A detailed history of Tradewinds Capital Management, LLC transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Tradewinds Capital Management, LLC holds 819 shares of EFIV stock, worth $46,683. This represents 0.01% of its overall portfolio holdings.

Number of Shares
819
Previous 794 3.15%
Holding current value
$46,683
Previous $42,000 7.14%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

BUY
$50.43 - $55.76 $1,260 - $1,394
25 Added 3.15%
819 $45,000
Q2 2024

Jul 17, 2024

BUY
$47.87 - $53.62 $27,716 - $31,045
579 Added 269.3%
794 $42,000
Q1 2023

Apr 10, 2023

BUY
$36.26 - $39.92 $7,795 - $8,582
215 New
215 $8,000

Others Institutions Holding EFIV

About SPDR SER TR SPDR S&P 500 ESG E


  • Ticker EFIV
  • Sector Technology
More about EFIV
Track This Portfolio

Track Tradewinds Capital Management, LLC Portfolio

Follow Tradewinds Capital Management, LLC 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 Tradewinds Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tradewinds Capital Management, LLC with notifications on news.