Warren Street Wealth Advisors, LLC Spdr Ser Tr Spdr S&P 500 Esg E Transaction History

Warren Street Wealth Advisors, LLC

$234 Million
Q3 2024

A detailed history of Warren Street Wealth Advisors, LLC transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Warren Street Wealth Advisors, LLC holds 11,434 shares of EFIV stock, worth $662,714. This represents 0.27% of its overall portfolio holdings.

Number of Shares

11,434

Previous 11,922 4.09%

Holding current value

$662,714

Previous $633,000 0.63%

% of portfolio

0.27%

Previous 0.32%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	SELL	$50.43 - $55.76 $24,609 - $27,210	-488 Reduced 4.09%	11,434 $637,000
Q1 2024 Apr 30, 2024	BUY	$45.34 - $50.65 $1,405 - $1,570	31 Added 0.26%	11,922 $603,000
Q4 2023 Mar 19, 2024	BUY	$40.0 - $46.3 $2,760 - $3,194	69 Added 0.58%	11,891 $549,000
Q3 2023 Oct 18, 2023	SELL	$41.29 - $44.55 $41 - $44	-1 Reduced 0.01%	11,822 $490,000
Q2 2023 Jul 17, 2023	BUY	$39.12 - $43.05 $2,738 - $3,013	70 Added 0.6%	11,823 $508,000
Q1 2023 Apr 28, 2023	BUY	$36.26 - $39.92 $1,414 - $1,556	39 Added 0.33%	11,753 $463,000
Q4 2022 Feb 01, 2023	BUY	$34.22 - $39.09 $8,726 - $9,967	255 Added 2.23%	11,714 $429,000
Q3 2022 Oct 19, 2022	BUY	$34.04 - $41.19 $7,216 - $8,732	212 Added 1.88%	11,459 $390,000
Q2 2022 Jul 18, 2022	BUY	$35.19 - $43.89 $21,923 - $27,343	623 Added 5.86%	11,247 $407,000
Q1 2022 May 04, 2022	BUY	$39.96 - $45.62 $424,535 - $484,666	10,624 New	10,624 $461,000

Others Institutions Holding EFIV

# of Institutions

109

Shares Held

4.87M

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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Warren Street Wealth Advisors, LLC Spdr Ser Tr Spdr S&P 500 Esg E Transaction History