Latest Institutional Transactions on Spdr Ser Tr Spdr S&P 500 Esg E (EFIV)
This table provides information on the latest institutional transactions involving Spdr Ser Tr Spdr S&P 500 Esg E (EFIV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
9+ 0.28% |
$527 - $573
|
3.25K
$211K
|
|
|
Dec 02, 2025
Q3 2025
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
SELL
|
- |
-459- 1.46% |
$26.9K - $29.2K
|
30.9K
$2.01M
|
|
|
Nov 20, 2025
Q3 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-4.37KClosed |
$256K - $278K
|
0
$0
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
839+ 0.97% |
$49.1K - $53.4K
|
87.6K
$5.69M
|
|
|
Nov 17, 2025
Q3 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
142+ 1.67% |
$8.32K - $9.04K
|
8.65K
$561K
|
|
|
Nov 14, 2025
Q3 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
3.31KNew |
$194K - $210K
|
3.31K
$215K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.38K- 13.72% |
$198K - $215K
|
21.2K
$1.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.89K+ 26.78% |
$462K - $502K
|
37.3K
$2.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-83.4K- 64.06% |
$4.88M - $5.31M
|
46.8K
$3.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.81K+ 3.1% |
$164K - $179K
|
93.2K
$6.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.16KNew |
$361K - $392K
|
6.16K
$400K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.78K- 3.19% |
$104K - $113K
|
54.1K
$3.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.07KNew |
$355K - $386K
|
6.07K
$394K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-402- 2.07% |
$23.5K - $25.6K
|
19K
$1.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
3+ 0.37% |
$176 - $191
|
820
$53.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.4K+ 43.52% |
$726K - $789K
|
40.9K
$2.65M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.52K- 12.65% |
$323K - $351K
|
38.1K
$2.47M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.44K+ 3.24% |
$84.5K - $91.8K
|
46K
$2.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
350+ 4.98% |
$20.5K - $22.3K
|
7.37K
$478K
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-13.7K- 41.03% |
$800K - $869K
|
19.6K
$1.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.9K+ 27.2% |
$170K - $185K
|
13.6K
$881K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
21.5K+ 58.74% |
$1.26M - $1.37M
|
58.1K
$3.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.5K+ 14.84% |
$147K - $159K
|
19.4K
$1.26M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
199+ 0.81% |
$11.7K - $12.7K
|
24.8K
$1.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.9K+ 511.21% |
$1.28M - $1.39M
|
26.2K
$1.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
25.5KNew |
$1.49M - $1.62M
|
25.5K
$1.66M
|
|
|
Nov 13, 2025
Q3 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
1.56K+ 34.72% |
$91.2K - $99.1K
|
6.05K
$392K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.74K+ 20.4% |
$278K - $302K
|
28K
$1.82M
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
229K+ 93.67% |
$13.4M - $14.6M
|
474K
$30.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
3.37KNew |
$197K - $215K
|
3.37K
$219K
|
|
|
Nov 12, 2025
Q3 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-56.4K- 68.07% |
$3.3M - $3.59M
|
26.5K
$1.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
91+ 1.56% |
$5.33K - $5.79K
|
5.91K
$383K
|
|
|
Nov 12, 2025
Q3 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
21+ 0.32% |
$1.23K - $1.34K
|
6.67K
$433K
|
|
|
Nov 12, 2025
Q3 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
9.24K+ 2.43% |
$541K - $588K
|
389K
$25.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
15.1KNew |
$883K - $960K
|
15.1K
$978K
|
|
|
Nov 12, 2025
Q3 2025
|
Retirement Capital Strategies
|
SELL
|
- |
-7.29K- 4.15% |
$427K - $464K
|
168K
$10.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.9K+ 1.86% |
$345K - $375K
|
324K
$21M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
283+ 5.41% |
$16.6K - $18K
|
5.52K
$358K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.16K- 0.76% |
$67.8K - $73.6K
|
151K
$9.78M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
861+ 4.17% |
$50.4K - $54.8K
|
21.5K
$1.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
2.9K+ 2.99% |
$170K - $184K
|
99.9K
$6.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
3.82KNew |
$223K - $243K
|
3.82K
$248K
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
21+ 0.25% |
$1.23K - $1.34K
|
8.36K
$543K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
109+ 2.39% |
$6.38K - $6.94K
|
4.68K
$304K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
576New |
$33.7K - $36.7K
|
576
$37.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
2+ 0.04% |
$117 - $127
|
5.49K
$356K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
856+ 30.06% |
$50.1K - $54.5K
|
3.7K
$240K
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.09K+ 10.53% |
$64K - $69.5K
|
11.5K
$744K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.38K- 6.48% |
$139K - $151K
|
34.3K
$2.22M
|
|
|
Nov 06, 2025
Q3 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
575+ 15.54% |
$33.7K - $36.6K
|
4.28K
$277K
|
|