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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-67- 0.28% |
$3.92K - $4.26K
|
24.2K
$1.57M
|
|
|
Nov 06, 2025
Q3 2025
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-180- 1.48% |
$10.5K - $11.5K
|
12K
$777K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.37K+ 32.29% |
$373K - $406K
|
26.1K
$1.69M
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-483- 12.26% |
$28.3K - $30.7K
|
3.46K
$224K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9+ 0.25% |
$527 - $573
|
3.57K
$232K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.1K+ 122.05% |
$589K - $640K
|
18.3K
$1.19M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-158- 38.54% |
$9.25K - $10.1K
|
252
$16.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-59.1K- 27.74% |
$3.46M - $3.76M
|
154K
$9.99M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
10+ 33.33% |
$586 - $636
|
40
$2.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
1.4K+ 5.55% |
$82.1K - $89.2K
|
26.7K
$1.73M
|
|
|
Oct 29, 2025
Q3 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
581+ 3.83% |
$34K - $37K
|
15.7K
$1.02M
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-14- 0.4% |
$820 - $891
|
3.45K
$224K
|
|
|
Oct 24, 2025
Q3 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
4.14K+ 25.1% |
$242K - $263K
|
20.6K
$1.34M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.06K+ 21.07% |
$120K - $131K
|
11.8K
$767K
|
|
|
Oct 22, 2025
Q3 2025
|
Verus Wealth Management, LLC
De Pere, WI |
SELL
|
- |
-567- 5.87% |
$33.2K - $36.1K
|
9.1K
$590K
|
|
|
Oct 21, 2025
Q3 2025
|
Coastline Trust CO
|
SELL
|
- |
-188- 1.12% |
$11K - $12K
|
16.6K
$1.08M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.44KNew |
$202K - $219K
|
3.44K
$223K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.33K- 25.07% |
$77.8K - $84.6K
|
3.97K
$258K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5.11K+ 2.64% |
$299K - $325K
|
198K
$12.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-8.78K- 44.74% |
$514K - $558K
|
10.8K
$703K
|
|
|
Oct 20, 2025
Q3 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-7.43K- 4.19% |
$435K - $473K
|
170K
$11M
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-300- 0.93% |
$17.6K - $19.1K
|
31.8K
$2.06M
|
|
|
Oct 20, 2025
Q3 2025
|
Single Point Partners, LLC
|
BUY
|
- |
6+ 0.07% |
$351 - $382
|
8.21K
$533K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
2+ 0.06% |
$117 - $127
|
3.5K
$227K
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-2.66K- 22.72% |
$156K - $169K
|
9.05K
$587K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
454+ 8.15% |
$26.6K - $28.9K
|
6.02K
$391K
|
|
|
Oct 15, 2025
Q3 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
14+ 0.26% |
$820 - $891
|
5.46K
$354K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-386- 4.37% |
$22.6K - $24.6K
|
8.44K
$548K
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-767- 5.25% |
$44.9K - $48.8K
|
13.8K
$898K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.27K+ 6.27% |
$74.3K - $80.7K
|
21.5K
$1.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
4.85K+ 117.91% |
$284K - $309K
|
8.97K
$582K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.32% |
$117 - $127
|
628
$40.7K
|
|
|
Oct 09, 2025
Q3 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-4.45K- 14.69% |
$261K - $283K
|
25.8K
$1.68M
|
|
|
Oct 08, 2025
Q3 2025
|
Tompkins Financial Corp
|
BUY
|
- |
26.2K+ 9.95% |
$1.54M - $1.67M
|
290K
$18.8M
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-33- 0.57% |
$1.93K - $2.1K
|
5.77K
$375K
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
SELL
|
- |
-3.35K- 21.54% |
$196K - $213K
|
12.2K
$791K
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
SELL
|
- |
-746- 1.36% |
$43.7K - $47.5K
|
54.2K
$3.52M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.64KNew |
$213K - $232K
|
3.64K
$236K
|
|
| Q2 2025 | |||||||
|
Nov 24, 2025
Q2 2025
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
896KNew |
$42.3M - $52.4M
|
896K
$58.1M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
46K+ 20823.98% |
$2.17M - $2.69M
|
46.2K
$3M
|
|
|
Oct 29, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
25+ 0.15% |
$1.18K - $1.46K
|
16.8K
$1.09M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-14K- 50.0% |
$660K - $817K
|
14K
$906K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-630- 90.65% |
$29.8K - $36.9K
|
65
$4.22K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.51KNew |
$449K - $557K
|
9.51K
$617K
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-133- 1.04% |
$6.28K - $7.79K
|
12.6K
$819K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
19+ 2.29% |
$898 - $1.11K
|
850
$55.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-6.63K- 98.13% |
$313K - $388K
|
126
$8.17K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
110+ 2.85% |
$5.2K - $6.44K
|
3.97K
$257K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-117- 1.69% |
$5.53K - $6.85K
|
6.81K
$442K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.11KNew |
$52.4K - $64.9K
|
1.11K
$72K
|
|