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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
172+ 0.05% |
$9.47K - $10.1K
|
380K
$22.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
350New |
$19.3K - $20.6K
|
350
$20.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
8.9KNew |
$490K - $524K
|
8.9K
$518K
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
1.27K+ 12.49% |
$69.6K - $74.5K
|
11.4K
$663K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1K- 3.15% |
$55.1K - $58.9K
|
30.7K
$1.79M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
68+ 0.1% |
$3.74K - $4K
|
69.5K
$4.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8+ 3.49% |
$440 - $471
|
237
$13.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-349- 5.44% |
$19.2K - $20.5K
|
6.07K
$353K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.66KNew |
$201K - $215K
|
3.66K
$213K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.59K+ 10.96% |
$253K - $270K
|
46.5K
$2.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
10+ 0.07% |
$551 - $589
|
15.3K
$891K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
7.14KNew |
$393K - $420K
|
7.14K
$415K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
3.67KNew |
$202K - $216K
|
3.67K
$213K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.32% |
$110 - $118
|
623
$36.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
5.24KNew |
$289K - $309K
|
5.24K
$305K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-82- 12.81% |
$4.14K - $4.57K
|
558
$32.5K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11+ 0.28% |
$555 - $613
|
3.92K
$228K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.46K+ 66.53% |
$174K - $193K
|
8.66K
$504K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.15K+ 15.3% |
$310K - $343K
|
46.3K
$2.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.2K+ 4.91% |
$212K - $234K
|
89.8K
$5.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
354+ 3.95% |
$17.9K - $19.7K
|
9.32K
$542K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.17K- 6.19% |
$59.2K - $65.5K
|
17.8K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-400- 34.48% |
$20.2K - $22.3K
|
760
$44.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
122KNew |
$6.13M - $6.78M
|
122K
$7.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.28K+ 4.79% |
$64.6K - $71.4K
|
28K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3K+ 1409.39% |
$151K - $167K
|
3.22K
$187K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
950+ 27.7% |
$47.9K - $53K
|
4.38K
$255K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.36K+ 54.39% |
$421K - $466K
|
23.7K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$50.4 - $55.8
|
4.48K
$261K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
331+ 2.7% |
$16.7K - $18.5K
|
12.6K
$732K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-1.08K- 1.12% |
$54.7K - $60.4K
|
95.5K
$5.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-36- 2.28% |
$1.82K - $2.01K
|
1.54K
$89.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
214+ 7.22% |
$10.8K - $11.9K
|
3.18K
$185K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-31- 0.09% |
$1.56K - $1.73K
|
35.2K
$2.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-339- 8.6% |
$17.1K - $18.9K
|
3.6K
$210K
|
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
2.35K+ 39.15% |
$119K - $131K
|
8.36K
$486K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-838- 24.66% |
$42.3K - $46.7K
|
2.56K
$149K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-184- 4.12% |
$9.28K - $10.3K
|
4.28K
$249K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
25+ 0.3% |
$1.26K - $1.39K
|
8.27K
$481K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.41K+ 8.45% |
$71.3K - $78.8K
|
18.1K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-587- 2.17% |
$29.6K - $32.7K
|
26.5K
$1.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-231- 0.88% |
$11.6K - $12.9K
|
26K
$1.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
11.4KNew |
$577K - $638K
|
11.4K
$665K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-35- 0.17% |
$1.77K - $1.95K
|
20.1K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
204+ 2.54% |
$10.3K - $11.4K
|
8.25K
$480K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
156+ 0.94% |
$7.87K - $8.7K
|
16.7K
$974K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-994- 5.14% |
$50.1K - $55.4K
|
18.3K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-4.82K- 4.79% |
$243K - $269K
|
95.9K
$5.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-12.7K- 1.82% |
$640K - $708K
|
685K
$39.9M
|
|