Zhang Financial LLC Spdr Ser Tr Spdr S&P 500 Esg E Transaction History

Zhang Financial LLC

  • $2.13 Billion
  • Q2 2025

A detailed history of Zhang Financial LLC transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Zhang Financial LLC holds 5,487 shares of EFIV stock, worth $350,838. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,487
Previous 4,744 15.66%
Holding current value
$350,838
Previous $251,000 27.89%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Aug 01, 2025
BUY
$47.24 - $58.55 $35,099 - $43,502
743 Added 15.66%
5,487 $321,000
Q2 2024

Jul 19, 2024
BUY
$47.87 - $53.62 $9,574 - $10,724
200 Added 4.4%
4,744 $251,000
Q1 2024

Apr 24, 2024
BUY
$45.34 - $50.65 $206,024 - $230,153
4,544 New
4,544 $230,000

Others Institutions Holding EFIV

# of Institutions
124
Shares Held
5.22M
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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