Retirement Capital Strategies Spdr Ser Tr Spdr S&P 500 Esg E Transaction History

Retirement Capital Strategies

  • $257 Million
  • Q4 2024

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 212,217 shares of EFIV stock, worth $12.3 Million. This represents 4.66% of its overall portfolio holdings.

Number of Shares
212,217
Previous 685,255 69.03%
Holding current value
$12.3 Million
Previous $38.2 Million 68.63%
% of portfolio
4.66%
Previous 14.99%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
SELL
$55.05 - $58.86 $26 Million - $27.8 Million
-473,038 Reduced 69.03%
212,217 $12 Million
Q3 2024

Nov 12, 2024
SELL
$50.43 - $55.76 $640,259 - $707,928
-12,696 Reduced 1.82%
685,255 $38.2 Million
Q2 2024

Aug 13, 2024
BUY
$47.87 - $53.62 $26.7 Million - $29.9 Million
557,254 Added 396.07%
697,951 $37.1 Million
Q1 2024

May 13, 2024
SELL
$45.34 - $50.65 $25.8 Million - $28.9 Million
-569,819 Reduced 80.2%
140,697 $7.12 Million
Q4 2023

Feb 14, 2024
BUY
$40.0 - $46.3 $23.5 Million - $27.2 Million
587,261 Added 476.46%
710,516 $32.8 Million
Q3 2023

Nov 13, 2023
SELL
$41.29 - $44.55 $2.06 Million - $2.23 Million
-49,975 Reduced 28.85%
123,255 $5.11 Million
Q2 2023

Aug 14, 2023
BUY
$39.12 - $43.05 $6.78 Million - $7.46 Million
173,230 New
173,230 $7.46 Million
Q4 2022

Feb 07, 2023
BUY
$34.22 - $39.09 $3.26 Million - $3.73 Million
95,319 New
95,319 $3.49 Million
Q2 2022

Jul 29, 2022
SELL
$35.19 - $43.89 $2.48 Million - $3.1 Million
-70,575 Closed
0 $0
Q1 2022

Apr 21, 2022
BUY
$39.96 - $45.62 $1.18 Million - $1.34 Million
29,446 Added 71.59%
70,575 $2.96 Million
Q4 2021

Feb 03, 2022
SELL
$40.27 - $45.59 $2,134 - $2,416
-53 Reduced 0.13%
41,129 $1.86 Million
Q3 2021

Oct 28, 2021
BUY
$39.85 - $42.51 $1.64 Million - $1.75 Million
41,182 New
41,182 $1.66 Million

Others Institutions Holding EFIV

# of Institutions
120
Shares Held
5.09M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR SPDR S&P 500 ESG E

EFIV Quotes by TradingView
  • Ticker EFIV
  • Sector Technology
More about EFIV
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