Koss Olinger Consulting, LLC Spdr Ser Tr Spdr S&P 500 Esg E Transaction History

Koss Olinger Consulting, LLC

$1.18 Billion
Q1 2025

A detailed history of Koss Olinger Consulting, LLC transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Koss Olinger Consulting, LLC holds 466,805 shares of EFIV stock, worth $24.6 Million. This represents 2.12% of its overall portfolio holdings.

Number of Shares

466,805

Previous 357,455 30.59%

Holding current value

$24.6 Million

Previous $20.2 Million 23.7%

% of portfolio

2.12%

Previous 1.77%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$52.53 - $58.51 $5.74 Million - $6.4 Million	109,350 Added 30.59%	466,805 $25 Million
Q4 2024 Feb 10, 2025	BUY	$55.05 - $58.86 $142,029 - $151,858	2,580 Added 0.73%	357,455 $20.2 Million
Q3 2024 Oct 18, 2024	BUY	$50.43 - $55.76 $145,238 - $160,588	2,880 Added 0.82%	354,875 $19.8 Million
Q2 2024 Aug 06, 2024	BUY	$47.87 - $53.62 $16.9 Million - $18.9 Million	351,995 New	351,995 $18.7 Million
Q4 2023 Feb 13, 2024	BUY	$40.0 - $46.3 $2.04 Million - $2.37 Million	51,081 Added 22.04%	282,843 $13.1 Million
Q3 2023 Oct 10, 2023	BUY	$41.29 - $44.55 $4.33 Million - $4.67 Million	104,913 Added 82.71%	231,762 $9.62 Million
Q4 2022 Feb 13, 2023	BUY	$34.22 - $39.09 $4.34 Million - $4.96 Million	126,849 New	126,849 $4.65 Million

Others Institutions Holding EFIV

# of Institutions

119

Shares Held

5.45M

Call Options Held

Put Options Held

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 Koss Olinger Consulting, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Koss Olinger Consulting, LLC with notifications on news.

Account

Koss Olinger Consulting, LLC Spdr Ser Tr Spdr S&P 500 Esg E Transaction History