Gradient Investments LLC Spdr Ser Tr Spdr S&P 500 Esg E Transaction History
Gradient Investments LLC
- $4.41 Billion
- Q2 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 54,960 shares of EFIV stock, worth $3.23 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
54,960
Previous 66,213
17.0%
Holding current value
$3.23 Million
Previous $3.51 Million
8.4%
% of portfolio
0.07%
Previous 0.09%
Shares
12 transactions
Others Institutions Holding EFIV
# of Institutions
119Shares Held
5.35MCall Options Held
0Put Options Held
0-
Bank Of Italy771KShares$45.3 Million2.18% of portfolio
-
Koss Olinger Consulting, LLC467KShares$27.4 Million2.12% of portfolio
-
Baltimore Washington Financial Advisors, Inc.379KShares$22.2 Million1.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC357KShares$21 Million0.01% of portfolio
-
Tompkins Financial Corp264KShares$15.5 Million1.45% of portfolio