A detailed history of Wny Asset Management, LLC transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Wny Asset Management, LLC holds 5,014 shares of EFIV stock, worth $285,798. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,014
Previous 8,136 38.37%
Holding current value
$285,798
Previous $432,000 35.42%
% of portfolio
0.03%
Previous 0.06%

Shares

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

Nov 12, 2024

SELL
$50.43 - $55.76 $157,442 - $174,082
-3,122 Reduced 38.37%
5,014 $279,000
Q4 2023

Feb 21, 2024

BUY
$40.0 - $46.3 $325,440 - $376,696
8,136 New
8,136 $375,000

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 Wny Asset Management, LLC Portfolio

Follow Wny Asset 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 Wny Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wny Asset Management, LLC with notifications on news.