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
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
55+ 0.2% |
$2.63K - $2.95K
|
27.1K
$1.51M
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
53New |
$2.54K - $2.84K
|
53
$2.96K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
52+ 0.55% |
$2.49K - $2.79K
|
9.59K
$536K
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
50+ 0.13% |
$2.39K - $2.68K
|
39.4K
$2.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
46New |
$2.2K - $2.47K
|
46
$2.57K
|
|
|
Aug 01, 2024
Q2 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
29+ 0.24% |
$1.39K - $1.55K
|
12.1K
$678K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
27+ 0.33% |
$1.29K - $1.45K
|
8.24K
$461K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
10+ 0.31% |
$479 - $536
|
3.2K
$179K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10+ 0.26% |
$479 - $536
|
3.91K
$218K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4+ 1.78% |
$191 - $214
|
229
$12.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.32% |
$95.7 - $107
|
619
$34.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-3- 0.07% |
$144 - $161
|
4.14K
$232K
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-9- 0.15% |
$431 - $483
|
6.02K
$337K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-45- 0.08% |
$2.15K - $2.41K
|
55.5K
$3.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-80- 0.31% |
$3.83K - $4.29K
|
25.8K
$1.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-167- 2.03% |
$7.99K - $8.95K
|
8.04K
$450K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-595- 7.62% |
$28.5K - $31.9K
|
7.21K
$403K
|
|
|
Jul 12, 2024
Q2 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-608- 6.92% |
$29.1K - $32.6K
|
8.18K
$457K
|
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
SELL
|
- |
-671- 4.2% |
$32.1K - $36K
|
15.3K
$856K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-818- 4.7% |
$39.2K - $43.9K
|
16.6K
$927K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-920- 53.77% |
$44K - $49.3K
|
791
$44.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-958- 4.5% |
$45.9K - $51.4K
|
20.3K
$1.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.01K- 3.63% |
$48.2K - $54K
|
26.7K
$1.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.14K- 20.55% |
$54.5K - $61K
|
4.4K
$246K
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.28K- 22.31% |
$61.3K - $68.7K
|
4.46K
$249K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.3K- 2.44% |
$62.4K - $69.9K
|
52.1K
$2.91M
|
|
|
Aug 06, 2024
Q2 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-1.32K- 14.6% |
$63.2K - $70.8K
|
7.73K
$432K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.22K- 33.32% |
$106K - $119K
|
4.44K
$248K
|
|
|
Aug 01, 2024
Q2 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-2.36K- 7.53% |
$113K - $126K
|
29K
$1.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.94K- 93.23% |
$140K - $157K
|
213
$11.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.08K- 32.75% |
$195K - $219K
|
8.38K
$469K
|
|
|
Jul 25, 2024
Q2 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-4.09K- 1.81% |
$196K - $219K
|
222K
$12.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.33K- 25.75% |
$255K - $286K
|
15.4K
$859K
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-5.71K- 29.52% |
$273K - $306K
|
13.6K
$762K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-30.3K- 87.47% |
$1.45M - $1.62M
|
4.34K
$243K
|
|
|
Aug 14, 2024
Q2 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-39.8K- 91.26% |
$1.91M - $2.14M
|
3.82K
$213K
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-50.2K- 24.6% |
$2.4M - $2.69M
|
154K
$8.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-380K- 81.62% |
$18.2M - $20.4M
|
85.6K
$4.79M
|