Purchases and Sales Made in Q4 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
225KNew |
$12.4M - $13.3M
|
225K
$11.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
114KNew |
$6.26M - $6.7M
|
114K
$6.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
76.6K+ 27.19% |
$4.22M - $4.51M
|
358K
$19M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
72.3K+ 59.46% |
$3.98M - $4.26M
|
194K
$10.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
37.9K+ 38.04% |
$2.09M - $2.23M
|
137K
$7.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
32.8KNew |
$1.8M - $1.93M
|
32.8K
$1.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
23.5K+ 12.15% |
$1.29M - $1.38M
|
217K
$11.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
23.1K+ 65.62% |
$1.27M - $1.36M
|
58.3K
$3.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
21.3KNew |
$1.17M - $1.25M
|
21.3K
$1.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
21.2K+ 115.62% |
$1.17M - $1.25M
|
39.5K
$2.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.7KNew |
$973K - $1.04M
|
17.7K
$938K
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
8.9KNew |
$490K - $524K
|
8.9K
$472K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
8.5KNew |
$468K - $500K
|
8.5K
$451K
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
8.49KNew |
$467K - $500K
|
8.49K
$450K
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
7.18KNew |
$395K - $423K
|
7.18K
$381K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
7.14KNew |
$393K - $420K
|
7.14K
$379K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.49KNew |
$357K - $382K
|
6.49K
$345K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
6.23KNew |
$343K - $366K
|
6.23K
$330K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.82K+ 2.47% |
$320K - $342K
|
241K
$12.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
5.8K+ 9.94% |
$319K - $342K
|
64.2K
$3.4M
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
5.41K+ 44.48% |
$298K - $318K
|
17.6K
$932K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
5.24KNew |
$289K - $309K
|
5.24K
$278K
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
5.06K+ 5.3% |
$279K - $298K
|
101K
$5.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.59K+ 10.96% |
$253K - $270K
|
46.5K
$2.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.58KNew |
$252K - $269K
|
4.58K
$243K
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
4.28K+ 55.4% |
$236K - $252K
|
12K
$637K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.83KNew |
$211K - $225K
|
3.83K
$203K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
3.67KNew |
$202K - $216K
|
3.67K
$194K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.66KNew |
$201K - $215K
|
3.66K
$194K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.48K+ 20.78% |
$191K - $205K
|
20.2K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
BUY
|
- |
3.42K+ 28.44% |
$188K - $201K
|
15.5K
$820K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
3.2K+ 50.28% |
$176K - $188K
|
9.57K
$508K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.65K+ 61.94% |
$146K - $156K
|
6.93K
$368K
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.58K+ 0.73% |
$142K - $152K
|
357K
$19M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.83K+ 21.16% |
$101K - $108K
|
10.5K
$556K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.61K+ 36.76% |
$88.6K - $94.8K
|
5.99K
$318K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.36K+ 25.22% |
$74.9K - $80.1K
|
6.76K
$359K
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
1.27K+ 12.49% |
$69.6K - $74.5K
|
11.4K
$604K
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
1.11K+ 3.35% |
$61.3K - $65.6K
|
34.4K
$1.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.09K+ 4.17% |
$59.7K - $63.9K
|
27.1K
$1.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
812New |
$44.7K - $47.8K
|
812
$43.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
799+ 8.03% |
$44K - $47K
|
10.7K
$570K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
717+ 53.15% |
$39.5K - $42.2K
|
2.07K
$110K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
684New |
$37.7K - $40.3K
|
684
$36.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
496+ 60.56% |
$27.3K - $29.2K
|
1.32K
$69.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
489+ 1.75% |
$26.9K - $28.8K
|
28.5K
$1.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
483+ 86.56% |
$26.6K - $28.4K
|
1.04K
$55.2K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
373+ 0.8% |
$20.5K - $22K
|
46.7K
$2.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
350New |
$19.3K - $20.6K
|
350
$18.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
267New |
$14.7K - $15.7K
|
267
$14.2K
|