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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.33K- 19.65% |
$69.8K - $77.7K
|
5.43K
$319K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
5.61KNew |
$295K - $328K
|
5.61K
$329K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
47.4K+ 537.88% |
$2.49M - $2.77M
|
56.2K
$3.3M
|
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
516+ 2.94% |
$27.1K - $30.2K
|
18.1K
$1.06M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-284- 4.56% |
$14.9K - $16.6K
|
5.94K
$349K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
2K+ 8.43% |
$105K - $117K
|
25.7K
$1.51M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.4K- 0.39% |
$73.6K - $82K
|
357K
$21M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-5.93K- 98.13% |
$312K - $347K
|
113
$6.63K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
22New |
$1.16K - $1.29K
|
22
$1.29K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
458+ 193.25% |
$24.1K - $26.8K
|
695
$40.8K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
75+ 1.5% |
$3.94K - $4.39K
|
5.07K
$297K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.33K- 6.57% |
$69.8K - $77.7K
|
18.9K
$1.11M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-90.9K- 37.71% |
$4.78M - $5.32M
|
150K
$8.82M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
19.7K+ 954.74% |
$1.04M - $1.15M
|
21.8K
$1.28M
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
11+ 0.13% |
$578 - $644
|
8.5K
$499K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-43- 16.1% |
$2.26K - $2.52K
|
224
$13.1K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
22+ 0.55% |
$1.16K - $1.29K
|
4.03K
$237K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.11K- 11.62% |
$58.4K - $65.1K
|
8.46K
$496K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
9+ 0.28% |
$473 - $527
|
3.23K
$190K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-878- 3.38% |
$46.1K - $51.4K
|
25.1K
$1.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.03K- 9.57% |
$54K - $60.1K
|
9.72K
$570K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
28.3K+ 13.07% |
$1.49M - $1.66M
|
245K
$14.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
3+ 0.37% |
$158 - $176
|
815
$47.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
17+ 0.01% |
$893 - $995
|
225K
$13.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
176New |
$9.25K - $10.3K
|
176
$10.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
129+ 9.81% |
$6.78K - $7.55K
|
1.44K
$84.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
542+ 20.5% |
$28.5K - $31.7K
|
3.19K
$187K
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-15.1K- 7.09% |
$792K - $882K
|
198K
$11.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
99New |
$5.2K - $5.79K
|
99
$5.81K
|
|
|
Apr 22, 2025
Q1 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
1K+ 11.24% |
$52.5K - $58.5K
|
9.9K
$581K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.26KNew |
$486K - $542K
|
9.26K
$543K
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.67K- 14.65% |
$87.7K - $97.7K
|
9.72K
$571K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.1K+ 26.78% |
$57.6K - $64.1K
|
5.19K
$305K
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
1.07K+ 3.49% |
$56.4K - $62.8K
|
31.8K
$1.87M
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
3.97KNew |
$208K - $232K
|
3.97K
$233K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.29K+ 11.6% |
$120K - $134K
|
22K
$1.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
BUY
|
- |
7+ 0.09% |
$368 - $410
|
8.2K
$481K
|
|
|
Apr 10, 2025
Q1 2025
|
Brave Asset Management Inc
|
BUY
|
- |
119+ 2.25% |
$6.25K - $6.96K
|
5.42K
$318K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-705- 2.86% |
$38.8K - $41.5K
|
23.9K
$1.4M
|
|
|
May 28, 2025
Q4 2024
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
3.34MNew |
$184M - $197M
|
3.34M
$196M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-7- 15.56% |
$385 - $412
|
38
$2.23K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.71K- 44.29% |
$204K - $219K
|
4.67K
$274K
|
|
|
Feb 14, 2025
Q4 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
21.3KNew |
$1.17M - $1.25M
|
21.3K
$1.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
125+ 1.09% |
$6.88K - $7.36K
|
11.6K
$678K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-64- 1.63% |
$3.52K - $3.77K
|
3.86K
$226K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.83KNew |
$211K - $225K
|
3.83K
$225K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.65K+ 61.94% |
$146K - $156K
|
6.93K
$407K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.7K- 85.33% |
$93.8K - $100K
|
293
$17.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
8.5KNew |
$468K - $500K
|
8.5K
$499K
|
|
|
Feb 11, 2025
Q4 2024
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
114KNew |
$6.26M - $6.7M
|
114K
$6.68M
|
|