Sage Advisory Services, Ltd.Co. Spdr Ser Tr Spdr S&P 500 Esg E Transaction History

Sage Advisory Services, Ltd.Co.

  • $181 Million
  • Q2 2025

A detailed history of Sage Advisory Services, Ltd.Co. transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Sage Advisory Services, Ltd.Co. holds 12,161 shares of EFIV stock, worth $731,848. This represents 0.39% of its overall portfolio holdings.

Number of Shares
12,161
Previous 12,008 1.27%
Holding current value
$731,848
Previous $642,000 10.9%
% of portfolio
0.39%
Previous 0.38%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
$47.24 - $58.55 $7,227 - $8,958
153 Added 1.27%
12,161 $712,000
Q4 2024

Feb 05, 2025
BUY
$55.05 - $58.86 $235,669 - $251,979
4,281 Added 55.4%
12,008 $678,000
Q2 2024

Aug 06, 2024
SELL
$47.87 - $53.62 $63,236 - $70,832
-1,321 Reduced 14.6%
7,727 $410,000
Q1 2024

Apr 26, 2024
BUY
$45.34 - $50.65 $544 - $607
12 Added 0.13%
9,048 $458,000
Q4 2023

Feb 01, 2024
SELL
$40.0 - $46.3 $465,920 - $539,302
-11,648 Reduced 56.31%
9,036 $417,000
Q3 2023

Nov 02, 2023
SELL
$41.29 - $44.55 $38,193 - $41,208
-925 Reduced 4.28%
20,684 $858,000
Q2 2023

Aug 02, 2023
SELL
$39.12 - $43.05 $15,335 - $16,875
-392 Reduced 1.78%
21,609 $930,000
Q1 2023

May 04, 2023
BUY
$36.26 - $39.92 $22,553 - $24,830
622 Added 2.91%
22,001 $867,000
Q4 2022

Feb 07, 2023
SELL
$34.22 - $39.09 $420,974 - $480,885
-12,302 Reduced 36.53%
21,379 $783,000
Q3 2022

Nov 10, 2022
BUY
$34.04 - $41.19 $147,018 - $177,899
4,319 Added 14.71%
33,681 $1.15 Million
Q2 2022

Aug 02, 2022
SELL
$35.19 - $43.89 $106,449 - $132,767
-3,025 Reduced 9.34%
29,362 $1.06 Million
Q1 2022

May 04, 2022
BUY
$39.96 - $45.62 $647,591 - $739,317
16,206 Added 100.15%
32,387 $1.41 Million
Q4 2021

Jan 31, 2022
BUY
$40.27 - $45.59 $651,608 - $737,691
16,181 New
16,181 $733,000

Others Institutions Holding EFIV

# of Institutions
123
Shares Held
5.26M
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
Track This Portfolio

Track Sage Advisory Services, Ltd.Co. Portfolio

Follow Sage Advisory Services, Ltd.Co. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sage Advisory Services, Ltd.Co., based on Form 13F filings with the SEC.

News

Stay updated on Sage Advisory Services, Ltd.Co. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email