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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
37.7K+ 24.25% |
$1.78M - $2.21M
|
193K
$11.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
155+ 1.34% |
$7.32K - $9.08K
|
11.7K
$687K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-769- 4.37% |
$36.3K - $45K
|
16.8K
$988K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.01K+ 7.44% |
$47.8K - $59.3K
|
14.6K
$857K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.16% |
$47.2 - $58.6
|
626
$36.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-93.9K- 82.26% |
$4.44M - $5.5M
|
20.3K
$1.19M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-263- 4.33% |
$12.4K - $15.4K
|
5.81K
$341K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
32.2K+ 13.92% |
$1.52M - $1.89M
|
264K
$15.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
208+ 1.36% |
$9.83K - $12.2K
|
15.5K
$912K
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
9.25K+ 43.94% |
$437K - $541K
|
30.3K
$1.78M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-11.3K- 17.0% |
$532K - $659K
|
55K
$3.23M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-116- 2.04% |
$5.48K - $6.79K
|
5.57K
$327K
|
|
| Q1 2025 | |||||||
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
19.7KNew |
$1.03M - $1.15M
|
19.7K
$1.16M
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
51+ 8.46% |
$2.68K - $2.98K
|
654
$38.4K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
71+ 9.34% |
$3.73K - $4.15K
|
831
$48.8K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-15- 0.02% |
$788 - $878
|
88.7K
$5.21M
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
393+ 6.56% |
$20.6K - $23K
|
6.38K
$375K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.74K+ 83.34% |
$459K - $511K
|
19.2K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-570- 72.06% |
$29.9K - $33.4K
|
221
$13K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-20K- 73.66% |
$1.05M - $1.17M
|
7.14K
$419K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
70K+ 120.04% |
$3.68M - $4.1M
|
128K
$7.53M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
290+ 2.33% |
$15.2K - $17K
|
12.8K
$748K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-139K- 71.79% |
$7.31M - $8.14M
|
54.7K
$3.21M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
531+ 8.18% |
$27.9K - $31.1K
|
7.03K
$412K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.73K- 8.68% |
$91K - $101K
|
18.2K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
18.7K+ 29.08% |
$980K - $1.09M
|
82.8K
$4.86M
|
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
SELL
|
- |
-4.18K- 1.97% |
$220K - $245K
|
208K
$12.2M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-19.3K- 48.73% |
$1.01M - $1.13M
|
20.3K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.1K- 72.98% |
$741K - $826K
|
5.22K
$307K
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.71K- 0.45% |
$89.9K - $100K
|
379K
$22.2M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.8K+ 21.47% |
$199K - $222K
|
21.5K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
633+ 14.31% |
$33.3K - $37K
|
5.06K
$297K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.41KNew |
$337K - $375K
|
6.41K
$376K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.05K+ 29.11% |
$265K - $295K
|
22.4K
$1.31M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.28K- 2.59% |
$67K - $74.7K
|
47.9K
$2.81M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
11.7K+ 35.83% |
$617K - $687K
|
44.5K
$2.61M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
80+ 1.84% |
$4.2K - $4.68K
|
4.42K
$259K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
6.75KNew |
$355K - $395K
|
6.75K
$396K
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-1.33K- 1.32% |
$69.7K - $77.6K
|
99.2K
$5.82M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.63K+ 26.75% |
$401K - $446K
|
36.1K
$2.12M
|
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
8.5KNew |
$447K - $497K
|
8.5K
$499K
|
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-2.63K- 7.65% |
$138K - $154K
|
31.8K
$1.86M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.81K+ 173.58% |
$94.9K - $106K
|
2.85K
$167K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
109K+ 30.59% |
$5.74M - $6.4M
|
467K
$27.4M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.63K+ 2.85% |
$138K - $154K
|
94.9K
$5.57M
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
25+ 0.3% |
$1.31K - $1.46K
|
8.32K
$488K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.46K- 7.41% |
$182K - $203K
|
43.3K
$2.54M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-80- 1.01% |
$4.2K - $4.68K
|
7.85K
$461K
|
|
|
May 09, 2025
Q1 2025
|
Wells Financial Advisors Inc
|
BUY
|
- |
50+ 1.95% |
$2.63K - $2.93K
|
2.61K
$153K
|
|