Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Dec 19, 2024
Q4 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
44+ 0.57% |
$2.53K - $2.93K
|
7.77K
$581K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
23New |
$1.32K - $1.53K
|
23
$1.72K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11New |
$633 - $732
|
11
$823
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
4+ 1.24% |
$230 - $266
|
327
$24.5K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.93% |
$57.5 - $66.5
|
109
$8.16K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-3- 0.16% |
$173 - $200
|
1.85K
$139K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-8- 0.2% |
$460 - $532
|
3.9K
$292K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-52- 0.08% |
$2.99K - $3.46K
|
68.9K
$5.16M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-105- 2.34% |
$6.04K - $6.98K
|
4.39K
$328K
|
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-157- 0.53% |
$9.03K - $10.4K
|
29.7K
$2.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-229- 0.67% |
$13.2K - $15.2K
|
33.7K
$2.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-441- 48.09% |
$25.4K - $29.3K
|
476
$35.6K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-500- 37.17% |
$28.8K - $33.3K
|
845
$63.2K
|
|
|
Jan 27, 2023
Q4 2022
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-512- 0.67% |
$29.5K - $34K
|
76.3K
$5.71M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-516- 9.04% |
$29.7K - $34.3K
|
5.19K
$389K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-973- 5.32% |
$56K - $64.7K
|
17.3K
$1.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.1K- 7.84% |
$63.3K - $73.2K
|
12.9K
$967K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.11K- 4.96% |
$63.6K - $73.5K
|
21.2K
$1.59M
|
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.14K- 7.54% |
$65.5K - $75.7K
|
14K
$1.04M
|
|
|
Feb 01, 2023
Q4 2022
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-1.96K- 5.28% |
$113K - $130K
|
35.1K
$2.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-2.14K- 10.31% |
$123K - $142K
|
18.6K
$1.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-2.39K- 2.55% |
$138K - $159K
|
91.2K
$6.82M
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
SELL
|
- |
-2.44K- 25.1% |
$140K - $162K
|
7.28K
$544K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.79K- 16.88% |
$160K - $185K
|
13.7K
$1.03M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.31K- 2.55% |
$190K - $220K
|
126K
$9.46M
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
SELL
|
- |
-3.36K- 15.64% |
$193K - $224K
|
18.1K
$1.36M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.86K- 3.52% |
$337K - $390K
|
161K
$12M
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-8.83K- 8.48% |
$508K - $587K
|
95.3K
$7.13M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-13.8KClosed |
$792K - $915K
|
0
$0
|
|
|
Jan 23, 2023
Q4 2022
|
Simpli Fi, Inc.
|
SELL
|
- |
-13.8K- 4.16% |
$794K - $917K
|
318K
$23.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-17.5K- 49.15% |
$1M - $1.16M
|
18.1K
$1.35M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-24.7K- 10.19% |
$1.42M - $1.64M
|
218K
$16.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-36.8K- 39.4% |
$2.12M - $2.45M
|
56.6K
$4.23M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-42.6K- 4.78% |
$2.45M - $2.83M
|
850K
$63.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-50.1K- 13.28% |
$2.88M - $3.33M
|
327K
$24.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-98.9K- 20.97% |
$5.69M - $6.57M
|
373K
$27.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-542K- 16.49% |
$31.2M - $36M
|
2.74M
$205M
|