Purchases and Sales Made in Q1 2024 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 2024. 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 09, 2024
Q1 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
166KNew |
$7.52M - $8.4M
|
166K
$9.27M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
62K+ 41.31% |
$2.81M - $3.14M
|
212K
$11.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
21.4K+ 67.04% |
$971K - $1.09M
|
53.4K
$2.98M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
21.3KNew |
$965K - $1.08M
|
21.3K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
18.4KNew |
$835K - $932K
|
18.4K
$1.03M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.4KNew |
$789K - $881K
|
17.4K
$973K
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
15.8KNew |
$714K - $798K
|
15.8K
$881K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.4K+ 70.78% |
$651K - $727K
|
34.6K
$1.94M
|
|
|
May 15, 2024
Q1 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
14.3K+ 18.55% |
$648K - $724K
|
91.3K
$5.11M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.3KNew |
$557K - $622K
|
12.3K
$687K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.5K+ 2.53% |
$520K - $581K
|
466K
$26M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
10.7K+ 12.21% |
$484K - $541K
|
98.2K
$5.49M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.21K+ 30.02% |
$417K - $466K
|
39.9K
$2.23M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.21KNew |
$372K - $416K
|
8.21K
$459K
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
6.51K+ 1.77% |
$295K - $330K
|
374K
$20.9M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
5.74KNew |
$260K - $291K
|
5.74K
$321K
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
4.54KNew |
$206K - $230K
|
4.54K
$254K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4.54K+ 82.48% |
$206K - $230K
|
10K
$561K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
4.33KNew |
$196K - $219K
|
4.33K
$242K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
4.15KNew |
$188K - $210K
|
4.15K
$232K
|
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
BUY
|
- |
4.09KNew |
$185K - $207K
|
4.09K
$229K
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
4.06KNew |
$184K - $206K
|
4.06K
$227K
|
|
|
May 10, 2024
Q1 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
3.74K+ 8.89% |
$169K - $189K
|
45.8K
$2.56M
|
|
|
May 07, 2024
Q1 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
3.43K+ 9.54% |
$156K - $174K
|
39.4K
$2.2M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.36K+ 19.4% |
$152K - $170K
|
20.7K
$1.16M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.2K+ 47.68% |
$145K - $162K
|
9.92K
$555K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.64K+ 10.81% |
$119K - $133K
|
27K
$1.51M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.43K+ 8.41% |
$110K - $123K
|
31.3K
$1.75M
|
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
2.18K+ 35.94% |
$98.9K - $110K
|
8.25K
$461K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.14K+ 9.0% |
$96.9K - $108K
|
25.9K
$1.45M
|
|
|
May 03, 2024
Q1 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
2.05K+ 20.45% |
$93.1K - $104K
|
12.1K
$676K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.05K+ 35.49% |
$92.7K - $104K
|
7.81K
$436K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.89K+ 7.82% |
$85.5K - $95.5K
|
26K
$1.45M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.62K+ 22.53% |
$73.5K - $82.1K
|
8.81K
$493K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
1.56K+ 2.28% |
$70.5K - $78.8K
|
69.9K
$3.91M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.11K+ 185.64% |
$50.4K - $56.3K
|
1.71K
$95.7K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
920+ 116.31% |
$41.7K - $46.6K
|
1.71K
$95.7K
|
|
|
May 13, 2024
Q1 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
860+ 33.88% |
$39K - $43.6K
|
3.4K
$190K
|
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
775+ 2.54% |
$35.1K - $39.3K
|
31.3K
$1.75M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
638+ 25.42% |
$28.9K - $32.3K
|
3.15K
$176K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
495New |
$22.4K - $25.1K
|
495
$27.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
428+ 6.98% |
$19.4K - $21.7K
|
6.56K
$367K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
373+ 2.07% |
$16.9K - $18.9K
|
18.4K
$1.03M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
367New |
$16.6K - $18.6K
|
367
$20.5K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
151+ 1.25% |
$6.85K - $7.65K
|
12.3K
$685K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
119New |
$5.4K - $6.03K
|
119
$6.65K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
113New |
$5.12K - $5.72K
|
113
$6.32K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
47+ 26.4% |
$2.13K - $2.38K
|
225
$12.6K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
45New |
$2.04K - $2.28K
|
45
$2.52K
|
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
31+ 0.26% |
$1.41K - $1.57K
|
11.9K
$667K
|