Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
75.5K+ 138.03% |
$3.57M - $4.42M
|
130K
$8.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
46K+ 20823.98% |
$2.17M - $2.69M
|
46.2K
$3.02M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
37.7K+ 24.25% |
$1.78M - $2.21M
|
193K
$12.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
35.7K+ 175.88% |
$1.68M - $2.09M
|
55.9K
$3.65M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
32.2K+ 13.92% |
$1.52M - $1.89M
|
264K
$17.2M
|
|
|
Sep 30, 2025
Q2 2025
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
BUY
|
- |
31.4KNew |
$1.48M - $1.84M
|
31.4K
$2.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.2K+ 463.74% |
$1.14M - $1.42M
|
29.4K
$1.92M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
19.7KNew |
$933K - $1.16M
|
19.7K
$1.29M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
14K+ 100.0% |
$660K - $817K
|
27.9K
$1.82M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
10.4KNew |
$490K - $608K
|
10.4K
$677K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.51KNew |
$449K - $557K
|
9.51K
$620K
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
9.25K+ 43.94% |
$437K - $541K
|
30.3K
$1.98M
|
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
6.65K+ 78.28% |
$314K - $390K
|
15.2K
$988K
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
5.56K+ 28.2% |
$262K - $325K
|
25.3K
$1.65M
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
BUY
|
- |
5.09KNew |
$241K - $298K
|
5.09K
$332K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.94KNew |
$186K - $231K
|
3.94K
$257K
|
|
|
Aug 08, 2025
Q2 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
3.88KNew |
$183K - $227K
|
3.88K
$253K
|
|
|
Aug 04, 2025
Q2 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
3.7KNew |
$175K - $217K
|
3.7K
$241K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.56KNew |
$168K - $208K
|
3.56K
$232K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.54K+ 49.54% |
$167K - $207K
|
10.7K
$696K
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.5KNew |
$165K - $205K
|
3.5K
$228K
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
3.46KNew |
$163K - $203K
|
3.46K
$226K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2.83K+ 12.99% |
$134K - $166K
|
24.6K
$1.61M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.91K+ 24.38% |
$90.4K - $112K
|
9.76K
$637K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
1.87KNew |
$88.5K - $110K
|
1.87K
$122K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.73K+ 1.95% |
$81.7K - $101K
|
90.4K
$5.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.64K+ 1.09% |
$77.6K - $96.1K
|
152K
$9.91M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.43K+ 7.45% |
$67.7K - $83.9K
|
20.7K
$1.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.32K+ 25.36% |
$62.2K - $77.1K
|
6.51K
$424K
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
1.3K+ 40.83% |
$61.5K - $76.2K
|
4.49K
$293K
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.23K+ 0.32% |
$58.1K - $72K
|
380K
$24.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.22K+ 6.67% |
$57.4K - $71.2K
|
19.4K
$1.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.11KNew |
$52.4K - $64.9K
|
1.11K
$72.3K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.11K+ 34.81% |
$52.2K - $64.8K
|
4.28K
$279K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.01K+ 7.44% |
$47.8K - $59.3K
|
14.6K
$953K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
847+ 3.78% |
$40K - $49.6K
|
23.2K
$1.52M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
743+ 15.66% |
$35.1K - $43.5K
|
5.49K
$358K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
640+ 10.03% |
$30.2K - $37.5K
|
7.02K
$458K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
597+ 2.48% |
$28.2K - $35K
|
24.6K
$1.61M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
477+ 1.32% |
$22.5K - $27.9K
|
36.6K
$2.39M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
375+ 4.44% |
$17.7K - $22K
|
8.83K
$576K
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
300+ 0.94% |
$14.2K - $17.6K
|
32.1K
$2.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
208+ 1.36% |
$9.83K - $12.2K
|
15.5K
$1.01M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
186+ 83.04% |
$8.79K - $10.9K
|
410
$26.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
177+ 3.5% |
$8.36K - $10.4K
|
5.24K
$341K
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
155+ 1.34% |
$7.32K - $9.08K
|
11.7K
$764K
|
|
|
Aug 06, 2025
Q2 2025
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
153+ 1.27% |
$7.23K - $8.96K
|
12.2K
$793K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
149+ 3.37% |
$7.04K - $8.72K
|
4.57K
$298K
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
149+ 3.76% |
$7.04K - $8.72K
|
4.12K
$268K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
123+ 8.52% |
$5.81K - $7.2K
|
1.57K
$102K
|