Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
224K+ 3142.77% |
$11.8M - $13.1M
|
232K
$12.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
114KNew |
$6M - $6.68M
|
114K
$6.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
28.3K+ 13.07% |
$1.49M - $1.66M
|
245K
$12.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
21KNew |
$1.11M - $1.23M
|
21K
$1.11M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
19.7K+ 954.74% |
$1.04M - $1.15M
|
21.8K
$1.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
18K+ 13.07% |
$944K - $1.05M
|
155K
$8.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.26KNew |
$486K - $542K
|
9.26K
$487K
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
5.93K+ 5250.44% |
$312K - $347K
|
6.05K
$318K
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
3.97KNew |
$208K - $232K
|
3.97K
$209K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.29K+ 11.6% |
$120K - $134K
|
22K
$1.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
BUY
|
- |
2.15K+ 13.87% |
$113K - $126K
|
17.6K
$926K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.1K+ 26.78% |
$57.6K - $64.1K
|
5.19K
$273K
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
1.07K+ 3.49% |
$56.4K - $62.8K
|
31.8K
$1.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
1K+ 11.24% |
$52.5K - $58.5K
|
9.9K
$521K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
542+ 20.5% |
$28.5K - $31.7K
|
3.19K
$168K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
442+ 8.43% |
$23.2K - $25.9K
|
5.69K
$299K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
176New |
$9.25K - $10.3K
|
176
$9.26K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
129+ 9.81% |
$6.78K - $7.55K
|
1.44K
$76K
|
|
|
Apr 10, 2025
Q1 2025
|
Brave Asset Management Inc
|
BUY
|
- |
119+ 2.25% |
$6.25K - $6.96K
|
5.42K
$285K
|
|
|
Apr 24, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
99New |
$5.2K - $5.79K
|
99
$5.21K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
22+ 0.55% |
$1.16K - $1.29K
|
4.03K
$212K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
17+ 0.01% |
$893 - $995
|
225K
$11.9M
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
11+ 0.13% |
$578 - $644
|
8.5K
$447K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
9+ 0.28% |
$473 - $527
|
3.23K
$170K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
9+ 0.06% |
$473 - $527
|
15.3K
$807K
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
BUY
|
- |
7+ 0.09% |
$368 - $410
|
8.2K
$431K
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
3+ 0.37% |
$158 - $176
|
815
$42.9K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.32% |
$105 - $117
|
625
$32.9K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-43- 16.1% |
$2.26K - $2.52K
|
224
$11.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-878- 3.38% |
$46.1K - $51.4K
|
25.1K
$1.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.03K- 9.57% |
$54K - $60.1K
|
9.72K
$511K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.11K- 11.62% |
$58.4K - $65.1K
|
8.46K
$445K
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-1.36K- 18.94% |
$71.4K - $79.6K
|
5.82K
$306K
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.67K- 14.65% |
$87.7K - $97.7K
|
9.72K
$512K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-3.31K- 4.77% |
$174K - $194K
|
66.2K
$3.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-15.1K- 7.09% |
$792K - $882K
|
198K
$10.4M
|