Gradient Investments LLC Spdr Ser Tr Spdr S&P 500 Esg E Transaction History

Gradient Investments LLC

$3.78 Billion
Q4 2024

A detailed history of Gradient Investments LLC transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Gradient Investments LLC holds 69,526 shares of EFIV stock, worth $4.04 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

69,526

Previous 69,458 0.1%

Holding current value

$4.04 Million

Previous $3.87 Million 1.39%

% of portfolio

0.1%

Previous 0.1%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$55.05 - $58.86 $3,743 - $4,002	68 Added 0.1%	69,526 $3.93 Million
Q3 2024 Oct 15, 2024	SELL	$50.43 - $55.76 $54,464 - $60,220	-1,080 Reduced 1.53%	69,458 $3.87 Million
Q2 2024 Jul 18, 2024	BUY	$47.87 - $53.62 $31,785 - $35,603	664 Added 0.95%	70,538 $3.75 Million
Q1 2024 Apr 23, 2024	BUY	$45.34 - $50.65 $70,549 - $78,811	1,556 Added 2.28%	69,874 $3.54 Million
Q4 2023 Jan 18, 2024	SELL	$40.0 - $46.3 $59,960 - $69,403	-1,499 Reduced 2.15%	68,318 $3.16 Million
Q3 2023 Oct 27, 2023	SELL	$41.29 - $44.55 $47,524 - $51,277	-1,151 Reduced 1.62%	69,817 $2.9 Million
Q2 2023 Jul 11, 2023	SELL	$39.12 - $43.05 $255,140 - $280,772	-6,522 Reduced 8.42%	70,968 $3.06 Million
Q1 2023 Apr 17, 2023	SELL	$36.26 - $39.92 $330,183 - $363,511	-9,106 Reduced 10.52%	77,490 $3.06 Million
Q4 2022 Jan 10, 2023	SELL	$34.22 - $39.09 $709,859 - $810,882	-20,744 Reduced 19.33%	86,596 $0
Q3 2022 Oct 14, 2022	BUY	$34.04 - $41.19 $3.65 Million - $4.42 Million	107,340 New	107,340 $3.65 Million

Others Institutions Holding EFIV

# of Institutions

120

Shares Held

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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Gradient Investments LLC Spdr Ser Tr Spdr S&P 500 Esg E Transaction History