State Street SPDR MSCI EafeEFAXETF
13F holders, Q1 2025 (March 31)82holders +6
8new positions
2sold out
$43.19avg. 13F price*
At the end of Q1 2025, 82 institutions reported holding State Street SPDR MSCI Eafe (EFAX) in their 13F filings, up 6 from Q4 2024. 8 opened new positions and 2 sold out. The largest holders were Betterment LLC ($60.4M), Gemmer Asset Management LLC ($17.3M) and Flputnam Investment Management Co. ($10.7M).
- Company
- State Street SPDR MSCI Eafe
- Filed as
- SPDR INDEX SHS FDS (Q1 2025)
- CUSIP
- 78470E106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $3.8M |
| Exits | 2 | $34K |
All 13F filers, Q4 2024 → Q1 2025: 270,875 shares bought and 163,378 shares sold, net +107,497 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 82 holders
| Betterment LLC | 0.14% | Reduce -2.1% | 1,405,380 | $60.4M |
| Gemmer Asset Management LLC | 1.73% | Add +4.4% | 402,352 | $17.3M |
| Flputnam Investment Management Co. | 0.20% | Add +3.5% | 248,458 | $10.7M |
| Leith Wheeler Investment Counsel Ltd. | 0.63% | Reduce -5.1% | 212,011 | $9.1M |
| Bank of America Corp. | 0.00% | Add +24.2% | 195,889 | $8.4M |
| Composition Wealth, LLC | 0.13% | Reduce -0.3% | 151,677 | $6.5M |
| Bailard, Inc. | 0.17% | Add +10.4% | 150,618 | $6.5M |
| LPL Financial LLC | 0.00% | Reduce -7.2% | 148,274 | $6.4M |
| Sei Investments Co. | 0.01% | Reduce -0.6% | 126,645 | $5.4M |
| Cerity Partners LLC | 0.01% | Add +0.3% | 99,972 | $4.3M |
| Rockefeller Capital Management L.P. | 0.01% | No change | 97,560 | $4.2M |
| Royal Bank of Canada | 0.00% | Add +1.6% | 60,897 | $2.6M |
| UBS Group AG | 0.00% | Add +15241.1% | 60,137 | $2.6M |
| Institute for Wealth Management, LLC. | 0.31% | Reduce -2.1% | 55,435 | $2.4M |
| Partners Capital Investment Group, LLP | 0.03% | Add +32.7% | 48,016 | $2.1M |
| Flow Traders U.S. LLC | 0.08% | New | 42,642 | $1.8M |
| Beacon Pointe Advisors, LLC | 0.02% | No change | 38,434 | $1.7M |
| Harbour Investments, Inc. | 0.04% | Add +12.8% | 33,688 | $1.4M |
| Agf Management Ltd. | 0.01% | Reduce -2.9% | 28,025 | $1.2M |
| Values Added Financial LLC | 0.59% | Add +0.2% | 24,680 | $1.1M |
| Ethic Inc. | 0.02% | New | 23,131 | $995K |
| Jane Street Group, LLC | 0.00% | Reduce -57.9% | 22,178 | $953K |
| Marquette Associates, Inc. | 0.95% | Reduce -7.5% | 22,149 | $952K |
| Whipplewood Advisors, LLC | 0.55% | Reduce -98.4% | 335 | $926K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -30.6% | 19,528 | $839K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -30.8% | 18,989 | $816K |
| Oxford Financial Group, LTD. LLC | 0.06% | Reduce -0.2% | 18,950 | $814K |
| Equitable Holdings, Inc. | 0.01% | Add +17.3% | 18,647 | $801K |
| Proffitt & Goodson Inc. | 0.13% | Add +71.5% | 18,227 | $783K |
| Camelot Technology Advisors, Inc. | 0.71% | Add +0.0% | 17,926 | $770K |
| Baird Financial Group, Inc. | 0.00% | No change | 17,214 | $740K |
| JPMorgan Chase & Co. | 0.00% | Add +0.3% | 17,193 | $739K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 16,840 | $723K |
| Astoria Portfolio Advisors LLC. | 0.24% | Reduce -12.0% | 16,428 | $719K |
| NewEdge Advisors, LLC | 0.00% | Add +1.4% | 14,618 | $628K |
| Boyd Wealth Management, LLC | 0.30% | Add +113.3% | 13,830 | $594K |
| First National Corp. /Ma/ | 0.13% | Add +3.1% | 13,569 | $583K |
| Mariner, LLC | 0.00% | Reduce -0.6% | 12,943 | $556K |
| Retirement Income Solutions, Inc. | 0.09% | Add +13.1% | 10,228 | $439K |
| Bond & Devick Financial Network, Inc. | 0.15% | Add +12.2% | 9,708 | $417K |
| Urban Financial Advisory Corp | 0.20% | No change | 8,514 | $366K |
| Hobbs Group Advisors, LLC | 0.14% | Add +11.7% | 8,514 | $366K |
| Susquehanna International Group, LLP | 0.00% | Reduce -71.4% | 8,442 | $363K |
| Insight Advisors, LLC/ PA | 0.06% | Add +24.1% | 8,128 | $349K |
| Operose Advisors LLC | 0.11% | Add +75.3% | 7,540 | $324K |
| Good Life Advisors, LLC | 0.02% | Reduce -4.1% | 7,380 | $317K |
| eCIO, Inc. | 0.13% | — | 7,281 | $313K |
| Key Financial Inc | 0.07% | No change | 7,214 | $310K |
| Bridgewater Advisors Inc. | 0.03% | Reduce -53.4% | 6,828 | $306K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -2.6% | 7,093 | $305K |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.4% | 7,051 | $303K |
| Choate Investment Advisors | 0.01% | Reduce -6.3% | 7,038 | $302K |
| American Financial & Tax Strategies Inc. | 0.16% | Reduce -2.9% | 7,027 | $302K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | Add +11.2% | 6,967 | $299K |
| Aufman Associates Inc | 0.20% | No change | 6,730 | $289K |
| Creative Planning | 0.00% | Reduce -1.0% | 6,730 | $289K |
| HighTower Advisors, LLC | 0.00% | No change | 6,205 | $267K |
| SCS Capital Management LLC | 0.00% | New | 5,797 | $249K |
| Avantax Advisory Services, Inc. | 0.00% | Add +0.4% | 5,687 | $244K |
| Stonehearth Capital Management, LLC | 0.09% | Reduce -27.0% | 5,310 | $228K |
| Ameritas Advisory Services, LLC | 0.01% | Add +1.0% | 5,148 | $221K |
| First Bancorp, Inc | 0.14% | No change | 5,117 | $220K |
| Colton Groome Financial Advisors, LLC | 0.08% | New | 4,715 | $212K |
| Diversified Enterprises, LLC | 0.02% | New | 4,760 | $204K |
| GenTrust, LLC | 0.01% | New | 4,673 | $201K |
| Tortoise Investment Management, LLC | 0.01% | Add +0.8% | 3,191 | $137K |
| Osaic Holdings, Inc. | 0.00% | Reduce -19.3% | 3,089 | $133K |
| Robinswood Financial LLC | 0.03% | Add +0.3% | 1,990 | $85K |
| Arcadia Investment Advisors LLC | 0.05% | Reduce -2.4% | 1,955 | $84K |
| N.E.W. Advisory Services LLC | 0.01% | New | 1,812 | $78K |
| Morgan Stanley | 0.00% | Add +206.8% | 1,706 | $73K |
| FMR LLC | 0.00% | Reduce -11.3% | 1,328 | $57K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -8.5% | 709 | $30K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -2.6% | 702 | $30K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.5% | 670 | $29K |
| Evermay Wealth Management LLC | 0.00% | No change | 586 | $25K |
| National Bank of Canada | 0.00% | No change | 300 | $13K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 228 | $10K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -18.0% | 196 | $8K |
| Coldstream Capital Management Inc. | 0.00% | New | 170 | $7K |
| Larson Financial Group LLC | 0.00% | No change | 72 | $3K |
| Continuum Advisory, LLC | 0.00% | No change | 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.