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
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
110+ 2.85% |
$5.2K - $6.44K
|
3.97K
$259K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
45+ 0.1% |
$2.13K - $2.63K
|
44.6K
$2.91M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
30New |
$1.42K - $1.76K
|
30
$1.96K
|
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
25+ 0.3% |
$1.18K - $1.46K
|
8.34K
$544K
|
|
|
Oct 29, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
25+ 0.15% |
$1.18K - $1.46K
|
16.8K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
19+ 2.29% |
$898 - $1.11K
|
850
$55.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
17+ 0.31% |
$803 - $995
|
5.45K
$355K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
10+ 0.31% |
$472 - $586
|
3.24K
$211K
|
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
BUY
|
- |
7+ 0.09% |
$331 - $410
|
8.21K
$535K
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
2+ 0.02% |
$94.5 - $117
|
8.5K
$555K
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
2+ 0.25% |
$94.5 - $117
|
817
$53.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.16% |
$47.2 - $58.6
|
626
$40.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3- 0.07% |
$142 - $176
|
4.03K
$263K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-116- 2.04% |
$5.48K - $6.79K
|
5.57K
$363K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-117- 1.69% |
$5.53K - $6.85K
|
6.81K
$444K
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-133- 1.04% |
$6.28K - $7.79K
|
12.6K
$823K
|
|
|
Jul 22, 2025
Q2 2025
|
Verus Wealth Management, LLC
De Pere, WI |
SELL
|
- |
-233- 2.35% |
$11K - $13.6K
|
9.67K
$630K
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-263- 4.33% |
$12.4K - $15.4K
|
5.81K
$379K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-596- 2.42% |
$28.2K - $34.9K
|
24K
$1.57M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-630- 90.65% |
$29.8K - $36.9K
|
65
$4.24K
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-640- 10.77% |
$30.2K - $37.5K
|
5.3K
$346K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-769- 4.37% |
$36.3K - $45K
|
16.8K
$1.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-818- 3.26% |
$38.6K - $47.9K
|
24.3K
$1.58M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.48K- 15.26% |
$70.1K - $86.8K
|
8.24K
$537K
|
|
|
Jul 24, 2025
Q2 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-1.59K- 8.78% |
$75K - $93K
|
16.5K
$1.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.03K- 10.73% |
$95.7K - $119K
|
16.9K
$1.1M
|
|
|
Aug 15, 2025
Q2 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-2.21K- 2.23% |
$104K - $129K
|
97K
$6.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-3.08K- 31.64% |
$145K - $180K
|
6.65K
$433K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.59K- 15.23% |
$311K - $386K
|
36.7K
$2.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-6.63K- 98.13% |
$313K - $388K
|
126
$8.22K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-8.12K- 8.56% |
$384K - $476K
|
86.8K
$5.66M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-11.3K- 17.0% |
$532K - $659K
|
55K
$3.58M
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-12.1K- 5.38% |
$572K - $709K
|
213K
$13.9M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-14K- 50.0% |
$660K - $817K
|
14K
$911K
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-14.6K- 30.52% |
$691K - $856K
|
33.3K
$2.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-20.2K- 10.25% |
$957K - $1.19M
|
177K
$11.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-27.8K- 49.35% |
$1.31M - $1.63M
|
28.5K
$1.86M
|
|
|
Aug 11, 2025
Q2 2025
|
Retirement Capital Strategies
|
SELL
|
- |
-32.4K- 15.58% |
$1.53M - $1.9M
|
176K
$11.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-39.2K- 10.98% |
$1.85M - $2.3M
|
318K
$20.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-52.7K- 11.3% |
$2.49M - $3.09M
|
414K
$27M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-84.7K- 66.0% |
$4M - $4.96M
|
43.7K
$2.85M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-93.9K- 82.26% |
$4.44M - $5.5M
|
20.3K
$1.32M
|