Laurel Wealth Planning LLC Spdr Ser Tr Spdr S&P 500 Esg E Transaction History

Laurel Wealth Planning LLC

$145 Million
Q1 2025

A detailed history of Laurel Wealth Planning LLC transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 197,527 shares of EFIV stock, worth $10.4 Million. This represents 7.29% of its overall portfolio holdings.

Number of Shares

197,527

Previous 212,603 7.09%

Holding current value

$10.4 Million

Previous $12 Million 12.0%

% of portfolio

7.29%

Previous 7.75%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$52.53 - $58.51 $791,942 - $882,096	-15,076 Reduced 7.09%	197,527 $10.6 Million
Q4 2024 Feb 03, 2025	SELL	$55.05 - $58.86 $142,469 - $152,329	-2,588 Reduced 1.2%	212,603 $12 Million
Q3 2024 Oct 28, 2024	SELL	$50.43 - $55.76 $353,312 - $390,654	-7,006 Reduced 3.15%	215,191 $12 Million
Q2 2024 Jul 25, 2024	SELL	$47.87 - $53.62 $195,596 - $219,091	-4,086 Reduced 1.81%	222,197 $11.8 Million
Q1 2024 Apr 22, 2024	SELL	$45.34 - $50.65 $82,836 - $92,537	-1,827 Reduced 0.8%	226,283 $11.5 Million
Q4 2023 Feb 09, 2024	BUY	$40.0 - $46.3 $9.12 Million - $10.6 Million	228,110 New	228,110 $10.5 Million

Others Institutions Holding EFIV

# of Institutions

122

Shares Held

5.49M

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

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Laurel Wealth Planning LLC Spdr Ser Tr Spdr S&P 500 Esg E Transaction History