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 |
|---|---|---|---|---|---|---|---|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-630- 90.65% |
$29.8K - $36.9K
|
65
$3.95K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
640+ 10.03% |
$30.2K - $37.5K
|
7.02K
$427K
|
|
|
Aug 15, 2025
Q2 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-2.21K- 2.23% |
$104K - $129K
|
97K
$5.89M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
14K+ 100.0% |
$660K - $817K
|
27.9K
$1.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
477+ 1.32% |
$22.5K - $27.9K
|
36.6K
$2.22M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.11K+ 34.81% |
$52.2K - $64.8K
|
4.28K
$260K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.2K+ 463.74% |
$1.14M - $1.42M
|
29.4K
$1.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
75.5K+ 138.03% |
$3.57M - $4.42M
|
130K
$7.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.73K+ 1.95% |
$81.7K - $101K
|
90.4K
$5.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
847+ 3.78% |
$40K - $49.6K
|
23.2K
$1.41M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
110+ 2.85% |
$5.2K - $6.44K
|
3.97K
$241K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
19+ 2.29% |
$898 - $1.11K
|
850
$51.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-6.63K- 98.13% |
$313K - $388K
|
126
$7.65K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-27.8K- 49.35% |
$1.31M - $1.63M
|
28.5K
$1.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-84.7K- 66.0% |
$4M - $4.96M
|
43.7K
$2.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.51KNew |
$449K - $557K
|
9.51K
$578K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
45+ 0.1% |
$2.13K - $2.63K
|
44.6K
$2.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.54K+ 49.54% |
$167K - $207K
|
10.7K
$648K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
46K+ 20823.98% |
$2.17M - $2.69M
|
46.2K
$2.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-133- 1.04% |
$6.28K - $7.79K
|
12.6K
$766K
|
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
25+ 0.3% |
$1.18K - $1.46K
|
8.34K
$507K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
35.7K+ 175.88% |
$1.68M - $2.09M
|
55.9K
$3.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.22K+ 6.67% |
$57.4K - $71.2K
|
19.4K
$1.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-596- 2.42% |
$28.2K - $34.9K
|
24K
$1.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-117- 1.69% |
$5.53K - $6.85K
|
6.81K
$414K
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
2+ 0.25% |
$94.5 - $117
|
817
$49.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-3.08K- 31.64% |
$145K - $180K
|
6.65K
$404K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-8.12K- 8.56% |
$384K - $476K
|
86.8K
$5.27M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.56KNew |
$168K - $208K
|
3.56K
$216K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-39.2K- 10.98% |
$1.85M - $2.3M
|
318K
$19.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
177+ 3.5% |
$8.36K - $10.4K
|
5.24K
$318K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.11KNew |
$52.4K - $64.9K
|
1.11K
$67.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.23K+ 0.32% |
$58.1K - $72K
|
380K
$23.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
149+ 3.37% |
$7.04K - $8.72K
|
4.57K
$278K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.64K+ 1.09% |
$77.6K - $96.1K
|
152K
$9.22M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.59K- 15.23% |
$311K - $386K
|
36.7K
$2.23M
|
|
|
Aug 11, 2025
Q2 2025
|
Retirement Capital Strategies
|
SELL
|
- |
-32.4K- 15.58% |
$1.53M - $1.9M
|
176K
$10.7M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-14.6K- 30.52% |
$691K - $856K
|
33.3K
$2.02M
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
5.56K+ 28.2% |
$262K - $325K
|
25.3K
$1.53M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.43K+ 7.45% |
$67.7K - $83.9K
|
20.7K
$1.26M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2.83K+ 12.99% |
$134K - $166K
|
24.6K
$1.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.32K+ 25.36% |
$62.2K - $77.1K
|
6.51K
$395K
|
|
|
Aug 08, 2025
Q2 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
3.88KNew |
$183K - $227K
|
3.88K
$236K
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-640- 10.77% |
$30.2K - $37.5K
|
5.3K
$322K
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-12.1K- 5.38% |
$572K - $709K
|
213K
$12.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-20.2K- 10.25% |
$957K - $1.19M
|
177K
$10.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.03K- 10.73% |
$95.7K - $119K
|
16.9K
$1.02M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
186+ 83.04% |
$8.79K - $10.9K
|
410
$24.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
10+ 0.31% |
$472 - $586
|
3.24K
$197K
|