Sax Wealth Advisors, LLC Spdr Ser Tr Spdr S&P 500 Esg E Transaction History

Sax Wealth Advisors, LLC

  • $1.84 Billion
  • Q3 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 10,837 shares of EFIV stock, worth $706,789. This represents 0.04% of its overall portfolio holdings.

Number of Shares
10,837
Previous 19,612 44.74%
Holding current value
$706,789
Previous $1.15 Million 39.98%
% of portfolio
0.04%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
SELL
$58.56 - $63.63 $513,864 - $558,353
-8,775 Reduced 44.74%
10,837 $689,000
Q3 2024

Oct 17, 2024
BUY
$50.43 - $55.76 $194,760 - $215,345
3,862 Added 24.52%
19,612 $1.09 Million
Q1 2024

May 13, 2024
BUY
$45.34 - $50.65 $714,105 - $797,737
15,750 New
15,750 $797,000

Others Institutions Holding EFIV

# of Institutions
124
Shares Held
5.19M
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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