Aptus Capital Advisors’s SPDR S&P 500 ESG ETF EFIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Buy |
4,569
+149
| +3% | +$8.72K | ﹤0.01% | 840 |
|
|
2025
Q1 | $236K | Buy |
4,420
+80
| +2% | +$4.28K | ﹤0.01% | 834 |
|
|
2024
Q4 | $245K | Buy |
4,340
+263
| +6% | +$14.9K | ﹤0.01% | 819 |
|
|
2024
Q3 | $227K | Buy |
4,077
+2,917
| +251% | +$163K | ﹤0.01% | 735 |
|
|
2024
Q2 | $61.6K | Buy |
1,160
+119
| +11% | +$6.32K | ﹤0.01% | 868 |
|
|
2024
Q1 | $52.7K | Hold |
1,041
| – | – | ﹤0.01% | 884 |
|
|
2023
Q4 | $48.1K | Buy |
1,041
+17
| +2% | +$785 | ﹤0.01% | 678 |
|
|
2023
Q3 | $42.5K | Buy |
1,024
+903
| +746% | +$37.5K | ﹤0.01% | 700 |
|
|
2023
Q2 | $5.21K | Buy |
+121
| New | +$5.21K | ﹤0.01% | 718 |
|