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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
37.7K+ 24.25% |
$1.78M - $2.21M
|
193K
$11.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
32.2K+ 13.92% |
$1.52M - $1.89M
|
264K
$15.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
19.7KNew |
$933K - $1.16M
|
19.7K
$1.19M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
10.4KNew |
$490K - $608K
|
10.4K
$625K
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
9.25K+ 43.94% |
$437K - $541K
|
30.3K
$1.82M
|
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
6.65K+ 78.28% |
$314K - $390K
|
15.2K
$912K
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
BUY
|
- |
5.09KNew |
$241K - $298K
|
5.09K
$306K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.94KNew |
$186K - $231K
|
3.94K
$237K
|
|
|
Aug 04, 2025
Q2 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
3.7KNew |
$175K - $217K
|
3.7K
$223K
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.5KNew |
$165K - $205K
|
3.5K
$210K
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
3.46KNew |
$163K - $203K
|
3.46K
$208K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.91K+ 24.38% |
$90.4K - $112K
|
9.76K
$588K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
1.87KNew |
$88.5K - $110K
|
1.87K
$113K
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
1.3K+ 40.83% |
$61.5K - $76.2K
|
4.49K
$270K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.01K+ 7.44% |
$47.8K - $59.3K
|
14.6K
$879K
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
743+ 15.66% |
$35.1K - $43.5K
|
5.49K
$330K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
375+ 4.44% |
$17.7K - $22K
|
8.83K
$531K
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
300+ 0.94% |
$14.2K - $17.6K
|
32.1K
$1.93M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
208+ 1.36% |
$9.83K - $12.2K
|
15.5K
$935K
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
155+ 1.34% |
$7.32K - $9.08K
|
11.7K
$705K
|
|
|
Aug 06, 2025
Q2 2025
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
153+ 1.27% |
$7.23K - $8.96K
|
12.2K
$732K
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
149+ 3.76% |
$7.04K - $8.72K
|
4.12K
$248K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
123+ 8.52% |
$5.81K - $7.2K
|
1.57K
$94.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
30New |
$1.42K - $1.76K
|
30
$1.81K
|
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
BUY
|
- |
7+ 0.09% |
$331 - $410
|
8.21K
$494K
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
2+ 0.02% |
$94.5 - $117
|
8.5K
$512K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.16% |
$47.2 - $58.6
|
626
$37.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3- 0.07% |
$142 - $176
|
4.03K
$242K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-116- 2.04% |
$5.48K - $6.79K
|
5.57K
$335K
|
|
|
Jul 22, 2025
Q2 2025
|
Verus Wealth Management, LLC
De Pere, WI |
SELL
|
- |
-233- 2.35% |
$11K - $13.6K
|
9.67K
$582K
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-263- 4.33% |
$12.4K - $15.4K
|
5.81K
$349K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-769- 4.37% |
$36.3K - $45K
|
16.8K
$1.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-818- 3.26% |
$38.6K - $47.9K
|
24.3K
$1.46M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.48K- 15.26% |
$70.1K - $86.8K
|
8.24K
$496K
|
|
|
Jul 24, 2025
Q2 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-1.59K- 8.78% |
$75K - $93K
|
16.5K
$993K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-11.3K- 17.0% |
$532K - $659K
|
55K
$3.31M
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-52.7K- 11.3% |
$2.49M - $3.09M
|
414K
$24.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-93.9K- 82.26% |
$4.44M - $5.5M
|
20.3K
$1.22M
|