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 |
|---|---|---|---|---|---|---|---|
|
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
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
46K+ 20823.98% |
$2.17M - $2.69M
|
46.2K
$2.81M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
37.7K+ 24.25% |
$1.78M - $2.21M
|
193K
$11.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
35.7K+ 175.88% |
$1.68M - $2.09M
|
55.9K
$3.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
32.2K+ 13.92% |
$1.52M - $1.89M
|
264K
$16M
|
|
|
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 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
19.7KNew |
$933K - $1.16M
|
19.7K
$1.2M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
14K+ 100.0% |
$660K - $817K
|
27.9K
$1.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
10.4KNew |
$490K - $608K
|
10.4K
$630K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.51KNew |
$449K - $557K
|
9.51K
$578K
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
9.25K+ 43.94% |
$437K - $541K
|
30.3K
$1.84M
|
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
6.65K+ 78.28% |
$314K - $390K
|
15.2K
$920K
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
5.56K+ 28.2% |
$262K - $325K
|
25.3K
$1.53M
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
BUY
|
- |
5.09KNew |
$241K - $298K
|
5.09K
$309K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.94KNew |
$186K - $231K
|
3.94K
$239K
|
|
|
Aug 08, 2025
Q2 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
3.88KNew |
$183K - $227K
|
3.88K
$236K
|
|
|
Aug 04, 2025
Q2 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
3.7KNew |
$175K - $217K
|
3.7K
$225K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.56KNew |
$168K - $208K
|
3.56K
$216K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.54K+ 49.54% |
$167K - $207K
|
10.7K
$648K
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.5KNew |
$165K - $205K
|
3.5K
$212K
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
3.46KNew |
$163K - $203K
|
3.46K
$210K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2.83K+ 12.99% |
$134K - $166K
|
24.6K
$1.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.91K+ 24.38% |
$90.4K - $112K
|
9.76K
$593K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
1.87KNew |
$88.5K - $110K
|
1.87K
$114K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.73K+ 1.95% |
$81.7K - $101K
|
90.4K
$5.49M
|
|
|
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
|
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
|
Good Life Advisors, LLC
|
BUY
|
- |
1.32K+ 25.36% |
$62.2K - $77.1K
|
6.51K
$395K
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
1.3K+ 40.83% |
$61.5K - $76.2K
|
4.49K
$273K
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.23K+ 0.32% |
$58.1K - $72K
|
380K
$23.1M
|
|
|
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 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.11KNew |
$52.4K - $64.9K
|
1.11K
$67.4K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.11K+ 34.81% |
$52.2K - $64.8K
|
4.28K
$260K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.01K+ 7.44% |
$47.8K - $59.3K
|
14.6K
$887K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
847+ 3.78% |
$40K - $49.6K
|
23.2K
$1.41M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
743+ 15.66% |
$35.1K - $43.5K
|
5.49K
$333K
|
|
|
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
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
477+ 1.32% |
$22.5K - $27.9K
|
36.6K
$2.22M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
375+ 4.44% |
$17.7K - $22K
|
8.83K
$536K
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
300+ 0.94% |
$14.2K - $17.6K
|
32.1K
$1.95M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
208+ 1.36% |
$9.83K - $12.2K
|
15.5K
$944K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
186+ 83.04% |
$8.79K - $10.9K
|
410
$24.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
177+ 3.5% |
$8.36K - $10.4K
|
5.24K
$318K
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
155+ 1.34% |
$7.32K - $9.08K
|
11.7K
$712K
|
|
|
Aug 06, 2025
Q2 2025
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
153+ 1.27% |
$7.23K - $8.96K
|
12.2K
$739K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
149+ 3.37% |
$7.04K - $8.72K
|
4.57K
$278K
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
149+ 3.76% |
$7.04K - $8.72K
|
4.12K
$250K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
123+ 8.52% |
$5.81K - $7.2K
|
1.57K
$95.2K
|
|
|
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
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
45+ 0.1% |
$2.13K - $2.63K
|
44.6K
$2.71M
|