Mc Clarren Financial Advisors, Inc. Spdr Ser Tr Spdr S&P 500 Esg E Transaction History

Mc Clarren Financial Advisors, Inc.

$151 Million
Q1 2025

A detailed history of Mc Clarren Financial Advisors, Inc. transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Mc Clarren Financial Advisors, Inc. holds 5,430 shares of EFIV stock, worth $328,623. This represents 0.19% of its overall portfolio holdings.

Number of Shares

5,430

Previous 6,758 19.65%

Holding current value

$328,623

Previous $381,000 23.88%

% of portfolio

0.19%

Previous 1.07%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$52.53 - $58.51 $69,759 - $77,701	-1,328 Reduced 19.65%	5,430 $290,000
Q4 2024 Jan 29, 2025	BUY	$55.05 - $58.86 $74,923 - $80,108	1,361 Added 25.22%	6,758 $381,000
Q3 2024 Oct 18, 2024	BUY	$50.43 - $55.76 $269,497 - $297,981	5,344 Added 10083.02%	5,397 $300,000
Q2 2024 Jul 26, 2024	BUY	$47.87 - $53.62 $2,537 - $2,841	53 New	53 $285,000

Others Institutions Holding EFIV

# of Institutions

117

Shares Held

5.28M

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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Mc Clarren Financial Advisors, Inc. Spdr Ser Tr Spdr S&P 500 Esg E Transaction History