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 $1.1 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
18,229
Previous 19,962 8.68%
Holding current value
$1.1 Million
Previous $1.13 Million 13.49%
% of portfolio
0.04%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
123
Shares Held
5.26M
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
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