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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
37.7K+ 24.25% |
$1.78M - $2.21M
|
193K
$11.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
32.2K+ 13.92% |
$1.52M - $1.89M
|
264K
$15.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
9.25K+ 43.94% |
$437K - $541K
|
30.3K
$1.78M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.01K+ 7.44% |
$47.8K - $59.3K
|
14.6K
$857K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
208+ 1.36% |
$9.83K - $12.2K
|
15.5K
$912K
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
155+ 1.34% |
$7.32K - $9.08K
|
11.7K
$687K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.16% |
$47.2 - $58.6
|
626
$36.7K
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
109K+ 30.59% |
$5.74M - $6.4M
|
467K
$27.4M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
70K+ 120.04% |
$3.68M - $4.1M
|
128K
$7.53M
|
|
|
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
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
28.3K+ 13.07% |
$1.49M - $1.66M
|
245K
$14.4M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
19.7K+ 954.74% |
$1.04M - $1.15M
|
21.8K
$1.28M
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
19.7KNew |
$1.03M - $1.15M
|
19.7K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
18.7K+ 29.08% |
$980K - $1.09M
|
82.8K
$4.86M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
11.7K+ 35.83% |
$617K - $687K
|
44.5K
$2.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.26KNew |
$486K - $542K
|
9.26K
$543K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.74K+ 83.34% |
$459K - $511K
|
19.2K
$1.13M
|
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
8.5KNew |
$447K - $497K
|
8.5K
$499K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.63K+ 26.75% |
$401K - $446K
|
36.1K
$2.12M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
6.75KNew |
$355K - $395K
|
6.75K
$396K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.41KNew |
$337K - $375K
|
6.41K
$376K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
5.61KNew |
$295K - $328K
|
5.61K
$329K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.05K+ 29.11% |
$265K - $295K
|
22.4K
$1.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
3.97KNew |
$208K - $232K
|
3.97K
$233K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.8K+ 21.47% |
$199K - $222K
|
21.5K
$1.26M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.63K+ 2.85% |
$138K - $154K
|
94.9K
$5.57M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.29K+ 11.6% |
$120K - $134K
|
22K
$1.29M
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
2K+ 8.43% |
$105K - $117K
|
25.7K
$1.51M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.81K+ 173.58% |
$94.9K - $106K
|
2.85K
$167K
|
|
|
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 22, 2025
Q1 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
1K+ 11.24% |
$52.5K - $58.5K
|
9.9K
$581K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
633+ 14.31% |
$33.3K - $37K
|
5.06K
$297K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
542+ 20.5% |
$28.5K - $31.7K
|
3.19K
$187K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
531+ 8.18% |
$27.9K - $31.1K
|
7.03K
$412K
|
|
|
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 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
458+ 193.25% |
$24.1K - $26.8K
|
695
$40.8K
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
393+ 6.56% |
$20.6K - $23K
|
6.38K
$375K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
290+ 2.33% |
$15.2K - $17K
|
12.8K
$748K
|
|
|
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 10, 2025
Q1 2025
|
Brave Asset Management Inc
|
BUY
|
- |
119+ 2.25% |
$6.25K - $6.96K
|
5.42K
$318K
|
|
|
Apr 24, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
99New |
$5.2K - $5.79K
|
99
$5.81K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
80+ 1.84% |
$4.2K - $4.68K
|
4.42K
$259K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
75+ 1.5% |
$3.94K - $4.39K
|
5.07K
$297K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
71+ 9.34% |
$3.73K - $4.15K
|
831
$48.8K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
51+ 8.46% |
$2.68K - $2.98K
|
654
$38.4K
|
|
|
May 09, 2025
Q1 2025
|
Wells Financial Advisors Inc
|
BUY
|
- |
50+ 1.95% |
$2.63K - $2.93K
|
2.61K
$153K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
25+ 0.3% |
$1.31K - $1.46K
|
8.32K
$488K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
22New |
$1.16K - $1.29K
|
22
$1.29K
|
|