Signature Estate & Investment Advisors LLC Spdr Ser Tr Spdr S&P 500 Esg E Transaction History

Signature Estate & Investment Advisors LLC

$4.32 Billion
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 11, 2023	BUY	$34.22 - $39.09 $205,114 - $234,305	5,994 New	5,994 $220,000

Others Institutions Holding EFIV

# of Institutions

109

Shares Held

4.87M

Call Options Held

Put Options Held

Bank Of Italy

771K
Shares

$44.7 Million
1.77% of portfolio
Retirement Capital Strategies

685K
Shares

$39.7 Million
14.99% of portfolio
Baltimore Washington Financial Advisors, Inc.

380K
Shares

$22 Million
1.18% of portfolio
Koss Olinger Consulting, LLC

355K
Shares

$20.6 Million
1.73% of portfolio
Lpl Financial LLC Fort Mill, SC

282K
Shares

$16.3 Million
0.01% of portfolio

View Full List

About SPDR SER TR SPDR S&P 500 ESG E

Ticker EFIV
Sector Technology

More about EFIV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Signature Estate & Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Signature Estate & Investment Advisors LLC with notifications on news.

Account