Milestone Investment Advisors LLC Spdr Ser Tr Spdr S&P 500 Esg E Transaction History

Milestone Investment Advisors LLC

  • $395 Million
  • Q3 2025

A detailed history of Milestone Investment Advisors LLC transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 820 shares of EFIV stock, worth $53,201. This represents 0.01% of its overall portfolio holdings.

Number of Shares
820
Previous 817 0.37%
Holding current value
$53,201
Previous $47,000 10.64%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2025
BUY
$58.56 - $63.63 $175 - $190
3 Added 0.37%
820 $52,000
Q2 2025

Aug 13, 2025
BUY
$47.24 - $58.55 $94 - $117
2 Added 0.25%
817 $47,000
Q1 2025

Apr 28, 2025
BUY
$52.53 - $58.51 $157 - $175
3 Added 0.37%
815 $43,000
Q4 2024

Feb 12, 2025
BUY
$55.05 - $58.86 $44,700 - $47,794
812 New
812 $45,000

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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