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 $304,618. This represents 0.05% of its overall portfolio holdings.

Number of Shares

5,243

Holding current value

$304,618

% 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

113

Shares Held

4.89M

Call Options Held

Put Options Held

Bank Of Italy

771K
Shares

$44.8 Million
2.16% of portfolio
Retirement Capital Strategies

685K
Shares

$39.8 Million
14.99% of portfolio
Baltimore Washington Financial Advisors, Inc.

380K
Shares

$22.1 Million
1.18% of portfolio
Koss Olinger Consulting, LLC

355K
Shares

$20.6 Million
1.73% of portfolio
Lpl Financial LLC Fort Mill, SC

282K
Shares

$16.4 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

Track This Portfolio

Portfolio Update

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

News

Stay updated on Hbw Advisory Services LLC with notifications on news.

Account

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