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

Gradient Investments LLC

$3.79 Billion
Q3 2024

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 69,458 shares of EFIV stock, worth $3.95 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

69,458

Previous 70,538 1.53%

Holding current value

$3.95 Million

Previous $3.75 Million 3.39%

% of portfolio

0.1%

Previous 0.11%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

111

Shares Held

5.06M

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

Track This Portfolio

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.

Account

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