Atria Investments’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Atria Investments’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	-55,408	Closed	-$2.3M	–	901
2023 Q3	$2.3M	Buy	55,408 +8,613	+18%	+$372K	0.04%	522
2023 Q2	$2.01M	Buy	+46,795	New	+$1.9M	0.04%	550

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

Atria Investments's EFIV Position: Q4 2023 in Review

Atria Investments sold out of State Street SPDR S&P 500 ESG ETF (EFIV) in Q4 2023, closing a stake of 55,408 shares — an estimated $2.3M sold.

Atria Investments first reported a position in EFIV in Q2 2023 and held it in 2 quarters. The position peaked at $2.3M in Q3 2023. 82 funds tracked by Wall St. Rank hold EFIV as of Q4 2023.

Atria Investments reported no remaining State Street SPDR S&P 500 ESG ETF position as of Q4 2023 after selling out during the quarter.
Atria Investments sold 55,408 State Street SPDR S&P 500 ESG ETF shares in Q4 2023, an estimated $2.3M.
Atria Investments first reported a position in State Street SPDR S&P 500 ESG ETF in Q2 2023 and held it in 2 quarters.
Atria Investments's State Street SPDR S&P 500 ESG ETF position peaked at $2.3M in Q3 2023.
82 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q4 2023.

Based on Atria Investments's 13F filing for Q4 2023, filed 14 Feb 2024.