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 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4+ 1.78% |
$191 - $214
|
229
$13.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
200+ 4.4% |
$9.57K - $10.7K
|
4.74K
$270K
|
|
|
Jul 15, 2024
Q2 2024
|
Brave Asset Management Inc
|
BUY
|
- |
434+ 8.92% |
$20.8K - $23.3K
|
5.3K
$302K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
920+ 116.31% |
$41.7K - $46.6K
|
1.71K
$97.5K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
119New |
$5.4K - $6.03K
|
119
$6.78K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
495New |
$22.4K - $25.1K
|
495
$28.2K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
45New |
$2.04K - $2.28K
|
45
$2.57K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.3KNew |
$557K - $622K
|
12.3K
$700K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
4.33KNew |
$196K - $219K
|
4.33K
$247K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
113New |
$5.12K - $5.72K
|
113
$6.44K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1New |
$45.3 - $50.7
|
1
$57
|
|
|
Apr 22, 2024
Q1 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-1.6K- 13.8% |
$72.3K - $80.8K
|
9.96K
$568K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
420+ 3.47% |
$16.8K - $19.4K
|
12.5K
$713K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
13.5KNew |
$540K - $625K
|
13.5K
$770K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
20.5KNew |
$819K - $948K
|
20.5K
$1.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
109New |
$4.36K - $5.05K
|
109
$6.21K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-963- 11.4% |
$38.5K - $44.6K
|
7.49K
$427K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-90- 53.57% |
$3.6K - $4.17K
|
78
$4.45K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
980+ 2.67% |
$39.2K - $45.4K
|
37.6K
$2.15M
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-302- 64.12% |
$12.5K - $13.5K
|
169
$9.63K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.89KNew |
$367K - $396K
|
8.89K
$507K
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-4.11K- 10.83% |
$170K - $183K
|
33.8K
$1.93M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.61K+ 18.41% |
$356K - $384K
|
55.4K
$3.16M
|
|
| Q2 2023 | |||||||
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-6.49K- 46.19% |
$254K - $279K
|
7.56K
$431K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-1.42K- 1.34% |
$55.6K - $61.2K
|
105K
$5.97M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
2.12KNew |
$82.7K - $91.1K
|
2.12K
$121K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
4.89KNew |
$191K - $210K
|
4.89K
$279K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
13.6K+ 69.24% |
$531K - $584K
|
33.2K
$1.89M
|
|
| Q1 2023 | |||||||
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
16New |
$580 - $639
|
16
$912
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-1K- 6.17% |
$34.2K - $39.1K
|
15.2K
$866K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.98KNew |
$67.8K - $77.4K
|
1.98K
$113K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
908New |
$31.1K - $35.5K
|
908
$51.8K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-190- 0.37% |
$6.5K - $7.43K
|
50.7K
$2.89M
|
|
|
Jan 13, 2023
Q4 2022
|
Adirondack Trust CO
|
BUY
|
- |
100New |
$3.42K - $3.91K
|
100
$5.7K
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.99KNew |
$205K - $234K
|
5.99K
$342K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
BUY
|
- |
18+ 0.12% |
$613 - $741
|
14.4K
$822K
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
12.3KNew |
$419K - $508K
|
12.3K
$702K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
8.7KNew |
$306K - $382K
|
8.7K
$496K
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-4.7KClosed |
$165K - $206K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-111KClosed |
$4.43M - $5.06M
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
395New |
$15.8K - $18K
|
395
$22.5K
|
|
| Q4 2021 | |||||||
|
Feb 08, 2022
Q4 2021
|
Bank Of Italy
|
BUY
|
- |
771KNew |
$31.1M - $35.2M
|
771K
$44M
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-78Closed |
$2.91K - $3.13K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jan 21, 2021
Q4 2020
|
Optimum Investment Advisors
|
SELL
|
- |
-100Closed |
$3.06K - $3.49K
|
0
$0
|
|