Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
409+ 7.03% |
$27.9K - $29.4K
|
6.23K
$466K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
313+ 0.93% |
$21.3K - $22.5K
|
33.9K
$2.54M
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
297New |
$20.2K - $21.3K
|
297
$22.2K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
241+ 14.51% |
$16.4K - $17.3K
|
1.9K
$142K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
191+ 0.05% |
$13K - $13.7K
|
396K
$29.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
191+ 5.74% |
$13K - $13.7K
|
3.52K
$263K
|
|
|
Aug 02, 2023
Q2 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
188+ 0.96% |
$12.8K - $13.5K
|
19.8K
$1.48M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
180+ 1.0% |
$12.3K - $12.9K
|
18.1K
$1.36M
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
154New |
$10.5K - $11.1K
|
154
$11.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
128+ 0.13% |
$8.72K - $9.19K
|
102K
$7.63M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
110New |
$7.5K - $7.9K
|
110
$8.23K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
45+ 0.78% |
$3.07K - $3.23K
|
5.82K
$435K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
22New |
$1.5K - $1.58K
|
22
$1.65K
|
|
|
Jul 10, 2023
Q2 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
14+ 0.35% |
$954 - $1.01K
|
4.05K
$303K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
9+ 1.69% |
$613 - $646
|
540
$40.4K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3+ 0.66% |
$204 - $215
|
455
$34K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3+ 0.66% |
$204 - $215
|
455
$34K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
2+ 1.83% |
$136 - $144
|
111
$8.31K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2+ 0.55% |
$136 - $144
|
367
$27.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-7- 1.67% |
$477 - $503
|
412
$30.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-60- 3.04% |
$4.09K - $4.31K
|
1.92K
$143K
|
|
|
Jul 26, 2023
Q2 2023
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-80- 0.1% |
$5.45K - $5.75K
|
76.5K
$5.73M
|
|
|
Dec 19, 2024
Q2 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-96- 1.32% |
$6.54K - $6.89K
|
7.16K
$535K
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
SELL
|
- |
-142- 0.81% |
$9.68K - $10.2K
|
17.4K
$1.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-272- 0.37% |
$18.5K - $19.5K
|
72.5K
$5.42M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-287- 4.11% |
$19.6K - $20.6K
|
6.7K
$501K
|
|
|
Jul 18, 2023
Q2 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-536- 14.74% |
$36.5K - $38.5K
|
3.1K
$232K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-762- 1.56% |
$51.9K - $54.7K
|
48.1K
$3.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-772- 10.61% |
$52.6K - $55.4K
|
6.51K
$487K
|
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-870- 1.06% |
$59.3K - $62.5K
|
80.9K
$6.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.25K- 2.16% |
$85.1K - $89.7K
|
56.7K
$4.24M
|
|
|
Jul 17, 2023
Q2 2023
|
Simpli Fi, Inc.
|
SELL
|
- |
-1.88K- 0.61% |
$128K - $135K
|
307K
$23M
|
|
|
Aug 09, 2023
Q2 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-1.95K- 3.71% |
$133K - $140K
|
50.7K
$3.79M
|
|
|
Jul 21, 2023
Q2 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-2.01K- 1.49% |
$137K - $144K
|
133K
$9.95M
|
|
|
Jul 25, 2023
Q2 2023
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-2.5K- 3.87% |
$170K - $179K
|
62K
$4.64M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.15K- 31.84% |
$214K - $226K
|
6.73K
$504K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.99K- 3.92% |
$340K - $358K
|
122K
$9.14M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-22.4K- 17.05% |
$1.52M - $1.61M
|
109K
$8.14M
|
|
|
Jul 17, 2023
Q2 2023
|
Silverhawk Asset Management, LLC
|
SELL
|
- |
-31.8K- 11.56% |
$2.17M - $2.28M
|
243K
$18.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-36.8K- 2.92% |
$2.51M - $2.64M
|
1.22M
$91.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-37.4K- 55.01% |
$2.55M - $2.69M
|
30.6K
$2.29M
|
|
|
Jul 10, 2023
Q2 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-231K- 95.33% |
$15.8M - $16.6M
|
11.3K
$847K
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-785K- 90.64% |
$53.5M - $56.4M
|
81.1K
$6.07M
|