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
$12.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
114KNew |
$6M - $6.68M
|
114K
$6.35M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
109K+ 30.59% |
$5.74M - $6.4M
|
467K
$26M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
70K+ 120.04% |
$3.68M - $4.1M
|
128K
$7.14M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
47.4K+ 537.88% |
$2.49M - $2.77M
|
56.2K
$3.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
28.3K+ 13.07% |
$1.49M - $1.66M
|
245K
$13.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
21KNew |
$1.11M - $1.23M
|
21K
$1.17M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
19.7K+ 954.74% |
$1.04M - $1.15M
|
21.8K
$1.21M
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
19.7KNew |
$1.03M - $1.15M
|
19.7K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
18.7K+ 29.08% |
$980K - $1.09M
|
82.8K
$4.61M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
18K+ 13.07% |
$944K - $1.05M
|
155K
$8.65M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
11.7K+ 35.83% |
$617K - $687K
|
44.5K
$2.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.26KNew |
$486K - $542K
|
9.26K
$515K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.74K+ 83.34% |
$459K - $511K
|
19.2K
$1.07M
|
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
8.5KNew |
$447K - $497K
|
8.5K
$473K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.63K+ 26.75% |
$401K - $446K
|
36.1K
$2.01M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
6.75KNew |
$355K - $395K
|
6.75K
$376K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.41KNew |
$337K - $375K
|
6.41K
$356K
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
5.93K+ 5250.44% |
$312K - $347K
|
6.05K
$336K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
5.61KNew |
$295K - $328K
|
5.61K
$312K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.05K+ 29.11% |
$265K - $295K
|
22.4K
$1.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
3.97KNew |
$208K - $232K
|
3.97K
$221K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.8K+ 21.47% |
$199K - $222K
|
21.5K
$1.19M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.63K+ 2.85% |
$138K - $154K
|
94.9K
$5.28M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.29K+ 11.6% |
$120K - $134K
|
22K
$1.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
BUY
|
- |
2.15K+ 13.87% |
$113K - $126K
|
17.6K
$979K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
2K+ 8.43% |
$105K - $117K
|
25.7K
$1.43M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.81K+ 173.58% |
$94.9K - $106K
|
2.85K
$158K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.1K+ 26.78% |
$57.6K - $64.1K
|
5.19K
$289K
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
1.07K+ 3.49% |
$56.4K - $62.8K
|
31.8K
$1.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
1K+ 11.24% |
$52.5K - $58.5K
|
9.9K
$551K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
633+ 14.31% |
$33.3K - $37K
|
5.06K
$281K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
542+ 20.5% |
$28.5K - $31.7K
|
3.19K
$177K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
531+ 8.18% |
$27.9K - $31.1K
|
7.03K
$391K
|
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
516+ 2.94% |
$27.1K - $30.2K
|
18.1K
$1.01M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
458+ 193.25% |
$24.1K - $26.8K
|
695
$38.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
442+ 8.43% |
$23.2K - $25.9K
|
5.69K
$316K
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
393+ 6.56% |
$20.6K - $23K
|
6.38K
$355K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
290+ 2.33% |
$15.2K - $17K
|
12.8K
$709K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
176New |
$9.25K - $10.3K
|
176
$9.79K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
129+ 9.81% |
$6.78K - $7.55K
|
1.44K
$80.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Brave Asset Management Inc
|
BUY
|
- |
119+ 2.25% |
$6.25K - $6.96K
|
5.42K
$301K
|
|
|
Apr 24, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
99New |
$5.2K - $5.79K
|
99
$5.51K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
80+ 1.84% |
$4.2K - $4.68K
|
4.42K
$246K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
75+ 1.5% |
$3.94K - $4.39K
|
5.07K
$282K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
71+ 9.34% |
$3.73K - $4.15K
|
831
$46.2K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
51+ 8.46% |
$2.68K - $2.98K
|
654
$36.4K
|
|
|
May 09, 2025
Q1 2025
|
Wells Financial Advisors Inc
|
BUY
|
- |
50+ 1.95% |
$2.63K - $2.93K
|
2.61K
$145K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
25+ 0.3% |
$1.31K - $1.46K
|
8.32K
$463K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
22New |
$1.16K - $1.29K
|
22
$1.22K
|