Allworth Financial LP Spdr Ser Tr Spdr S&P 500 Esg E Transaction History

Allworth Financial LP

  • $22 Billion
  • Q3 2025

A detailed history of Allworth Financial LP transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Allworth Financial LP holds 3,250 shares of EFIV stock, worth $210,859. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,250
Previous 3,241 0.28%
Holding current value
$210,859
Previous $189,000 8.99%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Dec 02, 2025
BUY
$58.56 - $63.63 $527 - $572
9 Added 0.28%
3,250 $206,000
Q2 2025

Aug 07, 2025
BUY
$47.24 - $58.55 $472 - $585
10 Added 0.31%
3,241 $189,000
Q1 2025

Apr 30, 2025
BUY
$52.53 - $58.51 $472 - $526
9 Added 0.28%
3,231 $172,000
Q4 2024

Jan 30, 2025
BUY
$55.05 - $58.86 $605 - $647
11 Added 0.34%
3,222 $181,000
Q3 2024

Oct 23, 2024
BUY
$50.43 - $55.76 $504 - $557
10 Added 0.31%
3,211 $179,000
Q2 2024

Jul 23, 2024
BUY
$47.87 - $53.62 $478 - $536
10 Added 0.31%
3,201 $169,000
Q1 2024

Apr 25, 2024
BUY
$45.34 - $50.65 $453 - $506
10 Added 0.31%
3,191 $161,000
Q4 2023

Jan 24, 2024
BUY
$40.0 - $46.3 $440 - $509
11 Added 0.35%
3,181 $146,000
Q3 2023

Oct 31, 2023
BUY
$41.29 - $44.55 $15,525 - $16,750
376 Added 13.46%
3,170 $131,000
Q2 2023

Jul 18, 2023
BUY
$39.12 - $43.05 $430 - $473
11 Added 0.4%
2,794 $120,000
Q1 2023

Apr 18, 2023
BUY
$36.26 - $39.92 $100,911 - $111,097
2,783 New
2,783 $109,000

Others Institutions Holding EFIV

# of Institutions
123
Shares Held
5.33M
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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