Purchases and Sales Made in Q1 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 Q1 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 |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
69.5K+ 9.94% |
$2.65M - $2.9M
|
769K
$30.9M
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
66.2KNew |
$2.52M - $2.76M
|
66.2K
$2.66M
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
45.5K+ 3.81% |
$1.73M - $1.9M
|
1.24M
$49.7M
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
23.8K+ 8.58% |
$907K - $994K
|
302K
$12.1M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.5K+ 262.03% |
$628K - $688K
|
22.8K
$916K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.9K+ 9.29% |
$528K - $578K
|
163K
$6.56M
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
10.7K+ 10.38% |
$409K - $448K
|
114K
$4.59M
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9.41K+ 433.3% |
$358K - $392K
|
11.6K
$465K
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
8.2K+ 3.7% |
$312K - $342K
|
230K
$9.24M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.39K+ 98.3% |
$281K - $308K
|
14.9K
$599K
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.35K+ 76.81% |
$279K - $306K
|
16.9K
$679K
|
|
Aug 02, 2024
Q1 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
7.32KNew |
$278K - $305K
|
7.32K
$294K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7.18KNew |
$273K - $299K
|
7.18K
$289K
|
|
Apr 15, 2024
Q1 2024
|
First Bancorp, Inc
|
BUY
|
- |
5.12KNew |
$195K - $213K
|
5.12K
$206K
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.04KNew |
$192K - $210K
|
5.04K
$203K
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
5KNew |
$190K - $209K
|
5K
$201K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.71K+ 28.74% |
$179K - $196K
|
21.1K
$847K
|
|
May 14, 2024
Q1 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
4.49K+ 18.54% |
$171K - $187K
|
28.7K
$1.15M
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.3K+ 10.8% |
$164K - $179K
|
44.2K
$1.77M
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
2.91KNew |
$111K - $121K
|
2.91K
$117K
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.62K+ 2.88% |
$99.8K - $109K
|
93.8K
$3.77M
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.76K+ 10.63% |
$66.8K - $73.2K
|
18.3K
$735K
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.29K+ 26.96% |
$49K - $53.7K
|
6.07K
$244K
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.09K+ 2.49% |
$41.4K - $45.4K
|
44.8K
$1.8M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.08K+ 2.0% |
$40.9K - $44.8K
|
55K
$2.21M
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
976New |
$37.1K - $40.7K
|
976
$39.2K
|
|
May 10, 2024
Q1 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
853+ 10.97% |
$32.4K - $35.6K
|
8.63K
$347K
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
761+ 5.85% |
$28.9K - $31.7K
|
13.8K
$554K
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
529+ 0.97% |
$20.1K - $22.1K
|
55K
$2.21M
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
500+ 1.96% |
$19K - $20.8K
|
26K
$1.04M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
409New |
$15.6K - $17.1K
|
409
$16.4K
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
331+ 5.1% |
$12.6K - $13.8K
|
6.82K
$274K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
208+ 1.64% |
$7.91K - $8.67K
|
12.9K
$520K
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
176+ 2.33% |
$6.7K - $7.34K
|
7.72K
$310K
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
145+ 2.06% |
$5.52K - $6.05K
|
7.19K
$289K
|
|
May 08, 2024
Q1 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
80+ 0.45% |
$3.04K - $3.34K
|
18K
$723K
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
72+ 3.11% |
$2.74K - $3K
|
2.39K
$95.9K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
63New |
$2.4K - $2.63K
|
63
$2.53K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
43+ 74.14% |
$1.64K - $1.79K
|
101
$4.06K
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
22+ 2.39% |
$837 - $917
|
942
$37.9K
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
18+ 3.11% |
$685 - $750
|
597
$24K
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.18% |
$38 - $41.7
|
555
$22.3K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 02, 2024
Q1 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-112- 1.44% |
$4.26K - $4.67K
|
7.66K
$308K
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-173- 23.76% |
$6.58K - $7.21K
|
555
$22.3K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-173- 23.76% |
$6.58K - $7.21K
|
555
$22.3K
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-214- 1.84% |
$8.14K - $8.92K
|
11.4K
$459K
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-231- 2.63% |
$8.79K - $9.63K
|
8.57K
$344K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-545- 7.11% |
$20.7K - $22.7K
|
7.12K
$286K
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-642- 9.37% |
$24.4K - $26.8K
|
6.21K
$250K
|