Hbw Advisory Services LLC Spdr Ser Tr Spdr S&P 500 Esg E Transaction History

Hbw Advisory Services LLC

$649 Million
Q4 2024

A detailed history of Hbw Advisory Services LLC transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Hbw Advisory Services LLC holds 5,243 shares of EFIV stock, worth $300,948. This represents 0.05% of its overall portfolio holdings.

Number of Shares

5,243

Holding current value

$300,948

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 10, 2025	BUY	$55.05 - $58.86 $288,627 - $308,602	5,243 New	5,243 $296,000

Others Institutions Holding EFIV

# of Institutions

115

Shares Held

5.17M

Call Options Held

Put Options Held

Bank Of Italy

771K
Shares

$44.3 Million
2.16% of portfolio
Retirement Capital Strategies

685K
Shares

$39.3 Million
14.99% of portfolio
Baltimore Washington Financial Advisors, Inc.

380K
Shares

$21.8 Million
1.16% of portfolio
Koss Olinger Consulting, LLC

355K
Shares

$20.4 Million
1.73% of portfolio
Lpl Financial LLC Fort Mill, SC

282K
Shares

$16.2 Million
0.01% of portfolio

View Full List

About SPDR SER TR SPDR S&P 500 ESG E

Ticker EFIV
Sector Technology

More about EFIV

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Hbw Advisory Services LLC Spdr Ser Tr Spdr S&P 500 Esg E Transaction History