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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
3.88KNew |
$183K - $227K
|
3.88K
$252K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.32K+ 25.36% |
$62.2K - $77.1K
|
6.51K
$422K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3- 0.07% |
$142 - $176
|
4.03K
$261K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-52.7K- 11.3% |
$2.49M - $3.09M
|
414K
$26.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
123+ 8.52% |
$5.81K - $7.2K
|
1.57K
$102K
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
BUY
|
- |
5.09KNew |
$241K - $298K
|
5.09K
$330K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
1.87KNew |
$88.5K - $110K
|
1.87K
$122K
|
|
| Q1 2025 | |||||||
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
51+ 8.46% |
$2.68K - $2.98K
|
654
$42.4K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.8K+ 21.47% |
$199K - $222K
|
21.5K
$1.39M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.41KNew |
$337K - $375K
|
6.41K
$416K
|
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-2.63K- 7.65% |
$138K - $154K
|
31.8K
$2.06M
|
|
|
May 09, 2025
Q1 2025
|
Wells Financial Advisors Inc
|
BUY
|
- |
50+ 1.95% |
$2.63K - $2.93K
|
2.61K
$169K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
5.61KNew |
$295K - $328K
|
5.61K
$364K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
2K+ 8.43% |
$105K - $117K
|
25.7K
$1.67M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
22New |
$1.16K - $1.29K
|
22
$1.43K
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-5.93K- 98.13% |
$312K - $347K
|
113
$7.33K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
75+ 1.5% |
$3.94K - $4.39K
|
5.07K
$329K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
176New |
$9.25K - $10.3K
|
176
$11.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
99New |
$5.2K - $5.79K
|
99
$6.42K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.26KNew |
$486K - $542K
|
9.26K
$600K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.29K+ 11.6% |
$120K - $134K
|
22K
$1.43M
|
|
|
Apr 10, 2025
Q1 2025
|
Brave Asset Management Inc
|
BUY
|
- |
119+ 2.25% |
$6.25K - $6.96K
|
5.42K
$352K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.71K- 44.29% |
$204K - $219K
|
4.67K
$303K
|
|
|
Feb 14, 2025
Q4 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
21.3KNew |
$1.17M - $1.25M
|
21.3K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-7- 15.56% |
$385 - $412
|
38
$2.47K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
125+ 1.09% |
$6.88K - $7.36K
|
11.6K
$750K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.83KNew |
$211K - $225K
|
3.83K
$248K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
8.5KNew |
$468K - $500K
|
8.5K
$551K
|
|
|
Feb 11, 2025
Q4 2024
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
114KNew |
$6.26M - $6.7M
|
114K
$7.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-6.55K- 90.69% |
$360K - $385K
|
672
$43.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
684New |
$37.7K - $40.3K
|
684
$44.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.58KNew |
$252K - $269K
|
4.58K
$297K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
350New |
$19.3K - $20.6K
|
350
$22.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.59K+ 10.96% |
$253K - $270K
|
46.5K
$3.02M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
2.48KNew |
$125K - $138K
|
2.48K
$161K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$50.4 - $55.8
|
4.48K
$291K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-36- 2.28% |
$1.82K - $2.01K
|
1.54K
$100K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-339- 8.6% |
$17.1K - $18.9K
|
3.6K
$234K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-498- 11.32% |
$25.1K - $27.8K
|
3.9K
$253K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
3.56KNew |
$179K - $198K
|
3.56K
$231K
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
5.22KNew |
$263K - $291K
|
5.22K
$339K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
253New |
$12.8K - $14.1K
|
253
$16.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
725+ 7.23% |
$36.6K - $40.4K
|
10.8K
$698K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-129- 0.77% |
$6.51K - $7.19K
|
16.7K
$1.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
5+ 1.21% |
$252 - $279
|
419
$27.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
1.13KNew |
$57K - $63.1K
|
1.13K
$73.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.28K- 19.03% |
$64.7K - $71.5K
|
5.45K
$354K
|
|
| Q2 2024 | |||||||
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
1.04KNew |
$49.9K - $55.9K
|
1.04K
$67.6K
|
|