Marshall Financial Group LLC Spdr Ser Tr Spdr S&P 500 Esg E Transaction History

Marshall Financial Group LLC

$458 Million
Q3 2025

A detailed history of Marshall Financial Group LLC transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Marshall Financial Group LLC holds 5,774 shares of EFIV stock, worth $374,617. This represents 0.08% of its overall portfolio holdings.

Number of Shares

5,774

Previous 5,807 0.57%

Holding current value

$374,617

Previous $339,000 8.26%

% of portfolio

0.08%

Previous 0.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 08, 2025	SELL	$58.56 - $63.63 $1,932 - $2,099	-33 Reduced 0.57%	5,774 $367,000
Q2 2025 Jul 10, 2025	SELL	$47.24 - $58.55 $12,424 - $15,398	-263 Reduced 4.33%	5,807 $339,000
Q4 2024 Jan 21, 2025	SELL	$55.05 - $58.86 $19,212 - $20,542	-349 Reduced 5.44%	6,070 $342,000
Q3 2024 Oct 16, 2024	SELL	$50.43 - $55.76 $6,959 - $7,694	-138 Reduced 2.1%	6,419 $357,000
Q1 2024 Apr 19, 2024	BUY	$45.34 - $50.65 $19,405 - $21,678	428 Added 6.98%	6,557 $332,000

Q4 2023 Jan 10, 2024	SELL	$40.0 - $46.3 $57,760 - $66,857	-1,444 Reduced 19.07%	6,129 $283,000
Q3 2023 Oct 19, 2023	SELL	$41.29 - $44.55 $1,981 - $2,138	-48 Reduced 0.63%	7,573 $314,000
Q2 2023 Jul 17, 2023	BUY	$39.12 - $43.05 $58,679 - $64,574	1,500 Added 24.51%	7,621 $328,000
Q1 2023 Apr 18, 2023	BUY	$36.26 - $39.92 $221,947 - $244,350	6,121 New	6,121 $241,000

Others Institutions Holding EFIV

# of Institutions

123

Shares Held

5.33M

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

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Marshall Financial Group LLC Spdr Ser Tr Spdr S&P 500 Esg E Transaction History