J.W. Cole Advisors, Inc. Spdr Ser Tr Spdr S&P 500 Esg E Transaction History

J.W. Cole Advisors, Inc.

$4.58 Billion
Q2 2025

A detailed history of J.W. Cole Advisors, Inc. transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 3,560 shares of EFIV stock, worth $224,564. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,560

Holding current value

$224,564

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 12, 2025	BUY	$47.24 - $58.55 $168,174 - $208,438	3,560 New	3,560 $208,000

Others Institutions Holding EFIV

# of Institutions

124

Shares Held

5.23M

Call Options Held

Put Options Held

Bank Of Italy

771K
Shares

$48.6 Million
2.18% of portfolio
Koss Olinger Consulting, LLC

414K
Shares

$26.1 Million
2.06% of portfolio
Baltimore Washington Financial Advisors, Inc.

380K
Shares

$24 Million
1.09% of portfolio
Lpl Financial LLC Fort Mill, SC

318K
Shares

$20 Million
0.01% of portfolio
Tompkins Financial Corp

290K
Shares

$18.3 Million
1.58% 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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J.W. Cole Advisors, Inc. Spdr Ser Tr Spdr S&P 500 Esg E Transaction History