Purchases and Sales Made in Q3 2025 in Spdr Ser Tr Spdr S&P 500 Esg E (EFIV)
This table provides information about the institutional ownership of Spdr Ser Tr Spdr S&P 500 Esg E (EFIV) during Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
229K+ 93.67% |
$13.4M - $14.6M
|
474K
$30.8M
|
|
|
Oct 08, 2025
Q3 2025
|
Tompkins Financial Corp
|
BUY
|
- |
26.2K+ 9.95% |
$1.54M - $1.67M
|
290K
$18.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
25.5KNew |
$1.49M - $1.62M
|
25.5K
$1.66M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.9K+ 511.21% |
$1.28M - $1.39M
|
26.2K
$1.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
21.5K+ 58.74% |
$1.26M - $1.37M
|
58.1K
$3.77M
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
15.1KNew |
$883K - $960K
|
15.1K
$978K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.4K+ 43.52% |
$726K - $789K
|
40.9K
$2.65M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.1K+ 122.05% |
$589K - $640K
|
18.3K
$1.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
9.24K+ 2.43% |
$541K - $588K
|
389K
$25.2M
|
|
|
Oct 29, 2025
Q3 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
8.42K+ 100.66% |
$493K - $536K
|
16.8K
$1.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.89K+ 26.78% |
$462K - $502K
|
37.3K
$2.42M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.37K+ 32.29% |
$373K - $406K
|
26.1K
$1.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.16KNew |
$361K - $392K
|
6.16K
$400K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.07KNew |
$355K - $386K
|
6.07K
$394K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.9K+ 1.86% |
$345K - $375K
|
324K
$21M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5.11K+ 2.64% |
$299K - $325K
|
198K
$12.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
4.85K+ 117.91% |
$284K - $309K
|
8.97K
$582K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.74K+ 20.4% |
$278K - $302K
|
28K
$1.82M
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.58KNew |
$268K - $291K
|
4.58K
$297K
|
|
|
Oct 24, 2025
Q3 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
4.14K+ 25.1% |
$242K - $263K
|
20.6K
$1.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
3.82KNew |
$223K - $243K
|
3.82K
$248K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.64KNew |
$213K - $232K
|
3.64K
$236K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.44KNew |
$202K - $219K
|
3.44K
$223K
|
|
|
Nov 13, 2025
Q3 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
3.37KNew |
$197K - $215K
|
3.37K
$219K
|
|
|
Nov 14, 2025
Q3 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
3.31KNew |
$194K - $210K
|
3.31K
$215K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.9K+ 27.2% |
$170K - $185K
|
13.6K
$881K
|
|
|
Nov 12, 2025
Q3 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
2.9K+ 2.99% |
$170K - $184K
|
99.9K
$6.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.81K+ 3.1% |
$164K - $179K
|
93.2K
$6.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.5K+ 14.84% |
$147K - $159K
|
19.4K
$1.26M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.06K+ 21.07% |
$120K - $131K
|
11.8K
$767K
|
|
|
Nov 13, 2025
Q3 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
1.56K+ 34.72% |
$91.2K - $99.1K
|
6.05K
$392K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.44K+ 3.24% |
$84.5K - $91.8K
|
46K
$2.98M
|
|
|
Nov 03, 2025
Q3 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
1.4K+ 5.55% |
$82.1K - $89.2K
|
26.7K
$1.73M
|
|
|
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
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.09K+ 10.53% |
$64K - $69.5K
|
11.5K
$744K
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
861+ 4.17% |
$50.4K - $54.8K
|
21.5K
$1.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
856+ 30.06% |
$50.1K - $54.5K
|
3.7K
$240K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
839+ 0.97% |
$49.1K - $53.4K
|
87.6K
$5.69M
|
|
|
Oct 29, 2025
Q3 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
581+ 3.83% |
$34K - $37K
|
15.7K
$1.02M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
576New |
$33.7K - $36.7K
|
576
$37.4K
|
|
|
Nov 06, 2025
Q3 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
575+ 15.54% |
$33.7K - $36.6K
|
4.28K
$277K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
454+ 8.15% |
$26.6K - $28.9K
|
6.02K
$391K
|
|
|
Nov 14, 2025
Q3 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
350+ 4.98% |
$20.5K - $22.3K
|
7.37K
$478K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
283+ 5.41% |
$16.6K - $18K
|
5.52K
$358K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
199+ 0.81% |
$11.7K - $12.7K
|
24.8K
$1.61M
|
|
|
Nov 17, 2025
Q3 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
142+ 1.67% |
$8.32K - $9.04K
|
8.65K
$561K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
109+ 2.39% |
$6.38K - $6.94K
|
4.68K
$304K
|
|
|
Nov 12, 2025
Q3 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
91+ 1.56% |
$5.33K - $5.79K
|
5.91K
$383K
|
|
|
Nov 12, 2025
Q3 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
21+ 0.32% |
$1.23K - $1.34K
|
6.67K
$433K
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
21+ 0.25% |
$1.23K - $1.34K
|
8.36K
$543K
|
|