Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2.87K+ 1.45% |
$179K - $189K
|
201K
$13M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
2.78K+ 5.12% |
$173K - $184K
|
57K
$3.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
128+ 0.53% |
$7.99K - $8.46K
|
24.3K
$1.58M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
53+ 1.54% |
$3.31K - $3.5K
|
3.49K
$227K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.32% |
$125 - $132
|
630
$40.9K
|
|
|
Jan 16, 2026
Q4 2025
|
Verus Wealth Management, LLC
De Pere, WI |
SELL
|
- |
-150- 1.65% |
$9.36K - $9.91K
|
8.95K
$581K
|
|
|
Jan 08, 2026
Q4 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-412- 7.14% |
$25.7K - $27.2K
|
5.36K
$348K
|
|
|
Jan 12, 2026
Q4 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-677- 2.62% |
$42.3K - $44.7K
|
25.2K
$1.63M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-884- 3.39% |
$55.2K - $58.4K
|
25.2K
$1.64M
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
SELL
|
- |
-1.42K- 8.52% |
$88.6K - $93.7K
|
15.2K
$988K
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-1.9K- 0.66% |
$119K - $126K
|
288K
$18.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-5.4K- 98.79% |
$337K - $356K
|
66
$4.28K
|
|