Financial Engines Advisors L.L.C. Spdr Ser Tr Spdr S&P 500 Esg E Transaction History

Financial Engines Advisors L.L.C.

$49.9 Billion
Q2 2025

A detailed history of Financial Engines Advisors L.L.C. transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Financial Engines Advisors L.L.C. holds 86,798 shares of EFIV stock, worth $5.48 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

86,798

Previous 94,922 8.56%

Holding current value

$5.48 Million

Previous $5.08 Million 0.08%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$47.24 - $58.55 $383,777 - $475,660	-8,124 Reduced 8.56%	86,798 $5.08 Million
Q1 2025 May 12, 2025	BUY	$52.53 - $58.51 $137,996 - $153,705	2,627 Added 2.85%	94,922 $5.08 Million
Q4 2024 Feb 11, 2025	SELL	$55.05 - $58.86 $196,363 - $209,953	-3,567 Reduced 3.72%	92,295 $5.21 Million
Q3 2024 Nov 12, 2024	SELL	$50.43 - $55.76 $243,223 - $268,930	-4,823 Reduced 4.79%	95,862 $5.35 Million
Q2 2024 Aug 14, 2024	BUY	$47.87 - $53.62 $119,435 - $133,781	2,495 Added 2.54%	100,685 $5.35 Million
Q1 2024 May 13, 2024	BUY	$45.34 - $50.65 $484,321 - $541,043	10,682 Added 12.21%	98,190 $4.97 Million
Q4 2023 Feb 13, 2024	BUY	$40.0 - $46.3 $394,280 - $456,379	9,857 Added 12.69%	87,508 $4.04 Million
Q3 2023 Nov 09, 2023	BUY	$41.29 - $44.55 $243,569 - $262,800	5,899 Added 8.22%	77,651 $3.22 Million
Q2 2023 Aug 11, 2023	BUY	$39.12 - $43.05 $368,823 - $405,875	9,428 Added 15.13%	71,752 $3.09 Million
Q1 2023 May 12, 2023	BUY	$36.26 - $39.92 $891,307 - $981,273	24,581 Added 65.13%	62,324 $2.46 Million
Q4 2022 Feb 14, 2023	BUY	$34.22 - $39.09 $198,681 - $226,956	5,806 Added 18.18%	37,743 $1.38 Million
Q3 2022 Nov 10, 2022	BUY	$34.04 - $41.19 $216,732 - $262,256	6,367 Added 24.9%	31,937 $1.09 Million
Q2 2022 Aug 11, 2022	BUY	$35.19 - $43.89 $113,874 - $142,028	3,236 Added 14.49%	25,570 $926,000
Q1 2022 May 12, 2022	BUY	$39.96 - $45.62 $892,466 - $1.02 Million	22,334 New	22,334 $970,000

Others Institutions Holding EFIV

# of Institutions

124

Shares Held

5.23M

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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Financial Engines Advisors L.L.C. Spdr Ser Tr Spdr S&P 500 Esg E Transaction History