Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
456K+ 16.61% |
$29.4M - $31.7M
|
3.2M
$239M
|
|
|
Apr 27, 2023
Q1 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
135KNew |
$8.72M - $9.4M
|
135K
$10.1M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
89.1K+ 701.86% |
$5.75M - $6.21M
|
102K
$7.62M
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
68.9K+ 121.81% |
$4.45M - $4.8M
|
125K
$9.39M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
66.9K+ 30.73% |
$4.32M - $4.66M
|
285K
$21.3M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
65.3K+ 473.91% |
$4.21M - $4.54M
|
79K
$5.91M
|
|
|
Apr 17, 2023
Q1 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
64.5KNew |
$4.16M - $4.49M
|
64.5K
$4.83M
|
|
|
May 17, 2023
Q1 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
60.5K+ 16.24% |
$3.91M - $4.21M
|
433K
$32.4M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
48K+ 5683.55% |
$3.1M - $3.34M
|
48.9K
$3.66M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
42.9KNew |
$2.77M - $2.98M
|
42.9K
$3.21M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
37.9K+ 40.69% |
$2.45M - $2.64M
|
131K
$9.82M
|
|
|
May 10, 2023
Q1 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
31.6KNew |
$2.04M - $2.2M
|
31.6K
$2.37M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
19.6K+ 1.58% |
$1.27M - $1.37M
|
1.26M
$94.2M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
16.9K+ 87.79% |
$1.09M - $1.18M
|
36.2K
$2.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
16.6K+ 1.95% |
$1.07M - $1.16M
|
866K
$64.8M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16.4KNew |
$1.06M - $1.14M
|
16.4K
$1.23M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.8K+ 2.32% |
$1.02M - $1.1M
|
698K
$52.2M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
12.7K+ 11.55% |
$823K - $888K
|
123K
$9.21M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10KNew |
$649K - $700K
|
10K
$752K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.75K+ 46.03% |
$629K - $679K
|
30.9K
$2.31M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
9.37KNew |
$605K - $653K
|
9.37K
$701K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.19K+ 22.06% |
$593K - $640K
|
50.8K
$3.8M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.14KNew |
$525K - $567K
|
8.14K
$609K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.65K+ 1.68% |
$494K - $533K
|
462K
$34.6M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
6.89KNew |
$445K - $480K
|
6.89K
$516K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.95K+ 135.76% |
$384K - $415K
|
10.3K
$773K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
5.77KNew |
$373K - $402K
|
5.77K
$432K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.58K+ 10.66% |
$360K - $389K
|
57.9K
$4.33M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.22K+ 4.9% |
$337K - $363K
|
112K
$8.36M
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
4.34K+ 4.76% |
$280K - $302K
|
95.5K
$7.15M
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
4.32K+ 0.56% |
$279K - $301K
|
773K
$57.8M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
3.64KNew |
$235K - $253K
|
3.64K
$272K
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
3.33KNew |
$215K - $232K
|
3.33K
$249K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.32KNew |
$214K - $231K
|
3.32K
$249K
|
|
|
Apr 27, 2023
Q1 2023
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
3.04K+ 1.12% |
$196K - $212K
|
275K
$20.6M
|
|
|
May 10, 2023
Q1 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
3KNew |
$194K - $209K
|
3K
$224K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
2.88K+ 4.18% |
$186K - $201K
|
71.8K
$5.37M
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
1.49K+ 0.38% |
$96.1K - $104K
|
395K
$29.6M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.31KNew |
$84.4K - $91.1K
|
1.31K
$97.9K
|
|
|
Apr 24, 2023
Q1 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
1.01K+ 5.44% |
$65.5K - $70.6K
|
19.6K
$1.47M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
923+ 87.65% |
$59.6K - $64.3K
|
1.98K
$148K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
819+ 0.65% |
$52.9K - $57K
|
127K
$9.52M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
658+ 4.83% |
$42.5K - $45.8K
|
14.3K
$1.07M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
365New |
$23.6K - $25.4K
|
365
$27.3K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
360+ 10.08% |
$23.2K - $25.1K
|
3.93K
$294K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
332+ 3.71% |
$21.4K - $23.1K
|
9.29K
$695K
|
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
318+ 1.79% |
$20.5K - $22.1K
|
18.1K
$1.35M
|
|
|
Apr 18, 2023
Q1 2023
|
Financial Guidance Group, Inc.
|
BUY
|
- |
265+ 0.35% |
$17.1K - $18.5K
|
76.6K
$5.73M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
257New |
$16.6K - $17.9K
|
257
$19.2K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
163+ 4.85% |
$10.5K - $11.3K
|
3.52K
$264K
|