Purchases and Sales Made in Q2 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 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-968- 2.01% |
$37.9K - $41.7K
|
47.3K
$2.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-1.38K- 7.61% |
$54K - $59.4K
|
16.8K
$975K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-1.42K- 1.34% |
$55.6K - $61.2K
|
105K
$6.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.42K- 19.07% |
$55.7K - $61.3K
|
6.04K
$352K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.46K- 90.09% |
$57.2K - $63K
|
161
$9.37K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.58K- 10.14% |
$61.8K - $68K
|
14K
$814K
|
|
|
Aug 21, 2023
Q2 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-1.72K- 2.77% |
$67.2K - $74K
|
60.4K
$3.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.88K- 34.92% |
$113K - $124K
|
5.37K
$312K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-3.41K- 11.53% |
$133K - $147K
|
26.1K
$1.52M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-6.49K- 46.19% |
$254K - $279K
|
7.56K
$439K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-6.52K- 8.42% |
$255K - $281K
|
71K
$4.13M
|
|
|
Jul 24, 2023
Q2 2023
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-23.4K- 66.07% |
$917K - $1.01M
|
12K
$700K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-65.2K- 27.48% |
$2.55M - $2.81M
|
172K
$10M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-320K- 38.53% |
$12.5M - $13.8M
|
510K
$29.7M
|