Kwb Wealth Spdr Ser Tr Spdr S&P 500 Esg E Transaction History

Kwb Wealth

$882 Million
Q3 2025

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 07, 2024	SELL	$50.43 - $55.76 $64,651 - $71,484	-1,282 Reduced 19.03%	5,454 $304,000
Q1 2024 Apr 19, 2024	SELL	$45.34 - $50.65 $816 - $911	-18 Reduced 0.27%	6,736 $341,000
Q4 2023 Jan 10, 2024	SELL	$40.0 - $46.3 $55,560 - $64,310	-1,389 Reduced 17.06%	6,754 $312,000
Q2 2023 Jul 24, 2023	SELL	$39.12 - $43.05 $9,545 - $10,504	-244 Reduced 2.91%	8,143 $350,000
Q4 2022 Feb 09, 2023	BUY	$34.22 - $39.09 $37,334 - $42,647	1,091 Added 14.95%	8,387 $307,000

Q3 2022 Nov 10, 2022	BUY	$34.04 - $41.19 $248,355 - $300,522	7,296 New	7,296 $248,000

Others Institutions Holding EFIV

# of Institutions

123

Shares Held

5.33M

Call Options Held

0

Put Options Held

0

About SPDR SER TR SPDR S&P 500 ESG E

Ticker EFIV
Sector Technology

More about EFIV

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