Purchases and Sales Made in Q2 2023 in Spdr Ser Tr Spdr S&P 500 Esg E (EFIV)

EFIV Quotes by TradingView

This table provides information about the institutional ownership of Spdr Ser Tr Spdr S&P 500 Esg E (EFIV) during Q2 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
Aug 14, 2023 Q2 2023
Retirement Capital Strategies

BUY
 -
173K
New
$6.78M - $7.46M
173K $10.1M
Aug 09, 2023 Q2 2023
Baltimore Washington Financial Advisors, Inc.

BUY
 -
161K
+ 89.93%
$6.3M - $6.93M
340K $19.8M
Aug 11, 2023 Q2 2023
Pine Bridge Investments, L.P.

BUY
 -
66.7K
New
$2.61M - $2.87M
66.7K $3.88M
Aug 14, 2023 Q2 2023
One Capital Management, LLC

Westlake Village, CA
BUY
 -
57K
New
$2.23M - $2.46M
57K $3.32M
Aug 04, 2023 Q2 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
46.8K
New
$1.83M - $2.01M
46.8K $2.72M
Aug 04, 2023 Q2 2023
New York Life Investment Management LLC

New York, NY
BUY
 -
37.9K
New
$1.48M - $1.63M
37.9K $2.21M
Aug 11, 2023 Q2 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
25.9K
New
$1.01M - $1.11M
25.9K $1.5M
Aug 07, 2023 Q2 2023
Principal Financial Group Inc

Des Moines, IA
BUY
 -
22.7K
+ 27.26%
$886K - $976K
106K $6.15M
Aug 14, 2023 Q2 2023
Jane Street Group, LLC

New York, NY
BUY
 -
20.9K
+ 140.17%
$817K - $899K
35.8K $2.08M
Jul 24, 2023 Q2 2023
Bergan Kdv Wealth Management, LLC

BUY
 -
13.6K
+ 69.24%
$531K - $584K
33.2K $1.93M
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

BUY
 -
5.76K
+ 27.8%
$225K - $248K
26.5K $1.54M
Aug 01, 2023 Q2 2023
Merit Financial Group, LLC

BUY
 -
4.89K
New
$191K - $210K
4.89K $284K
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
4.79K
New
$187K - $206K
4.79K $279K
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
4.48K
+ 31.52%
$175K - $193K
18.7K $1.09M
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
4.06K
+ 436.77%
$159K - $175K
4.99K $290K
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
BUY
 -
3.51K
+ 16.6%
$137K - $151K
24.6K $1.43M
Aug 07, 2023 Q2 2023
Wells Financial Advisors Inc

BUY
 -
2.54K
New
$99.3K - $109K
2.54K $148K
Jul 28, 2023 Q2 2023
Retirement Income Solutions, Inc

Ann Arbor, MI
BUY
 -
2.5K
+ 17.24%
$97.6K - $107K
17K $987K
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
2.33K
+ 11.06%
$91K - $100K
23.4K $1.36M
Aug 10, 2023 Q2 2023
Citigroup Inc

BUY
 -
2.12K
New
$82.7K - $91.1K
2.12K $123K
Aug 16, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
2.02K
+ 37.7%
$79.2K - $87.1K
7.39K $430K
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
1.85K
+ 7.15%
$72.5K - $79.8K
27.8K $1.62M
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
1.83K
New
$71.6K - $78.7K
1.83K $106K
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
1.73K
+ 35.8%
$67.7K - $74.5K
6.56K $382K
Jul 17, 2023 Q2 2023
Marshall Financial Group LLC

BUY
 -
1.5K
+ 24.51%
$58.7K - $64.6K
7.62K $443K
Aug 03, 2023 Q2 2023
Armbruster Capital Management, Inc.

BUY
 -
1.13K
+ 3.25%
$44K - $48.4K
35.8K $2.08M
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
731
+ 2.18%
$28.6K - $31.5K
34.3K $2M
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
592
+ 3.36%
$23.2K - $25.5K
18.2K $1.06M
Aug 11, 2023 Q2 2023
Penserra Capital Management LLC

Orinda, CA
BUY
 -
471
New
$18.4K - $20.3K
471 $27.4K
Jul 20, 2023 Q2 2023
Veracity Capital LLC

BUY
 -
413
+ 2.66%
$16.2K - $17.8K
16K $928K
Aug 14, 2023 Q2 2023
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
411
+ 3.66%
$16.1K - $17.7K
11.6K $677K
Jul 22, 2024 Q2 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
355
+ 2.54%
$13.9K - $15.3K
14.3K $833K
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
251
+ 1.56%
$9.82K - $10.8K
16.3K $949K
Jul 10, 2023 Q2 2023
Single Point Partners, LLC

BUY
 -
155
+ 1.8%
$6.06K - $6.67K
8.75K $509K
Aug 14, 2023 Q2 2023
Journey Strategic Wealth LLC

Summit, NJ
BUY
 -
144
+ 1.64%
$5.63K - $6.2K
8.92K $519K
Aug 11, 2023 Q2 2023
Aptus Capital Advisors, LLC

BUY
 -
121
New
$4.73K - $5.21K
121 $7.04K
Aug 14, 2023 Q2 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
121
New
$4.73K - $5.21K
121 $7.04K
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
103
+ 12.1%
$4.03K - $4.43K
954 $55.5K
Jul 17, 2023 Q2 2023
Warren Street Wealth Advisors, LLC

BUY
 -
70
+ 0.6%
$2.74K - $3.01K
11.8K $688K
Jul 17, 2023 Q2 2023
Denver Wealth Management, Inc.

Greenwood Village, CO
BUY
 -
61
+ 1.04%
$2.39K - $2.63K
5.95K $346K
Aug 08, 2023 Q2 2023
Operose Advisors LLC

Milwaukee, WI
BUY
 -
30
+ 0.37%
$1.17K - $1.29K
8.13K $473K
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
25
+ 43.86%
$978 - $1.08K
82 $4.77K
Jul 18, 2023 Q2 2023
Allworth Financial LP

BUY
 -
11
+ 0.4%
$430 - $474
2.79K $163K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jul 24, 2023 Q2 2023
Kwb Wealth

Redlands, CA
SELL
 -
-244
- 2.91%
$9.55K - $10.5K
8.14K $474K
Aug 02, 2023 Q2 2023
Sage Advisory Services, Ltd.Co.

SELL
 -
-392
- 1.78%
$15.3K - $16.9K
21.6K $1.26M
Jul 14, 2023 Q2 2023
R. W. Roge & Company, Inc.

Bohemia, NY
SELL
 -
-500
- 4.63%
$19.6K - $21.5K
10.3K $599K
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
SELL
 -
-631
- 6.4%
$24.7K - $27.2K
9.23K $537K
Aug 10, 2023 Q2 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-677
- 5.01%
$26.5K - $29.1K
12.8K $747K

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