Crestwood Advisors Group LLC Spdr Ser Tr Spdr S&P 500 Esg E Transaction History

Crestwood Advisors Group LLC

  • $5.73 Billion
  • Q3 2025

A detailed history of Crestwood Advisors Group LLC transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 11,471 shares of EFIV stock, worth $744,238. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,471
Previous 10,378 10.53%
Holding current value
$744,238
Previous $607,000 20.1%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 07, 2025
BUY
$58.56 - $63.63 $64,006 - $69,547
1,093 Added 10.53%
11,471 $729,000
Q2 2025

Aug 05, 2025
BUY
$47.24 - $58.55 $490,256 - $607,631
10,378 New
10,378 $607,000

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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