Adirondack Trust Company’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Adirondack Trust Company’s Portfolio EFIV Stock Details EFIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-100	Closed	-$4.15K	–	502
2023 Q3	$4.15K	Hold	100	–	–	﹤0.01%	424
2023 Q2	$4.45K	Hold	100	–	–	﹤0.01%	402
2023 Q1	$3.94K	Hold	100	–	–	﹤0.01%	416
2022 Q4	$3.67K	Buy	+100	New	+$3.69K	﹤0.01%	414

Other funds holding EFIV

BOI

Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return

RCS

Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

LWP

Laurel Wealth Planning Edina, Minnesota $190M AUM 16.38% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

BEC

Blue Edge Capital Richmond, Virginia $753M AUM 18.89% 1-Year Est. Return

Adirondack Trust Company's EFIV Position: Q4 2023 in Review

Adirondack Trust Company sold out of State Street SPDR S&P 500 ESG ETF (EFIV) in Q4 2023, closing a stake of 100 shares — an estimated $4.15K sold.

Adirondack Trust Company first reported a position in EFIV in Q4 2022 and held it in 4 quarters. The position peaked at $4.45K in Q2 2023. 82 funds tracked by Wall St. Rank hold EFIV as of Q4 2023.

Adirondack Trust Company reported no remaining State Street SPDR S&P 500 ESG ETF position as of Q4 2023 after selling out during the quarter.
Adirondack Trust Company sold 100 State Street SPDR S&P 500 ESG ETF shares in Q4 2023, an estimated $4.15K.
Adirondack Trust Company first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2022 and held it in 4 quarters.
Adirondack Trust Company's State Street SPDR S&P 500 ESG ETF position peaked at $4.45K in Q2 2023.
82 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q4 2023.

Based on Adirondack Trust Company's 13F filing for Q4 2023, filed 29 Mar 2024.