Denver Wealth Management, Inc. Spdr Ser Tr Spdr S&P 500 Esg E Transaction History

Denver Wealth Management, Inc.

$256 Million
Q3 2025

A detailed history of Denver Wealth Management, Inc. transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Denver Wealth Management, Inc. holds 6,667 shares of EFIV stock, worth $432,554. This represents 0.17% of its overall portfolio holdings.

Number of Shares

6,667

Previous 6,646 0.32%

Holding current value

$432,554

Previous $389,000 8.74%

% of portfolio

0.17%

Previous 0.17%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$58.56 - $63.63 $1,229 - $1,336	21 Added 0.32%	6,667 $423,000
Q2 2025 Aug 13, 2025	SELL	$47.24 - $58.55 $145,310 - $180,099	-3,076 Reduced 31.64%	6,646 $389,000
Q1 2025 Apr 22, 2025	SELL	$52.53 - $58.51 $87,672 - $97,653	-1,669 Reduced 14.65%	9,722 $520,000
Q4 2024 Jan 22, 2025	BUY	$55.05 - $58.86 $69,638 - $74,457	1,265 Added 12.49%	11,391 $643,000
Q3 2024 Oct 21, 2024	BUY	$50.43 - $55.76 $5,043 - $5,576	100 Added 1.0%	10,126 $564,000

Q2 2024 Jul 19, 2024	BUY	$47.87 - $53.62 $85,064 - $95,282	1,777 Added 21.54%	10,026 $532,000
Q1 2024 Apr 18, 2024	BUY	$45.34 - $50.65 $98,886 - $110,467	2,181 Added 35.94%	8,249 $417,000
Q4 2023 Jan 23, 2024	BUY	$40.0 - $46.3 $1,600 - $1,852	40 Added 0.66%	6,068 $280,000
Q3 2023 Oct 24, 2023	BUY	$41.29 - $44.55 $3,138 - $3,385	76 Added 1.28%	6,028 $250,000
Q2 2023 Jul 17, 2023	BUY	$39.12 - $43.05 $2,386 - $2,626	61 Added 1.04%	5,952 $256,000
Q1 2023 May 04, 2023	BUY	$36.26 - $39.92 $11,675 - $12,854	322 Added 5.78%	5,891 $232,000
Q4 2022 Jan 27, 2023	BUY	$34.22 - $39.09 $190,571 - $217,692	5,569 New	5,569 $0

Others Institutions Holding EFIV

# of Institutions

123

Shares Held

5.33M

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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Denver Wealth Management, Inc. Spdr Ser Tr Spdr S&P 500 Esg E Transaction History