Allworth Financial’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Allworth Financial’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
2025 Q2	$190K	Buy
2025 Q1	$168K	Buy
2024 Q4	$187K	Buy
2024 Q3	$179K	Buy
2024 Q2	$172K	Buy
2024 Q1	$162K	Buy
2023 Q4	$147K	Buy
2023 Q3	$132K	Buy
2023 Q2	$120K	Buy
2023 Q1	$110K	Buy