Latest Institutional Purchases of Spdr Ser Tr Spdr S&P 500 Esg E (EFIV)
This list provides information on the latest institutional transactions involving Spdr Ser Tr Spdr S&P 500 Esg E (EFIV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
109New |
$4.36K - $5.05K
|
109
$5.78K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.89KNew |
$367K - $396K
|
8.89K
$472K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.61K+ 18.41% |
$356K - $384K
|
55.4K
$2.94M
|
|
| Q2 2023 | |||||||
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
13.6K+ 69.24% |
$531K - $584K
|
33.2K
$1.76M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
4.89KNew |
$191K - $210K
|
4.89K
$259K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
2.12KNew |
$82.7K - $91.1K
|
2.12K
$112K
|
|
| Q1 2023 | |||||||
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
16New |
$580 - $639
|
16
$849
|
|
| Q4 2022 | |||||||
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.99KNew |
$205K - $234K
|
5.99K
$318K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.98KNew |
$67.8K - $77.4K
|
1.98K
$105K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
908New |
$31.1K - $35.5K
|
908
$48.2K
|
|
|
Jan 13, 2023
Q4 2022
|
Adirondack Trust CO
|
BUY
|
- |
100New |
$3.42K - $3.91K
|
100
$5.31K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
12.3KNew |
$419K - $508K
|
12.3K
$654K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
8.7KNew |
$306K - $382K
|
8.7K
$462K
|
|
| Q1 2022 | |||||||
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
395New |
$15.8K - $18K
|
395
$21K
|
|
| Q4 2021 | |||||||
|
Feb 08, 2022
Q4 2021
|
Bank Of Italy
|
BUY
|
- |
771KNew |
$31.1M - $35.2M
|
771K
$40.9M
|
|