Creative One Wealth, LLC Spdr Ser Tr Spdr S&P 500 Esg E Transaction History

Creative One Wealth, LLC

$3.51 Billion
Q3 2025

A detailed history of Creative One Wealth, LLC transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Creative One Wealth, LLC holds 5,518 shares of EFIV stock, worth $358,007. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,518

Previous 5,235 5.41%

Holding current value

$358,007

Previous $306,000 14.38%

% of portfolio

0.01%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$58.56 - $63.63 $16,572 - $18,007	283 Added 5.41%	5,518 $350,000
Q2 2025 Aug 12, 2025	BUY	$47.24 - $58.55 $8,361 - $10,363	177 Added 3.5%	5,235 $306,000
Q1 2025 May 14, 2025	BUY	$52.53 - $58.51 $33,251 - $37,036	633 Added 14.31%	5,058 $270,000
Q4 2024 Feb 13, 2025	SELL	$55.05 - $58.86 $210,291 - $224,845	-3,820 Reduced 46.33%	4,425 $249,000
Q3 2024 Nov 13, 2024	BUY	$50.43 - $55.76 $10,287 - $11,375	204 Added 2.54%	8,245 $459,000

Q2 2024 Aug 14, 2024	SELL	$47.87 - $53.62 $7,994 - $8,954	-167 Reduced 2.03%	8,041 $427,000
Q1 2024 May 14, 2024	BUY	$45.34 - $50.65 $372,150 - $415,735	8,208 New	8,208 $416,000
Q2 2023 Aug 16, 2023	BUY	$39.12 - $43.05 $79,178 - $87,133	2,024 Added 37.7%	7,392 $318,000
Q2 2023 Aug 14, 2023	SELL	$39.12 - $43.05 $112,665 - $123,983	-2,880 Reduced 34.92%	5,368 $231,000
Q1 2023 May 15, 2023	SELL	$36.26 - $39.92 $96,270 - $105,987	-2,655 Reduced 24.35%	8,248 $325,000
Q4 2022 Feb 14, 2023	SELL	$34.22 - $39.09 $10,163 - $11,609	-297 Reduced 2.65%	10,903 $400,000
Q3 2022 Nov 14, 2022	BUY	$34.04 - $41.19 $381,248 - $461,328	11,200 New	11,200 $381,000

Others Institutions Holding EFIV

# of Institutions

123

Shares Held

5.33M

Call Options Held

Put Options Held

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About SPDR SER TR SPDR S&P 500 ESG E

Ticker EFIV
Sector Technology

More about EFIV

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Creative One Wealth, LLC Spdr Ser Tr Spdr S&P 500 Esg E Transaction History