Financial Services Advisory Inc Spdr Ser Tr Spdr S&P 500 Esg E Transaction History

Financial Services Advisory Inc

$409 Million
Q3 2024

A detailed history of Financial Services Advisory Inc transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Financial Services Advisory Inc holds 33,273 shares of EFIV stock, worth $1.94 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

33,273

Previous 51,250 35.08%

Holding current value

$1.94 Million

Previous $2.72 Million 31.83%

% of portfolio

0.45%

Previous 0.75%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$50.43 - $55.76 $906,580 - $1 Million	-17,977 Reduced 35.08%	33,273 $1.86 Million
Q2 2024 Jul 30, 2024	BUY	$47.87 - $53.62 $15,701 - $17,587	328 Added 0.64%	51,250 $2.72 Million
Q1 2024 May 06, 2024	BUY	$45.34 - $50.65 $136 - $151	3 Added 0.01%	50,922 $2.58 Million
Q4 2023 Feb 09, 2024	BUY	$40.0 - $46.3 $2.04 Million - $2.36 Million	50,919 New	50,919 $2.35 Million

Others Institutions Holding EFIV

# of Institutions

115

Shares Held

4.9M

Call Options Held

Put Options Held

View Full List

About SPDR SER TR SPDR S&P 500 ESG E

Ticker EFIV
Sector Technology

More about EFIV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Services Advisory Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Services Advisory Inc with notifications on news.

Account

Financial Services Advisory Inc Spdr Ser Tr Spdr S&P 500 Esg E Transaction History