A detailed history of Lpl Financial LLC transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Lpl Financial LLC holds 281,822 shares of EFIV stock, worth $16.1 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
281,822
Previous 213,486 32.01%
Holding current value
$16.1 Million
Previous $11.3 Million 38.62%
% of portfolio
0.01%
Previous 0.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$50.43 - $55.76 $3.45 Million - $3.81 Million
68,336 Added 32.01%
281,822 $15.7 Million
Q2 2024

Aug 07, 2024

BUY
$47.87 - $53.62 $68,071 - $76,247
1,422 Added 0.67%
213,486 $11.3 Million
Q1 2024

May 10, 2024

BUY
$45.34 - $50.65 $2.81 Million - $3.14 Million
61,991 Added 41.31%
212,064 $10.7 Million
Q4 2023

Feb 14, 2024

SELL
$40.0 - $46.3 $315,800 - $365,538
-7,895 Reduced 5.0%
150,073 $6.93 Million
Q3 2023

Nov 13, 2023

SELL
$41.29 - $44.55 $577,853 - $623,477
-13,995 Reduced 8.14%
157,968 $6.55 Million
Q2 2023

Jul 31, 2023

SELL
$39.12 - $43.05 $2.55 Million - $2.81 Million
-65,173 Reduced 27.48%
171,963 $7.4 Million
Q1 2023

May 10, 2023

SELL
$36.26 - $39.92 $8.15 Million - $8.97 Million
-224,656 Reduced 48.65%
237,136 $9.35 Million
Q4 2022

Feb 07, 2023

BUY
$34.22 - $39.09 $4.64 Million - $5.3 Million
135,665 Added 41.6%
461,792 $16.9 Million
Q3 2022

Nov 14, 2022

SELL
$34.04 - $41.19 $1.8 Million - $2.18 Million
-52,821 Reduced 13.94%
326,127 $11.1 Million
Q2 2022

Aug 12, 2022

BUY
$35.19 - $43.89 $1.04 Million - $1.3 Million
29,632 Added 8.48%
378,948 $13.7 Million
Q1 2022

May 16, 2022

BUY
$39.96 - $45.62 $7.91 Million - $9.03 Million
197,834 Added 130.6%
349,316 $15.2 Million
Q4 2021

Feb 14, 2022

BUY
$40.27 - $45.59 $31,330 - $35,469
778 Added 0.52%
151,482 $6.86 Million
Q3 2021

Nov 15, 2021

BUY
$39.85 - $42.51 $5.41 Million - $5.77 Million
135,740 Added 907.11%
150,704 $6.08 Million
Q2 2021

Aug 13, 2021

BUY
$37.32 - $40.14 $235,190 - $252,962
6,302 Added 72.75%
14,964 $601,000
Q1 2021

May 14, 2021

BUY
$34.36 - $36.95 $84,319 - $90,675
2,454 Added 39.53%
8,662 $320,000
Q4 2020

Feb 12, 2021

BUY
$30.57 - $34.85 $189,778 - $216,348
6,208 New
6,208 $216,000

Others Institutions Holding EFIV

About SPDR SER TR SPDR S&P 500 ESG E


  • Ticker EFIV
  • Sector Technology
More about EFIV
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Lpl Financial LLC with notifications on news.