Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-93.9K- 82.26% |
$4.44M - $5.5M
|
20.3K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-84.7K- 66.0% |
$4M - $4.96M
|
43.7K
$2.65M
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-52.7K- 11.3% |
$2.49M - $3.09M
|
414K
$25.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-39.2K- 10.98% |
$1.85M - $2.3M
|
318K
$19.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Retirement Capital Strategies
|
SELL
|
- |
-32.4K- 15.58% |
$1.53M - $1.9M
|
176K
$10.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-27.8K- 49.35% |
$1.31M - $1.63M
|
28.5K
$1.73M
|
|
|
Aug 08, 2025
Q2 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-20.2K- 10.25% |
$957K - $1.19M
|
177K
$10.8M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-14.6K- 30.52% |
$691K - $856K
|
33.3K
$2.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-12.1K- 5.38% |
$572K - $709K
|
213K
$12.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-11.3K- 17.0% |
$532K - $659K
|
55K
$3.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-8.12K- 8.56% |
$384K - $476K
|
86.8K
$5.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-6.63K- 98.13% |
$313K - $388K
|
126
$7.65K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.59K- 15.23% |
$311K - $386K
|
36.7K
$2.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-3.08K- 31.64% |
$145K - $180K
|
6.65K
$404K
|
|
|
Aug 15, 2025
Q2 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-2.21K- 2.23% |
$104K - $129K
|
97K
$5.89M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.03K- 10.73% |
$95.7K - $119K
|
16.9K
$1.02M
|
|
|
Jul 24, 2025
Q2 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-1.59K- 8.78% |
$75K - $93K
|
16.5K
$1M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.48K- 15.26% |
$70.1K - $86.8K
|
8.24K
$500K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-818- 3.26% |
$38.6K - $47.9K
|
24.3K
$1.47M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-769- 4.37% |
$36.3K - $45K
|
16.8K
$1.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-640- 10.77% |
$30.2K - $37.5K
|
5.3K
$322K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-630- 90.65% |
$29.8K - $36.9K
|
65
$3.95K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-596- 2.42% |
$28.2K - $34.9K
|
24K
$1.46M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-263- 4.33% |
$12.4K - $15.4K
|
5.81K
$353K
|
|
|
Jul 22, 2025
Q2 2025
|
Verus Wealth Management, LLC
De Pere, WI |
SELL
|
- |
-233- 2.35% |
$11K - $13.6K
|
9.67K
$587K
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-133- 1.04% |
$6.28K - $7.79K
|
12.6K
$766K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-117- 1.69% |
$5.53K - $6.85K
|
6.81K
$414K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-116- 2.04% |
$5.48K - $6.79K
|
5.57K
$338K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3- 0.07% |
$142 - $176
|
4.03K
$245K
|
|
| Q1 2025 | |||||||
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-5.93K- 98.13% |
$312K - $347K
|
113
$6.86K
|
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-2.63K- 7.65% |
$138K - $154K
|
31.8K
$1.93M
|
|
| Q4 2024 | |||||||
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-6.55K- 90.69% |
$360K - $385K
|
672
$40.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.71K- 44.29% |
$204K - $219K
|
4.67K
$284K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.7K- 85.33% |
$93.8K - $100K
|
293
$17.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-7- 15.56% |
$385 - $412
|
38
$2.31K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-3.12K- 38.37% |
$157K - $174K
|
5.01K
$305K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.28K- 19.03% |
$64.7K - $71.5K
|
5.45K
$331K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-498- 11.32% |
$25.1K - $27.8K
|
3.9K
$237K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-339- 8.6% |
$17.1K - $18.9K
|
3.6K
$219K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-129- 0.77% |
$6.51K - $7.19K
|
16.7K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-36- 2.28% |
$1.82K - $2.01K
|
1.54K
$93.8K
|
|
| Q2 2024 | |||||||
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.22K- 33.32% |
$106K - $119K
|
4.44K
$269K
|
|
| Q1 2024 | |||||||
|
Jul 31, 2025
Q1 2024
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-7.49KClosed |
$339K - $379K
|
0
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-1.6K- 13.8% |
$72.3K - $80.8K
|
9.96K
$605K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-963- 11.4% |
$38.5K - $44.6K
|
7.49K
$455K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-90- 53.57% |
$3.6K - $4.17K
|
78
$4.74K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-4.11K- 10.83% |
$170K - $183K
|
33.8K
$2.06M
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-302- 64.12% |
$12.5K - $13.5K
|
169
$10.3K
|
|
| Q2 2023 | |||||||
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-6.49K- 46.19% |
$254K - $279K
|
7.56K
$459K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-1.42K- 1.34% |
$55.6K - $61.2K
|
105K
$6.36M
|
|