Gradient Investments LLC Spdr Ser Tr Spdr S&P 500 Esg E Transaction History

Gradient Investments LLC

  • $4.68 Billion
  • Q3 2025

A detailed history of Gradient Investments LLC transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Gradient Investments LLC holds 54,214 shares of EFIV stock, worth $3.42 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
54,214
Previous 54,960 1.36%
Holding current value
$3.42 Million
Previous $3.22 Million 7.15%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Oct 06, 2025
SELL
$58.56 - $63.63 $43,685 - $47,467
-746 Reduced 1.36%
54,214 $3.45 Million
Q2 2025

Jul 08, 2025
SELL
$47.24 - $58.55 $531,591 - $658,863
-11,253 Reduced 17.0%
54,960 $3.22 Million
Q1 2025

Apr 09, 2025
SELL
$52.53 - $58.51 $174,031 - $193,843
-3,313 Reduced 4.77%
66,213 $3.51 Million
Q4 2024

Jan 21, 2025
BUY
$55.05 - $58.86 $3,743 - $4,002
68 Added 0.1%
69,526 $3.93 Million
Q3 2024

Oct 15, 2024
SELL
$50.43 - $55.76 $54,464 - $60,220
-1,080 Reduced 1.53%
69,458 $3.87 Million
Q2 2024

Jul 18, 2024
BUY
$47.87 - $53.62 $31,785 - $35,603
664 Added 0.95%
70,538 $3.75 Million
Q1 2024

Apr 23, 2024
BUY
$45.34 - $50.65 $70,549 - $78,811
1,556 Added 2.28%
69,874 $3.54 Million
Q4 2023

Jan 18, 2024
SELL
$40.0 - $46.3 $59,960 - $69,403
-1,499 Reduced 2.15%
68,318 $3.16 Million
Q3 2023

Oct 27, 2023
SELL
$41.29 - $44.55 $47,524 - $51,277
-1,151 Reduced 1.62%
69,817 $2.9 Million
Q2 2023

Jul 11, 2023
SELL
$39.12 - $43.05 $255,140 - $280,772
-6,522 Reduced 8.42%
70,968 $3.06 Million
Q1 2023

Apr 17, 2023
SELL
$36.26 - $39.92 $330,183 - $363,511
-9,106 Reduced 10.52%
77,490 $3.06 Million
Q4 2022

Jan 10, 2023
SELL
$34.22 - $39.09 $709,859 - $810,882
-20,744 Reduced 19.33%
86,596 $0
Q3 2022

Oct 14, 2022
BUY
$34.04 - $41.19 $3.65 Million - $4.42 Million
107,340 New
107,340 $3.65 Million

Others Institutions Holding EFIV

# of Institutions
125
Shares Held
5.23M
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
Track This Portfolio

Track Gradient Investments LLC Portfolio

Follow Gradient Investments LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Gradient Investments LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email