Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-479- 3.98% |
$19.2K - $22.2K
|
11.6K
$672K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-590- 2.42% |
$23.6K - $27.3K
|
23.7K
$1.38M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-721- 6.75% |
$28.8K - $33.4K
|
9.96K
$579K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-963- 11.4% |
$38.5K - $44.6K
|
7.49K
$435K
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.39K- 17.06% |
$55.6K - $64.3K
|
6.75K
$393K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-1.4K- 9.72% |
$56K - $64.8K
|
13K
$756K
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.44K- 19.07% |
$57.8K - $66.9K
|
6.13K
$357K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1.5K- 2.15% |
$60K - $69.4K
|
68.3K
$3.97M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.07K- 18.7% |
$82.6K - $95.7K
|
8.98K
$522K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.29K- 47.71% |
$91.6K - $106K
|
2.51K
$146K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.51K- 16.85% |
$140K - $163K
|
17.3K
$1.01M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.73K- 6.19% |
$149K - $173K
|
56.5K
$3.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.81K- 21.59% |
$152K - $176K
|
13.8K
$805K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.91K- 12.08% |
$156K - $181K
|
28.5K
$1.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.53K- 46.58% |
$181K - $210K
|
5.19K
$302K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.13K- 39.15% |
$245K - $284K
|
9.52K
$554K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.9K- 5.0% |
$316K - $366K
|
150K
$8.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-9.77K- 28.85% |
$391K - $452K
|
24.1K
$1.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-11.6K- 56.31% |
$466K - $539K
|
9.04K
$526K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17K- 41.11% |
$681K - $788K
|
24.4K
$1.42M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-18.8K- 56.03% |
$750K - $869K
|
14.7K
$856K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-66.9K- 12.84% |
$2.68M - $3.1M
|
454K
$26.4M
|