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 |
---|---|---|---|---|---|---|---|
May 09, 2024
Q1 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
166KNew |
$7.52M - $8.4M
|
166K
$8.99M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
62K+ 41.31% |
$2.81M - $3.14M
|
212K
$11.5M
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
21.4K+ 67.04% |
$971K - $1.09M
|
53.4K
$2.89M
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
21.3KNew |
$965K - $1.08M
|
21.3K
$1.15M
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
18.4KNew |
$835K - $932K
|
18.4K
$998K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.4KNew |
$789K - $881K
|
17.4K
$943K
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
15.8KNew |
$714K - $798K
|
15.8K
$854K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.4K+ 70.78% |
$651K - $727K
|
34.6K
$1.88M
|
|
May 15, 2024
Q1 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
14.3K+ 18.55% |
$648K - $724K
|
91.3K
$4.95M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.3KNew |
$557K - $622K
|
12.3K
$666K
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.5K+ 2.53% |
$520K - $581K
|
466K
$25.3M
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
10.7K+ 12.21% |
$484K - $541K
|
98.2K
$5.32M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.21K+ 30.02% |
$417K - $466K
|
39.9K
$2.16M
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.21KNew |
$372K - $416K
|
8.21K
$445K
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
6.51K+ 1.77% |
$295K - $330K
|
374K
$20.3M
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
5.74KNew |
$260K - $291K
|
5.74K
$311K
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
4.54KNew |
$206K - $230K
|
4.54K
$246K
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4.54K+ 82.48% |
$206K - $230K
|
10K
$544K
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
4.33KNew |
$196K - $219K
|
4.33K
$235K
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
4.15KNew |
$188K - $210K
|
4.15K
$225K
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
BUY
|
- |
4.09KNew |
$185K - $207K
|
4.09K
$222K
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
4.06KNew |
$184K - $206K
|
4.06K
$220K
|
|
May 10, 2024
Q1 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
3.74K+ 8.89% |
$169K - $189K
|
45.8K
$2.48M
|
|
May 07, 2024
Q1 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
3.43K+ 9.54% |
$156K - $174K
|
39.4K
$2.14M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.36K+ 19.4% |
$152K - $170K
|
20.7K
$1.12M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.2K+ 47.68% |
$145K - $162K
|
9.92K
$538K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.64K+ 10.81% |
$119K - $133K
|
27K
$1.46M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.43K+ 8.41% |
$110K - $123K
|
31.3K
$1.7M
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
2.18K+ 35.94% |
$98.9K - $110K
|
8.25K
$447K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.14K+ 9.0% |
$96.9K - $108K
|
25.9K
$1.4M
|
|
May 03, 2024
Q1 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
2.05K+ 20.45% |
$93.1K - $104K
|
12.1K
$656K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.05K+ 35.49% |
$92.7K - $104K
|
7.81K
$423K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.89K+ 7.82% |
$85.5K - $95.5K
|
26K
$1.41M
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.62K+ 22.53% |
$73.5K - $82.1K
|
8.81K
$478K
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
1.56K+ 2.28% |
$70.5K - $78.8K
|
69.9K
$3.79M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.11K+ 185.64% |
$50.4K - $56.3K
|
1.71K
$92.8K
|
|
May 13, 2024
Q1 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
860+ 33.88% |
$39K - $43.6K
|
3.4K
$184K
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
775+ 2.54% |
$35.1K - $39.3K
|
31.3K
$1.7M
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
638+ 25.42% |
$28.9K - $32.3K
|
3.15K
$171K
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
428+ 6.98% |
$19.4K - $21.7K
|
6.56K
$356K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
373+ 2.07% |
$16.9K - $18.9K
|
18.4K
$997K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
367New |
$16.6K - $18.6K
|
367
$19.9K
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
151+ 1.25% |
$6.85K - $7.65K
|
12.3K
$665K
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
113New |
$5.12K - $5.72K
|
113
$6.13K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
47+ 26.4% |
$2.13K - $2.38K
|
225
$12.2K
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
45New |
$2.04K - $2.28K
|
45
$2.44K
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
31+ 0.26% |
$1.41K - $1.57K
|
11.9K
$646K
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
24+ 0.29% |
$1.09K - $1.22K
|
8.21K
$445K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
14+ 0.15% |
$635 - $709
|
9.54K
$517K
|
|
Apr 26, 2024
Q1 2024
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
12+ 0.13% |
$544 - $608
|
9.05K
$491K
|