Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
29.6K+ 8.33% |
$1.17M - $1.29M
|
385K
$16.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
27.3K+ 309.57% |
$1.08M - $1.19M
|
36.2K
$1.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
24.6KNew |
$977K - $1.07M
|
24.6K
$1.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
21.3KNew |
$843K - $922K
|
21.3K
$893K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
15.4K+ 12.73% |
$611K - $668K
|
136K
$5.73M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
5.66K+ 11.09% |
$224K - $246K
|
56.7K
$2.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.5K+ 89.41% |
$59.3K - $64.9K
|
3.17K
$133K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
668+ 5.35% |
$26.5K - $29K
|
13.2K
$553K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
446+ 318.57% |
$17.7K - $19.4K
|
586
$24.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
424+ 4.92% |
$16.8K - $18.4K
|
9.04K
$380K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
400+ 2.43% |
$15.9K - $17.4K
|
16.8K
$708K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
263+ 0.04% |
$10.4K - $11.4K
|
626K
$26.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
228New |
$9.04K - $9.9K
|
228
$9.59K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
106+ 17.24% |
$4.2K - $4.6K
|
721
$30.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
100+ 0.35% |
$3.97K - $4.34K
|
28.9K
$1.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
21+ 0.27% |
$833 - $911
|
7.7K
$324K
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
19+ 0.96% |
$753 - $825
|
2K
$84.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
12+ 0.24% |
$476 - $521
|
5.1K
$214K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
6+ 0.97% |
$238 - $260
|
623
$26.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 1.41% |
$39.7 - $43.4
|
72
$3.03K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-29- 10.82% |
$1.15K - $1.26K
|
239
$10K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-83- 1.25% |
$3.29K - $3.6K
|
6.55K
$275K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-91- 0.33% |
$3.61K - $3.95K
|
27.4K
$1.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-100- 0.55% |
$3.97K - $4.34K
|
17.9K
$754K
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-136- 1.84% |
$5.39K - $5.9K
|
7.27K
$306K
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-500- 3.3% |
$19.8K - $21.7K
|
14.7K
$616K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-803- 7.02% |
$31.8K - $34.9K
|
10.6K
$447K
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-974- 13.06% |
$38.6K - $42.3K
|
6.49K
$273K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-1.09K- 5.51% |
$43.2K - $47.3K
|
18.7K
$785K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-8.12K- 5.07% |
$322K - $352K
|
152K
$6.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-9.87K- 3.95% |
$391K - $428K
|
240K
$10.1M
|