Verus Wealth Management, LLC Spdr Ser Tr Spdr S&P 500 Esg E Transaction History

Verus Wealth Management, LLC

  • $107 Billion
  • Q4 2025

A detailed history of Verus Wealth Management, LLC transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Verus Wealth Management, LLC holds 8,950 shares of EFIV stock, worth $580,676. This represents 0.55% of its overall portfolio holdings.

Number of Shares
8,950
Previous 9,100 1.65%
Holding current value
$580,676
Previous $579 Million 2.31%
% of portfolio
0.55%
Previous 0.54%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026
SELL
$62.42 - $66.06 $9,363 - $9,909
-150 Reduced 1.65%
8,950 $592 Million
Q3 2025

Oct 22, 2025
SELL
$58.56 - $63.63 $33,203 - $36,078
-567 Reduced 5.87%
9,100 $579 Million
Q2 2025

Jul 22, 2025
SELL
$47.24 - $58.55 $11,006 - $13,642
-233 Reduced 2.35%
9,667 $566 Million
Q1 2025

Apr 22, 2025
BUY
$52.53 - $58.51 $52,530 - $58,510
1,000 Added 11.24%
9,900 $530 Million
Q4 2024

Jan 22, 2025
BUY
$55.05 - $58.86 $489,945 - $523,854
8,900 New
8,900 $503 Million

Others Institutions Holding EFIV

# of Institutions
123
Shares Held
5.33M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR SPDR S&P 500 ESG E

EFIV Quotes by TradingView
  • Ticker EFIV
  • Sector Technology
More about EFIV
Track This Portfolio

Track Verus Wealth Management, LLC Portfolio

Follow Verus Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Verus Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Verus Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email