Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
Bank Of Italy
|
BUY
|
- |
771KNew |
$31.1M - $35.2M
|
771K
$43.8M
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
111KNew |
$4.47M - $5.06M
|
111K
$6.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
67.2KNew |
$2.7M - $3.06M
|
67.2K
$3.82M
|
|
|
Feb 11, 2022
Q4 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
67KNew |
$2.7M - $3.06M
|
67K
$3.81M
|
|
|
Apr 08, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
63.1K+ 546.33% |
$2.54M - $2.88M
|
74.6K
$4.24M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
44.5K+ 124.26% |
$1.79M - $2.03M
|
80.3K
$4.57M
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
43.5K+ 106.14% |
$1.75M - $1.98M
|
84.5K
$4.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
40.3K+ 225.34% |
$1.62M - $1.84M
|
58.2K
$3.31M
|
|
|
Jan 31, 2022
Q4 2021
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
16.2KNew |
$652K - $738K
|
16.2K
$920K
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.7K+ 138.9% |
$552K - $625K
|
23.6K
$1.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.2KNew |
$490K - $555K
|
12.2K
$692K
|
|
|
Feb 07, 2022
Q4 2021
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
8.29KNew |
$334K - $378K
|
8.29K
$471K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
7.94KNew |
$320K - $362K
|
7.94K
$451K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.69KNew |
$269K - $305K
|
6.69K
$380K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
6.65KNew |
$268K - $303K
|
6.65K
$378K
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
4.7KNew |
$189K - $214K
|
4.7K
$267K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
3.34K+ 23.84% |
$134K - $152K
|
17.3K
$985K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.2KNew |
$48.3K - $54.7K
|
1.2K
$68.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
778+ 0.52% |
$31.3K - $35.5K
|
151K
$8.61M
|
|
|
Jan 21, 2022
Q4 2021
|
Brave Asset Management Inc
|
BUY
|
- |
734+ 12.84% |
$29.6K - $33.5K
|
6.45K
$366K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
521+ 34.12% |
$21K - $23.8K
|
2.05K
$116K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
413New |
$16.6K - $18.8K
|
413
$23.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
239+ 2.77% |
$9.62K - $10.9K
|
8.88K
$504K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
125New |
$5.03K - $5.7K
|
125
$7.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
16New |
$644 - $729
|
16
$909
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Retirement Capital Strategies
|
SELL
|
- |
-53- 0.13% |
$2.13K - $2.42K
|
41.1K
$2.34M
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
SELL
|
- |
-226- 1.49% |
$9.1K - $10.3K
|
14.9K
$849K
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-27.4K- 75.15% |
$1.1M - $1.25M
|
9.07K
$516K
|
|
|
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-48.4K- 80.74% |
$1.95M - $2.21M
|
11.5K
$656K
|