Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2022
Q2 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
86.6K+ 404.92% |
$3.05M - $3.8M
|
108K
$6.04M
|
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
50KNew |
$1.76M - $2.19M
|
50K
$2.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.6K+ 8.48% |
$1.04M - $1.3M
|
379K
$21.2M
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
26.6K+ 3.8% |
$937K - $1.17M
|
728K
$40.7M
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12.1KNew |
$426K - $531K
|
12.1K
$677K
|
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
8.7KNew |
$306K - $382K
|
8.7K
$486K
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.02KNew |
$282K - $352K
|
8.02K
$448K
|
|
|
Jul 29, 2022
Q2 2022
|
Single Point Partners, LLC
|
BUY
|
- |
7.99KNew |
$281K - $351K
|
7.99K
$447K
|
|
|
Aug 15, 2022
Q2 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
7.73KNew |
$272K - $339K
|
7.73K
$432K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.34K+ 36.57% |
$258K - $322K
|
27.4K
$1.53M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
6.42K+ 122.63% |
$226K - $282K
|
11.7K
$652K
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.89K+ 5.67% |
$207K - $259K
|
110K
$6.13M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.66K+ 83.8% |
$164K - $204K
|
10.2K
$571K
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.24K+ 14.49% |
$114K - $142K
|
25.6K
$1.43M
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.44K+ 33.95% |
$85.9K - $107K
|
9.63K
$538K
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.04K+ 78.78% |
$71.9K - $89.6K
|
4.63K
$259K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.02K+ 816.8% |
$35.9K - $44.8K
|
1.15K
$64.1K
|
|
|
Aug 10, 2022
Q2 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
753+ 1.09% |
$26.5K - $33K
|
69.6K
$3.89M
|
|
|
Jul 18, 2022
Q2 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
623+ 5.86% |
$21.9K - $27.3K
|
11.2K
$629K
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
301+ 2.14% |
$10.6K - $13.2K
|
14.4K
$803K
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
216+ 2.75% |
$7.6K - $9.48K
|
8.07K
$451K
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
51+ 0.28% |
$1.79K - $2.24K
|
18K
$1M
|
|
|
Aug 11, 2022
Q2 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
32+ 0.4% |
$1.13K - $1.4K
|
8K
$447K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
SELL
|
- |
-178- 1.22% |
$6.26K - $7.81K
|
14.4K
$805K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-246Closed |
$8.66K - $10.8K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-800- 3.24% |
$28.2K - $35.1K
|
23.9K
$1.34M
|
|
|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-2.62K- 1.77% |
$92.2K - $115K
|
145K
$8.11M
|
|
|
Aug 02, 2022
Q2 2022
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-3.03K- 9.34% |
$106K - $133K
|
29.4K
$1.64M
|
|
|
Aug 12, 2022
Q2 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-3.17K- 18.69% |
$112K - $139K
|
13.8K
$771K
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-4.7KClosed |
$165K - $206K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.3K- 23.61% |
$186K - $232K
|
17.1K
$958K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.4K- 11.73% |
$365K - $455K
|
78K
$4.36M
|
|
|
Aug 16, 2022
Q2 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-16.3K- 71.39% |
$574K - $715K
|
6.53K
$365K
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-19.8K- 67.25% |
$696K - $868K
|
9.63K
$538K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-20.7K- 53.13% |
$728K - $908K
|
18.3K
$1.02M
|
|
|
Jul 29, 2022
Q2 2022
|
Retirement Capital Strategies
|
SELL
|
- |
-70.6KClosed |
$2.48M - $3.1M
|
0
$0
|