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
$1.19M
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-11.3K- 17.0% |
$532K - $659K
|
55K
$3.23M
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-769- 4.37% |
$36.3K - $45K
|
16.8K
$988K
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-263- 4.33% |
$12.4K - $15.4K
|
5.81K
$341K
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-116- 2.04% |
$5.48K - $6.79K
|
5.57K
$327K
|
|
Q1 2025 | |||||||
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-139K- 71.79% |
$7.31M - $8.14M
|
54.7K
$3.21M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-90.9K- 37.71% |
$4.78M - $5.32M
|
150K
$8.82M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-20K- 73.66% |
$1.05M - $1.17M
|
7.14K
$419K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-19.3K- 48.73% |
$1.01M - $1.13M
|
20.3K
$1.19M
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-15.1K- 7.09% |
$792K - $882K
|
198K
$11.6M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.1K- 72.98% |
$741K - $826K
|
5.22K
$307K
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-5.93K- 98.13% |
$312K - $347K
|
113
$6.63K
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
SELL
|
- |
-4.18K- 1.97% |
$220K - $245K
|
208K
$12.2M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.46K- 7.41% |
$182K - $203K
|
43.3K
$2.54M
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-2.63K- 7.65% |
$138K - $154K
|
31.8K
$1.86M
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.73K- 8.68% |
$91K - $101K
|
18.2K
$1.07M
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.71K- 0.45% |
$89.9K - $100K
|
379K
$22.2M
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.67K- 14.65% |
$87.7K - $97.7K
|
9.72K
$571K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.4K- 0.39% |
$73.6K - $82K
|
357K
$21M
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.33K- 19.65% |
$69.8K - $77.7K
|
5.43K
$319K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.33K- 6.57% |
$69.8K - $77.7K
|
18.9K
$1.11M
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-1.33K- 1.32% |
$69.7K - $77.6K
|
99.2K
$5.82M
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.28K- 2.59% |
$67K - $74.7K
|
47.9K
$2.81M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.11K- 11.62% |
$58.4K - $65.1K
|
8.46K
$496K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.03K- 9.57% |
$54K - $60.1K
|
9.72K
$570K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-878- 3.38% |
$46.1K - $51.4K
|
25.1K
$1.47M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-570- 72.06% |
$29.9K - $33.4K
|
221
$13K
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-284- 4.56% |
$14.9K - $16.6K
|
5.94K
$349K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-80- 1.01% |
$4.2K - $4.68K
|
7.85K
$461K
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-43- 16.1% |
$2.26K - $2.52K
|
224
$13.1K
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-15- 0.02% |
$788 - $878
|
88.7K
$5.21M
|
|
Q4 2024 | |||||||
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-6.55K- 90.69% |
$360K - $385K
|
672
$39.4K
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.71K- 44.29% |
$204K - $219K
|
4.67K
$274K
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.7K- 85.33% |
$93.8K - $100K
|
293
$17.2K
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-705- 2.86% |
$38.8K - $41.5K
|
23.9K
$1.4M
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-64- 1.63% |
$3.52K - $3.77K
|
3.86K
$226K
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-7- 15.56% |
$385 - $412
|
38
$2.23K
|
|
Q3 2024 | |||||||
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-3.12K- 38.37% |
$157K - $174K
|
5.01K
$294K
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.28K- 19.03% |
$64.7K - $71.5K
|
5.45K
$320K
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-498- 11.32% |
$25.1K - $27.8K
|
3.9K
$229K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-339- 8.6% |
$17.1K - $18.9K
|
3.6K
$211K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-129- 0.77% |
$6.51K - $7.19K
|
16.7K
$981K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-36- 2.28% |
$1.82K - $2.01K
|
1.54K
$90.6K
|
|
Q2 2024 | |||||||
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.22K- 33.32% |
$106K - $119K
|
4.44K
$260K
|
|
Q1 2024 | |||||||
Apr 22, 2024
Q1 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-1.6K- 13.8% |
$72.3K - $80.8K
|
9.96K
$585K
|
|
Q4 2023 | |||||||
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-963- 11.4% |
$38.5K - $44.6K
|
7.49K
$439K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-90- 53.57% |
$3.6K - $4.17K
|
78
$4.58K
|
|
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
$1.99M
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-302- 64.12% |
$12.5K - $13.5K
|
169
$9.92K
|
|
Q2 2023 | |||||||
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-6.49K- 46.19% |
$254K - $279K
|
7.56K
$443K
|