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 |
---|---|---|---|---|---|---|---|
Apr 28, 2023
Q1 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
115+ 0.33% |
$7.42K - $8.01K
|
35.2K
$2.63M
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
106+ 30.64% |
$6.84K - $7.38K
|
452
$33.8K
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
94New |
$6.07K - $6.55K
|
94
$7.03K
|
|
Apr 06, 2023
Q1 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
64+ 0.03% |
$4.13K - $4.46K
|
243K
$18.2M
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
45+ 11.06% |
$2.9K - $3.13K
|
452
$33.8K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
36+ 22.36% |
$2.32K - $2.51K
|
197
$14.7K
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
17+ 0.43% |
$1.1K - $1.18K
|
3.96K
$296K
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
12New |
$775 - $836
|
12
$898
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
7+ 1.7% |
$452 - $487
|
419
$31.3K
|
|
Apr 20, 2023
Q1 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-21- 0.57% |
$1.36K - $1.46K
|
3.64K
$272K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-23Closed |
$1.48K - $1.6K
|
0
$0
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-30- 57.69% |
$1.94K - $2.09K
|
22
$1.65K
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-100- 6.35% |
$6.46K - $6.96K
|
1.48K
$110K
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-118- 0.65% |
$7.62K - $8.22K
|
17.9K
$1.34M
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-147- 0.44% |
$9.49K - $10.2K
|
33.6K
$2.51M
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-191- 10.31% |
$12.3K - $13.3K
|
1.66K
$124K
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-211- 3.5% |
$13.6K - $14.7K
|
5.82K
$435K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-302- 71.23% |
$19.5K - $21K
|
122
$9.13K
|
|
May 04, 2023
Q1 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-306- 4.19% |
$19.8K - $21.3K
|
6.99K
$523K
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-376- 8.53% |
$24.3K - $26.2K
|
4.03K
$302K
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-398- 7.66% |
$25.7K - $27.7K
|
4.8K
$359K
|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-513- 6.61% |
$33.1K - $35.7K
|
7.25K
$543K
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
SELL
|
- |
-580- 3.2% |
$37.4K - $40.4K
|
17.6K
$1.31M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-591- 1.45% |
$38.1K - $41.2K
|
40.1K
$3M
|
|
Apr 07, 2023
Q1 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-623- 0.62% |
$40.2K - $43.4K
|
99.7K
$7.46M
|
|
May 04, 2023
Q1 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-1.37K- 2.53% |
$88.1K - $95K
|
52.6K
$3.94M
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-3K- 3.54% |
$194K - $209K
|
81.8K
$6.12M
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.86K- 28.11% |
$249K - $269K
|
9.88K
$739K
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-5.4K- 5.17% |
$348K - $376K
|
99.1K
$7.41M
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.94K- 18.95% |
$384K - $414K
|
25.4K
$1.9M
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-8.38K- 92.53% |
$541K - $584K
|
677
$50.7K
|
|
Apr 19, 2023
Q1 2023
|
Simpli Fi, Inc.
|
SELL
|
- |
-8.68K- 2.73% |
$560K - $604K
|
309K
$23.1M
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-13K- 16.0% |
$836K - $902K
|
68K
$5.09M
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-15.7K- 9.76% |
$1.01M - $1.09M
|
145K
$10.9M
|
|
May 09, 2023
Q1 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-17.2K- 18.26% |
$1.11M - $1.2M
|
76.9K
$5.75M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-18.5K- 5.66% |
$1.19M - $1.29M
|
308K
$23.1M
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-22.5K- 23.65% |
$1.45M - $1.57M
|
72.7K
$5.44M
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-75.8K- 94.48% |
$4.9M - $5.28M
|
4.43K
$331K
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-209K- 62.08% |
$13.5M - $14.6M
|
128K
$9.56M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-761K- 69.51% |
$49.1M - $53M
|
334K
$25M
|