New Edge Advisors, LLC Spdr Ser Tr Spdr S&P 500 Esg E Transaction History

New Edge Advisors, LLC

$18.3 Billion
Q2 2025

A detailed history of New Edge Advisors, LLC transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, New Edge Advisors, LLC holds 3,965 shares of EFIV stock, worth $247,495. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,965

Previous 3,855 2.85%

Holding current value

$247,495

Previous $206,000 12.62%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$47.24 - $58.55 $5,196 - $6,440	110 Added 2.85%	3,965 $232,000
Q4 2024 Feb 13, 2025	SELL	$55.05 - $58.86 $3,523 - $3,767	-64 Reduced 1.63%	3,855 $217,000
Q3 2024 Nov 14, 2024	BUY	$50.43 - $55.76 $554 - $613	11 Added 0.28%	3,919 $218,000
Q2 2024 Aug 15, 2024	BUY	$47.87 - $53.62 $478 - $536	10 Added 0.26%	3,908 $207,000
Q1 2024 May 14, 2024	SELL	$45.34 - $50.65 $17,637 - $19,702	-389 Reduced 9.07%	3,898 $197,000
Q4 2023 Feb 13, 2024	BUY	$40.0 - $46.3 $128,400 - $148,623	3,210 Added 298.05%	4,287 $198,000
Q3 2023 Nov 14, 2023	BUY	$41.29 - $44.55 $41,083 - $44,327	995 Added 1213.41%	1,077 $44,000
Q2 2023 Aug 14, 2023	BUY	$39.12 - $43.05 $977 - $1,076	25 Added 43.86%	82 $3,000
Q1 2023 May 12, 2023	BUY	$36.26 - $39.92 $2,066 - $2,275	57 New	57 $2,000

Others Institutions Holding EFIV

# of Institutions

124

Shares Held

5.23M

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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New Edge Advisors, LLC Spdr Ser Tr Spdr S&P 500 Esg E Transaction History