Purchases and Sales Made in Q1 2023 in Spdr Ser Tr Spdr S&P 500 Esg E (EFIV)
This table provides information about the institutional ownership of Spdr Ser Tr Spdr S&P 500 Esg E (EFIV) during Q1 2023. The information is specifically focused on institutions that hold shares of SPDR SER TR SPDR S&P 500 ESG E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-8.02K- 37.24% |
$291K - $320K
|
13.5K
$755K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-9.11K- 10.52% |
$330K - $364K
|
77.5K
$4.33M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-56.6K- 53.98% |
$2.05M - $2.26M
|
48.3K
$2.7M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-225K- 48.65% |
$8.15M - $8.97M
|
237K
$13.3M
|