $13.8K
|
1.63K
$122K
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-317- 0.94% |
$21.2K - $22.8K
|
33.6K
$2.51M
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-326- 5.68% |
$21.8K - $23.4K
|
5.42K
$405K
|
|
Nov 13, 2023
Q3 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-432- 5.62% |
$28.8K - $31K
|
7.26K
$543K
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-618- 67.32% |
$41.2K - $44.4K
|
300
$22.4K
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-635- 1.25% |
$42.4K - $45.6K
|
50K
$3.74M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-678- 1.2% |
$45.2K - $48.7K
|
56K
$4.19M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.06K- 95.41% |
$70.8K - $76.2K
|
51
$3.82K
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.15K- 7.98% |
$76.7K - $82.5K
|
13.2K
$991K
|
|
Oct 10, 2023
Q3 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.18K- 0.86% |
$78.8K - $84.8K
|
136K
$10.2M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.43K- 0.98% |
$95.5K - $103K
|
145K
$10.9M
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.33K- 34.68% |
$156K - $168K
|
4.4K
$329K
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-2.55K- 0.64% |
$170K - $183K
|
393K
$29.4M
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-3K- 3.11% |
$200K - $216K
|
93.7K
$7.01M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.79K- 29.6% |
$253K - $272K
|
9.02K
$675K
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-4.26K- 5.26% |
$284K - $306K
|
76.7K
$5.74M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.71K- 3.86% |
$315K - $339K
|
118K
$8.79M
|
|
Oct 24, 2023
Q3 2023
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-5.04K- 25.41% |
$336K - $362K
|
14.8K
$1.11M
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.18K- 12.85% |
$412K - $444K
|
41.9K
$3.14M
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-6.72K- 9.27% |
$448K - $482K
|
65.7K
$4.92M
|
|
Oct 26, 2023
Q3 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-7.03K- 62.04% |
$469K - $505K
|
4.3K
$322K
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-7.16KClosed |
$478K - $514K
|
0
$0
|
|
Nov 30, 2023
Q3 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-9.33K- 10.41% |
$622K - $670K
|
80.3K
$6.01M
|
|
Oct 17, 2023
Q3 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-15.1K- 3.33% |
$1.01M - $1.08M
|
438K
$32.8M
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-16.5K- 19.43% |
$1.1M - $1.18M
|
68.3K
$5.11M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.8K- 32.88% |
$1.19M - $1.28M
|
36.4K
$2.72M
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-27.4K- 89.68% |
$1.83M - $1.97M
|
3.16K
$236K
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-28.3K- 32.86% |
$1.89M - $2.04M
|
57.9K
$4.33M
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-49.8K- 83.33% |
$3.32M - $3.58M
|
9.96K
$745K
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-52.5K- 31.52% |
$3.5M - $3.77M
|
114K
$8.53M
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-55.7K- 51.15% |
$3.71M - $4M
|
53.2K
$3.98M
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-114K- 71.38% |
$7.61M - $8.19M
|
45.7K
$3.42M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-164K- 17.75% |
$11M - $11.8M
|
762K
$57M
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-290K- 46.61% |
$19.4M - $20.9M
|
333K
$24.9M
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.09M- 26.55% |
$72.8M - $78.3M
|
3.02M
$226M
|