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
Quarter Operation Price Per share shares change shares Held SEC Form
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
119
Shares Held
5.35M
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
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