Capital Analysts, LLC Spdr Ser Tr Spdr S&P 500 Esg E Transaction History

Capital Analysts, LLC

$2.68 Billion
Q1 2025

A detailed history of Capital Analysts, LLC transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Capital Analysts, LLC holds 18,229 shares of EFIV stock, worth $1.01 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

18,229

Previous 19,962 8.68%

Holding current value

$1.01 Million

Previous $1.13 Million 13.49%

% of portfolio

0.04%

Previous 0.05%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$52.53 - $58.51 $91,034 - $101,397	-1,733 Reduced 8.68%	18,229 $975,000
Q4 2024 Feb 14, 2025	SELL	$55.05 - $58.86 $9,909 - $10,594	-180 Reduced 0.89%	19,962 $1.13 Million
Q3 2024 Nov 13, 2024	SELL	$50.43 - $55.76 $1,765 - $1,951	-35 Reduced 0.17%	20,142 $1.12 Million
Q2 2024 Aug 14, 2024	BUY	$47.87 - $53.62 $84,682 - $94,853	1,769 Added 9.61%	20,177 $1.07 Million
Q1 2024 May 14, 2024	BUY	$45.34 - $50.65 $834,618 - $932,365	18,408 New	18,408 $932,000

Others Institutions Holding EFIV

# of Institutions

119

Shares Held

5.45M

Call Options Held

Put Options Held

View Full List

About SPDR SER TR SPDR S&P 500 ESG E

Ticker EFIV
Sector Technology

More about EFIV

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Capital Analysts, LLC Spdr Ser Tr Spdr S&P 500 Esg E Transaction History