Advisor Group Holdings, Inc. Spdr Ser Tr Spdr S&P 500 Esg E Transaction History

Advisor Group Holdings, Inc.

$52.6 Billion
Q2 2025

A detailed history of Advisor Group Holdings, Inc. transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Advisor Group Holdings, Inc. holds 24,627 shares of EFIV stock, worth $1.55 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

24,627

Previous 24,030 2.48%

Holding current value

$1.55 Million

Previous $1.41 Million 2.49%

% of portfolio

0.0%

Previous 0.0%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Sep 04, 2025	BUY	$47.24 - $58.55 $28,202 - $34,954	597 Added 2.48%	24,627 $1.44 Million
Q2 2025 Aug 13, 2025	SELL	$47.24 - $58.55 $28,155 - $34,895	-596 Reduced 2.42%	24,030 $1.41 Million
Q1 2025 May 12, 2025	SELL	$52.53 - $58.51 $93,608 - $104,264	-1,782 Reduced 6.75%	24,626 $1.32 Million
Q4 2024 Jun 06, 2025	SELL	$55.05 - $58.86 $38,810 - $41,496	-705 Reduced 2.86%	23,921 $1.35 Million
Q4 2024 Feb 07, 2025	SELL	$55.05 - $58.86 $4,183 - $4,473	-76 Reduced 0.29%	26,408 $1.49 Million
Q3 2024 Nov 13, 2024	SELL	$50.43 - $55.76 $29,602 - $32,731	-587 Reduced 2.17%	26,484 $1.48 Million
Q2 2024 Aug 13, 2024	BUY	$47.87 - $53.62 $2,632 - $2,949	55 Added 0.2%	27,071 $1.44 Million
Q1 2024 May 10, 2024	BUY	$45.34 - $50.65 $119,470 - $133,462	2,635 Added 10.81%	27,016 $1.37 Million
Q4 2023 Feb 12, 2024	SELL	$40.0 - $46.3 $680,840 - $788,072	-17,021 Reduced 41.11%	24,381 $1.13 Million
Q3 2023 Nov 13, 2023	BUY	$41.29 - $44.55 $562,823 - $607,261	13,631 Added 49.08%	41,402 $1.72 Million
Q2 2023 Aug 10, 2023	BUY	$39.12 - $43.05 $72,489 - $79,771	1,853 Added 7.15%	27,771 $1.2 Million
Q1 2023 May 12, 2023	SELL	$36.26 - $39.92 $2,900 - $3,193	-80 Reduced 0.31%	25,918 $1.02 Million
Q4 2022 Feb 10, 2023	BUY	$34.22 - $39.09 $54,649 - $62,426	1,597 Added 6.54%	25,998 $953,000
Q3 2022 Nov 14, 2022	SELL	$34.04 - $41.19 $102,766 - $124,352	-3,019 Reduced 11.01%	24,401 $831,000
Q2 2022 Aug 10, 2022	BUY	$35.19 - $43.89 $258,364 - $322,240	7,342 Added 36.57%	27,420 $993,000
Q1 2022 May 04, 2022	BUY	$39.96 - $45.62 $774,225 - $883,887	19,375 Added 2756.05%	20,078 $1.02 Million
Q3 2021 Nov 05, 2021	BUY	$39.85 - $42.51 $28,014 - $29,884	703 New	703 $28,000
Q2 2021 Aug 02, 2021	SELL	$37.32 - $40.14 $373 - $401	-10 Closed	0 $0
Q1 2021 May 13, 2021	BUY	$34.36 - $36.95 $343 - $369	10 New	10 $0

Others Institutions Holding EFIV

# of Institutions

124

Shares Held

5.23M

Call Options Held

Put Options Held

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About SPDR SER TR SPDR S&P 500 ESG E

Ticker EFIV
Sector Technology

More about EFIV

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Advisor Group Holdings, Inc. Spdr Ser Tr Spdr S&P 500 Esg E Transaction History