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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
183K+ 351.91% |
$9.24M - $10.2M
|
235K
$13.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
122KNew |
$6.13M - $6.78M
|
122K
$6.93M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
68.3K+ 32.01% |
$3.45M - $3.81M
|
282K
$16.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
25.5K+ 16.59% |
$1.29M - $1.42M
|
179K
$10.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
15.9K+ 8.97% |
$801K - $886K
|
193K
$11M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
12KNew |
$607K - $671K
|
12K
$686K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
11.4KNew |
$577K - $638K
|
11.4K
$652K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
9.1K+ 10.06% |
$459K - $507K
|
99.6K
$5.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.36K+ 54.39% |
$421K - $466K
|
23.7K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.15K+ 15.3% |
$310K - $343K
|
46.3K
$2.64M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
5.34K+ 10083.02% |
$269K - $298K
|
5.4K
$308K
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
5.22KNew |
$263K - $291K
|
5.22K
$297K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.2K+ 4.91% |
$212K - $234K
|
89.8K
$5.12M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.86K+ 24.52% |
$195K - $215K
|
19.6K
$1.12M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
3.56KNew |
$179K - $198K
|
3.56K
$203K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.46K+ 66.53% |
$174K - $193K
|
8.66K
$493K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3K+ 1409.39% |
$151K - $167K
|
3.22K
$183K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.92K+ 251.47% |
$147K - $163K
|
4.08K
$232K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.88K+ 0.82% |
$145K - $161K
|
355K
$20.2M
|
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
2.35K+ 39.15% |
$119K - $131K
|
8.36K
$477K
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
2.29K+ 52.4% |
$115K - $128K
|
6.66K
$380K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.41K+ 8.45% |
$71.3K - $78.8K
|
18.1K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.35KNew |
$68K - $75.2K
|
1.35K
$76.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.28K+ 4.79% |
$64.6K - $71.4K
|
28K
$1.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
1.13KNew |
$57K - $63.1K
|
1.13K
$64.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
1.1K+ 1.92% |
$55.4K - $61.3K
|
58.4K
$3.33M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.07K+ 20.2% |
$54K - $59.7K
|
6.37K
$363K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
950+ 27.7% |
$47.9K - $53K
|
4.38K
$250K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
725+ 7.23% |
$36.6K - $40.4K
|
10.8K
$613K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
596+ 8.26% |
$30.1K - $33.2K
|
7.81K
$445K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
360+ 3.76% |
$18.2K - $20.1K
|
9.95K
$567K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
354+ 3.95% |
$17.9K - $19.7K
|
9.32K
$531K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
331+ 2.7% |
$16.7K - $18.5K
|
12.6K
$717K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
253New |
$12.8K - $14.1K
|
253
$14.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
214+ 7.22% |
$10.8K - $11.9K
|
3.18K
$181K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
204+ 2.54% |
$10.3K - $11.4K
|
8.25K
$470K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
156+ 0.94% |
$7.87K - $8.7K
|
16.7K
$954K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
109+ 0.79% |
$5.5K - $6.08K
|
14K
$795K
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
100+ 1.0% |
$5.04K - $5.58K
|
10.1K
$577K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
82+ 1.15% |
$4.14K - $4.57K
|
7.22K
$411K
|
|
|
Nov 08, 2024
Q3 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
36+ 0.3% |
$1.82K - $2.01K
|
12.2K
$693K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
30+ 0.15% |
$1.51K - $1.67K
|
20.4K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
25+ 0.3% |
$1.26K - $1.39K
|
8.27K
$471K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
25+ 3.15% |
$1.26K - $1.39K
|
819
$46.7K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11+ 0.28% |
$555 - $613
|
3.92K
$223K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
10+ 0.31% |
$504 - $558
|
3.21K
$183K
|
|
|
Oct 03, 2024
Q3 2024
|
Single Point Partners, LLC
|
BUY
|
- |
7+ 0.09% |
$353 - $390
|
8.18K
$466K
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
5+ 0.03% |
$252 - $279
|
15.3K
$873K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5+ 0.02% |
$252 - $279
|
25.8K
$1.47M
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
5+ 1.21% |
$252 - $279
|
419
$23.9K
|