Latest Institutional Purchases of Spdr Ser Tr Spdr S&P 500 Esg E (EFIV)
This list provides information on the latest institutional transactions involving Spdr Ser Tr Spdr S&P 500 Esg E (EFIV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
229K+ 93.67% |
$13.4M - $14.6M
|
474K
$30.8M
|
|
|
Oct 08, 2025
Q3 2025
|
Tompkins Financial Corp
|
BUY
|
- |
26.2K+ 9.95% |
$1.54M - $1.67M
|
290K
$18.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
25.5KNew |
$1.49M - $1.62M
|
25.5K
$1.66M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.9K+ 511.21% |
$1.28M - $1.39M
|
26.2K
$1.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
21.5K+ 58.74% |
$1.26M - $1.37M
|
58.1K
$3.77M
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
15.1KNew |
$883K - $960K
|
15.1K
$978K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.4K+ 43.52% |
$726K - $789K
|
40.9K
$2.65M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.1K+ 122.05% |
$589K - $640K
|
18.3K
$1.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
9.24K+ 2.43% |
$541K - $588K
|
389K
$25.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.89K+ 26.78% |
$462K - $502K
|
37.3K
$2.42M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.37K+ 32.29% |
$373K - $406K
|
26.1K
$1.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.16KNew |
$361K - $392K
|
6.16K
$400K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.07KNew |
$355K - $386K
|
6.07K
$394K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.9K+ 1.86% |
$345K - $375K
|
324K
$21M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5.11K+ 2.64% |
$299K - $325K
|
198K
$12.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
4.85K+ 117.91% |
$284K - $309K
|
8.97K
$582K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.74K+ 20.4% |
$278K - $302K
|
28K
$1.82M
|
|
|
Oct 24, 2025
Q3 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
4.14K+ 25.1% |
$242K - $263K
|
20.6K
$1.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
3.82KNew |
$223K - $243K
|
3.82K
$248K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.64KNew |
$213K - $232K
|
3.64K
$236K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.44KNew |
$202K - $219K
|
3.44K
$223K
|
|
|
Nov 13, 2025
Q3 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
3.37KNew |
$197K - $215K
|
3.37K
$219K
|
|
|
Nov 14, 2025
Q3 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
3.31KNew |
$194K - $210K
|
3.31K
$215K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.9K+ 27.2% |
$170K - $185K
|
13.6K
$881K
|
|
|
Nov 12, 2025
Q3 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
2.9K+ 2.99% |
$170K - $184K
|
99.9K
$6.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.81K+ 3.1% |
$164K - $179K
|
93.2K
$6.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.5K+ 14.84% |
$147K - $159K
|
19.4K
$1.26M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.06K+ 21.07% |
$120K - $131K
|
11.8K
$767K
|
|
|
Nov 13, 2025
Q3 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
1.56K+ 34.72% |
$91.2K - $99.1K
|
6.05K
$392K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.44K+ 3.24% |
$84.5K - $91.8K
|
46K
$2.98M
|
|
|
Nov 03, 2025
Q3 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
1.4K+ 5.55% |
$82.1K - $89.2K
|
26.7K
$1.73M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.27K+ 6.27% |
$74.3K - $80.7K
|
21.5K
$1.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.09K+ 10.53% |
$64K - $69.5K
|
11.5K
$744K
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
861+ 4.17% |
$50.4K - $54.8K
|
21.5K
$1.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
856+ 30.06% |
$50.1K - $54.5K
|
3.7K
$240K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
839+ 0.97% |
$49.1K - $53.4K
|
87.6K
$5.69M
|
|
|
Oct 29, 2025
Q3 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
581+ 3.83% |
$34K - $37K
|
15.7K
$1.02M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
576New |
$33.7K - $36.7K
|
576
$37.4K
|
|
|
Nov 06, 2025
Q3 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
575+ 15.54% |
$33.7K - $36.6K
|
4.28K
$277K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
454+ 8.15% |
$26.6K - $28.9K
|
6.02K
$391K
|
|
|
Nov 14, 2025
Q3 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
350+ 4.98% |
$20.5K - $22.3K
|
7.37K
$478K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
283+ 5.41% |
$16.6K - $18K
|
5.52K
$358K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
199+ 0.81% |
$11.7K - $12.7K
|
24.8K
$1.61M
|
|
|
Nov 17, 2025
Q3 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
142+ 1.67% |
$8.32K - $9.04K
|
8.65K
$561K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
109+ 2.39% |
$6.38K - $6.94K
|
4.68K
$304K
|
|
|
Nov 12, 2025
Q3 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
91+ 1.56% |
$5.33K - $5.79K
|
5.91K
$383K
|
|
|
Nov 12, 2025
Q3 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
21+ 0.32% |
$1.23K - $1.34K
|
6.67K
$433K
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
21+ 0.25% |
$1.23K - $1.34K
|
8.36K
$543K
|
|
|
Oct 15, 2025
Q3 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
14+ 0.26% |
$820 - $891
|
5.46K
$354K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
10+ 33.33% |
$586 - $636
|
40
$2.6K
|
|