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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
22+ 0.55% |
$1.16K - $1.29K
|
4.03K
$224K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
17+ 0.01% |
$893 - $995
|
225K
$12.5M
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
11+ 0.13% |
$578 - $644
|
8.5K
$473K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
9+ 0.28% |
$473 - $527
|
3.23K
$180K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
9+ 0.06% |
$473 - $527
|
15.3K
$853K
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
BUY
|
- |
7+ 0.09% |
$368 - $410
|
8.2K
$456K
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
3+ 0.37% |
$158 - $176
|
815
$45.3K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.32% |
$105 - $117
|
625
$34.8K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-15- 0.02% |
$788 - $878
|
88.7K
$4.93M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-43- 16.1% |
$2.26K - $2.52K
|
224
$12.5K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-80- 1.01% |
$4.2K - $4.68K
|
7.85K
$437K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-284- 4.56% |
$14.9K - $16.6K
|
5.94K
$331K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-570- 72.06% |
$29.9K - $33.4K
|
221
$12.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-878- 3.38% |
$46.1K - $51.4K
|
25.1K
$1.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.03K- 9.57% |
$54K - $60.1K
|
9.72K
$541K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.11K- 11.62% |
$58.4K - $65.1K
|
8.46K
$470K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.28K- 2.59% |
$67K - $74.7K
|
47.9K
$2.67M
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-1.33K- 1.32% |
$69.7K - $77.6K
|
99.2K
$5.52M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.33K- 6.57% |
$69.8K - $77.7K
|
18.9K
$1.05M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.33K- 19.65% |
$69.8K - $77.7K
|
5.43K
$302K
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-1.36K- 18.94% |
$71.4K - $79.6K
|
5.82K
$324K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.4K- 0.39% |
$73.6K - $82K
|
357K
$19.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.67K- 14.65% |
$87.7K - $97.7K
|
9.72K
$541K
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.71K- 0.45% |
$89.9K - $100K
|
379K
$21.1M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.73K- 8.68% |
$91K - $101K
|
18.2K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.78K- 6.75% |
$93.6K - $104K
|
24.6K
$1.37M
|
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-2.63K- 7.65% |
$138K - $154K
|
31.8K
$1.77M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-3.31K- 4.77% |
$174K - $194K
|
66.2K
$3.68M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.46K- 7.41% |
$182K - $203K
|
43.3K
$2.41M
|
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
SELL
|
- |
-4.18K- 1.97% |
$220K - $245K
|
208K
$11.6M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-5.93K- 98.13% |
$312K - $347K
|
113
$6.29K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.1K- 72.98% |
$741K - $826K
|
5.22K
$291K
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-15.1K- 7.09% |
$792K - $882K
|
198K
$11M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-19.3K- 48.73% |
$1.01M - $1.13M
|
20.3K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-20K- 73.66% |
$1.05M - $1.17M
|
7.14K
$397K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-90.9K- 37.71% |
$4.78M - $5.32M
|
150K
$8.36M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-139K- 71.79% |
$7.31M - $8.14M
|
54.7K
$3.04M
|