Retirement Capital Strategies Spdr Ser Tr Spdr S&P 500 Esg E Transaction History
Retirement Capital Strategies
- $231 Million
- Q2 2025
A detailed history of Retirement Capital Strategies transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Retirement Capital Strategies holds 175,631 shares of EFIV stock, worth $10.7 Million. This represents 4.45% of its overall portfolio holdings.
Number of Shares
175,631
Previous 208,033
15.58%
Holding current value
$10.7 Million
Previous $11.1 Million
7.6%
% of portfolio
4.45%
Previous 4.45%
Shares
14 transactions
Others Institutions Holding EFIV
# of Institutions
123Shares Held
5.2MCall Options Held
0Put Options Held
0-
Bank Of Italy771KShares$46.8 Million2.18% of portfolio
-
Koss Olinger Consulting, LLC414KShares$25.2 Million2.01% of portfolio
-
Baltimore Washington Financial Advisors, Inc.380KShares$23.1 Million1.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC318KShares$19.3 Million0.01% of portfolio
-
Tompkins Financial Corp264KShares$16 Million1.45% of portfolio