Zhang Financial LLC Spdr Ser Tr Spdr S&P 500 Esg E Transaction History

Zhang Financial LLC

  • $2.42 Billion
  • Q3 2025

A detailed history of Zhang Financial LLC transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Zhang Financial LLC holds 5,489 shares of EFIV stock, worth $356,126. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,489
Previous 5,487 0.04%
Holding current value
$356,126
Previous $321,000 8.72%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Nov 10, 2025
BUY
$58.56 - $63.63 $117 - $127
2 Added 0.04%
5,489 $349,000
Q2 2025

Aug 01, 2025
BUY
$47.24 - $58.55 $35,099 - $43,502
743 Added 15.66%
5,487 $321,000
Q2 2024

Jul 19, 2024
BUY
$47.87 - $53.62 $9,574 - $10,724
200 Added 4.4%
4,744 $251,000
Q1 2024

Apr 24, 2024
BUY
$45.34 - $50.65 $206,024 - $230,153
4,544 New
4,544 $230,000

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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