Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
637K+ 12124.81% |
$23.3M - $24.4M
|
643K
$25.5M
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
42.9K+ 28.85% |
$1.57M - $1.64M
|
192K
$7.6M
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
30.9K+ 2.75% |
$1.13M - $1.18M
|
1.16M
$45.8M
|
|
Aug 14, 2023
Q2 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
25.2K+ 54.67% |
$921K - $966K
|
71.4K
$2.83M
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
22.4K+ 10.3% |
$818K - $858K
|
240K
$9.51M
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13K+ 70.84% |
$475K - $498K
|
31.3K
$1.24M
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.16KNew |
$335K - $351K
|
9.16K
$363K
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.48K+ 6.03% |
$273K - $287K
|
132K
$5.22M
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
7.4KNew |
$270K - $283K
|
7.4K
$293K
|
|
Jul 06, 2023
Q2 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
7.27KNew |
$265K - $278K
|
7.27K
$288K
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
6.51KNew |
$238K - $249K
|
6.51K
$258K
|
|
Jan 24, 2024
Q2 2023
|
Financial Insights, Inc.
|
BUY
|
- |
5.99KNew |
$219K - $229K
|
5.99K
$238K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.95K+ 14.97% |
$217K - $228K
|
45.7K
$1.81M
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
3.15K+ 2.41% |
$115K - $120K
|
134K
$5.3M
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.93K+ 13.76% |
$70.3K - $73.7K
|
15.9K
$631K
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.22K+ 3.16% |
$44.5K - $46.7K
|
39.8K
$1.58M
|
|
Jul 24, 2023
Q2 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
950+ 6.69% |
$34.7K - $36.4K
|
15.2K
$601K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
852+ 12.61% |
$31.1K - $32.6K
|
7.61K
$302K
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
746+ 1.93% |
$27.2K - $28.6K
|
39.5K
$1.57M
|
|
Aug 08, 2023
Q2 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
684New |
$25K - $26.2K
|
684
$27.1K
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
439+ 0.47% |
$16K - $16.8K
|
93.6K
$3.71M
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
183+ 538.24% |
$6.68K - $7.01K
|
217
$8.6K
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
158+ 0.19% |
$5.77K - $6.05K
|
85K
$3.37M
|
|
Aug 11, 2023
Q2 2023
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
123+ 1.93% |
$4.49K - $4.71K
|
6.5K
$258K
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
122+ 2.24% |
$4.45K - $4.67K
|
5.56K
$221K
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
90+ 0.56% |
$3.29K - $3.45K
|
16.1K
$640K
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
85+ 1.33% |
$3.1K - $3.25K
|
6.49K
$257K
|
|
Jul 14, 2023
Q2 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
68+ 0.9% |
$2.48K - $2.6K
|
7.63K
$303K
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
30+ 1.3% |
$1.1K - $1.15K
|
2.34K
$92.6K
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
27+ 1.89% |
$986 - $1.03K
|
1.45K
$57.7K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
26+ 5.03% |
$949 - $996
|
543
$21.5K
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
20+ 16.67% |
$730 - $766
|
140
$5.55K
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
10+ 0.13% |
$365 - $383
|
7.66K
$304K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5New |
$183 - $191
|
5
$198
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-21- -0.0% |
$767 - $804
|
770K
$30.5M
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-24- 0.22% |
$876 - $919
|
10.7K
$423K
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-114- 1.64% |
$4.16K - $4.37K
|
6.85K
$271K
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-270- 0.73% |
$9.86K - $10.3K
|
36.5K
$1.45M
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-571- 21.2% |
$20.8K - $21.9K
|
2.12K
$84.1K
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-674- 9.56% |
$24.6K - $25.8K
|
6.38K
$253K
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-678- 26.55% |
$24.8K - $26K
|
1.88K
$74.4K
|
|
Aug 30, 2023
Q2 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-692- 7.82% |
$25.3K - $26.5K
|
8.15K
$323K
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-900Closed |
$32.9K - $34.5K
|
0
$0
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.03K- 2.02% |
$37.5K - $39.4K
|
49.9K
$1.98M
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.36K- 4.74% |
$49.8K - $52.2K
|
27.4K
$1.09M
|
|
Aug 04, 2023
Q2 2023
|
Fortis Capital Management LLC
|
SELL
|
- |
-1.44K- 14.59% |
$52.6K - $55.2K
|
8.44K
$335K
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.65K- 10.17% |
$60.1K - $63K
|
14.5K
$577K
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.89K- 86.01% |
$69.1K - $72.5K
|
308
$12.2K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.45K- 7.91% |
$89.6K - $94K
|
28.6K
$1.13M
|