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
$12.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
37.9K+ 38.04% |
$2.09M - $2.23M
|
137K
$7.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
8.9KNew |
$490K - $524K
|
8.9K
$511K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
7.14KNew |
$393K - $420K
|
7.14K
$410K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.82K+ 2.47% |
$320K - $342K
|
241K
$13.8M
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
5.41K+ 44.48% |
$298K - $318K
|
17.6K
$1.01M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
5.24KNew |
$289K - $309K
|
5.24K
$301K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.59K+ 10.96% |
$253K - $270K
|
46.5K
$2.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.58KNew |
$252K - $269K
|
4.58K
$263K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
3.67KNew |
$202K - $216K
|
3.67K
$210K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.66KNew |
$201K - $215K
|
3.66K
$210K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.36K+ 25.22% |
$74.9K - $80.1K
|
6.76K
$388K
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
1.27K+ 12.49% |
$69.6K - $74.5K
|
11.4K
$654K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
684New |
$37.7K - $40.3K
|
684
$39.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
350New |
$19.3K - $20.6K
|
350
$20.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
172+ 0.05% |
$9.47K - $10.1K
|
380K
$21.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
157+ 0.61% |
$8.64K - $9.24K
|
26K
$1.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
125+ 1.09% |
$6.88K - $7.36K
|
11.6K
$663K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
68+ 0.1% |
$3.74K - $4K
|
69.5K
$3.99M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
11+ 0.34% |
$606 - $647
|
3.22K
$185K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
10+ 0.07% |
$551 - $589
|
15.3K
$879K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8+ 3.49% |
$440 - $471
|
237
$13.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
7+ 0.09% |
$385 - $412
|
8.19K
$470K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.32% |
$110 - $118
|
623
$35.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-39- 0.29% |
$2.15K - $2.3K
|
13.6K
$780K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-349- 5.44% |
$19.2K - $20.5K
|
6.07K
$348K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-651- 3.2% |
$35.8K - $38.3K
|
19.7K
$1.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1K- 3.15% |
$55.1K - $58.9K
|
30.7K
$1.76M
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-2.59K- 1.2% |
$142K - $152K
|
213K
$12.2M
|