Retirement Income Solutions, Inc Spdr Ser Tr Spdr S&P 500 Esg E Transaction History

Retirement Income Solutions, Inc

$437 Million
Q1 2024

A detailed history of Retirement Income Solutions, Inc transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Retirement Income Solutions, Inc holds 19,347 shares of EFIV stock, worth $1.05 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

19,347

Previous 20,362 4.98%

Holding current value

$1.05 Million

Previous $940,000 4.15%

% of portfolio

0.22%

Previous 0.24%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	SELL	$45.34 - $50.65 $46,020 - $51,409	-1,015 Reduced 4.98%	19,347 $979,000
Q4 2023 Feb 08, 2024	BUY	$40.0 - $46.3 $102,400 - $118,528	2,560 Added 14.38%	20,362 $940,000
Q3 2023 Nov 01, 2023	BUY	$41.29 - $44.55 $34,518 - $37,243	836 Added 4.93%	17,802 $738,000
Q2 2023 Jul 28, 2023	BUY	$39.12 - $43.05 $97,604 - $107,409	2,495 Added 17.24%	16,966 $730,000
Q1 2023 May 05, 2023	SELL	$36.26 - $39.92 $11,530 - $12,694	-318 Reduced 2.15%	14,471 $570,000

Q4 2022 Feb 08, 2023	BUY	$35.77 - $39.09 $265,663 - $290,321	7,427 Added 100.88%	14,789 $542,000
Q3 2022 Nov 02, 2022	BUY	N/A	829 Added 12.69%	7,362 $255,000
Q2 2022 Aug 16, 2022	SELL	N/A	-16,302 Reduced 71.39%	6,533 $237,000
Q1 2022 May 06, 2022	BUY	N/A	22,835 New	22,835 $991 Million

Others Institutions Holding EFIV

# of Institutions

Shares Held

4.04M

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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Retirement Income Solutions, Inc Spdr Ser Tr Spdr S&P 500 Esg E Transaction History