Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
224K+ 3142.77% |
$11.8M - $13.1M
|
232K
$11.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
114KNew |
$6M - $6.68M
|
114K
$5.73M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
21KNew |
$1.11M - $1.23M
|
21K
$1.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
18K+ 13.07% |
$944K - $1.05M
|
155K
$7.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
3.97KNew |
$208K - $232K
|
3.97K
$199K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.29K+ 11.6% |
$120K - $134K
|
22K
$1.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.1K+ 26.78% |
$57.6K - $64.1K
|
5.19K
$260K
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
1.07K+ 3.49% |
$56.4K - $62.8K
|
31.8K
$1.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
442+ 8.43% |
$23.2K - $25.9K
|
5.69K
$285K
|
|
|
Apr 10, 2025
Q1 2025
|
Brave Asset Management Inc
|
BUY
|
- |
119+ 2.25% |
$6.25K - $6.96K
|
5.42K
$272K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
9+ 0.06% |
$473 - $527
|
15.3K
$769K
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
BUY
|
- |
7+ 0.09% |
$368 - $410
|
8.2K
$411K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.32% |
$105 - $117
|
625
$31.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-3.31K- 4.77% |
$174K - $194K
|
66.2K
$3.32M
|