Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2025
Q3 2025
|
Tompkins Financial Corp
|
BUY
|
- |
26.2K+ 9.95% |
$1.54M - $1.67M
|
290K
$18.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.1K+ 122.05% |
$589K - $640K
|
18.3K
$1.19M
|
|
|
Oct 29, 2025
Q3 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
8.42K+ 100.66% |
$493K - $536K
|
16.8K
$1.09M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5.11K+ 2.64% |
$299K - $325K
|
198K
$12.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
4.85K+ 117.91% |
$284K - $309K
|
8.97K
$585K
|
|
|
Oct 24, 2025
Q3 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
4.14K+ 25.1% |
$242K - $263K
|
20.6K
$1.35M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.64KNew |
$213K - $232K
|
3.64K
$238K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.44KNew |
$202K - $219K
|
3.44K
$224K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.06K+ 21.07% |
$120K - $131K
|
11.8K
$771K
|
|
|
Nov 03, 2025
Q3 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
1.4K+ 5.55% |
$82.1K - $89.2K
|
26.7K
$1.74M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.27K+ 6.27% |
$74.3K - $80.7K
|
21.5K
$1.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
581+ 3.83% |
$34K - $37K
|
15.7K
$1.03M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
454+ 8.15% |
$26.6K - $28.9K
|
6.02K
$393K
|
|
|
Oct 15, 2025
Q3 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
14+ 0.26% |
$820 - $891
|
5.46K
$356K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
10+ 33.33% |
$586 - $636
|
40
$2.61K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9+ 0.25% |
$527 - $573
|
3.57K
$233K
|
|
|
Oct 20, 2025
Q3 2025
|
Single Point Partners, LLC
|
BUY
|
- |
6+ 0.07% |
$351 - $382
|
8.21K
$536K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
2+ 0.06% |
$117 - $127
|
3.5K
$228K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.32% |
$117 - $127
|
628
$41K
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-14- 0.4% |
$820 - $891
|
3.45K
$225K
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-33- 0.57% |
$1.93K - $2.1K
|
5.77K
$377K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-158- 38.54% |
$9.25K - $10.1K
|
252
$16.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Coastline Trust CO
|
SELL
|
- |
-188- 1.12% |
$11K - $12K
|
16.6K
$1.09M
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-300- 0.93% |
$17.6K - $19.1K
|
31.8K
$2.07M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-386- 4.37% |
$22.6K - $24.6K
|
8.44K
$551K
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-483- 12.26% |
$28.3K - $30.7K
|
3.46K
$226K
|
|
|
Oct 22, 2025
Q3 2025
|
Verus Wealth Management, LLC
De Pere, WI |
SELL
|
- |
-567- 5.87% |
$33.2K - $36.1K
|
9.1K
$594K
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
SELL
|
- |
-746- 1.36% |
$43.7K - $47.5K
|
54.2K
$3.54M
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-767- 5.25% |
$44.9K - $48.8K
|
13.8K
$903K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.33K- 25.07% |
$77.8K - $84.6K
|
3.97K
$259K
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-2.66K- 22.72% |
$156K - $169K
|
9.05K
$590K
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
SELL
|
- |
-3.35K- 21.54% |
$196K - $213K
|
12.2K
$795K
|
|
|
Oct 09, 2025
Q3 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-4.45K- 14.69% |
$261K - $283K
|
25.8K
$1.69M
|
|
|
Oct 20, 2025
Q3 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-7.43K- 4.19% |
$435K - $473K
|
170K
$11.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-8.78K- 44.74% |
$514K - $558K
|
10.8K
$707K
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-59.1K- 27.74% |
$3.46M - $3.76M
|
154K
$10M
|