Purchases and Sales Made in Q1 2022 in Spdr Ser Tr Spdr S&P 500 Esg E (EFIV)
This table provides information about the institutional ownership of Spdr Ser Tr Spdr S&P 500 Esg E (EFIV) during Q1 2022. The information is specifically focused on institutions that hold shares of SPDR SER TR SPDR S&P 500 ESG E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
702KNew |
$28M - $32M
|
702K
$39.9M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
198K+ 130.6% |
$7.91M - $9.03M
|
349K
$19.9M
|
|
|
May 16, 2022
Q1 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
80.7K+ 120.4% |
$3.23M - $3.68M
|
148K
$8.4M
|
|
|
Apr 21, 2022
Q1 2022
|
Retirement Capital Strategies
|
BUY
|
- |
29.4K+ 71.59% |
$1.18M - $1.34M
|
70.6K
$4.01M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
26.8K+ 219.97% |
$1.07M - $1.22M
|
38.9K
$2.21M
|
|
|
May 05, 2022
Q1 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
24.7KNew |
$988K - $1.13M
|
24.7K
$1.41M
|
|
|
May 06, 2022
Q1 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
22.8KNew |
$912K - $1.04M
|
22.8K
$1.3M
|
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
22.3KNew |
$892K - $1.02M
|
22.3K
$1.27M
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
20.3K+ 224.16% |
$813K - $928K
|
29.4K
$1.67M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.4K+ 2756.05% |
$774K - $884K
|
20.1K
$1.14M
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
19.3K+ 22.89% |
$773K - $882K
|
104K
$5.9M
|
|
|
May 04, 2022
Q1 2022
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
16.2K+ 100.15% |
$648K - $739K
|
32.4K
$1.84M
|
|
|
May 09, 2022
Q1 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
13.5KNew |
$539K - $616K
|
13.5K
$767K
|
|
|
May 04, 2022
Q1 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
10.6KNew |
$425K - $485K
|
10.6K
$604K
|
|
|
Apr 26, 2022
Q1 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
8.68K+ 104.71% |
$347K - $396K
|
17K
$964K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.01K+ 9.97% |
$320K - $366K
|
88.3K
$5.02M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.37K+ 110.17% |
$294K - $336K
|
14.1K
$799K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.56KNew |
$222K - $253K
|
5.56K
$316K
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
5.24KNew |
$209K - $239K
|
5.24K
$298K
|
|
|
May 16, 2022
Q1 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
1.7K+ 2.53% |
$67.8K - $77.4K
|
68.8K
$3.91M
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
583+ 3.37% |
$23.3K - $26.6K
|
17.9K
$1.02M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
544+ 26.56% |
$21.7K - $24.8K
|
2.59K
$147K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
395New |
$15.8K - $18K
|
395
$22.4K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
246New |
$9.83K - $11.2K
|
246
$14K
|
|
|
May 12, 2022
Q1 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
25+ 0.31% |
$999 - $1.14K
|
7.97K
$453K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-113Closed |
$4.52K - $5.16K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
SELL
|
- |
-358- 2.4% |
$14.3K - $16.3K
|
14.6K
$829K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-413Closed |
$16.5K - $18.8K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.02K- 11.48% |
$40.7K - $46.5K
|
7.86K
$447K
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.14K- 4.82% |
$45.4K - $51.8K
|
22.4K
$1.28M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.2KClosed |
$48K - $54.7K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Brave Asset Management Inc
|
SELL
|
- |
-6.45KClosed |
$258K - $294K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-53.2K- 71.35% |
$2.13M - $2.43M
|
21.4K
$1.22M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-58.2KClosed |
$2.33M - $2.66M
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-111KClosed |
$4.43M - $5.06M
|
0
$0
|