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 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.32% |
$101 - $112
|
621
$36K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$50.4 - $55.8
|
4.48K
$260K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1+ 0.01% |
$50.4 - $55.8
|
8.38K
$486K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.9KNew |
$521K - $583K
|
10.9K
$631K
|
|
|
Aug 06, 2024
Q2 2024
|
Chicago Capital, LLC
|
BUY
|
- |
3.98K+ 97.24% |
$190K - $213K
|
8.07K
$468K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
2.91KNew |
$139K - $156K
|
2.91K
$169K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
943+ 371.26% |
$45.1K - $50.6K
|
1.2K
$69.4K
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
793New |
$38K - $42.5K
|
793
$46K
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
536+ 23.88% |
$25.7K - $28.7K
|
2.78K
$161K
|
|
|
Jul 15, 2024
Q2 2024
|
Brave Asset Management Inc
|
BUY
|
- |
434+ 8.92% |
$20.8K - $23.3K
|
5.3K
$307K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
361New |
$17.3K - $19.4K
|
361
$20.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
200+ 4.4% |
$9.57K - $10.7K
|
4.74K
$275K
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
46New |
$2.2K - $2.47K
|
46
$2.67K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4+ 1.78% |
$191 - $214
|
229
$13.3K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.3KNew |
$557K - $622K
|
12.3K
$712K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
4.33KNew |
$196K - $219K
|
4.33K
$251K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
920+ 116.31% |
$41.7K - $46.6K
|
1.71K
$99.2K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
495New |
$22.4K - $25.1K
|
495
$28.7K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
119New |
$5.4K - $6.03K
|
119
$6.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
113New |
$5.12K - $5.72K
|
113
$6.55K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
45New |
$2.04K - $2.28K
|
45
$2.61K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1New |
$45.3 - $50.7
|
1
$58
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
20.5KNew |
$819K - $948K
|
20.5K
$1.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
13.5KNew |
$540K - $625K
|
13.5K
$782K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
980+ 2.67% |
$39.2K - $45.4K
|
37.6K
$2.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
420+ 3.47% |
$16.8K - $19.4K
|
12.5K
$725K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
109New |
$4.36K - $5.05K
|
109
$6.32K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.89KNew |
$367K - $396K
|
8.89K
$515K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.61K+ 18.41% |
$356K - $384K
|
55.4K
$3.21M
|
|
| Q2 2023 | |||||||
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
13.6K+ 69.24% |
$531K - $584K
|
33.2K
$1.92M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
4.89KNew |
$191K - $210K
|
4.89K
$283K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
2.12KNew |
$82.7K - $91.1K
|
2.12K
$123K
|
|
| Q1 2023 | |||||||
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
16New |
$580 - $639
|
16
$927
|
|
| Q4 2022 | |||||||
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.99KNew |
$205K - $234K
|
5.99K
$347K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.98KNew |
$67.8K - $77.4K
|
1.98K
$115K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
908New |
$31.1K - $35.5K
|
908
$52.6K
|
|
|
Jan 13, 2023
Q4 2022
|
Adirondack Trust CO
|
BUY
|
- |
100New |
$3.42K - $3.91K
|
100
$5.8K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
12.3KNew |
$419K - $508K
|
12.3K
$714K
|
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
BUY
|
- |
18+ 0.12% |
$613 - $741
|
14.4K
$836K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
8.7KNew |
$306K - $382K
|
8.7K
$504K
|
|
| Q1 2022 | |||||||
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
395New |
$15.8K - $18K
|
395
$22.9K
|
|
| Q4 2021 | |||||||
|
Feb 08, 2022
Q4 2021
|
Bank Of Italy
|
BUY
|
- |
771KNew |
$31.1M - $35.2M
|
771K
$44.7M
|
|