Envestnet Asset Management Inc Spdr Ser Tr Spdr S&P 500 Esg E Transaction History

Envestnet Asset Management Inc

$326 Billion
Q2 2025

A detailed history of Envestnet Asset Management Inc transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Envestnet Asset Management Inc holds 8,235 shares of EFIV stock, worth $519,463. This represents 0.0% of its overall portfolio holdings.

Number of Shares

8,235

Previous 9,718 15.26%

Holding current value

$519,463

Previous $519,000 7.13%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	SELL	$47.24 - $58.55 $70,056 - $86,829	-1,483 Reduced 15.26%	8,235 $482,000
Q1 2025 Apr 29, 2025	SELL	$52.53 - $58.51 $54,000 - $60,148	-1,028 Reduced 9.57%	9,718 $519,000
Q4 2024 Feb 12, 2025	BUY	$55.05 - $58.86 $43,984 - $47,029	799 Added 8.03%	10,746 $606,000
Q3 2024 Nov 06, 2024	BUY	$50.43 - $55.76 $18,154 - $20,073	360 Added 3.76%	9,947 $554,000
Q2 2024 Aug 08, 2024	BUY	$47.87 - $53.62 $2,489 - $2,788	52 Added 0.55%	9,587 $509,000
Q1 2024 May 13, 2024	BUY	$45.34 - $50.65 $634 - $709	14 Added 0.15%	9,535 $482,000
Q4 2023 Feb 13, 2024	SELL	$40.0 - $46.3 $245,040 - $283,633	-6,126 Reduced 39.15%	9,521 $439,000
Q3 2023 Nov 13, 2023	SELL	$41.29 - $44.55 $27,457 - $29,625	-665 Reduced 4.08%	15,647 $649,000
Q2 2023 Aug 04, 2023	BUY	$39.12 - $43.05 $9,819 - $10,805	251 Added 1.56%	16,312 $702,000
Q1 2023 May 11, 2023	BUY	$36.26 - $39.92 $19,435 - $21,397	536 Added 3.45%	16,061 $633,000
Q4 2022 Feb 07, 2023	SELL	$34.22 - $39.09 $107,040 - $122,273	-3,128 Reduced 16.77%	15,525 $569,000
Q3 2022 Nov 10, 2022	BUY	$34.04 - $41.19 $146,167 - $176,869	4,294 Added 29.9%	18,653 $635,000
Q2 2022 Aug 03, 2022	BUY	$35.19 - $43.89 $10,592 - $13,210	301 Added 2.14%	14,359 $520,000
Q1 2022 May 04, 2022	BUY	$39.96 - $45.62 $294,465 - $336,173	7,369 Added 110.17%	14,058 $610,000
Q4 2021 Feb 04, 2022	BUY	$40.27 - $45.59 $269,366 - $304,951	6,689 New	6,689 $303,000

Others Institutions Holding EFIV

# of Institutions

124

Shares Held

5.24M

Call Options Held

Put Options Held

View Full List

About SPDR SER TR SPDR S&P 500 ESG E

Ticker EFIV
Sector Technology

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Envestnet Asset Management Inc Spdr Ser Tr Spdr S&P 500 Esg E Transaction History