Retirement Income Solutions, Inc Spdr Ser Tr Spdr S&P 500 Esg E Transaction History

Retirement Income Solutions, Inc

$573 Million
Q3 2025

A detailed history of Retirement Income Solutions, Inc transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Retirement Income Solutions, Inc holds 13,842 shares of EFIV stock, worth $898,068. This represents 0.15% of its overall portfolio holdings.

Number of Shares

13,842

Previous 14,609 5.25%

Holding current value

$898,068

Previous $855,000 2.92%

% of portfolio

0.15%

Previous 0.16%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	SELL	$58.56 - $63.63 $44,915 - $48,804	-767 Reduced 5.25%	13,842 $880,000
Q2 2025 Jul 15, 2025	BUY	$47.24 - $58.55 $47,806 - $59,252	1,012 Added 7.44%	14,609 $855,000
Q4 2024 Jan 31, 2025	SELL	$55.05 - $58.86 $2,146 - $2,295	-39 Reduced 0.29%	13,597 $767,000
Q2 2024 Aug 01, 2024	SELL	$47.87 - $53.62 $273,385 - $306,223	-5,711 Reduced 29.52%	13,636 $724,000
Q1 2024 May 03, 2024	SELL	$45.34 - $50.65 $46,020 - $51,409	-1,015 Reduced 4.98%	19,347 $979,000

Q4 2023 Feb 08, 2024	BUY	$40.0 - $46.3 $102,400 - $118,528	2,560 Added 14.38%	20,362 $940,000
Q3 2023 Nov 01, 2023	BUY	$41.29 - $44.55 $34,518 - $37,243	836 Added 4.93%	17,802 $738,000
Q2 2023 Jul 28, 2023	BUY	$39.12 - $43.05 $97,604 - $107,409	2,495 Added 17.24%	16,966 $730,000
Q1 2023 May 05, 2023	SELL	$36.26 - $39.92 $11,530 - $12,694	-318 Reduced 2.15%	14,471 $570,000
Q4 2022 Feb 08, 2023	BUY	$34.22 - $39.09 $254,151 - $290,321	7,427 Added 100.88%	14,789 $542,000
Q3 2022 Nov 02, 2022	BUY	$34.04 - $41.19 $28,219 - $34,146	829 Added 12.69%	7,362 $255,000
Q2 2022 Aug 16, 2022	SELL	$35.19 - $43.89 $573,667 - $715,494	-16,302 Reduced 71.39%	6,533 $237,000
Q1 2022 May 06, 2022	BUY	$39.96 - $45.62 $912,486 - $1.04 Million	22,835 New	22,835 $991 Million

Others Institutions Holding EFIV

# of Institutions

123

Shares Held

5.33M

Call Options Held

Put Options Held

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About SPDR SER TR SPDR S&P 500 ESG E

Ticker EFIV
Sector Technology

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Retirement Income Solutions, Inc Spdr Ser Tr Spdr S&P 500 Esg E Transaction History