Creative One Wealth, LLC Spdr Ser Tr Spdr S&P 500 Esg E Transaction History

Creative One Wealth, LLC

$2.98 Billion
Q1 2025

A detailed history of Creative One Wealth, LLC transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Creative One Wealth, LLC holds 5,058 shares of EFIV stock, worth $304,390. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,058

Previous 4,425 14.31%

Holding current value

$304,390

Previous $249,000 8.43%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$52.53 - $58.51 $33,251 - $37,036	633 Added 14.31%	5,058 $270,000
Q4 2024 Feb 13, 2025	SELL	$55.05 - $58.86 $210,291 - $224,845	-3,820 Reduced 46.33%	4,425 $249,000
Q3 2024 Nov 13, 2024	BUY	$50.43 - $55.76 $10,287 - $11,375	204 Added 2.54%	8,245 $459,000
Q2 2024 Aug 14, 2024	SELL	$47.87 - $53.62 $7,994 - $8,954	-167 Reduced 2.03%	8,041 $427,000
Q1 2024 May 14, 2024	BUY	$45.34 - $50.65 $372,150 - $415,735	8,208 New	8,208 $416,000
Q2 2023 Aug 16, 2023	BUY	$39.12 - $43.05 $79,178 - $87,133	2,024 Added 37.7%	7,392 $318,000
Q2 2023 Aug 14, 2023	SELL	$39.12 - $43.05 $112,665 - $123,983	-2,880 Reduced 34.92%	5,368 $231,000
Q1 2023 May 15, 2023	SELL	$36.26 - $39.92 $96,270 - $105,987	-2,655 Reduced 24.35%	8,248 $325,000
Q4 2022 Feb 14, 2023	SELL	$34.22 - $39.09 $10,163 - $11,609	-297 Reduced 2.65%	10,903 $400,000
Q3 2022 Nov 14, 2022	BUY	$34.04 - $41.19 $381,248 - $461,328	11,200 New	11,200 $381,000

Others Institutions Holding EFIV

# of Institutions

123

Shares Held

5.26M

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

Track This Portfolio

Portfolio Update

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

News

Stay updated on Creative One Wealth, LLC with notifications on news.

Account

Creative One Wealth, LLC Spdr Ser Tr Spdr S&P 500 Esg E Transaction History