Purchases and Sales Made in Q2 2024 in Spdr Ser Tr Spdr S&P 500 Esg E (EFIV)

EFIV Quotes by TradingView

This table provides information about the institutional ownership of Spdr Ser Tr Spdr S&P 500 Esg E (EFIV) during Q2 2024. The information is specifically focused on institutions that hold shares of SPDR SER TR SPDR S&P 500 ESG E.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Aug 13, 2024 Q2 2024
Retirement Capital Strategies

BUY
 -
557K
+ 396.07%
$26.7M - $29.9M
698K $40.6M
Aug 06, 2024 Q2 2024
Koss Olinger Consulting, LLC

BUY
 -
352K
New
$16.9M - $18.9M
352K $20.5M
Jul 17, 2024 Q2 2024
Soa Wealth Advisors, Llc.

BUY
 -
80.4K
+ 801.28%
$3.85M - $4.31M
90.5K $5.26M
Jul 30, 2024 Q2 2024
Sheets Smith Wealth Management

BUY
 -
48.3K
New
$2.31M - $2.59M
48.3K $2.81M
Aug 13, 2024 Q2 2024
Ubs Group Ag

BUY
 -
19K
New
$908K - $1.02M
19K $1.1M
Aug 02, 2024 Q2 2024
Seeds Investor LLC

New York, NY
BUY
 -
11.5K
+ 25.1%
$550K - $616K
57.3K $3.33M
Aug 09, 2024 Q2 2024
Financial Network Wealth Management LLC

Draper, UT
BUY
 -
11.4K
+ 6.86%
$544K - $610K
177K $10.3M
Aug 14, 2024 Q2 2024
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
10.9K
New
$521K - $583K
10.9K $633K
Aug 06, 2024 Q2 2024
Us Bancorp \De\

BUY
 -
7.14K
New
$342K - $383K
7.14K $415K
Jul 30, 2024 Q2 2024
Baltimore Washington Financial Advisors, Inc.

BUY
 -
6.41K
+ 1.72%
$307K - $344K
380K $22.1M
Aug 07, 2024 Q2 2024
Blue Edge Capital, LLC

Richmond, VA
BUY
 -
5.22K
+ 5.71%
$250K - $280K
96.6K $5.62M
Aug 09, 2024 Q2 2024
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
5.2K
New
$249K - $279K
5.2K $302K
Jul 10, 2024 Q2 2024
First Affirmative Financial Network

BUY
 -
4.37K
New
$209K - $234K
4.37K $254K
Aug 05, 2024 Q2 2024
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
4.14K
New
$198K - $222K
4.14K $241K
Aug 06, 2024 Q2 2024
Chicago Capital, LLC

BUY
 -
3.98K
+ 97.24%
$190K - $213K
8.07K $469K
Aug 14, 2024 Q2 2024
Bank Of America Corp

Charlotte, NC
BUY
 -
3.97K
+ 12.69%
$190K - $213K
35.3K $2.05M
Aug 09, 2024 Q2 2024
Avantax Advisory Services, Inc.

BUY
 -
3.94K
New
$189K - $211K
3.94K $229K
Aug 15, 2024 Q2 2024
Front Row Advisors LLC

Tiburon, CA
BUY
 -
3.43K
New
$164K - $184K
3.43K $200K
Aug 30, 2024 Q2 2024
Brown Financial Advisors

Milford, OH
BUY
 -
2.91K
New
$139K - $156K
2.91K $169K
Aug 14, 2024 Q2 2024
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
2.5K
+ 2.54%
$119K - $134K
101K $5.86M
Aug 13, 2024 Q2 2024
Wells Fargo & Company

San Francisco, CA
BUY
 -
2.47K
+ 17.29%
$118K - $132K
16.7K $973K
Jul 19, 2024 Q2 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
2.22K
+ 15.16%
$106K - $119K
16.8K $980K
Aug 08, 2024 Q2 2024
Huntington National Bank

Columbus, OH
BUY
 -
2.18K
New
$104K - $117K
2.18K $127K
Jul 19, 2024 Q2 2024
Denver Wealth Management, Inc.

Greenwood Village, CO
BUY
 -
1.78K
+ 21.54%
$85.1K - $95.3K
10K $583K
Aug 14, 2024 Q2 2024
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
1.77K
+ 9.61%
$84.7K - $94.9K
20.2K $1.17M
Aug 15, 2024 Q2 2024
Comerica Bank

BUY
 -
1.58K
New
$75.6K - $84.7K
1.58K $91.9K
Aug 07, 2024 Q2 2024
Lpl Financial LLC

Fort Mill, SC
BUY
 -
1.42K
+ 0.67%
$68.1K - $76.2K
213K $12.4M
Aug 15, 2024 Q2 2024
Northwestern Mutual Wealth Management CO

BUY
 -
944
+ 5.13%
$45.2K - $50.6K
19.3K $1.12M
Aug 12, 2024 Q2 2024
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
943
+ 371.26%
$45.1K - $50.6K
1.2K $69.6K
Sep 30, 2024 Q2 2024
Mattson Financial Services, LLC

Kentwood, MI
BUY
 -
793
New
$38K - $42.5K
793 $46.1K
Jul 18, 2024 Q2 2024
Gradient Investments LLC

BUY
 -
664
+ 0.95%
$31.8K - $35.6K
70.5K $4.1M
Jul 17, 2024 Q2 2024
Tradewinds Capital Management, LLC

BUY
 -
579
+ 269.3%
$27.7K - $31K
794 $46.2K
Jul 25, 2024 Q2 2024
Hills Bank & Trust CO

BUY
 -
536
+ 23.88%
$25.7K - $28.7K
2.78K $162K
Jul 09, 2024 Q2 2024
Cwm, LLC

BUY
 -
534
+ 11.21%
$25.6K - $28.6K
5.3K $308K
Jul 15, 2024 Q2 2024
Brave Asset Management Inc

BUY
 -
434
+ 8.92%
$20.8K - $23.3K
5.3K $308K
Aug 14, 2024 Q2 2024
Zacks Investment Management

Chicago, IL
BUY
 -
417
+ 10.26%
$20K - $22.4K
4.48K $261K
Aug 06, 2024 Q2 2024
Pacific Capital Wealth Advisors, Inc

BUY
 -
414
New
$19.8K - $22.2K
414 $24.1K
Jul 30, 2024 Q2 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
361
New
$17.3K - $19.4K
361 $21K
Jul 30, 2024 Q2 2024
Financial Services Advisory Inc

BUY
 -
328
+ 0.64%
$15.7K - $17.6K
51.3K $2.98M
Aug 13, 2024 Q2 2024
High Tower Advisors, LLC

Chicago, IL
BUY
 -
323
+ 0.81%
$15.5K - $17.3K
40.2K $2.34M
Aug 12, 2024 Q2 2024
Jpmorgan Chase & CO

New York, NY
BUY
 -
273
+ 74.39%
$13.1K - $14.6K
640 $37.2K
Aug 13, 2024 Q2 2024
Mariner, LLC

Overland Park, KS
BUY
 -
263
+ 1.01%
$12.6K - $14.1K
26.2K $1.53M
Jul 19, 2024 Q2 2024
Zhang Financial LLC

BUY
 -
200
+ 4.4%
$9.57K - $10.7K
4.74K $276K
Aug 13, 2024 Q2 2024
Goldman Sachs Group Inc

New York, NY
BUY
 -
155
+ 1.76%
$7.42K - $8.31K
8.97K $521K
Aug 14, 2024 Q2 2024
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
119
+ 11.43%
$5.7K - $6.38K
1.16K $67.5K
Jul 31, 2024 Q2 2024
Aptus Capital Advisors, LLC

BUY
 -
119
+ 11.43%
$5.7K - $6.38K
1.16K $67.5K
Jul 19, 2024 Q2 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
102
+ 1.03%
$4.88K - $5.47K
10K $583K
Dec 26, 2024 Q2 2024
Jpmorgan Chase & CO

New York, NY
BUY
 -
82
+ 14.7%
$3.93K - $4.4K
640 $37.2K
Aug 13, 2024 Q2 2024
Ci Private Wealth, LLC

Miami, FL
BUY
 -
60
+ 0.44%
$2.87K - $3.22K
13.8K $805K

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