Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
304KNew |
$19.6M - $22.2M
|
304K
$22.7M
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
90.6KNew |
$5.83M - $6.63M
|
90.6K
$6.78M
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
69.8KNew |
$4.49M - $5.1M
|
69.8K
$5.22M
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
58.2K+ 3316.23% |
$3.75M - $4.26M
|
60K
$4.49M
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
53.5K+ 7.02% |
$3.45M - $3.92M
|
816K
$61M
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
43.4K+ 11.34% |
$2.8M - $3.18M
|
426K
$31.9M
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
42.7K+ 45.09% |
$2.75M - $3.13M
|
137K
$10.3M
|
|
Feb 09, 2024
Q4 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
40.3KNew |
$2.6M - $2.95M
|
40.3K
$3.02M
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
36.5K+ 1291.45% |
$2.35M - $2.67M
|
39.4K
$2.95M
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
30.3K+ 6.49% |
$1.95M - $2.22M
|
498K
$37.3M
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
24.6KNew |
$1.59M - $1.8M
|
24.6K
$1.84M
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19.3K+ 109.06% |
$1.24M - $1.41M
|
37K
$2.77M
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
17.1K+ 32.25% |
$1.1M - $1.25M
|
70.3K
$5.26M
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
17.1K+ 12.52% |
$1.1M - $1.25M
|
154K
$11.5M
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
15.8K+ 27.36% |
$1.02M - $1.16M
|
73.8K
$5.52M
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.8K+ 1262.78% |
$761K - $864K
|
12.7K
$953K
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
11.2KNew |
$719K - $816K
|
11.2K
$835K
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
BUY
|
- |
9.51K+ 19.0% |
$613K - $696K
|
59.5K
$4.46M
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.24K+ 92.75% |
$595K - $676K
|
19.2K
$1.44M
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
8.93K+ 5.77% |
$575K - $653K
|
164K
$12.2M
|
|
Feb 26, 2024
Q4 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
8.71K+ 10.85% |
$561K - $637K
|
89K
$6.66M
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.4KNew |
$541K - $615K
|
8.4K
$629K
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
6.83KNew |
$440K - $500K
|
6.83K
$511K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
4.17K+ 12.42% |
$269K - $305K
|
37.7K
$2.82M
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
4.1KNew |
$264K - $300K
|
4.1K
$307K
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.83K+ 17.88% |
$246K - $280K
|
25.2K
$1.89M
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
3.78K+ 60.31% |
$244K - $277K
|
10.1K
$752K
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
2.81KNew |
$181K - $206K
|
2.81K
$210K
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.56K+ 4.81% |
$165K - $187K
|
55.6K
$4.16M
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
2.41K+ 5.31% |
$155K - $176K
|
47.8K
$3.58M
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.08K+ 2107.84% |
$69.3K - $78.7K
|
1.13K
$84.2K
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.04K+ 11.6% |
$67.3K - $76.4K
|
10K
$751K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
954+ 13.18% |
$61.5K - $69.8K
|
8.19K
$613K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
765New |
$49.3K - $56K
|
765
$57.2K
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
752+ 12.05% |
$48.4K - $55K
|
6.99K
$523K
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
513+ 3.48% |
$33K - $37.5K
|
15.3K
$1.14M
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
270+ 10.94% |
$17.4K - $19.8K
|
2.74K
$205K
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
233+ 1.34% |
$15K - $17.1K
|
17.6K
$1.32M
|
|
Jan 26, 2024
Q4 2023
|
Ckw Financial Group
|
BUY
|
- |
229New |
$14.8K - $16.8K
|
229
$17.1K
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
221New |
$14.2K - $16.2K
|
221
$16.5K
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
217+ 3.7% |
$14K - $15.9K
|
6.09K
$455K
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
176+ 0.92% |
$11.3K - $12.9K
|
19.3K
$1.45M
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
163New |
$10.5K - $11.9K
|
163
$12.2K
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
BUY
|
- |
133+ 0.95% |
$8.57K - $9.73K
|
14.1K
$1.05M
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
125+ 0.37% |
$8.05K - $9.15K
|
33.7K
$2.52M
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
72New |
$4.64K - $5.27K
|
72
$5.39K
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
50New |
$3.22K - $3.66K
|
50
$3.74K
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
46+ 0.4% |
$2.96K - $3.37K
|
11.5K
$862K
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
5New |
$322 - $366
|
5
$374
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.9% |
$64.4 - $73.2
|
112
$8.38K
|