Sheets Smith Wealth Management Spdr Ser Tr Spdr S&P 500 Esg E Transaction History

Sheets Smith Wealth Management

  • $802 Million
  • Q4 2024

A detailed history of Sheets Smith Wealth Management transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Sheets Smith Wealth Management holds 46,484 shares of EFIV stock, worth $2.7 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
46,484
Previous 41,891 10.96%
Holding current value
$2.7 Million
Previous $2.34 Million 12.42%
% of portfolio
0.33%
Previous 0.29%

Shares

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

Jan 17, 2025
BUY
$55.05 - $58.86 $252,844 - $270,343
4,593 Added 10.96%
46,484 $2.63 Million
Q3 2024

Nov 01, 2024
SELL
$50.43 - $55.76 $323,558 - $357,756
-6,416 Reduced 13.28%
41,891 $2.34 Million
Q2 2024

Jul 30, 2024
BUY
$47.87 - $53.62 $2.31 Million - $2.59 Million
48,307 New
48,307 $2.57 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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