Sheets Smith Wealth Management Spdr Ser Tr Spdr S&P 500 Esg E Transaction History

Sheets Smith Wealth Management

  • $802 Million
  • Q4 2024

A detailed history of Sheets Smith Wealth Management transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Sheets Smith Wealth Management holds 46,484 shares of EFIV stock, worth $2.67 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
46,484
Previous 41,891 10.96%
Holding current value
$2.67 Million
Previous $2.34 Million 12.42%
% of portfolio
0.33%
Previous 0.29%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$55.05 - $58.86 $252,844 - $270,343
4,593 Added 10.96%
46,484 $2.63 Million
Q3 2024

Nov 01, 2024
SELL
$50.43 - $55.76 $323,558 - $357,756
-6,416 Reduced 13.28%
41,891 $2.34 Million
Q2 2024

Jul 30, 2024
BUY
$47.87 - $53.62 $2.31 Million - $2.59 Million
48,307 New
48,307 $2.57 Million

Others Institutions Holding EFIV

# of Institutions
115
Shares Held
5.17M
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
Track This Portfolio

Track Sheets Smith Wealth Management Portfolio

Follow Sheets Smith Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sheets Smith Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Sheets Smith Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email