Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-473K- 69.03% |
$26M - $27.8M
|
212K
$11.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-6.55K- 90.69% |
$360K - $385K
|
672
$36.3K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-5.55K- 10.14% |
$306K - $327K
|
49.2K
$2.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.39K- 18.49% |
$241K - $258K
|
19.3K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.82K- 46.33% |
$210K - $225K
|
4.43K
$239K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.71K- 44.29% |
$204K - $219K
|
4.67K
$252K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-3.57K- 3.72% |
$196K - $210K
|
92.3K
$4.98M
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-2.59K- 1.2% |
$142K - $152K
|
213K
$11.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.7K- 85.33% |
$93.8K - $100K
|
293
$15.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.1K- 1.22% |
$60.3K - $64.5K
|
88.7K
$4.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1K- 3.15% |
$55.1K - $58.9K
|
30.7K
$1.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-804- 4.43% |
$44.3K - $47.3K
|
17.3K
$936K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-651- 3.2% |
$35.8K - $38.3K
|
19.7K
$1.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-502- 5.39% |
$27.6K - $29.5K
|
8.82K
$476K
|
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-360- 1.5% |
$19.8K - $21.2K
|
23.7K
$1.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-349- 5.44% |
$19.2K - $20.5K
|
6.07K
$328K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-190- 23.96% |
$10.5K - $11.2K
|
603
$32.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-180- 0.89% |
$9.91K - $10.6K
|
20K
$1.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-137- 4.93% |
$7.54K - $8.06K
|
2.64K
$143K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-127- 1.01% |
$6.99K - $7.48K
|
12.5K
$673K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-76- 0.29% |
$4.18K - $4.47K
|
26.4K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-64- 1.63% |
$3.52K - $3.77K
|
3.86K
$208K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-39- 0.29% |
$2.15K - $2.3K
|
13.6K
$734K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-28- 0.69% |
$1.54K - $1.65K
|
4.01K
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-7- 15.56% |
$385 - $412
|
38
$2.05K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-3.12K- 38.37% |
$157K - $174K
|
5.01K
$271K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.28K- 19.03% |
$64.7K - $71.5K
|
5.45K
$294K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.17K- 6.19% |
$59.2K - $65.5K
|
17.8K
$961K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.03K- 17.09% |
$51.9K - $57.4K
|
4.99K
$270K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-838- 24.66% |
$42.3K - $46.7K
|
2.56K
$138K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-498- 11.32% |
$25.1K - $27.8K
|
3.9K
$211K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-400- 34.48% |
$20.2K - $22.3K
|
760
$41K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-339- 8.6% |
$17.1K - $18.9K
|
3.6K
$195K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-129- 0.77% |
$6.51K - $7.19K
|
16.7K
$902K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-51- 1.23% |
$2.57K - $2.84K
|
4.09K
$221K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-36- 2.28% |
$1.82K - $2.01K
|
1.54K
$83.4K
|
|
| Q2 2024 | |||||||
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.22K- 33.32% |
$106K - $119K
|
4.44K
$239K
|
|
| Q1 2024 | |||||||
|
Apr 22, 2024
Q1 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-1.6K- 13.8% |
$72.3K - $80.8K
|
9.96K
$538K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-963- 11.4% |
$38.5K - $44.6K
|
7.49K
$404K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-90- 53.57% |
$3.6K - $4.17K
|
78
$4.21K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-4.11K- 10.83% |
$170K - $183K
|
33.8K
$1.83M
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-302- 64.12% |
$12.5K - $13.5K
|
169
$9.12K
|
|
| Q2 2023 | |||||||
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-6.49K- 46.19% |
$254K - $279K
|
7.56K
$408K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-1.42K- 1.34% |
$55.6K - $61.2K
|
105K
$5.65M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-1K- 6.17% |
$34.2K - $39.1K
|
15.2K
$821K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-190- 0.37% |
$6.5K - $7.43K
|
50.7K
$2.74M
|
|
| Q2 2022 | |||||||
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-4.7KClosed |
$165K - $206K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-111KClosed |
$4.43M - $5.06M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-78Closed |
$2.91K - $3.13K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jan 21, 2021
Q4 2020
|
Optimum Investment Advisors
|
SELL
|
- |
-100Closed |
$3.06K - $3.49K
|
0
$0
|
|