Purchases and Sales Made in Q1 2023 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 2023. 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 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
557K+ 98.31% |
$19.3M - $39.9M
|
1.12M
$44.6M
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
358K+ 87.05% |
$12.4M - $25.7M
|
770K
$30.5M
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
139K+ 26.19% |
$4.82M - $9.95M
|
670K
$26.6M
|
|
May 10, 2023
Q1 2023
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
127K+ 89.72% |
$4.42M - $9.12M
|
269K
$10.7M
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
118K+ 119.15% |
$4.1M - $8.46M
|
218K
$8.62M
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
100K+ 208.33% |
$3.48M - $7.19M
|
149K
$5.9M
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
94.7K+ 511.88% |
$3.29M - $6.78M
|
113K
$4.49M
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
84.8KNew |
$2.94M - $6.07M
|
84.8K
$3.36M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
67.1K+ 117.63% |
$2.33M - $4.8M
|
124K
$4.92M
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
66.3K+ 103.23% |
$2.3M - $4.74M
|
130K
$5.17M
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
60.4K+ 100.0% |
$2.09M - $4.32M
|
121K
$4.79M
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
56K+ 733.44% |
$1.94M - $4.01M
|
63.7K
$2.52M
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
46.7K+ 100.53% |
$1.62M - $3.34M
|
93.2K
$3.69M
|
|
May 15, 2023
Q1 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
40.5K+ 712.52% |
$1.4M - $2.9M
|
46.1K
$1.83M
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
34.7K+ 100.0% |
$1.2M - $2.49M
|
69.5K
$2.76M
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
27.7K+ 101.94% |
$960K - $1.98M
|
54.8K
$2.17M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
27.2K+ 114.37% |
$942K - $1.94M
|
50.9K
$2.02M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
25.8K+ 235.67% |
$895K - $1.85M
|
36.8K
$1.46M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.4K+ 116.46% |
$741K - $1.53M
|
39.7K
$1.58M
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
19.6K+ 102.75% |
$679K - $1.4M
|
38.6K
$1.53M
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
19.2K+ 91.85% |
$665K - $1.37M
|
40K
$1.59M
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
18.8K+ 94.67% |
$654K - $1.35M
|
38.8K
$1.54M
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14.4K+ 87.09% |
$501K - $1.03M
|
31K
$1.23M
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
14.4K+ 100.07% |
$498K - $1.03M
|
28.7K
$1.14M
|
|
Apr 12, 2023
Q1 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
14.2KNew |
$492K - $1.02M
|
14.2K
$563K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.17K+ 100.0% |
$318K - $656K
|
18.3K
$727K
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
8.76K+ 100.0% |
$304K - $627K
|
17.5K
$695K
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.2K+ 104.53% |
$284K - $587K
|
16K
$636K
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
8.1K+ 99.5% |
$281K - $580K
|
16.2K
$644K
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8K+ 97.56% |
$277K - $572K
|
16.2K
$642K
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
BUY
|
- |
6.01KNew |
$208K - $430K
|
6.01K
$238K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.97KNew |
$207K - $427K
|
5.97K
$237K
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
5.69KNew |
$197K - $407K
|
5.69K
$226K
|
|
Aug 30, 2023
Q1 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
5.65K+ 177.01% |
$196K - $404K
|
8.85K
$351K
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
5.44KNew |
$189K - $389K
|
5.44K
$216K
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
5.33K+ 99.5% |
$185K - $381K
|
10.7K
$424K
|
|
May 11, 2023
Q1 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
5.18K+ 110.26% |
$180K - $371K
|
9.88K
$392K
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
BUY
|
- |
4.64K+ 91.6% |
$161K - $332K
|
9.7K
$385K
|
|
May 10, 2023
Q1 2023
|
Fulcrum Capital LLC
|
BUY
|
- |
4.23K+ 100.0% |
$147K - $303K
|
8.46K
$335K
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.85K+ 120.42% |
$134K - $276K
|
7.05K
$279K
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
3.85K+ 101.0% |
$133K - $275K
|
7.65K
$303K
|
|
Apr 11, 2023
Q1 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
3.8K+ 100.74% |
$132K - $272K
|
7.56K
$300K
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
3.4K+ 95.45% |
$118K - $243K
|
6.96K
$276K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.39K+ 100.92% |
$118K - $243K
|
6.76K
$268K
|
|
May 10, 2023
Q1 2023
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
3.19K+ 99.97% |
$111K - $228K
|
6.38K
$253K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.67K+ 71.42% |
$92.6K - $191K
|
6.41K
$254K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.62K+ 99.36% |
$90.9K - $187K
|
5.26K
$208K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
1.98K+ 900.91% |
$68.7K - $142K
|
2.2K
$87.3K
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
1.9K+ 100.0% |
$65.9K - $136K
|
3.8K
$151K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.63K+ 153.1% |
$56.5K - $117K
|
2.69K
$107K
|