State Street SPDR MSCI EafeEFAXETF
13F holders, Q4 2024 (December 31)76holders
5new positions
6sold out
$39.82avg. 13F price*
At the end of Q4 2024, 76 institutions reported holding State Street SPDR MSCI Eafe (EFAX) in their 13F filings, unchanged from Q3 2024. 5 opened new positions and 6 sold out. The largest holders were Betterment LLC ($57.2M), Lake Street Advisors Group, LLC ($24.9M) and Gemmer Asset Management LLC ($15.3M).
- Company
- State Street SPDR MSCI Eafe
- Filed as
- SPDR INDEX SHS FDS (Q4 2024)
- CUSIP
- 78470E106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $4.3M |
| Exits | 6 | $2.0M |
All 13F filers, Q3 2024 → Q4 2024: 364,911 shares bought and 83,892 shares sold, net +281,019 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 76 holders
| Betterment LLC | 0.14% | Add +8.3% | 1,435,788 | $57.2M |
| Lake Street Advisors Group, LLC | 1.15% | Add +0.0% | 626,295 | $24.9M |
| Gemmer Asset Management LLC | 1.51% | Add +8.3% | 385,271 | $15.3M |
| Flputnam Investment Management Co. | 0.17% | Reduce -4.0% | 240,166 | $9.6M |
| Leith Wheeler Investment Counsel Ltd. | 0.64% | Reduce -1.5% | 223,428 | $8.9M |
| LPL Financial LLC | 0.00% | Add +0.6% | 159,842 | $6.4M |
| Bank of America Corp. | 0.00% | Add +26.0% | 157,752 | $6.3M |
| Composition Wealth, LLC | 0.12% | Reduce -5.1% | 152,180 | $6.1M |
| Bailard, Inc. | 0.14% | Add +12.7% | 136,368 | $5.4M |
| Sei Investments Co. | 0.01% | Add +1.6% | 127,360 | $5.1M |
| Cerity Partners LLC | 0.01% | Add +7.5% | 99,651 | $4.0M |
| Rockefeller Capital Management L.P. | 0.01% | Add +0.3% | 97,560 | $3.9M |
| Royal Bank of Canada | 0.00% | Add +5.0% | 59,955 | $2.4M |
| Institute for Wealth Management, LLC. | 0.28% | Add +11.1% | 56,650 | $2.3M |
| Jane Street Group, LLC | 0.00% | New | 52,666 | $2.1M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -14.1% | 38,434 | $1.5M |
| Partners Capital Investment Group, LLP | 0.04% | Add +309.6% | 36,181 | $1.4M |
| Harbour Investments, Inc. | 0.03% | Reduce -1.2% | 29,873 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +38.5% | 29,534 | $1.2M |
| Agf Management Ltd. | 0.01% | Add +0.3% | 28,875 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.5% | 28,135 | $1.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.3% | 27,440 | $1.1M |
| Values Added Financial LLC | 0.57% | New | 24,630 | $981K |
| Marquette Associates, Inc. | 0.79% | New | 23,948 | $953K |
| Whipplewood Advisors, LLC | 0.48% | — | 21,253 | $846K |
| Oxford Financial Group, LTD. LLC | 0.05% | Add +8.5% | 18,982 | $756K |
| Astoria Portfolio Advisors LLC. | 0.26% | Reduce -5.5% | 18,669 | $739K |
| Camelot Technology Advisors, Inc. | 0.65% | Reduce -0.6% | 17,925 | $714K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.4% | 17,214 | $685K |
| JPMorgan Chase & Co. | 0.00% | Add +79.2% | 17,134 | $682K |
| Bradley Foster & Sargent Inc. | 0.01% | Add +2.4% | 16,840 | $670K |
| Equitable Holdings, Inc. | 0.01% | Reduce -3.4% | 15,894 | $633K |
| Bridgewater Advisors Inc. | 0.06% | Reduce -3.3% | 14,650 | $580K |
| NewEdge Advisors, LLC | 0.00% | Add +11.8% | 14,410 | $574K |
| First National Corp. /Ma/ | 0.12% | Add +5.3% | 13,155 | $524K |
| Mariner, LLC | 0.00% | No change | 13,027 | $519K |
| Proffitt & Goodson Inc. | 0.07% | Reduce -7.0% | 10,628 | $423K |
| Bond & Devick Financial Network, Inc. | 0.16% | No change | 8,651 | $378K |
| Retirement Income Solutions, Inc. | 0.07% | Add +4.9% | 9,043 | $360K |
| Urban Financial Advisory Corp | 0.19% | Add +1.1% | 8,514 | $339K |
| Good Life Advisors, LLC | 0.02% | Add +0.3% | 7,698 | $306K |
| Hobbs Group Advisors, LLC | 0.11% | Reduce -14.8% | 7,623 | $303K |
| Choate Investment Advisors | 0.01% | Reduce -0.3% | 7,514 | $299K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +0.3% | 7,279 | $290K |
| Stonehearth Capital Management, LLC | 0.12% | Reduce -1.8% | 7,274 | $290K |
| American Financial & Tax Strategies Inc. | 0.15% | No change | 7,239 | $288K |
| Key Financial Inc | 0.07% | No change | 7,214 | $287K |
| Creative Planning | 0.00% | Add +0.8% | 6,798 | $271K |
| Aufman Associates Inc | 0.18% | Add +1.1% | 6,730 | $268K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -37.0% | 6,626 | $264K |
| Insight Advisors, LLC/ PA | 0.04% | Reduce -1.3% | 6,549 | $262K |
| Boyd Wealth Management, LLC | 0.13% | Reduce -13.1% | 6,485 | $258K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | Reduce -1.9% | 6,267 | $249K |
| HighTower Advisors, LLC | 0.00% | No change | 6,205 | $247K |
| Avantax Advisory Services, Inc. | 0.00% | New | 5,663 | $225K |
| First Bancorp, Inc | 0.14% | No change | 5,117 | $204K |
| Ameritas Advisory Services, LLC | 0.01% | Add +0.2% | 5,098 | $203K |
| Operose Advisors LLC | 0.06% | Add +1.1% | 4,302 | $171K |
| Osaic Holdings, Inc. | 0.00% | Add +2.0% | 3,827 | $152K |
| Tortoise Investment Management, LLC | 0.01% | Add +89.4% | 3,167 | $126K |
| Arcadia Investment Advisors LLC | 0.04% | Add +1.0% | 2,003 | $80K |
| Robinswood Financial LLC | 0.03% | Add +0.7% | 1,985 | $79K |
| FMR LLC | 0.00% | Add +140.7% | 1,497 | $60K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -22.5% | 775 | $31K |
| AdvisorNet Financial, Inc | 0.00% | Add +17.2% | 721 | $29K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.0% | 680 | $27K |
| Hanson & Doremus Investment Management | 0.00% | Add +1.0% | 623 | $25K |
| Evermay Wealth Management LLC | 0.00% | Add +318.6% | 586 | $23K |
| Morgan Stanley | 0.00% | Add +0.2% | 556 | $22K |
| UBS Group AG | 0.00% | Add +27.3% | 392 | $16K |
| National Bank of Canada | 0.00% | No change | 300 | $12K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -10.8% | 239 | $10K |
| Mainstream Capital Management LLC | 0.01% | New | 228 | $9K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 228 | $9K |
| Larson Financial Group LLC | 0.00% | Add +1.4% | 72 | $3K |
| Continuum Advisory, LLC | 0.00% | Add +1.6% | 65 | $3K |
"% of holder's portfolio" is EFAX's weight in each manager's 13F, not the share of State Street SPDR MSCI Eafe the manager owns.