Ellenbecker Investment Group Spdr Ser Tr Spdr S&P 500 Esg E Transaction History

Ellenbecker Investment Group

  • $637 Million
  • Q3 2025

A detailed history of Ellenbecker Investment Group transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Ellenbecker Investment Group holds 8,967 shares of EFIV stock, worth $584,827. This represents 0.09% of its overall portfolio holdings.

Number of Shares
8,967
Previous 4,115 117.91%
Holding current value
$584,827
Previous $240,000 137.5%
% of portfolio
0.09%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
$58.56 - $63.63 $284,133 - $308,732
4,852 Added 117.91%
8,967 $570,000
Q2 2025

Jul 22, 2025
BUY
$47.24 - $58.55 $7,038 - $8,723
149 Added 3.76%
4,115 $240,000
Q1 2025

Apr 15, 2025
BUY
$52.53 - $58.51 $208,333 - $232,050
3,966 New
3,966 $210,000

Others Institutions Holding EFIV

# of Institutions
124
Shares Held
5.18M
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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