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

Warren Street Wealth Advisors, LLC

  • $292 Million
  • Q2 2025

A detailed history of Warren Street Wealth Advisors, LLC transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Warren Street Wealth Advisors, LLC holds 11,714 shares of EFIV stock, worth $704,948. This represents 0.23% of its overall portfolio holdings.

Number of Shares
11,714
Previous 11,559 1.34%
Holding current value
$704,948
Previous $613,000 11.75%
% of portfolio
0.23%
Previous 0.25%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
BUY
$47.24 - $58.55 $7,322 - $9,075
155 Added 1.34%
11,714 $685,000
Q4 2024

Jan 29, 2025
BUY
$55.05 - $58.86 $6,881 - $7,357
125 Added 1.09%
11,559 $652,000
Q3 2024

Oct 18, 2024
SELL
$50.43 - $55.76 $24,609 - $27,210
-488 Reduced 4.09%
11,434 $637,000
Q1 2024

Apr 30, 2024
BUY
$45.34 - $50.65 $1,405 - $1,570
31 Added 0.26%
11,922 $603,000
Q4 2023

Mar 19, 2024
BUY
$40.0 - $46.3 $2,760 - $3,194
69 Added 0.58%
11,891 $549,000
Q3 2023

Oct 18, 2023
SELL
$41.29 - $44.55 $41 - $44
-1 Reduced 0.01%
11,822 $490,000
Q2 2023

Jul 17, 2023
BUY
$39.12 - $43.05 $2,738 - $3,013
70 Added 0.6%
11,823 $508,000
Q1 2023

Apr 28, 2023
BUY
$36.26 - $39.92 $1,414 - $1,556
39 Added 0.33%
11,753 $463,000
Q4 2022

Feb 01, 2023
BUY
$34.22 - $39.09 $8,726 - $9,967
255 Added 2.23%
11,714 $429,000
Q3 2022

Oct 19, 2022
BUY
$34.04 - $41.19 $7,216 - $8,732
212 Added 1.88%
11,459 $390,000
Q2 2022

Jul 18, 2022
BUY
$35.19 - $43.89 $21,923 - $27,343
623 Added 5.86%
11,247 $407,000
Q1 2022

May 04, 2022
BUY
$39.96 - $45.62 $424,535 - $484,666
10,624 New
10,624 $461,000

Others Institutions Holding EFIV

# of Institutions
123
Shares Held
5.26M
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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