Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Retirement Capital Strategies
|
BUY
|
- |
557K+ 396.07% |
$26.7M - $29.9M
|
698K
$39M
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
352KNew |
$16.9M - $18.9M
|
352K
$19.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
80.4K+ 801.28% |
$3.85M - $4.31M
|
90.5K
$5.06M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
48.3KNew |
$2.31M - $2.59M
|
48.3K
$2.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
19KNew |
$908K - $1.02M
|
19K
$1.06M
|
|
|
Aug 02, 2024
Q2 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
11.5K+ 25.1% |
$550K - $616K
|
57.3K
$3.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
11.4K+ 6.86% |
$544K - $610K
|
177K
$9.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.9KNew |
$521K - $583K
|
10.9K
$608K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
7.14KNew |
$342K - $383K
|
7.14K
$399K
|
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
6.41K+ 1.72% |
$307K - $344K
|
380K
$21.3M
|
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
6.01KNew |
$288K - $322K
|
6.01K
$336K
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
5.22K+ 5.71% |
$250K - $280K
|
96.6K
$5.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.2KNew |
$249K - $279K
|
5.2K
$291K
|
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
BUY
|
- |
4.37KNew |
$209K - $234K
|
4.37K
$244K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.14KNew |
$198K - $222K
|
4.14K
$232K
|
|
|
Aug 06, 2024
Q2 2024
|
Chicago Capital, LLC
|
BUY
|
- |
3.98K+ 97.24% |
$190K - $213K
|
8.07K
$451K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.97K+ 12.69% |
$190K - $213K
|
35.3K
$1.97M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.94KNew |
$189K - $211K
|
3.94K
$220K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
3.43KNew |
$164K - $184K
|
3.43K
$192K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
2.91KNew |
$139K - $156K
|
2.91K
$163K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.5K+ 2.54% |
$119K - $134K
|
101K
$5.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.47K+ 17.29% |
$118K - $132K
|
16.7K
$935K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.22K+ 15.16% |
$106K - $119K
|
16.8K
$942K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.18KNew |
$104K - $117K
|
2.18K
$122K
|
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
1.78K+ 21.54% |
$85.1K - $95.3K
|
10K
$561K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.77K+ 9.61% |
$84.7K - $94.9K
|
20.2K
$1.13M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
1.58KNew |
$75.6K - $84.7K
|
1.58K
$88.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.42K+ 0.67% |
$68.1K - $76.2K
|
213K
$11.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
944+ 5.13% |
$45.2K - $50.6K
|
19.3K
$1.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
943+ 371.26% |
$45.1K - $50.6K
|
1.2K
$66.9K
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
793New |
$38K - $42.5K
|
793
$44.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
664+ 0.95% |
$31.8K - $35.6K
|
70.5K
$3.94M
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
579+ 269.3% |
$27.7K - $31K
|
794
$44.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
536+ 23.88% |
$25.7K - $28.7K
|
2.78K
$155K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
534+ 11.21% |
$25.6K - $28.6K
|
5.3K
$296K
|
|
|
Jul 15, 2024
Q2 2024
|
Brave Asset Management Inc
|
BUY
|
- |
434+ 8.92% |
$20.8K - $23.3K
|
5.3K
$296K
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
417+ 10.26% |
$20K - $22.4K
|
4.48K
$250K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
414New |
$19.8K - $22.2K
|
414
$23.1K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
361New |
$17.3K - $19.4K
|
361
$20.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
328+ 0.64% |
$15.7K - $17.6K
|
51.3K
$2.87M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
323+ 0.81% |
$15.5K - $17.3K
|
40.2K
$2.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
273+ 74.39% |
$13.1K - $14.6K
|
640
$35.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
263+ 1.01% |
$12.6K - $14.1K
|
26.2K
$1.47M
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
200+ 4.4% |
$9.57K - $10.7K
|
4.74K
$265K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
155+ 1.76% |
$7.42K - $8.31K
|
8.97K
$501K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
119+ 11.43% |
$5.7K - $6.38K
|
1.16K
$64.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
119+ 11.43% |
$5.7K - $6.38K
|
1.16K
$64.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
102+ 1.03% |
$4.88K - $5.47K
|
10K
$561K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
82+ 14.7% |
$3.93K - $4.4K
|
640
$35.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
60+ 0.44% |
$2.87K - $3.22K
|
13.8K
$774K
|