Us Financial Advisors, LLC Spdr Ser Tr Spdr S&P 500 Esg E Transaction History

Us Financial Advisors, LLC

$338 Million
Q1 2025

A detailed history of Us Financial Advisors, LLC transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Us Financial Advisors, LLC holds 25,687 shares of EFIV stock, worth $1.67 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

25,687

Previous 23,690 8.43%

Holding current value

$1.67 Million

Previous $1.34 Million 2.69%

% of portfolio

0.41%

Previous 0.41%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$52.53 - $58.51 $104,902 - $116,844	1,997 Added 8.43%	25,687 $1.37 Million
Q4 2024 Feb 13, 2025	SELL	$55.05 - $58.86 $19,818 - $21,189	-360 Reduced 1.5%	23,690 $1.34 Million
Q3 2024 Oct 31, 2024	SELL	$50.43 - $55.76 $247,107 - $273,224	-4,900 Reduced 16.93%	24,050 $1.34 Million
Q2 2024 Aug 01, 2024	SELL	$47.87 - $53.62 $112,877 - $126,435	-2,358 Reduced 7.53%	28,950 $1.54 Million
Q1 2024 May 13, 2024	BUY	$45.34 - $50.65 $35,138 - $39,253	775 Added 2.54%	31,308 $1.59 Million

Q4 2023 Feb 07, 2024	BUY	$40.0 - $46.3 $94,520 - $109,406	2,363 Added 8.39%	30,533 $1.41 Million
Q3 2023 Nov 09, 2023	BUY	$41.29 - $44.55 $83,694 - $90,302	2,027 Added 7.75%	28,170 $1.17 Million
Q2 2023 Aug 09, 2023	SELL	$39.12 - $43.05 $133,242 - $146,628	-3,406 Reduced 11.53%	26,143 $1.13 Million
Q1 2023 May 04, 2023	BUY	$36.26 - $39.92 $87,531 - $96,366	2,414 Added 8.9%	29,549 $1.17 Million
Q4 2022 Jan 26, 2023	BUY	$34.22 - $39.09 $928,559 - $1.06 Million	27,135 New	27,135 $0

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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Us Financial Advisors, LLC Spdr Ser Tr Spdr S&P 500 Esg E Transaction History