Latest Institutional Transactions on Spdr Ser Tr Spdr S&P 500 Esg E (EFIV)
This table provides information on the latest institutional transactions involving Spdr Ser Tr Spdr S&P 500 Esg E (EFIV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
496+ 60.56% |
$27.3K - $29.2K
|
1.32K
$75.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-28- 0.69% |
$1.54K - $1.65K
|
4.01K
$230K
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-2.59K- 1.2% |
$142K - $152K
|
213K
$12.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.82K+ 2.47% |
$320K - $342K
|
241K
$13.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
684New |
$37.7K - $40.3K
|
684
$39.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.58KNew |
$252K - $269K
|
4.58K
$263K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
225KNew |
$12.4M - $13.3M
|
225K
$12.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-39- 0.29% |
$2.15K - $2.3K
|
13.6K
$780K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
11+ 0.34% |
$606 - $647
|
3.22K
$185K
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
5.41K+ 44.48% |
$298K - $318K
|
17.6K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
125+ 1.09% |
$6.88K - $7.36K
|
11.6K
$663K
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
7+ 0.09% |
$385 - $412
|
8.19K
$470K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-651- 3.2% |
$35.8K - $38.3K
|
19.7K
$1.13M
|
|
|
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 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
37.9K+ 38.04% |
$2.09M - $2.23M
|
137K
$7.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
157+ 0.61% |
$8.64K - $9.24K
|
26K
$1.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
172+ 0.05% |
$9.47K - $10.1K
|
380K
$21.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
350New |
$19.3K - $20.6K
|
350
$20.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
8.9KNew |
$490K - $524K
|
8.9K
$511K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1K- 3.15% |
$55.1K - $58.9K
|
30.7K
$1.76M
|
|
|
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 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-349- 5.44% |
$19.2K - $20.5K
|
6.07K
$348K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8+ 3.49% |
$440 - $471
|
237
$13.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
68+ 0.1% |
$3.74K - $4K
|
69.5K
$3.99M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.66KNew |
$201K - $215K
|
3.66K
$210K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
10+ 0.07% |
$551 - $589
|
15.3K
$879K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.59K+ 10.96% |
$253K - $270K
|
46.5K
$2.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
7.14KNew |
$393K - $420K
|
7.14K
$410K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.32% |
$110 - $118
|
623
$35.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
3.67KNew |
$202K - $216K
|
3.67K
$210K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
5.24KNew |
$289K - $309K
|
5.24K
$301K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-82- 12.81% |
$4.14K - $4.57K
|
558
$32K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.17K- 6.19% |
$59.2K - $65.5K
|
17.8K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
354+ 3.95% |
$17.9K - $19.7K
|
9.32K
$535K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-400- 34.48% |
$20.2K - $22.3K
|
760
$43.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.2K+ 4.91% |
$212K - $234K
|
89.8K
$5.16M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.15K+ 15.3% |
$310K - $343K
|
46.3K
$2.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-31- 0.09% |
$1.56K - $1.73K
|
35.2K
$2.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.46K+ 66.53% |
$174K - $193K
|
8.66K
$497K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11+ 0.28% |
$555 - $613
|
3.92K
$225K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
122KNew |
$6.13M - $6.78M
|
122K
$6.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.28K+ 4.79% |
$64.6K - $71.4K
|
28K
$1.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.36K+ 54.39% |
$421K - $466K
|
23.7K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$50.4 - $55.8
|
4.48K
$257K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
950+ 27.7% |
$47.9K - $53K
|
4.38K
$251K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
331+ 2.7% |
$16.7K - $18.5K
|
12.6K
$722K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-1.08K- 1.12% |
$54.7K - $60.4K
|
95.5K
$5.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-36- 2.28% |
$1.82K - $2.01K
|
1.54K
$88.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
214+ 7.22% |
$10.8K - $11.9K
|
3.18K
$182K
|
|