Soa Wealth Advisors, Llc. Spdr Ser Tr Spdr S&P 500 Esg E Transaction History

Soa Wealth Advisors, Llc.

$960 Million
Q3 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 198,239 shares of EFIV stock, worth $12.9 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares

198,239

Previous 193,131 2.64%

Holding current value

$12.9 Million

Previous $11.3 Million 11.49%

% of portfolio

1.31%

Previous 1.26%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$58.56 - $63.63 $299,124 - $325,022	5,108 Added 2.64%	198,239 $12.6 Million
Q2 2025 Jul 18, 2025	BUY	$47.24 - $58.55 $1.78 Million - $2.21 Million	37,692 Added 24.25%	193,131 $11.3 Million
Q1 2025 Apr 14, 2025	BUY	$52.53 - $58.51 $943,911 - $1.05 Million	17,969 Added 13.07%	155,439 $8.25 Million
Q4 2024 Jan 28, 2025	BUY	$55.05 - $58.86 $2.09 Million - $2.23 Million	37,880 Added 38.04%	137,470 $7.76 Million
Q3 2024 Oct 08, 2024	BUY	$50.43 - $55.76 $458,963 - $507,471	9,101 Added 10.06%	99,590 $5.55 Million

Q2 2024 Jul 17, 2024	BUY	$47.87 - $53.62 $3.85 Million - $4.31 Million	80,449 Added 801.28%	90,489 $4.8 Million
Q1 2024 Apr 10, 2024	BUY	$45.34 - $50.65 $205,752 - $229,849	4,538 Added 82.48%	10,040 $508,000
Q4 2023 Jan 10, 2024	BUY	$40.0 - $46.3 $220,080 - $254,742	5,502 New	5,502 $254,000

Others Institutions Holding EFIV

# of Institutions

123

Shares Held

5.33M

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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Soa Wealth Advisors, Llc. Spdr Ser Tr Spdr S&P 500 Esg E Transaction History